Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | NNN | NNN REIT INC | Real Estate | 13 | $516.0 | — | SOLD |
| 122 | — | LIBERTY MEDIA CORP DEL | — | 5 | $493.0 | — | SOLD |
| 123 | DOCU | DOCUSIGN INC | Technology | 7 | $479.0 | — | SOLD |
| 124 | MSTR | STRATEGY INC | Technology | 3 | $456.0 | — | SOLD |
| 125 | ICLN | ISHARES TR | — | 27 | $444.0 | — | SOLD |
| 126 | VWO | VANGUARD INTL EQUITY INDEX F | — | 8 | $431.0 | — | SOLD |
| 127 | RBLX | ROBLOX CORP | Technology | 5 | $406.0 | — | SOLD |
| 128 | ELF | E L F BEAUTY INC | Consumer Defensive | 5 | $381.0 | — | SOLD |
| 129 | JEPI | J P MORGAN EXCHANGE TRADED F | — | — | $376.0 | — | SOLD |
| 130 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 10 | $370.0 | — | SOLD |
| 131 | JLL | JONES LANG LASALLE INC | Real Estate | 1 | $337.0 | — | SOLD |
| 132 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 1 | $325.0 | — | SOLD |
| 133 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 3 | $309.0 | — | SOLD |
| 134 | CAVA | CAVA GROUP INC | Consumer Cyclical | 5 | $294.0 | — | SOLD |
| 135 | ONON | ON HLDG AG | Consumer Cyclical | 6 | $279.0 | — | SOLD |
| 136 | XPO | XPO INC | Industrials | 2 | $272.0 | — | SOLD |
| 137 | FSLR | FIRST SOLAR INC | Energy | 1 | $262.0 | — | SOLD |
| 138 | LIT | GLOBAL X FDS | — | 4 | $261.0 | — | SOLD |
| 139 | VB | VANGUARD INDEX FDS | — | 1 | $258.0 | — | SOLD |
| 140 | ENPH | ENPHASE ENERGY INC | Energy | 8 | $257.0 | — | SOLD |
Sector Allocation
Technology
36.8%
Healthcare
20.3%
Communication Services
11.8%
Consumer Cyclical
9.3%
Financial Services
9.0%
Industrials
4.4%
Consumer Defensive
4.0%
Utilities
1.5%
Energy
1.4%
Basic Materials
0.9%