Portfolio (Quarterly)
Guide ↗
Inlight Wealth Management, LLC
· CIK 0001731795| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | FEGE | FIRST EAGLE GLOBAL EQUITY ETF | — | 109.0 | $5K | 0.00% | NEW | — | $46.03 | +5.5% |
| 182 | SYY | SYSCO CORP COM | Consumer Defensive | 68.0 | $5K | 0.00% | NEW | — | $73.69 | +9.4% |
| 183 | SWK | STANLEY BLACK & DECKER INC COM | Industrials | 67.0 | $5K | 0.00% | NEW | — | $74.28 | +20.7% |
| 184 | FPF | FIRST TR INTER DURATN PFD & IN COM | Financial Services | 253.0 | $5K | 0.00% | NEW | — | $18.64 | -4.1% |
| 185 | NVO | NOVO-NORDISK A S ADR | Healthcare | 90.0 | $5K | 0.00% | NEW | — | $50.88 | -6.8% |
| 186 | CHWY | CHEWY INC CL A | Consumer Cyclical | 138.0 | $5K | 0.00% | NEW | — | $33.05 | -42.5% |
| 187 | CARR | CARRIER GLOBAL CORPORATION COM | Industrials | 81.0 | $4K | 0.00% | NEW | — | $52.84 | +40.2% |
| 188 | TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | Technology | 14.0 | $4K | 0.00% | NEW | — | $303.86 | +45.1% |
| 189 | ABNB | AIRBNB INC COM CL A | Consumer Cyclical | 30.0 | $4K | 0.00% | NEW | — | $135.73 | +6.4% |
| 190 | ZM | ZOOM COMMUNICATIONS INC CL A | Technology | 46.0 | $4K | 0.00% | NEW | — | $86.28 | +0.2% |
| 191 | MASI | MASIMO CORP COM | Healthcare | 30.0 | $4K | 0.00% | NEW | — | $130.07 | +38.4% |
| 192 | TEM | TEMPUS AI INC CL A | Healthcare | 66.0 | $4K | 0.00% | NEW | — | $59.05 | -12.0% |
| 193 | LUMN | LUMEN TECHNOLOGIES INC COM | Communication Services | 500.0 | $4K | 0.00% | NEW | — | $7.77 | +3.7% |
| 194 | ADBE | ADOBE INC COM | Technology | 11.0 | $4K | 0.00% | NEW | — | $350.00 | -43.8% |
| 195 | TTD | THE TRADE DESK INC COM CL A | Technology | 100.0 | $4K | 0.00% | NEW | — | $37.96 | -53.4% |
| 196 | KD | KYNDRYL HLDGS INC COMMON STOCK | Technology | 141.0 | $4K | 0.00% | NEW | — | $26.56 | -58.2% |
| 197 | VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | Consumer Cyclical | 200.0 | $4K | 0.00% | NEW | — | $17.69 | -24.3% |
| 198 | DUK | DUKE ENERGY CORP NEW COM NEW | Utilities | 30.0 | $4K | 0.00% | NEW | — | $117.20 | +8.0% |
| 199 | — | KLARNA GROUP PLC SHS | — | 121.0 | $3K | 0.00% | NEW | — | $28.91 | — |
| 200 | OTIS | OTIS WORLDWIDE CORP COM | Industrials | 40.0 | $3K | 0.00% | NEW | — | $87.35 | -16.9% |
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
Communication Services
35.2%
Financial Services
31.9%
Technology
12.3%
Healthcare
9.2%
Energy
7.2%
Industrials
1.5%
Consumer Cyclical
1.4%
Real Estate
0.6%
Consumer Defensive
0.4%
Utilities
0.3%