Portfolio (Quarterly)
Guide ↗
MN Wealth Advisors, LLC
· CIK 0001992972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLG | INVESCO S&P 500 TOP 50 ETF | — | 18,711 | $1.1M | 0.56% | SOLD |
| 2 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | — | 13,271 | $892K | 0.45% | SOLD |
| 3 | INTU | INTUIT COM | Technology | 513 | $340K | 0.17% | SOLD |
| 4 | TNDM | TANDEM DIABETES CARE INC COM NEW | Healthcare | 13,770 | $303K | 0.15% | SOLD |
| 5 | BUFD | FT VEST LADDERED DEEP BUFFER ETF | — | 9,121 | $258K | 0.13% | SOLD |
| 6 | MU | MICRON TECHNOLOGY INC COM | Technology | 901 | $257K | 0.13% | SOLD |
| 7 | MDB | MONGODB INC CL A | Technology | 581 | $244K | 0.12% | SOLD |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 3,711 | $232K | 0.12% | SOLD |
| 9 | ADBE | ADOBE INC COM | Technology | 632 | $221K | 0.11% | SOLD |
| 10 | UBER | UBER TECHNOLOGIES INC COM | Technology | 2,526 | $206K | 0.10% | SOLD |
| 11 | NU | NU HLDGS LTD ORD SHS CL A | Financial Services | 11,363 | $190K | 0.10% | SOLD |
| 12 | ARRY | ARRAY TECHNOLOGIES INC COM SHS | Energy | 12,094 | $112K | 0.06% | SOLD |
| 13 | — CALL | ARRAY TECHNOLOGIES INC COM SHS | — | 300 | $3K | 0.00% | SOLD |
Sector Allocation
Technology
35.6%
Financial Services
13.4%
Healthcare
12.6%
Consumer Cyclical
10.8%
Communication Services
9.2%
Consumer Defensive
8.7%
Industrials
4.9%
Energy
4.1%
Real Estate
0.6%