Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 3 | $1K | — | SOLD |
| 82 | UPS | UNITED PARCEL SERVICE INC | Industrials | 13 | $1K | — | SOLD |
| 83 | SOXX | ISHARES TR | — | 4 | $1K | — | SOLD |
| 84 | OKE | ONEOK INC NEW | Energy | 16 | $1K | — | SOLD |
| 85 | KVUE | KENVUE INC | Consumer Defensive | 67 | $1K | — | SOLD |
| 86 | NOC | NORTHROP GRUMMAN CORP | Industrials | 2 | $1K | — | SOLD |
| 87 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 6 | $1K | — | SOLD |
| 88 | PYPL | PAYPAL HLDGS INC | Financial Services | 18 | $1K | — | SOLD |
| 89 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 11 | $992.0 | — | SOLD |
| 90 | TGT | TARGET CORP | Consumer Defensive | 10 | $978.0 | — | SOLD |
| 91 | WPC | WP CAREY INC | Real Estate | 14 | $914.0 | — | SOLD |
| 92 | TFC | TRUIST FINL CORP | Financial Services | 18 | $886.0 | — | SOLD |
| 93 | TAN | INVESCO EXCH TRADED FD TR II | — | 18 | $885.0 | — | SOLD |
| 94 | SNOW | SNOWFLAKE INC | Technology | 4 | $878.0 | — | SOLD |
| 95 | CTRA | COTERRA ENERGY INC | Energy | 33 | $869.0 | — | SOLD |
| 96 | — | CONFLUENT INC | — | 28 | $847.0 | — | SOLD |
| 97 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 12 | $832.0 | — | SOLD |
| 98 | AGNC | AGNC INVT CORP | Real Estate | 76 | $824.0 | — | SOLD |
| 99 | ABNB | AIRBNB INC | Consumer Cyclical | 6 | $815.0 | — | SOLD |
| 100 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 5 | $809.0 | — | 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%