Portfolio (Quarterly)
Guide ↗
Expressive Wealth LLC
· CIK 0002026980| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,477 | $358K | 0.39% | SOLD |
| 22 | ADSK | AUTODESK INC | Technology | 1,204 | $356K | 0.39% | SOLD |
| 23 | MO | ALTRIA GROUP INC | Consumer Defensive | 6,104 | $352K | 0.38% | SOLD |
| 24 | EMR | EMERSON ELEC CO | Industrials | 2,500 | $332K | 0.36% | SOLD |
| 25 | IGV | ISHARES TR | — | 3,007 | $318K | 0.34% | SOLD |
| 26 | BX | BLACKSTONE INC | Financial Services | 1,900 | $293K | 0.32% | SOLD |
| 27 | SO | SOUTHERN CO | Utilities | 3,258 | $284K | 0.31% | SOLD |
| 28 | AXON | AXON ENTERPRISE INC | Industrials | 467 | $265K | 0.29% | SOLD |
| 29 | KR | KROGER CO | Consumer Defensive | 4,098 | $256K | 0.28% | SOLD |
| 30 | IWY | ISHARES TR | — | 906 | $251K | 0.27% | SOLD |
| 31 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 802 | $249K | 0.27% | SOLD |
| 32 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 960 | $247K | 0.27% | SOLD |
| 33 | INGR | INGREDION INC | Consumer Defensive | 2,187 | $241K | 0.26% | SOLD |
| 34 | ACM | AECOM | Industrials | 2,522 | $240K | 0.26% | SOLD |
| 35 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 777 | $230K | 0.25% | SOLD |
| 36 | CF | CF INDS HLDGS INC | Basic Materials | 2,897 | $224K | 0.24% | SOLD |
| 37 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 471 | $221K | 0.24% | 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%