Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | STPZ | PIMCO ETF TR | — | 284 | $15K | 0.00% | SOLD |
| 22 | SDCI | USCF ETF TR | — | 530 | $14K | 0.00% | SOLD |
| 23 | ARKQ | ARK ETF TR | — | 112 | $13K | 0.00% | SOLD |
| 24 | CCI | CROWN CASTLE INC | Real Estate | 147 | $12K | 0.00% | SOLD |
| 25 | WPC | WP CAREY INC | Real Estate | 175 | $12K | 0.00% | SOLD |
| 26 | EMBJ | EMBRAER S.A. | Industrials | 182 | $11K | 0.00% | SOLD |
| 27 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 200 | $11K | 0.00% | SOLD |
| 28 | ARKB | ARK 21SHARES BITCOIN ETF | Financial Services | 453 | $10K | 0.00% | SOLD |
| 29 | SNDK | SANDISK CORP | Technology | 16 | $10K | 0.00% | SOLD |
| 30 | VONE | VANGUARD SCOTTSDALE FDS | — | 34 | $10K | 0.00% | SOLD |
| 31 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 272 | $10K | 0.00% | SOLD |
| 32 | — | INNOVATOR ETFS TRUST | — | 344 | $9K | 0.00% | SOLD |
| 33 | — | INNOVATOR ETFS TRUST | — | 341 | $9K | 0.00% | SOLD |
| 34 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 58 | $9K | 0.00% | SOLD |
| 35 | FIX | COMFORT SYS USA INC | Industrials | 6 | $8K | 0.00% | SOLD |
| 36 | ASUR | ASURE SOFTWARE INC | Technology | 946 | $8K | 0.00% | SOLD |
| 37 | KBH | KB HOME | Consumer Cyclical | 150 | $8K | 0.00% | SOLD |
| 38 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 110 | $7K | 0.00% | SOLD |
| 39 | SPLV | INVESCO EXCH TRADED FD TR II | — | 92 | $7K | 0.00% | SOLD |
| 40 | PB | PROSPERITY BANCSHARES INC | Financial Services | 100 | $7K | 0.00% | SOLD |
Sector Allocation
Technology
37.1%
Financial Services
26.2%
Consumer Cyclical
13.4%
Communication Services
6.4%
Industrials
4.6%
Energy
4.2%
Healthcare
2.8%
Utilities
2.1%
Consumer Defensive
1.6%
Real Estate
0.8%