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Portfolio (Quarterly) Guide ↗

Sandro Wealth Management LLC

· CIK 0002107860
13F Portfolio $125M AUM 99 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 68 Added 15 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 96,164.0 $2.9M 2.35% NEW $30.48 +22.9%
2 RTX RTX CORPORATION Industrials 4,670.0 $901K 0.72% NEW $192.91 -9.4%
3 GE GE AEROSPACE Industrials 1,225.0 $348K 0.28% NEW $283.85 +6.3%
4 JAAA JANUS DETROIT STR TR 5,599.0 $282K 0.23% NEW $50.37 +0.6%
5 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 706.0 $277K 0.22% NEW $391.76 +91.7%
6 ES EVERSOURCE ENERGY Utilities 3,249.0 $225K 0.18% NEW $69.28 +0.5%
7 WEC WEC ENERGY GROUP INC Utilities 1,868.0 $216K 0.17% NEW $115.77 -4.4%
8 SRE SEMPRA Utilities 2,129.0 $207K 0.17% NEW $97.18 -5.9%
9 NFLX NETFLIX INC. Communication Services 2,093.0 $201K 0.16% NEW $96.15 -7.1%
10 MVST MICROVAST HOLDINGS INC Industrials 11,000.0 $16K 0.01% NEW $1.50 -8.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.1%
Financial Services 12.0%
Industrials 11.5%
Healthcare 11.0%
Communication Services 10.1%
Consumer Cyclical 9.4%
Consumer Defensive 7.9%
Utilities 4.9%
Energy 3.4%
Basic Materials 0.7%