Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | VST | VISTRA CORP | Utilities | 5 | $807.0 | — | SOLD |
| 102 | DD | DUPONT DE NEMOURS INC | Basic Materials | 20 | $804.0 | — | SOLD |
| 103 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 2 | $796.0 | — | SOLD |
| 104 | CTAS | CINTAS CORP | Industrials | 4 | $753.0 | — | SOLD |
| 105 | HSY | HERSHEY CO | Consumer Defensive | 4 | $728.0 | — | SOLD |
| 106 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | — | 18 | $727.0 | — | SOLD |
| 107 | HMC | HONDA MOTOR LTD | Consumer Cyclical | 24 | $708.0 | — | SOLD |
| 108 | GL | GLOBE LIFE INC | Financial Services | 5 | $700.0 | — | SOLD |
| 109 | — | BROWN FORMAN CORP | — | 26 | $684.0 | — | SOLD |
| 110 | IDXX | IDEXX LABS INC | Healthcare | 1 | $677.0 | — | SOLD |
| 111 | — | NEBIUS GROUP N.V. | — | 8 | $670.0 | — | SOLD |
| 112 | INGR | INGREDION INC | Consumer Defensive | 6 | $662.0 | — | SOLD |
| 113 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 41 | $660.0 | — | SOLD |
| 114 | PINS | PINTEREST INC | Communication Services | 24 | $622.0 | — | SOLD |
| 115 | GPC | GENUINE PARTS CO | Consumer Cyclical | 5 | $620.0 | — | SOLD |
| 116 | MSCI | MSCI INC | Financial Services | 1 | $574.0 | — | SOLD |
| 117 | AXON | AXON ENTERPRISE INC | Industrials | 1 | $568.0 | — | SOLD |
| 118 | ROKU | ROKU INC | Communication Services | 5 | $543.0 | — | SOLD |
| 119 | ARKK | ARK ETF TR | — | 7 | $539.0 | — | SOLD |
| 120 | DOCS | DOXIMITY INC | Healthcare | 12 | $532.0 | — | 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%