Portfolio (Quarterly)
Guide ↗
KRM WEALTH MANAGEMENT L.L.C.
· CIK 0002126518| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | UPS | UNITED PARCEL SVCS INC | Industrials | 3,576.0 | $384K | 0.17% | NEW | — | $107.49 | -4.8% |
| 2 | GEV | GE VERNOVA INC | Utilities | 193.0 | $227K | 0.10% | NEW | — | $1176.23 | -19.9% |
| 3 | GOOG | ALPHABET INC | — | 606.0 | $214K | 0.09% | NEW | — | $353.49 | — |
| 4 | BSV | VANGUARD BD INDEX FDS | — | 2,616.0 | $204K | 0.09% | NEW | — | $77.90 | -0.9% |
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
Industrials
64.5%
Technology
25.7%
Utilities
5.0%
Healthcare
4.8%