Portfolio (Quarterly)
Guide ↗
SK Wealth Management, LLC
· CIK 0001867958| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | Energy | 1,755.0 | $349K | 0.10% | NEW | — | $198.87 | +1.1% |
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
41.2%
Financial Services
18.9%
Consumer Cyclical
16.5%
Industrials
9.0%
Healthcare
6.0%
Energy
3.4%
Communication Services
3.2%
Consumer Defensive
1.8%