Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 32 | $3K | 0.00% | SOLD |
| 82 | INCY | INCYTE CORP | Healthcare | 36 | $3K | 0.00% | SOLD |
| 83 | SNA | SNAP ON INC | Industrials | 9 | $3K | 0.00% | SOLD |
| 84 | PRNT | ARK ETF TR | — | 160 | $3K | 0.00% | SOLD |
| 85 | CHTR | CHARTER COMMUNICATIONS INC | Communication Services | 15 | $3K | 0.00% | SOLD |
| 86 | AEE | AMEREN CORP | Utilities | 28 | $3K | 0.00% | SOLD |
| 87 | — | BUNGE GLOBAL SA | — | 24 | $3K | 0.00% | SOLD |
| 88 | ALLE | ALLEGION PLC | Industrials | 21 | $3K | 0.00% | SOLD |
| 89 | OMC | OMNICOM GROUP INC | Communication Services | 40 | $3K | 0.00% | SOLD |
| 90 | ETHW | BITWISE ETHEREUM ETF | Financial Services | 200 | $3K | 0.00% | SOLD |
| 91 | RING | ISHARES INC | — | 38 | $3K | 0.00% | SOLD |
| 92 | PREF | PRINCIPAL EXCHANGE TRADED FD | — | 158 | $3K | 0.00% | SOLD |
| 93 | BOND | PIMCO ETF TR | — | 32 | $3K | 0.00% | SOLD |
| 94 | — | COOPER COS INC | — | 41 | $3K | 0.00% | SOLD |
| 95 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 6 | $3K | 0.00% | SOLD |
| 96 | NTRA | NATERA INC | Healthcare | 14 | $3K | 0.00% | SOLD |
| 97 | MRNA | MODERNA INC | Healthcare | 55 | $3K | 0.00% | SOLD |
| 98 | DTE | DTE ENERGY CO | Utilities | 19 | $3K | 0.00% | SOLD |
| 99 | ARKG | ARK ETF TR | — | 104 | $3K | 0.00% | SOLD |
| 100 | HPQ | HP INC | Technology | 141 | $3K | 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%