Portfolio (Quarterly)
Guide ↗
Boyd Wealth Management, LLC
· CIK 0001846114| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | USHY | ISHARES TR | — | 6,661.0 | $247K | 0.09% | +558.0 | +9.1% | $37.02 | -1.1% |
| 22 | KO | COCA COLA CO | Consumer Defensive | 2,786.0 | $226K | 0.09% | +56.0 | +2.0% | $81.27 | +8.4% |
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
46.9%
Industrials
15.6%
Financial Services
12.3%
Consumer Defensive
8.2%
Communication Services
7.0%
Consumer Cyclical
5.8%
Energy
4.3%