Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | TILE | INTERFACE INC | Consumer Cyclical | 301.0 | $8K | 0.00% | NEW | — | $27.92 | +16.6% |
| 322 | ORA | ORMAT TECHNOLOGIES INC | Utilities | 76.0 | $8K | 0.00% | NEW | — | $110.47 | +15.6% |
| 323 | KRYS | KRYSTAL BIOTECH INC | Healthcare | 34.0 | $8K | 0.00% | NEW | — | $246.56 | +41.2% |
| 324 | SYNA | SYNAPTICS INC | Technology | 112.0 | $8K | 0.00% | NEW | — | $74.03 | +90.3% |
| 325 | COP | CONOCOPHILLIPS | Energy | 87.0 | $8K | 0.00% | NEW | — | $93.62 | +15.1% |
| 326 | EWY | ISHARES INC | — | 83.0 | $8K | 0.00% | NEW | — | $97.23 | +125.4% |
| 327 | CPK | CHESAPEAKE UTILS CORP | Utilities | 64.0 | $8K | 0.00% | NEW | — | $125.45 | -3.9% |
| 328 | YELP | YELP INC | Communication Services | 263.0 | $8K | 0.00% | NEW | — | $30.39 | -24.7% |
| 329 | XPRO | EXPRO GROUP HOLDINGS NV | Energy | 594.0 | $8K | 0.00% | NEW | — | $13.35 | +3.5% |
| 330 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 1,057.0 | $8K | 0.00% | NEW | — | $7.32 | +40.7% |
| 331 | INCY | INCYTE CORP | Healthcare | 78.0 | $8K | 0.00% | NEW | — | $98.78 | -0.6% |
| 332 | — | NPK INTERNATIONAL INC | — | 641.0 | $8K | 0.00% | NEW | — | $11.92 | — |
| 333 | CX | CEMEX SAB DE CV | Basic Materials | 653.0 | $8K | 0.00% | NEW | — | $11.49 | +10.8% |
| 334 | HCA | HCA HEALTHCARE INC | Healthcare | 16.0 | $7K | 0.00% | NEW | — | $466.88 | -19.6% |
| 335 | — | BITWISE FUNDS TRUST | — | 370.0 | $7K | 0.00% | NEW | — | $19.93 | — |
| 336 | WGMI | VALKYRIE ETF TRUST II | — | 191.0 | $7K | 0.00% | NEW | — | $38.27 | +88.4% |
| 337 | WEC | WEC ENERGY GROUP INC | Utilities | 69.0 | $7K | 0.00% | NEW | — | $105.46 | +6.4% |
| 338 | FUTU | FUTU HLDGS LTD | Financial Services | 44.0 | $7K | 0.00% | NEW | — | $164.23 | -41.2% |
| 339 | BRO | BROWN & BROWN INC | Financial Services | 90.0 | $7K | 0.00% | NEW | — | $79.70 | -25.8% |
| 340 | HDB | HDFC BANK LTD | Financial Services | 192.0 | $7K | 0.00% | NEW | — | $36.54 | -31.4% |
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%