Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | FSLR | FIRST SOLAR INC | Energy | 1.0 | $262.0 | — | NEW | — | $262.00 | -1.6% |
| 502 | LIT | GLOBAL X FDS | — | 4.0 | $261.0 | — | NEW | — | $65.25 | +25.9% |
| 503 | VB | VANGUARD INDEX FDS | — | 1.0 | $258.0 | — | NEW | — | $258.00 | +14.9% |
| 504 | ENPH | ENPHASE ENERGY INC | Energy | 8.0 | $257.0 | — | NEW | — | $32.12 | +62.7% |
| 505 | VRA | VERA BRADLEY INC | Consumer Cyclical | 100.0 | $242.0 | — | NEW | — | $2.42 | +61.2% |
| 506 | CLH | CLEAN HARBORS INC | Industrials | 1.0 | $235.0 | — | NEW | — | $235.00 | +22.8% |
| 507 | ARKG | ARK ETF TR | — | 8.0 | $232.0 | — | NEW | — | $29.00 | +27.1% |
| 508 | NTRA | NATERA INC | Healthcare | 1.0 | $230.0 | — | NEW | — | $230.00 | +0.6% |
| 509 | COCO | VITA COCO CO INC | Consumer Defensive | 4.0 | $213.0 | — | NEW | — | $53.25 | +57.8% |
| 510 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 1.0 | $157.0 | — | NEW | — | $157.00 | +40.8% |
| 511 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 3.0 | $146.0 | — | NEW | — | $48.67 | +75.8% |
| 512 | VKTX | VIKING THERAPEUTICS INC | Healthcare | 4.0 | $141.0 | — | NEW | — | $35.25 | -13.8% |
| 513 | — | BLOCK INC | — | 2.0 | $131.0 | — | NEW | — | $65.50 | — |
| 514 | ARKX | ARK ETF TR | — | 4.0 | $116.0 | — | NEW | — | $29.00 | +19.2% |
| 515 | ARKQ | ARK ETF TR | — | 1.0 | $115.0 | — | NEW | — | $115.00 | +15.8% |
| 516 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 5.0 | $99.0 | — | NEW | — | $19.80 | -16.6% |
| 517 | UFO | PROCURE ETF TRUST II | — | 2.0 | $78.0 | — | NEW | — | $39.00 | +28.9% |
| 518 | F | FORD MTR CO | Consumer Cyclical | 5.0 | $66.0 | — | NEW | — | $13.20 | +6.5% |
| 519 | ALL | ALLSTATE CORP | Financial Services | — | $54.0 | — | NEW | — | — | — |
| 520 | LCID | LUCID GROUP INC | Consumer Cyclical | 5.0 | $53.0 | — | NEW | — | $10.60 | -49.4% |
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
38.7%
Healthcare
25.2%
Communication Services
11.3%
Financial Services
8.5%
Consumer Cyclical
7.5%
Consumer Defensive
4.3%
Industrials
3.3%
Energy
0.5%
Utilities
0.5%
Real Estate
0.1%