Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 5 | $2K | — | SOLD |
| 122 | LPLA | LPL FINL HLDGS INC | Financial Services | 6 | $2K | — | SOLD |
| 123 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 50 | $2K | — | SOLD |
| 124 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 64 | $2K | — | SOLD |
| 125 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 36 | $2K | — | SOLD |
| 126 | MKC | MCCORMICK & CO INC | Consumer Defensive | 33 | $2K | — | SOLD |
| 127 | OMFS | INVESCO EXCH TRD SLF IDX FD | — | 35 | $2K | — | SOLD |
| 128 | IT | GARTNER INC | Technology | 10 | $2K | — | SOLD |
| 129 | AXSM | AXSOME THERAPEUTICS INC. | Healthcare | 9 | $2K | — | SOLD |
| 130 | PYLD | PIMCO ETF TR | — | 58 | $2K | — | SOLD |
| 131 | LDUR | PIMCO ETF TR | — | 15 | $1K | — | SOLD |
| 132 | THC | TENET HEALTHCARE CORP | Healthcare | 8 | $1K | — | SOLD |
| 133 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 17 | $1K | — | SOLD |
| 134 | FUTY | FIDELITY COVINGTON TRUST | — | 22 | $1K | — | SOLD |
| 135 | SMCI | SUPER MICRO COMPUTER INC | Technology | 57 | $1K | — | SOLD |
| 136 | EZET | FRANKLIN ETHEREUM TR | Financial Services | 74 | $1K | — | SOLD |
| 137 | LQD | ISHARES TR | — | 10 | $1K | — | SOLD |
| 138 | SPHD | INVESCO EXCH TRADED FD TR II | — | 20 | $997.0 | — | SOLD |
| 139 | SJM | SMUCKER J M CO | Consumer Defensive | 10 | $972.0 | — | SOLD |
| 140 | SLVP | ISHARES INC | — | 27 | $964.0 | — | 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%