Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | PENNANT GROUP INC | — | 227 | $7K | 0.00% | SOLD |
| 22 | CPER | UNITED STS COMMODITY INDEX F | Financial Services | 200 | $7K | 0.00% | SOLD |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 10 | $7K | 0.00% | SOLD |
| 24 | AVAV | AEROVIRONMENT INC | Industrials | 35 | $6K | 0.00% | SOLD |
| 25 | TLTW | ISHARES TR | — | 279 | $6K | 0.00% | SOLD |
| 26 | ON | ON SEMICONDUCTOR CORP | Technology | 92 | $6K | 0.00% | SOLD |
| 27 | XLG | INVESCO EXCHANGE TRADED FD T | — | 103 | $6K | 0.00% | SOLD |
| 28 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 75 | $5K | 0.00% | SOLD |
| 29 | IBB | ISHARES TR | — | 30 | $5K | 0.00% | SOLD |
| 30 | STNE | STONECO LTD | Technology | 340 | $5K | 0.00% | SOLD |
| 31 | XLC | SELECT SECTOR SPDR TR | — | 40 | $4K | 0.00% | SOLD |
| 32 | ARKB | ARK 21SHARES BITCOIN ETF | Financial Services | 172 | $4K | 0.00% | SOLD |
| 33 | ITW | ILLINOIS TOOL WKS INC | Industrials | 14 | $4K | 0.00% | SOLD |
| 34 | HAE | HAEMONETICS CORP MASS | Healthcare | 62 | $3K | 0.00% | SOLD |
| 35 | HON | HONEYWELL INTL INC | Industrials | 14 | $3K | 0.00% | SOLD |
| 36 | BLD | TOPBUILD COR | Industrials | 9 | $3K | 0.00% | SOLD |
| 37 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | Financial Services | 63 | $3K | 0.00% | SOLD |
| 38 | DOX | AMDOCS LTD | Technology | 39 | $3K | 0.00% | SOLD |
| 39 | VO | VANGUARD INDEX FDS | — | 7 | $2K | 0.00% | SOLD |
| 40 | RDY | DR REDDYS LABS LTD | Healthcare | 105 | $1K | — | SOLD |
Sector Allocation
Technology
43.6%
Healthcare
9.5%
Consumer Cyclical
9.5%
Communication Services
9.0%
Financial Services
8.7%
Industrials
7.8%
Consumer Defensive
3.5%
Utilities
3.1%
Energy
2.4%
Basic Materials
1.7%