Portfolio (Quarterly)
Guide ↗
Inlight Wealth Management, LLC
· CIK 0001731795| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | — | ANNALY CAPITAL MANAGEMENT INC COM NEW | — | 1,250.0 | $28K | 0.01% | NEW | — | $22.36 | — |
| 122 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | Technology | 100.0 | $27K | 0.01% | NEW | — | $268.30 | -52.3% |
| 123 | MO | ALTRIA GROUP INC COM | Consumer Defensive | 463.0 | $27K | 0.01% | NEW | — | $57.66 | +19.9% |
| 124 | VB | VANGUARD SMALL-CAP ETF | — | 94.0 | $24K | 0.01% | NEW | — | $257.95 | +15.0% |
| 125 | MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | Financial Services | 1,500.0 | $24K | 0.01% | NEW | — | $15.86 | +32.9% |
| 126 | SHOP | SHOPIFY INC CL A SUB VTG SHS | Technology | 145.0 | $23K | 0.01% | NEW | — | $160.97 | -32.4% |
| 127 | UBER | UBER TECHNOLOGIES INC COM | Technology | 284.0 | $23K | 0.01% | NEW | — | $81.71 | -12.3% |
| 128 | — | CADENCE BANK COM | — | 500.0 | $21K | 0.01% | NEW | — | $42.84 | — |
| 129 | CRWD | CROWDSTRIKE HLDGS INC CL A | Technology | 45.0 | $21K | 0.01% | NEW | — | $468.76 | +46.1% |
| 130 | OXY | OCCIDENTAL PETE CORP COM | Energy | 500.0 | $21K | 0.01% | NEW | — | $41.12 | +26.0% |
| 131 | GE | GE AEROSPACE COM NEW | Industrials | 64.0 | $20K | 0.01% | NEW | — | $309.14 | +15.7% |
| 132 | NET | CLOUDFLARE INC CL A COM | Technology | 100.0 | $20K | 0.01% | NEW | — | $197.15 | +13.6% |
| 133 | KO | COCA COLA CO COM | Consumer Defensive | 277.0 | $19K | 0.01% | NEW | — | $69.91 | +13.6% |
| 134 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | — | 223.0 | $18K | 0.01% | NEW | — | $80.22 | +9.6% |
| 135 | SCHB | SCHWAB U.S. BROAD MARKET ETF | — | 675.0 | $18K | 0.01% | NEW | — | $26.23 | +10.4% |
| 136 | MMM | 3M CO COM | Industrials | 110.0 | $18K | 0.01% | NEW | — | $160.10 | +0.3% |
| 137 | REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | — | 200.0 | $17K | 0.01% | NEW | — | $82.64 | +7.8% |
| 138 | RTX | RTX CORPORATION COM | Industrials | 81.0 | $15K | 0.01% | NEW | — | $183.40 | +1.2% |
| 139 | AMGN | AMGEN INC COM | Healthcare | 42.0 | $14K | 0.01% | NEW | — | $327.31 | +3.1% |
| 140 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 258.0 | $13K | 0.01% | NEW | — | $49.65 | -28.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Communication Services
35.2%
Financial Services
31.9%
Technology
12.3%
Healthcare
9.2%
Energy
7.2%
Industrials
1.5%
Consumer Cyclical
1.4%
Real Estate
0.6%
Consumer Defensive
0.4%
Utilities
0.3%