Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | — | 3,640 | $1.4M | 0.39% | SOLD |
| 2 | TRV | TRAVELERS COMPANIES INC | Financial Services | 652 | $189K | 0.05% | SOLD |
| 3 | ARLP | ALLIANCE RESOURCE PARTNERS L | Energy | 6,200 | $144K | 0.04% | SOLD |
| 4 | ET | ENERGY TRANSFER L P | Energy | 8,140 | $134K | 0.04% | SOLD |
| 5 | RTX | RTX CORPORATION | Industrials | 544 | $100K | 0.03% | SOLD |
| 6 | SO | SOUTHERN CO | Utilities | 714 | $62K | 0.02% | SOLD |
| 7 | MICC | MAGNUM ICE CREAM CO NV | Consumer Defensive | 2,202 | $35K | 0.01% | SOLD |
| 8 | MDT | MEDTRONIC PLC | Healthcare | 304 | $29K | 0.01% | SOLD |
| 9 | VOT | VANGUARD INDEX FDS | — | 105 | $29K | 0.01% | SOLD |
| 10 | IOT | SAMSARA INC | Technology | 791 | $28K | 0.01% | SOLD |
| 11 | — | ASTRAZENECA PLC | — | 267 | $25K | 0.01% | SOLD |
| 12 | ADBE | ADOBE INC | Technology | 70 | $24K | 0.01% | SOLD |
| 13 | LH | LABCORP HOLDINGS INC | Healthcare | 92 | $23K | 0.01% | SOLD |
| 14 | CMCSA | COMCAST CORP NEW | Communication Services | 771 | $23K | 0.01% | SOLD |
| 15 | AEE | AMEREN CORP | Utilities | 225 | $22K | 0.01% | SOLD |
| 16 | CTVA | CORTEVA INC | Basic Materials | 309 | $21K | 0.01% | SOLD |
| 17 | — | REV GROUP INC | — | 329 | $20K | 0.01% | SOLD |
| 18 | ACWV | ISHARES INC | — | 159 | $19K | 0.01% | SOLD |
| 19 | APP | APPLOVIN CORP | Technology | 27 | $18K | 0.01% | SOLD |
| 20 | BCS | BARCLAYS PLC | Financial Services | 704 | $18K | 0.01% | SOLD |
Sector Allocation
Technology
36.8%
Healthcare
20.3%
Communication Services
11.8%
Consumer Cyclical
9.3%
Financial Services
9.0%
Industrials
4.4%
Consumer Defensive
4.0%
Utilities
1.5%
Energy
1.4%
Basic Materials
0.9%