Portfolio (Quarterly)
Guide ↗
JACKSON THORNTON WEALTH MANAGEMENT, LLC
· CIK 0001903880| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | PINS | PINTEREST INC | Communication Services | 9,060 | $245K | 0.02% | SOLD |
| 42 | ADSK | AUTODESK INC | Technology | 827 | $242K | 0.02% | SOLD |
| 43 | HOOD | ROBINHOOD MKTS INC | Financial Services | 1,963 | $239K | 0.02% | SOLD |
| 44 | WMB | WILLIAMS COS INC | Energy | 3,987 | $237K | 0.02% | SOLD |
| 45 | BIIB | BIOGEN INC | Healthcare | 1,297 | $237K | 0.02% | SOLD |
| 46 | MTG | MGIC INVT CORP WIS | Financial Services | 8,124 | $235K | 0.02% | SOLD |
| 47 | JLL | JONES LANG LASALLE INC | Real Estate | 671 | $235K | 0.02% | SOLD |
| 48 | VLTO | VERALTO CORP | Industrials | 2,353 | $235K | 0.02% | SOLD |
| 49 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 3,543 | $235K | 0.02% | SOLD |
| 50 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,258 | $234K | 0.02% | SOLD |
| 51 | PGR | PROGRESSIVE CORP | Financial Services | 1,092 | $232K | 0.02% | SOLD |
| 52 | ANF | ABERCROMBIE & FITCH CO | Consumer Cyclical | 1,790 | $231K | 0.02% | SOLD |
| 53 | ORI | OLD REP INTL CORP | Financial Services | 5,389 | $229K | 0.02% | SOLD |
| 54 | MUSA | MURPHY USA INC | Consumer Cyclical | 529 | $225K | 0.02% | SOLD |
| 55 | GIS | GENERAL MLS INC | Consumer Defensive | 5,117 | $224K | 0.02% | SOLD |
| 56 | KLAC | KLA CORP | Technology | 160 | $223K | 0.02% | SOLD |
| 57 | VRSK | VERISK ANALYTICS INC | Industrials | 1,004 | $222K | 0.02% | SOLD |
| 58 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 1,621 | $220K | 0.02% | SOLD |
| 59 | AXTA | AXALTA COATING SYS LTD | Basic Materials | 6,629 | $218K | 0.02% | SOLD |
| 60 | SRPT | SAREPTA THERAPEUTICS INC | Healthcare | 9,476 | $212K | 0.02% | SOLD |
Sector Allocation
Technology
27.5%
Industrials
13.4%
Financial Services
12.1%
Consumer Cyclical
11.9%
Healthcare
11.0%
Consumer Defensive
6.6%
Communication Services
5.4%
Utilities
4.1%
Basic Materials
2.8%
Energy
2.8%