Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 5.0 | $809.0 | — | NEW | — | $161.80 | -20.1% |
| 462 | VST | VISTRA CORP | Utilities | 5.0 | $807.0 | — | NEW | — | $161.40 | +1.5% |
| 463 | DD | DUPONT DE NEMOURS INC | Basic Materials | 20.0 | $804.0 | — | NEW | — | $40.20 | +18.7% |
| 464 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.0 | $796.0 | — | NEW | — | $398.00 | -30.1% |
| 465 | CTAS | CINTAS CORP | Industrials | 4.0 | $753.0 | — | NEW | — | $188.25 | -9.2% |
| 466 | HSY | HERSHEY CO | Consumer Defensive | 4.0 | $728.0 | — | NEW | — | $182.00 | -5.1% |
| 467 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | — | 18.0 | $727.0 | — | NEW | — | $40.39 | -21.7% |
| 468 | HMC | HONDA MOTOR LTD | Consumer Cyclical | 24.0 | $708.0 | — | NEW | — | $29.50 | -11.0% |
| 469 | SGOV | ISHARES TR | — | 7.0 | $703.0 | — | NEW | — | $100.43 | +0.2% |
| 470 | GL | GLOBE LIFE INC | Financial Services | 5.0 | $700.0 | — | NEW | — | $140.00 | +22.0% |
| 471 | — | BROWN FORMAN CORP | — | 26.0 | $684.0 | — | NEW | — | $26.31 | — |
| 472 | IDXX | IDEXX LABS INC | Healthcare | 1.0 | $677.0 | — | NEW | — | $677.00 | -17.0% |
| 473 | — | NEBIUS GROUP N.V. | — | 8.0 | $670.0 | — | NEW | — | $83.75 | — |
| 474 | INGR | INGREDION INC | Consumer Defensive | 6.0 | $662.0 | — | NEW | — | $110.33 | -11.2% |
| 475 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 41.0 | $660.0 | — | NEW | — | $16.10 | +21.5% |
| 476 | PINS | PINTEREST INC | Communication Services | 24.0 | $622.0 | — | NEW | — | $25.92 | -21.8% |
| 477 | GPC | GENUINE PARTS CO | Consumer Cyclical | 5.0 | $620.0 | — | NEW | — | $124.00 | -12.3% |
| 478 | MSCI | MSCI INC | Financial Services | 1.0 | $574.0 | — | NEW | — | $574.00 | +1.3% |
| 479 | PODD | INSULET CORP | Healthcare | 2.0 | $569.0 | — | NEW | — | $284.50 | -48.8% |
| 480 | AXON | AXON ENTERPRISE INC | Industrials | 1.0 | $568.0 | — | NEW | — | $568.00 | -25.5% |
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%