Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | — | BLOCK INC | — | 45 | $3K | 0.00% | SOLD |
| 102 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 7 | $3K | 0.00% | SOLD |
| 103 | EXR | EXTRA SPACE STORAGE INC | Real Estate | 20 | $3K | 0.00% | SOLD |
| 104 | HLN | HALEON PLC | Healthcare | 262 | $3K | 0.00% | SOLD |
| 105 | — | HOLOGIC INC | — | 34 | $3K | 0.00% | SOLD |
| 106 | DVA | DAVITA INC | Healthcare | 16 | $2K | 0.00% | SOLD |
| 107 | DD | DUPONT DE NEMOURS INC | Basic Materials | 53 | $2K | 0.00% | SOLD |
| 108 | FSLR | FIRST SOLAR INC | Energy | 12 | $2K | 0.00% | SOLD |
| 109 | RQI | COHEN & STEERS QUALITY INCOM | Financial Services | 188 | $2K | 0.00% | SOLD |
| 110 | EFX | EQUIFAX INC | Industrials | 12 | $2K | — | SOLD |
| 111 | IFF | INTERNATIONAL FLAVORS&FRAGRA | Basic Materials | 29 | $2K | — | SOLD |
| 112 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 10 | $2K | — | SOLD |
| 113 | SWKS | SKYWORKS SOLUTIONS INC | Technology | 39 | $2K | — | SOLD |
| 114 | TYL | TYLER TECHNOLOGIES INC | Technology | 6 | $2K | — | SOLD |
| 115 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | Financial Services | 126 | $2K | — | SOLD |
| 116 | REGCO | REGENCY CTRS CORP | Real Estate | 26 | $2K | — | SOLD |
| 117 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 16 | $2K | — | SOLD |
| 118 | WTFC | WINTRUST FINL CORP | Financial Services | 14 | $2K | — | SOLD |
| 119 | FIS | FIDELITY NATL INFORMATION SV | Technology | 40 | $2K | — | SOLD |
| 120 | SSNC | SS&C TECH HLDGS | Technology | 27 | $2K | — | 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%