Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | VICI | VICI PPTYS INC | Real Estate | 171 | $5K | 0.00% | SOLD |
| 62 | FREL | FIDELITY COVINGTON TRUST | — | 173 | $5K | 0.00% | SOLD |
| 63 | ROP | ROPER TECHNOLOGIES INC | Industrials | 13 | $5K | 0.00% | SOLD |
| 64 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 588 | $4K | 0.00% | SOLD |
| 65 | ES | EVERSOURCE ENERGY | Utilities | 63 | $4K | 0.00% | SOLD |
| 66 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 20 | $4K | 0.00% | SOLD |
| 67 | CTRA | COTERRA ENERGY INC | Energy | 124 | $4K | 0.00% | SOLD |
| 68 | CDW | CDW CORP | Technology | 36 | $4K | 0.00% | SOLD |
| 69 | IZRL | ARK ETF TR | — | 159 | $4K | 0.00% | SOLD |
| 70 | — | AMCOR PLC | — | 105 | $4K | 0.00% | SOLD |
| 71 | ETB | EATON VANCE TAX MNGED BUY WR | Financial Services | 289 | $4K | 0.00% | SOLD |
| 72 | HSY | HERSHEY CO | Consumer Defensive | 20 | $4K | 0.00% | SOLD |
| 73 | BSM | BLACK STONE MINERALS L P | Energy | 270 | $4K | 0.00% | SOLD |
| 74 | LNT | ALLIANT ENERGY CORP | Utilities | 55 | $4K | 0.00% | SOLD |
| 75 | KIM | KIMCO REALTY CORP | Real Estate | 175 | $4K | 0.00% | SOLD |
| 76 | DG | DOLLAR GEN CORP | Consumer Defensive | 33 | $4K | 0.00% | SOLD |
| 77 | AXON | AXON ENTERPRISE INC | Industrials | 9 | $4K | 0.00% | SOLD |
| 78 | ROL | ROLLINS INC | Consumer Cyclical | 71 | $4K | 0.00% | SOLD |
| 79 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 41 | $4K | 0.00% | SOLD |
| 80 | QSR | RESTAURANT BRANDS INTL INC | Consumer Cyclical | 50 | $4K | 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%