Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | CADENCE BANK | — | 1,665 | $71K | 0.02% | SOLD |
| 2 | SPYI | NEOS ETF TRUST | — | 1,189 | $62K | 0.01% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 480 | $44K | 0.01% | SOLD |
| 4 | TOTL | SSGA ACTIVE ETF TR | — | 495 | $20K | 0.01% | SOLD |
| 5 | VDC | VANGUARD WORLD FD | — | 86 | $18K | 0.00% | SOLD |
| 6 | TXRH | TEXAS ROADHOUSE INC | Consumer Cyclical | 78 | $13K | 0.00% | SOLD |
| 7 | SPMO | INVESCO EXCH TRADED FD TR II | — | 106 | $13K | 0.00% | SOLD |
| 8 | FIG | FIGMA INC | Technology | 337 | $13K | 0.00% | SOLD |
| 9 | EXEL | EXELIXIS INC | Healthcare | 259 | $11K | 0.00% | SOLD |
| 10 | NAIL | DBX ETF TR | — | 202 | $10K | 0.00% | SOLD |
| 11 | IBB | ISHARES TR | — | 59 | $10K | 0.00% | SOLD |
| 12 | EMO | CLEARBRIDGE ENERGY MIDSTRM O | Financial Services | 200 | $9K | 0.00% | SOLD |
| 13 | NVDL | GRANITESHARES ETF TR | — | 100 | $9K | 0.00% | SOLD |
| 14 | EWL | ISHARES INC | — | 141 | $8K | 0.00% | SOLD |
| 15 | RPG | INVESCO EXCHANGE TRADED FD T | — | 166 | $8K | 0.00% | SOLD |
| 16 | PLTU | DIREXION SHS ETF TR | — | 100 | $7K | 0.00% | SOLD |
| 17 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 266 | $7K | 0.00% | SOLD |
| 18 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 100 | $7K | 0.00% | SOLD |
| 19 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | Financial Services | 243 | $6K | 0.00% | SOLD |
| 20 | AMUU | DIREXION SHS ETF TR | — | 100 | $5K | 0.00% | SOLD |
Sector Allocation
Technology
32.8%
Financial Services
26.0%
Consumer Cyclical
14.1%
Communication Services
6.9%
Energy
5.2%
Industrials
4.6%
Healthcare
3.7%
Consumer Defensive
2.4%
Utilities
2.3%
Real Estate
1.0%