Portfolio (Quarterly)
Guide ↗
Exit Wealth Advisors, LLC.
· CIK 0002082744| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HYG | ISHARES TR | — | 28,320 | $2.3M | 1.35% | SOLD |
| 2 | MPLX | MPLX LP | Energy | 41,346 | $2.2M | 1.30% | SOLD |
| 3 | ADBE | ADOBE INC | Technology | 6,172 | $2.2M | 1.28% | SOLD |
| 4 | UUP | INVESCO DB US DLR INDEX TR | Financial Services | 73,603 | $2.0M | 1.18% | SOLD |
| 5 | HYLB | DBX ETF TR | — | 45,316 | $1.7M | 0.99% | SOLD |
| 6 | INSP | INSPIRE MED SYS INC | Healthcare | 16,230 | $1.5M | 0.89% | SOLD |
| 7 | VIRT | VIRTU FINL INC | Financial Services | 38,331 | $1.3M | 0.76% | SOLD |
| 8 | VVX | V2X INC | Industrials | 22,761 | $1.2M | 0.73% | SOLD |
| 9 | SAM | BOSTON BEER INC | Consumer Defensive | 6,243 | $1.2M | 0.72% | SOLD |
| 10 | ATKR | ATKORE INC | Industrials | 18,812 | $1.2M | 0.70% | SOLD |
| 11 | MBB | ISHARES TR | — | 8,919 | $849K | 0.50% | SOLD |
| 12 | DNN | DENISON MINES CORP | Energy | 306,826 | $816K | 0.48% | SOLD |
| 13 | SEDG | SOLAREDGE TECHNOLOGIES INC | Energy | 28,243 | $815K | 0.48% | SOLD |
| 14 | TIGR | UP FINTECH HLDG LTD | Financial Services | 85,116 | $814K | 0.48% | SOLD |
| 15 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 1,311 | $761K | 0.45% | SOLD |
| 16 | CLS | CELESTICA INC | Technology | 2,563 | $758K | 0.45% | SOLD |
| 17 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 5,974 | $677K | 0.40% | SOLD |
| 18 | SE | SEA LTD | Consumer Cyclical | 5,295 | $675K | 0.40% | SOLD |
| 19 | TDC | TERADATA CORP DEL | Technology | 21,435 | $652K | 0.39% | SOLD |
| 20 | STNE | STONECO LTD | Technology | 43,016 | $636K | 0.38% | SOLD |
Sector Allocation
Financial Services
35.2%
Technology
25.8%
Consumer Cyclical
13.7%
Healthcare
6.3%
Consumer Defensive
4.7%
Communication Services
4.6%
Energy
4.3%
Basic Materials
2.4%
Industrials
2.3%
Utilities
0.7%