Portfolio (Quarterly)
Guide ↗
ACUTE INVESTMENT ADVISORY, LLC
· CIK 0001944780| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PGX | INVESCO EXCH TRADED FD TR II | — | 75,491.0 | $821K | 9.22% | +56K | +283.9% | $10.88 | +1.5% |
| 2 | VGLT | VANGUARD SCOTTSDALE FDS | — | 10,558.0 | $584K | 6.56% | +5K | +101.2% | $55.35 | -3.2% |
| 3 | IWM | ISHARES TR | — | 1,823.0 | $452K | 5.08% | +542.0 | +42.3% | $248.00 | +11.9% |
| 4 | DGRO | ISHARES TR | — | 3,317.0 | $233K | 2.61% | +334.0 | +11.2% | $70.18 | +4.5% |
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
53.0%
Financial Services
22.4%
Technology
13.1%
Consumer Defensive
11.5%