Portfolio (Quarterly)
Guide ↗
RESTON WEALTH MANAGEMENT LLC
· CIK 0001767617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | MCK | MCKESSON CORP | Healthcare | 286.0 | $216K | 0.06% | NEW | — | $755.94 | +18.2% |
| 62 | VLO | VALERO ENERGY CORP | Energy | 823.0 | $214K | 0.06% | NEW | — | $260.58 | +35.2% |
| 63 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 539.0 | $214K | 0.06% | NEW | — | $397.68 | -6.3% |
| 64 | TCAF | T ROWE PRICE EXCHANGE-TRADED | — | 5,104.0 | $210K | 0.06% | NEW | — | $41.10 | +4.2% |
| 65 | V | VISA INC | Financial Services | 606.0 | $208K | 0.06% | NEW | — | $342.99 | +11.3% |
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
Technology
42.2%
Financial Services
11.6%
Healthcare
10.3%
Consumer Cyclical
9.9%
Communication Services
8.9%
Industrials
6.2%
Consumer Defensive
4.5%
Energy
4.0%
Utilities
2.3%