Portfolio (Quarterly)
Guide ↗
Abound Wealth Management
· CIK 0001950323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | SNY | SANOFI SA | Healthcare | 20 | $964.0 | — | SOLD |
| 142 | — | VIKING HOLDINGS LTD | — | 13 | $956.0 | — | SOLD |
| 143 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 3 | $844.0 | — | SOLD |
| 144 | BJ | BJS WHSL CLUB HLDGS INC | Consumer Defensive | 8 | $788.0 | — | SOLD |
| 145 | UDR | UDR INC | Real Estate | 23 | $784.0 | — | SOLD |
| 146 | ERIE | ERIE INDTY CO | Financial Services | 3 | $754.0 | — | SOLD |
| 147 | — | BROWN FORMAN CORP | — | 26 | $688.0 | — | SOLD |
| 148 | JMBS | JANUS DETROIT STR TR | — | 15 | $678.0 | — | SOLD |
| 149 | — | SIX FLAGS ENTERTAINMENT CORP | — | 38 | $675.0 | — | SOLD |
| 150 | JKHY | HENRY JACK & ASSOC INC | Technology | 4 | $633.0 | — | SOLD |
| 151 | PIPR | PIPER SANDLER COMPANIES | Financial Services | 8 | $579.0 | — | SOLD |
| 152 | PTC | PTC INC | Technology | 4 | $570.0 | — | SOLD |
| 153 | DSI | ISHARES TR | — | 4 | $526.0 | — | SOLD |
| 154 | BITO | PROSHARES TR | — | 56 | $521.0 | — | SOLD |
| 155 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 12 | $517.0 | — | SOLD |
| 156 | BXP | BXP INC | Real Estate | 9 | $473.0 | — | SOLD |
| 157 | INGR | INGREDION INC | Consumer Defensive | 4 | $451.0 | — | SOLD |
| 158 | MICC | MAGNUM ICE CREAM CO NV | Consumer Defensive | 28 | $419.0 | — | SOLD |
| 159 | VCIT | VANGUARD SCOTTSDALE FDS | — | 5 | $414.0 | — | SOLD |
| 160 | CPSH | CPS TECHNOLOGIES CORP | Technology | 100 | $374.0 | — | 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%