Portfolio (Quarterly)
Guide ↗
Oakmont Advisory Group, LLC
· CIK 0002115370| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | SO | SOUTHERN CO | Utilities | 438.0 | $42K | 0.04% | NEW | — | $95.62 | -6.9% |
| 202 | LNTH | LANTHEUS HLDGS INC | Healthcare | 376.0 | $42K | 0.04% | NEW | — | $110.86 | -9.4% |
| 203 | XT | ISHARES TR | — | 498.0 | $41K | 0.04% | NEW | — | $82.64 | +1.0% |
| 204 | PHM | PULTE GROUP INC | Consumer Cyclical | 283.0 | $39K | 0.03% | NEW | — | $137.08 | -7.5% |
| 205 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 1,111.0 | $39K | 0.03% | NEW | — | $34.66 | -8.6% |
| 206 | VOE | VANGUARD INDEX FDS | — | 194.0 | $38K | 0.03% | NEW | — | $197.61 | +5.4% |
| 207 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 222.0 | $37K | 0.03% | NEW | — | $164.94 | -12.0% |
| 208 | CSCO | CISCO SYS INC | Technology | 311.0 | $37K | 0.03% | NEW | — | $117.39 | -4.5% |
| 209 | VXUS | VANGUARD STAR FDS | — | 426.0 | $36K | 0.03% | NEW | — | $85.44 | +2.9% |
| 210 | SCHG | SCHWAB STRATEGIC TR | — | 1,074.0 | $36K | 0.03% | NEW | — | $33.85 | +5.9% |
| 211 | XVV | ISHARES TR | — | 620.0 | $35K | 0.03% | NEW | — | $56.82 | +4.1% |
| 212 | EUSB | ISHARES TR | — | 805.0 | $35K | 0.03% | NEW | — | $43.47 | -1.2% |
| 213 | AN | AUTONATION INC | Consumer Cyclical | 188.0 | $35K | 0.03% | NEW | — | $186.10 | +6.8% |
| 214 | SPDW | SPDR INDEX SHS FDS | — | 676.0 | $34K | 0.03% | NEW | — | $50.39 | +3.3% |
| 215 | MPC | MARATHON PETE CORP | Energy | 130.0 | $33K | 0.03% | NEW | — | $255.90 | +42.1% |
| 216 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 331.0 | $33K | 0.03% | NEW | — | $99.23 | -13.0% |
| 217 | SPSM | SPDR SERIES TRUST | — | 559.0 | $32K | 0.03% | NEW | — | $57.69 | -1.1% |
| 218 | ABT | ABBOTT LABS | Healthcare | 348.0 | $32K | 0.03% | NEW | — | $90.66 | +23.1% |
| 219 | XJH | ISHARES TR | — | 595.0 | $31K | 0.03% | NEW | — | $52.13 | -0.6% |
| 220 | EFG | ISHARES TR | — | 247.0 | $31K | 0.03% | NEW | — | $124.28 | +1.1% |
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
26.6%
Technology
21.3%
Healthcare
17.9%
Consumer Defensive
10.0%
Industrials
7.2%
Consumer Cyclical
6.3%
Communication Services
5.2%
Energy
2.8%
Real Estate
1.4%
Basic Materials
1.3%