Portfolio (Quarterly)
Guide ↗
Expressive Wealth LLC
· CIK 0002026980| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GM | GENERAL MTRS CO | Consumer Cyclical | 8,130 | $661K | 0.71% | SOLD |
| 2 | SHOP | SHOPIFY INC | Technology | 3,995 | $643K | 0.69% | SOLD |
| 3 | CAH | CARDINAL HEALTH INC | Healthcare | 3,118 | $641K | 0.69% | SOLD |
| 4 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 4,323 | $596K | 0.64% | SOLD |
| 5 | V | VISA INC | Financial Services | 1,605 | $563K | 0.61% | SOLD |
| 6 | DGRW | WISDOMTREE TR | — | 5,878 | $526K | 0.57% | SOLD |
| 7 | FLEX | FLEX LTD | Technology | 8,041 | $486K | 0.53% | SOLD |
| 8 | ALL | ALLSTATE CORP | Financial Services | 2,325 | $484K | 0.52% | SOLD |
| 9 | DLTR | DOLLAR TREE INC | Consumer Defensive | 3,837 | $472K | 0.51% | SOLD |
| 10 | RL | RALPH LAUREN CORP | Consumer Cyclical | 1,319 | $466K | 0.50% | SOLD |
| 11 | COP | CONOCOPHILLIPS | Energy | 4,468 | $418K | 0.45% | SOLD |
| 12 | NI | NISOURCE INC | Utilities | 9,984 | $417K | 0.45% | SOLD |
| 13 | ABNB | AIRBNB INC | Consumer Cyclical | 3,058 | $415K | 0.45% | SOLD |
| 14 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,331 | $386K | 0.42% | SOLD |
| 15 | JBL | JABIL INC | Technology | 1,660 | $379K | 0.41% | SOLD |
| 16 | WELL | WELLTOWER INC | Real Estate | 2,036 | $378K | 0.41% | SOLD |
| 17 | PANW | PALO ALTO NETWORKS INC | Technology | 2,049 | $377K | 0.41% | SOLD |
| 18 | VST | VISTRA CORP | Utilities | 2,338 | $377K | 0.41% | SOLD |
| 19 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 4,425 | $367K | 0.40% | SOLD |
| 20 | NTRS | NORTHERN TR CORP | Financial Services | 2,670 | $365K | 0.39% | SOLD |
Sector Allocation
Financial Services
26.2%
Technology
25.4%
Industrials
15.3%
Healthcare
11.1%
Communication Services
6.7%
Consumer Cyclical
5.2%
Basic Materials
3.8%
Energy
2.9%
Utilities
1.8%
Consumer Defensive
1.5%