Portfolio (Quarterly)
Guide ↗
Exit Wealth Advisors, LLC.
· CIK 0002082744| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VIPS | VIPSHOP HLDGS LTD | Consumer Cyclical | 25,527.0 | $452K | 0.27% | NEW | — | $17.69 | -18.0% |
| 82 | QQQM | INVESCO EXCH TRADED FD TR II | — | 1,783.0 | $451K | 0.27% | NEW | — | $252.90 | +13.2% |
| 83 | SUPN | SUPERNUS PHARMACEUTICALS INC | Healthcare | 8,651.0 | $430K | 0.25% | NEW | — | $49.70 | -3.3% |
| 84 | POWI | POWER INTEGRATIONS INC | Technology | 12,074.0 | $429K | 0.25% | NEW | — | $35.54 | +98.2% |
| 85 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,439.0 | $426K | 0.25% | NEW | — | $296.21 | -28.2% |
| 86 | KR | KROGER CO | Consumer Defensive | 6,637.0 | $415K | 0.24% | NEW | — | $62.48 | -5.9% |
| 87 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 7,257.0 | $411K | 0.24% | NEW | — | $56.62 | +11.0% |
| 88 | TBIL | RBB FD INC | — | 8,116.0 | $405K | 0.24% | NEW | — | $49.88 | +0.2% |
| 89 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,264.0 | $402K | 0.24% | NEW | — | $177.75 | -25.5% |
| 90 | STRV | EA SERIES TRUST | — | 9,019.0 | $398K | 0.23% | NEW | — | $44.09 | +8.1% |
| 91 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 843.0 | $395K | 0.23% | NEW | — | $117.19 | +73.3% |
| 92 | EPI | WISDOMTREE TR | — | 8,110.0 | $375K | 0.22% | NEW | — | $46.29 | -8.6% |
| 93 | VGT | VANGUARD WORLD FD | — | 483.0 | $364K | 0.21% | NEW | — | $753.51 | -85.0% |
| 94 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 7,142.0 | $355K | 0.21% | NEW | — | $49.65 | -26.8% |
| 95 | GLD | SPDR GOLD TR | Financial Services | 849.0 | $336K | 0.20% | NEW | — | $396.31 | -7.0% |
| 96 | GDX | VANECK ETF TRUST | — | 3,860.0 | $331K | 0.20% | NEW | — | $85.78 | -16.9% |
| 97 | XOM | EXXON MOBIL CORP | Energy | 2,751.0 | $331K | 0.20% | NEW | — | $120.34 | +22.5% |
| 98 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 12,131.0 | $329K | 0.20% | NEW | — | $27.15 | -42.2% |
| 99 | WMT | WALMART INC | Consumer Defensive | 2,904.0 | $324K | 0.19% | NEW | — | $111.40 | +2.6% |
| 100 | — | ETF OPPORTUNITIES TRUST | — | 16,725.0 | $319K | 0.19% | NEW | — | $19.06 | — |
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
Financial Services
36.3%
Technology
27.0%
Consumer Cyclical
13.9%
Healthcare
6.1%
Communication Services
5.2%
Consumer Defensive
4.7%
Energy
3.8%
Industrials
2.6%
Utilities
0.2%
Basic Materials
0.2%