Portfolio (Quarterly)
Guide ↗
JHP Wealth Management, LLC
· CIK 0002110669| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HYMB | SPDR SERIES TRUST | — | 18,819.0 | $467K | 0.45% | NEW | — | $24.80 | -1.2% |
① 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
76.6%
Financial Services
13.1%
Consumer Cyclical
10.3%