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Portfolio (Quarterly) Guide ↗

Sandro Wealth Management LLC

· CIK 0002107860
13F Portfolio $138M AUM 103 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 75 Added 11 Reduced 5 Exited
Page 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRM SALESFORCE INC Technology 2,252.0 $353K 0.26% -119.0 -5.0% $156.68 +63.4%
82 QCOM QUALCOMM INC Technology 1,829.0 $338K 0.24% $184.82 -11.2%
83 DUK DUKE ENERGY CORP NEW Utilities 2,629.0 $333K 0.24% +17.0 +0.7% $126.60 -5.0%
84 FITB FIFTH THIRD BANCORP Financial Services 5,848.0 $330K 0.24% +44.0 +0.8% $56.37 -3.2%
85 GEV GE VERNOVA INC Utilities 278.0 $327K 0.24% NEW $1175.79 -22.4%
86 ES EVERSOURCE ENERGY Utilities 4,297.0 $311K 0.22% +1K +32.3% $72.27 -2.0%
87 DTE DTE ENERGY CO Utilities 2,037.0 $310K 0.22% +301.0 +17.3% $152.34 -10.8%
88 VRTX VERTEX PHARMACEUTICALS INC Healthcare 609.0 $303K 0.22% +32.0 +5.5% $496.73 +9.1%
89 ORCL ORACLE CORP Technology 2,023.0 $296K 0.21% +159.0 +8.5% $146.53 +2.9%
90 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,407.0 $281K 0.20% -390.0 -10.3% $82.40 -2.8%
91 INTC INTEL CORP Technology 1,975.0 $276K 0.20% NEW $139.63 -35.9%
92 RF REGIONS FINANCIAL CORP NEW Financial Services 9,091.0 $275K 0.20% +128.0 +1.4% $30.20 +0.4%
93 CSCO CISCO SYS INC Technology 2,294.0 $269K 0.20% NEW $117.46 -6.4%
94 NI NISOURCE INC Utilities 5,644.0 $268K 0.19% +332.0 +6.2% $47.55 -14.7%
95 MU MICRON TECHNOLOGY INC Technology 219.0 $253K 0.18% NEW $1154.29 -19.2%
96 ADBE ADOBE INC Technology 1,201.0 $246K 0.18% -86.0 -6.7% $205.02 +42.2%
97 T AT&T INC Communication Services 11,551.0 $239K 0.17% +490.0 +4.4% $20.70 +25.7%
98 WEC WEC ENERGY GROUP INC Utilities 2,009.0 $235K 0.17% +141.0 +7.5% $116.75 -9.0%
99 MRK MERCK & CO INC Healthcare 1,778.0 $228K 0.17% NEW $128.48 +15.5%
100 SRE SEMPRA Utilities 2,439.0 $226K 0.16% +310.0 +14.6% $92.72 -9.1%
Page 5 of 6  ·  103 positions

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 31.9%
Financial Services 12.2%
Healthcare 11.4%
Industrials 10.4%
Communication Services 9.3%
Consumer Cyclical 9.3%
Consumer Defensive 7.1%
Utilities 4.9%
Energy 2.9%
Basic Materials 0.7%