Acumen Wealth Advisors
Latest statistics and disclosures from Acumen Wealth Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001939202
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Portfolio Holdings for Acumen Wealth Advisors
Acumen Wealth Advisors holds 439 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 13.4 | $50M | 76k | 653.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 9.3 | $35M | 348k | 99.27 |
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| Microsoft Corporation (MSFT) | 3.7 | $14M | 38k | 370.17 |
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| Apple (AAPL) | 3.5 | $13M | 51k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $13M | 43k | 287.56 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.1 | $12M | 182k | 64.08 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $11M | 85k | 124.31 |
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| Meta Platforms Cl A (META) | 2.6 | $9.7M | 17k | 572.13 |
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| Amazon (AMZN) | 2.5 | $9.1M | 44k | 208.27 |
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| Johnson & Johnson (JNJ) | 2.3 | $8.7M | 36k | 244.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $8.6M | 18k | 479.20 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.3 | $8.6M | 25k | 339.41 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.2 | $8.3M | 167k | 49.89 |
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| Lam Research Corp Com New (LRCX) | 2.1 | $7.7M | 36k | 213.97 |
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| Broadcom (AVGO) | 2.1 | $7.7M | 25k | 309.51 |
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| NVIDIA Corporation (NVDA) | 1.8 | $6.9M | 39k | 174.40 |
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| Thermo Fisher Scientific (TMO) | 1.7 | $6.2M | 13k | 492.30 |
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| Visa Com Cl A (V) | 1.4 | $5.3M | 18k | 302.24 |
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| Us Bancorp Com New (USB) | 1.3 | $4.9M | 94k | 52.53 |
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| Cass Information Systems (CASS) | 1.3 | $4.7M | 106k | 44.02 |
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| Abbott Laboratories (ABT) | 1.2 | $4.6M | 45k | 102.67 |
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| Eli Lilly & Co. (LLY) | 1.1 | $4.0M | 4.4k | 919.77 |
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| Texas Instruments Incorporated (TXN) | 1.1 | $3.9M | 20k | 194.14 |
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| salesforce (CRM) | 1.0 | $3.8M | 20k | 186.67 |
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| Coca-Cola Company (KO) | 1.0 | $3.7M | 49k | 76.65 |
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| Hilton Worldwide Holdings (HLT) | 1.0 | $3.6M | 12k | 304.08 |
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| TJX Companies (TJX) | 1.0 | $3.6M | 22k | 159.70 |
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| Tesla Motors (TSLA) | 0.9 | $3.5M | 9.4k | 371.75 |
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| Merck & Co (MRK) | 0.9 | $3.4M | 27k | 124.07 |
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| Unilever Spon Adr New (UL) | 0.9 | $3.3M | 57k | 57.81 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.9 | $3.2M | 65k | 49.66 |
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| Kla Corp Com New (KLAC) | 0.8 | $3.2M | 2.1k | 1472.41 |
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| Intuitive Surgical Com New (ISRG) | 0.8 | $3.1M | 6.8k | 460.99 |
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| UnitedHealth (UNH) | 0.8 | $3.0M | 11k | 270.59 |
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| Haleon Spon Ads (HLN) | 0.8 | $2.9M | 291k | 10.01 |
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| Uber Technologies (UBER) | 0.8 | $2.9M | 40k | 71.93 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.7 | $2.5M | 49k | 50.63 |
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| Cigna Corp (CI) | 0.7 | $2.5M | 9.3k | 266.75 |
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| Quest Diagnostics Incorporated (DGX) | 0.7 | $2.5M | 13k | 195.98 |
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| Netflix (NFLX) | 0.7 | $2.4M | 25k | 96.15 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $2.3M | 12k | 198.29 |
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| Constellation Brands Cl A (STZ) | 0.6 | $2.1M | 14k | 150.00 |
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| Sap Se Spon Adr (SAP) | 0.6 | $2.1M | 12k | 171.21 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.1M | 7.2k | 294.17 |
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| Anthem (ELV) | 0.5 | $2.0M | 6.9k | 292.75 |
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| Rbb Fund Trust First Eagle Over (FEOE) | 0.5 | $1.8M | 36k | 50.46 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.5M | 3.1k | 499.66 |
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| American Centy Etf Tr Avantis All Int (AVNM) | 0.4 | $1.5M | 20k | 76.17 |
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| Synopsys (SNPS) | 0.4 | $1.3M | 3.4k | 396.48 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.3M | 10k | 124.48 |
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| Raytheon Technologies Corp | 0.3 | $1.2M | 6.5k | 192.90 |
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| Tradeweb Mkts Cl A (TW) | 0.3 | $1.2M | 10k | 117.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.2M | 4.1k | 286.86 |
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| Diageo Spon Adr New (DEO) | 0.3 | $1.1M | 15k | 74.45 |
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| Ge Vernova (GEV) | 0.3 | $1.1M | 1.3k | 873.20 |
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| Micron Technology (MU) | 0.3 | $1.1M | 3.3k | 337.99 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.1M | 3.1k | 357.67 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | 12k | 92.88 |
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| Blackrock (BLK) | 0.3 | $1.1M | 1.1k | 961.71 |
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| Dell Technologies CL C (DELL) | 0.3 | $1.1M | 6.4k | 164.13 |
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| Citigroup Com New (C) | 0.3 | $1.0M | 9.2k | 113.41 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $1.0M | 21k | 50.34 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.0M | 13k | 79.61 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $989k | 1.1k | 895.24 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $976k | 5.8k | 169.66 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $929k | 703.00 | 1320.83 |
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| Abbvie (ABBV) | 0.2 | $918k | 4.2k | 217.47 |
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| Gilead Sciences (GILD) | 0.2 | $886k | 6.4k | 139.37 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $876k | 7.2k | 121.19 |
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| Arista Networks Com Shs (ANET) | 0.2 | $874k | 7.1k | 122.78 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $871k | 3.5k | 250.58 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $862k | 23k | 38.10 |
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| Vanguard Mun Bd Fds Short Tax Exempt (VSDM) | 0.2 | $844k | 11k | 76.29 |
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| Targa Res Corp (TRGP) | 0.2 | $830k | 3.3k | 250.73 |
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| Williams Companies (WMB) | 0.2 | $828k | 11k | 72.78 |
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| Metropcs Communications (TMUS) | 0.2 | $818k | 3.9k | 210.03 |
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| Servicenow (NOW) | 0.2 | $813k | 7.8k | 104.55 |
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| Caterpillar (CAT) | 0.2 | $695k | 981.00 | 708.46 |
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| Constellation Energy (CEG) | 0.2 | $693k | 2.5k | 279.25 |
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| Amphenol Corp Cl A (APH) | 0.2 | $667k | 5.3k | 126.56 |
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| Linde SHS (LIN) | 0.2 | $660k | 1.3k | 495.76 |
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| Equinix (EQIX) | 0.2 | $655k | 668.00 | 980.24 |
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| Ralph Lauren Corp Cl A (RL) | 0.2 | $647k | 1.9k | 344.88 |
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| Freeport Mcmoran CL B (FCX) | 0.2 | $608k | 10k | 58.78 |
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| Agnico (AEM) | 0.2 | $607k | 3.0k | 202.98 |
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| American Tower Reit (AMT) | 0.1 | $552k | 3.2k | 172.58 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $495k | 7.1k | 69.30 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $410k | 2.0k | 208.09 |
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| Deere & Company (DE) | 0.1 | $370k | 654.00 | 564.92 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $317k | 3.3k | 97.13 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $290k | 781.00 | 370.68 |
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| Waste Management (WM) | 0.1 | $284k | 1.2k | 229.79 |
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| Home Depot (HD) | 0.1 | $275k | 837.00 | 328.89 |
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| First Horizon National Corporation (FHN) | 0.1 | $260k | 11k | 22.93 |
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| Goldman Sachs (GS) | 0.1 | $256k | 303.00 | 845.99 |
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| Corning Incorporated (GLW) | 0.1 | $242k | 1.8k | 135.97 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $239k | 2.7k | 88.16 |
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| Costco Wholesale Corporation (COST) | 0.1 | $204k | 205.00 | 997.29 |
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| Procter & Gamble Company (PG) | 0.1 | $200k | 1.4k | 144.44 |
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| Republic Services (RSG) | 0.1 | $197k | 900.00 | 219.02 |
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| Philip Morris International (PM) | 0.1 | $196k | 1.2k | 166.81 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $186k | 1.4k | 132.90 |
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| Travelers Companies equities | 0.0 | $184k | 631.00 | 291.68 |
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| Pinnacle Finl Partners (PNFP) | 0.0 | $178k | 2.1k | 86.14 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $166k | 2.5k | 67.53 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $158k | 6.8k | 23.22 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $149k | 2.6k | 57.07 |
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| Chevron Corporation (CVX) | 0.0 | $145k | 702.00 | 206.90 |
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| At&t (T) | 0.0 | $138k | 4.8k | 28.99 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $137k | 1.0k | 130.95 |
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| Oracle Corporation (ORCL) | 0.0 | $134k | 908.00 | 147.11 |
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| Lowe's Companies (LOW) | 0.0 | $130k | 551.00 | 236.28 |
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| Chesapeake Energy Corp (EXE) | 0.0 | $129k | 1.2k | 109.78 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $128k | 1.5k | 86.68 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $126k | 4.1k | 30.68 |
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| McDonald's Corporation (MCD) | 0.0 | $119k | 383.00 | 310.79 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $113k | 254.00 | 446.54 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $113k | 263.00 | 430.29 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $113k | 2.4k | 46.07 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $111k | 184.00 | 604.39 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $111k | 1.1k | 99.97 |
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| FedEx Corporation (FDX) | 0.0 | $107k | 300.00 | 357.86 |
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| Regions Financial Corporation (RF) | 0.0 | $107k | 4.0k | 26.49 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $107k | 1.6k | 68.47 |
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| Flowserve Corporation (FLS) | 0.0 | $101k | 1.4k | 73.73 |
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| Qualcomm (QCOM) | 0.0 | $99k | 767.00 | 128.78 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $99k | 905.00 | 108.98 |
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| Altria (MO) | 0.0 | $98k | 1.5k | 67.05 |
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| Becton, Dickinson and (BDX) | 0.0 | $98k | 620.00 | 157.23 |
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| Alliant Energy Corporation (LNT) | 0.0 | $97k | 1.4k | 71.76 |
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| Pepsi (PEP) | 0.0 | $92k | 592.00 | 155.29 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $90k | 1.3k | 70.35 |
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| Enterprise Products Partners (EPD) | 0.0 | $88k | 2.3k | 37.84 |
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| Walt Disney Company (DIS) | 0.0 | $80k | 826.00 | 96.38 |
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| Gmo Etf Trust Gmo Us Quality E (QLTY) | 0.0 | $79k | 2.2k | 36.26 |
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| Cisco Systems (CSCO) | 0.0 | $74k | 954.00 | 77.59 |
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| Pfizer (PFE) | 0.0 | $74k | 2.6k | 28.08 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $71k | 2.3k | 30.97 |
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| PNC Financial Services (PNC) | 0.0 | $71k | 340.00 | 208.09 |
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| Amgen (AMGN) | 0.0 | $70k | 200.00 | 351.85 |
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| Ciena Corp Com New (CIEN) | 0.0 | $66k | 171.00 | 388.23 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $66k | 703.00 | 93.98 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $61k | 354.00 | 173.45 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $59k | 500.00 | 117.66 |
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| Advanced Micro Devices (AMD) | 0.0 | $59k | 288.00 | 203.43 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $58k | 181.00 | 320.85 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $53k | 681.00 | 77.11 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $51k | 350.00 | 146.28 |
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| Bank of America Corporation (BAC) | 0.0 | $49k | 1.0k | 48.75 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $49k | 79.00 | 618.28 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $49k | 1.6k | 30.50 |
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| Baker Hughes Company Cl A (BKR) | 0.0 | $47k | 777.00 | 61.05 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $46k | 861.00 | 52.85 |
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| Automatic Data Processing (ADP) | 0.0 | $44k | 215.00 | 204.88 |
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| Myr (MYRG) | 0.0 | $44k | 155.00 | 282.32 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $43k | 1.1k | 38.42 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $41k | 196.00 | 209.02 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $41k | 329.00 | 123.01 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $39k | 130.00 | 302.25 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $37k | 1.5k | 25.64 |
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| Consolidated Edison (ED) | 0.0 | $37k | 328.00 | 113.18 |
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| Prologis (PLD) | 0.0 | $37k | 279.00 | 132.18 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $37k | 752.00 | 48.93 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $37k | 536.00 | 68.14 |
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| International Business Machines (IBM) | 0.0 | $36k | 150.00 | 242.39 |
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| Spdr Series Trust State Street Spd (XBI) | 0.0 | $36k | 282.00 | 127.73 |
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| Fabrinet SHS (FN) | 0.0 | $36k | 68.00 | 521.53 |
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| CSX Corporation (CSX) | 0.0 | $35k | 845.00 | 41.05 |
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| EOG Resources (EOG) | 0.0 | $34k | 237.00 | 144.57 |
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| Totalenergies Se Act (TTE) | 0.0 | $34k | 372.00 | 91.96 |
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| Cme (CME) | 0.0 | $33k | 113.00 | 295.35 |
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| Cummins (CMI) | 0.0 | $33k | 62.00 | 538.03 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $33k | 400.00 | 82.87 |
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| Kinder Morgan (KMI) | 0.0 | $32k | 966.00 | 33.53 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $32k | 219.00 | 146.61 |
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| Dycom Industries (DY) | 0.0 | $32k | 94.00 | 338.83 |
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| Ishares Msci Taiwan Etf (EWT) | 0.0 | $32k | 447.00 | 70.92 |
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| American Electric Power Company (AEP) | 0.0 | $31k | 236.00 | 131.08 |
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| Tapestry (TPR) | 0.0 | $31k | 218.00 | 141.11 |
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| Watts Water Technologies Cl A (WTS) | 0.0 | $29k | 100.00 | 290.29 |
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| Shell Spon Ads (SHEL) | 0.0 | $29k | 309.00 | 93.00 |
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| Boeing Company (BA) | 0.0 | $29k | 144.00 | 199.03 |
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| Progressive Corporation (PGR) | 0.0 | $29k | 144.00 | 198.24 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $29k | 115.00 | 248.00 |
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| NiSource (NI) | 0.0 | $29k | 610.00 | 46.66 |
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| Addus Homecare Corp (ADUS) | 0.0 | $28k | 300.00 | 93.65 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $28k | 155.00 | 178.23 |
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| Popular Com New (BPOP) | 0.0 | $27k | 203.00 | 134.92 |
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| Astrazeneca Ord (AZN) | 0.0 | $27k | 137.00 | 197.23 |
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| Howmet Aerospace (HWM) | 0.0 | $27k | 117.00 | 230.46 |
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| Healthequity (HQY) | 0.0 | $27k | 321.00 | 83.57 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $26k | 2.3k | 11.28 |
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| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $26k | 328.00 | 78.98 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $26k | 130.00 | 197.88 |
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $25k | 260.00 | 96.92 |
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| Waters Corporation (WAT) | 0.0 | $25k | 83.00 | 297.81 |
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| Exelixis (EXEL) | 0.0 | $24k | 566.00 | 42.89 |
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| Chart Industries (GTLS) | 0.0 | $24k | 116.00 | 206.75 |
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| Insulet Corporation (PODD) | 0.0 | $24k | 114.00 | 209.84 |
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| Tema Etf Trust Electrification (VOLT) | 0.0 | $24k | 698.00 | 34.24 |
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| Rambus (RMBS) | 0.0 | $24k | 275.00 | 86.03 |
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| AutoZone (AZO) | 0.0 | $24k | 7.00 | 3377.86 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $23k | 1.5k | 15.83 |
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| Caretrust Reit (CTRE) | 0.0 | $23k | 630.00 | 37.04 |
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| Carpenter Technology Corporation (CRS) | 0.0 | $23k | 59.00 | 394.15 |
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| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $23k | 936.00 | 24.76 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $23k | 1.1k | 21.68 |
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| Vulcan Materials Company (VMC) | 0.0 | $23k | 83.00 | 272.30 |
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| Paychex (PAYX) | 0.0 | $23k | 244.00 | 92.12 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $22k | 202.00 | 110.21 |
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| TTM Technologies (TTMI) | 0.0 | $22k | 227.00 | 97.42 |
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| Cloudflare Cl A Com (NET) | 0.0 | $22k | 105.00 | 206.34 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $22k | 288.00 | 75.10 |
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| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.0 | $22k | 598.00 | 36.12 |
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| Modine Manufacturing (MOD) | 0.0 | $21k | 96.00 | 216.72 |
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| Intel Corporation (INTC) | 0.0 | $21k | 470.00 | 44.13 |
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| Marvell Technology (MRVL) | 0.0 | $21k | 207.00 | 99.05 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $21k | 437.00 | 46.84 |
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| Ge Aerospace Com New (GE) | 0.0 | $20k | 71.00 | 284.28 |
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| Onto Innovation (ONTO) | 0.0 | $20k | 98.00 | 205.07 |
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| Global X Fds Global X Silver (SIL) | 0.0 | $20k | 223.00 | 90.08 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $20k | 485.00 | 40.79 |
|
|
| Western Alliance Bancorporation (WAL) | 0.0 | $20k | 279.00 | 70.85 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $20k | 3.9k | 5.03 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $19k | 1.4k | 14.25 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $19k | 202.00 | 96.07 |
|
|
| Performance Food (PFGC) | 0.0 | $19k | 226.00 | 85.66 |
|
|
| OSI Systems (OSIS) | 0.0 | $19k | 72.00 | 265.51 |
|
|
| United Sts Oil Units (USO) | 0.0 | $19k | 150.00 | 127.25 |
|
|
| Ensign (ENSG) | 0.0 | $19k | 93.00 | 201.57 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $19k | 187.00 | 99.94 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $19k | 24.00 | 772.67 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $19k | 240.00 | 77.08 |
|
|
| Ftai Aviation SHS (FTAI) | 0.0 | $18k | 74.00 | 245.00 |
|
|
| Archrock (AROC) | 0.0 | $18k | 520.00 | 34.80 |
|
|
| UMB Financial Corporation (UMBF) | 0.0 | $18k | 158.00 | 113.22 |
|
|
| Dollar General (DG) | 0.0 | $18k | 149.00 | 118.73 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $18k | 188.00 | 93.87 |
|
|
| MetLife (MET) | 0.0 | $17k | 244.00 | 70.72 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $17k | 304.00 | 55.68 |
|
|
| Advanced Energy Industries (AEIS) | 0.0 | $17k | 52.00 | 322.71 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $17k | 429.00 | 39.07 |
|
|
| NBT Ban (NBTB) | 0.0 | $17k | 391.00 | 42.58 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $16k | 70.00 | 233.27 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $16k | 162.00 | 100.66 |
|
|
| Ishares Tr Copper & Metals | 0.0 | $16k | 340.00 | 47.58 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $16k | 290.00 | 55.53 |
|
|
| M/a (MTSI) | 0.0 | $16k | 72.00 | 222.08 |
|
|
| First Ban (FBNC) | 0.0 | $16k | 278.00 | 56.59 |
|
|
| Hubspot (HUBS) | 0.0 | $16k | 64.00 | 244.11 |
|
|
| Intapp (INTA) | 0.0 | $16k | 603.00 | 25.69 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $15k | 134.00 | 114.99 |
|
|
| Kontoor Brands (KTB) | 0.0 | $15k | 217.00 | 70.29 |
|
|
| Allied Motion Technologies (ALNT) | 0.0 | $15k | 257.00 | 59.12 |
|
|
| SLB Com Stk (SLB) | 0.0 | $15k | 294.00 | 51.67 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $15k | 30.00 | 484.93 |
|
|
| Barclays Adr | 0.0 | $15k | 687.00 | 21.16 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $14k | 226.00 | 62.75 |
|
|
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $14k | 185.00 | 75.47 |
|
|
| Fastenal Company (FAST) | 0.0 | $14k | 299.00 | 46.40 |
|
|
| Api Group Corp Com Stk (APG) | 0.0 | $14k | 340.00 | 40.52 |
|
|
| Progyny | 0.0 | $14k | 806.00 | 16.98 |
|
|
| PPL Corporation (PPL) | 0.0 | $14k | 351.00 | 38.52 |
|
|
| Sitime Corp (SITM) | 0.0 | $14k | 39.00 | 345.36 |
|
|
| Southstate Bk Corp | 0.0 | $13k | 145.00 | 92.52 |
|
|
| Sempra Energy (SRE) | 0.0 | $13k | 136.00 | 97.83 |
|
|
| EastGroup Properties (EGP) | 0.0 | $13k | 71.00 | 186.65 |
|
|
| Iren Ordinary Shares (IREN) | 0.0 | $13k | 383.00 | 34.28 |
|
|
| Gulfport Energy Corp Common Shares (GPOR) | 0.0 | $13k | 62.00 | 211.58 |
|
|
| Paccar (PCAR) | 0.0 | $13k | 113.00 | 115.50 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $13k | 452.00 | 28.83 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $13k | 95.00 | 135.49 |
|
|
| Urban Outfitters (URBN) | 0.0 | $13k | 201.00 | 63.35 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $13k | 135.00 | 94.24 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $13k | 77.00 | 161.74 |
|
|
| WesBan (WSBC) | 0.0 | $12k | 358.00 | 34.49 |
|
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $12k | 616.00 | 19.75 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $12k | 200.00 | 60.65 |
|
|
| Doordash Cl A (DASH) | 0.0 | $12k | 80.00 | 150.15 |
|
|
| CommVault Systems (CVLT) | 0.0 | $12k | 154.00 | 77.90 |
|
|
| Expro Group Holdings Nv (XPRO) | 0.0 | $12k | 687.00 | 17.41 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $12k | 49.00 | 242.63 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $12k | 250.00 | 47.41 |
|
|
| Sanmina (SANM) | 0.0 | $12k | 91.00 | 129.65 |
|
|
| Intercorp Finl Svcs SHS (IFS) | 0.0 | $12k | 234.00 | 50.20 |
|
|
| Terex Corporation (TEX) | 0.0 | $12k | 196.00 | 59.10 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $12k | 195.00 | 59.31 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $12k | 149.00 | 77.13 |
|
|
| ConocoPhillips (COP) | 0.0 | $12k | 87.00 | 132.00 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $11k | 250.00 | 45.30 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $11k | 227.00 | 48.99 |
|
|
| Ormat Technologies (ORA) | 0.0 | $11k | 99.00 | 111.93 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $11k | 38.00 | 290.50 |
|
|
| Antero Res (AR) | 0.0 | $11k | 260.00 | 42.44 |
|
|
| Kb Finl Group Sponsored Adr (KB) | 0.0 | $11k | 110.00 | 99.74 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $11k | 120.00 | 89.59 |
|
|
| Sterling Construction Company (STRL) | 0.0 | $11k | 26.00 | 407.31 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $11k | 487.00 | 21.66 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $11k | 151.00 | 69.75 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $10k | 115.00 | 90.68 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $10k | 398.00 | 26.05 |
|
|
| Regal-beloit Corporation (RRX) | 0.0 | $10k | 55.00 | 187.62 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $10k | 376.00 | 27.40 |
|
|
| Coeur Mng Com New (CDE) | 0.0 | $10k | 546.00 | 18.77 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $9.9k | 141.00 | 70.51 |
|
|
| Pentair SHS (PNR) | 0.0 | $9.8k | 113.00 | 87.11 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $9.7k | 471.00 | 20.70 |
|
|
| Iridium Communications (IRDM) | 0.0 | $9.7k | 348.00 | 27.74 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $9.6k | 77.00 | 125.22 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $9.6k | 63.00 | 152.76 |
|
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.0 | $9.5k | 85.00 | 112.29 |
|
|
| Bitwise Solana Staking Etf Com Shs Of Benef (BSOL) | 0.0 | $9.4k | 855.00 | 11.05 |
|
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $9.3k | 152.00 | 61.32 |
|
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $9.3k | 549.00 | 16.97 |
|
|
| Kirby Corporation (KEX) | 0.0 | $9.3k | 70.00 | 132.89 |
|
|
| Npk International Com Shs (NPKI) | 0.0 | $9.3k | 641.00 | 14.49 |
|
|
| Nvent Elec SHS (NVT) | 0.0 | $9.2k | 78.00 | 118.28 |
|
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.0 | $9.0k | 150.00 | 60.01 |
|
|
| PPG Industries (PPG) | 0.0 | $9.0k | 84.00 | 106.88 |
|
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.0 | $8.9k | 190.00 | 47.00 |
|
|
| Stag Industrial (STAG) | 0.0 | $8.9k | 243.00 | 36.45 |
|
|
| Krystal Biotech (KRYS) | 0.0 | $8.8k | 34.00 | 258.32 |
|
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $8.8k | 12.00 | 730.25 |
|
|
| Celestica (CLS) | 0.0 | $8.7k | 31.00 | 281.71 |
|
|
| Netease Sponsored Ads (NTES) | 0.0 | $8.7k | 78.00 | 111.95 |
|
|
| KBR (KBR) | 0.0 | $8.6k | 233.00 | 37.03 |
|
|
| Primerica (PRI) | 0.0 | $8.5k | 34.00 | 250.50 |
|
|
| MKS Instruments (MKSI) | 0.0 | $8.5k | 37.00 | 229.81 |
|
|
| Sensient Technologies Corporation (SXT) | 0.0 | $8.5k | 98.00 | 86.45 |
|
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $8.4k | 76.00 | 111.07 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $8.4k | 34.00 | 247.09 |
|
|
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $8.4k | 271.00 | 30.89 |
|
|
| Boot Barn Hldgs (BOOT) | 0.0 | $8.3k | 57.00 | 146.37 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $8.2k | 98.00 | 83.99 |
|
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $8.1k | 64.00 | 127.06 |
|
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $8.1k | 110.00 | 73.48 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $8.0k | 310.00 | 25.90 |
|
|
| Brinker International (EAT) | 0.0 | $8.0k | 56.00 | 142.79 |
|
|
| One Gas (OGS) | 0.0 | $7.9k | 92.00 | 86.13 |
|
|
| Synaptics, Incorporated (SYNA) | 0.0 | $7.8k | 112.00 | 70.04 |
|
|
| F5 Networks (FFIV) | 0.0 | $7.8k | 27.00 | 289.33 |
|
|
| ExlService Holdings (EXLS) | 0.0 | $7.7k | 252.00 | 30.45 |
|
|
| Bitwise Funds Trust Crypto Industry (BITQ) | 0.0 | $7.6k | 405.00 | 18.86 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $7.6k | 105.00 | 72.74 |
|
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $7.6k | 110.00 | 69.37 |
|
|
| Hca Holdings (HCA) | 0.0 | $7.6k | 16.00 | 473.25 |
|
|
| Interface (TILE) | 0.0 | $7.5k | 301.00 | 24.95 |
|
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $7.5k | 653.00 | 11.44 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $7.4k | 41.00 | 180.22 |
|
|
| Incyte Corporation (INCY) | 0.0 | $7.3k | 78.00 | 94.13 |
|
|
| Valkyrie Etf Trust Ii Coinshares Bitcn (WGMI) | 0.0 | $7.3k | 210.00 | 34.82 |
|
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $7.3k | 112.00 | 65.10 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $7.3k | 149.00 | 48.79 |
|
|
| Frontdoor (FTDR) | 0.0 | $7.2k | 137.00 | 52.86 |
|
|
| CRH Ord (CRH) | 0.0 | $7.2k | 68.00 | 105.51 |
|
|
| Adtalem Global Ed (CVSA) | 0.0 | $7.1k | 62.00 | 115.26 |
|
|
| Vale S A Sponsored Ads | 0.0 | $7.1k | 449.00 | 15.91 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $7.0k | 64.00 | 108.62 |
|
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $6.9k | 820.00 | 8.45 |
|
|
| Pennant Group | 0.0 | $6.9k | 227.00 | 30.48 |
|
|
| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.0 | $6.9k | 200.00 | 34.43 |
|
|
| Sharkninja Com Shs (SN) | 0.0 | $6.9k | 65.00 | 105.91 |
|
|
| Astrana Health Com New (ASTH) | 0.0 | $6.9k | 280.00 | 24.52 |
|
|
| Knife River Corp Common Stock (KNF) | 0.0 | $6.9k | 84.00 | 81.65 |
|
|
| Tim S A Sponsored Adr (TIMB) | 0.0 | $6.7k | 253.00 | 26.49 |
|
|
| Nike CL B (NKE) | 0.0 | $6.7k | 125.00 | 53.62 |
|
|
| Commercial Metals Company (CMC) | 0.0 | $6.7k | 109.00 | 61.43 |
|
|
| Cargurus Com Cl A (CARG) | 0.0 | $6.6k | 193.00 | 34.05 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $6.5k | 10.00 | 652.20 |
|
|
| AeroVironment (AVAV) | 0.0 | $6.4k | 35.00 | 183.06 |
|
|
| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.0 | $6.3k | 279.00 | 22.62 |
|
|
| Amplify Etf Tr Blockchain Techn (BLOK) | 0.0 | $5.9k | 119.00 | 49.82 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $5.9k | 410.00 | 14.37 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $5.8k | 169.00 | 34.44 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $5.8k | 270.00 | 21.45 |
|
|
| ON Semiconductor (ON) | 0.0 | $5.7k | 92.00 | 61.92 |
|
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $5.7k | 58.00 | 97.55 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $5.6k | 103.00 | 54.55 |
|
|
| Credicorp (BAP) | 0.0 | $5.4k | 16.00 | 339.19 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $5.3k | 75.00 | 71.19 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $5.3k | 669.00 | 7.94 |
|
|
| L3harris Technologies (LHX) | 0.0 | $5.2k | 15.00 | 345.20 |
|
|
| Nutrien (NTR) | 0.0 | $5.2k | 68.00 | 76.01 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $5.1k | 30.00 | 168.87 |
|
|
| Ameris Ban (ABCB) | 0.0 | $4.8k | 62.00 | 78.19 |
|
|
| Stoneco Com Cl A (STNE) | 0.0 | $4.8k | 340.00 | 14.12 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $4.8k | 192.00 | 24.88 |
|
|
| Beone Medicines Sponsored Ads (ONC) | 0.0 | $4.8k | 16.00 | 297.00 |
|
|
| Vici Pptys (VICI) | 0.0 | $4.6k | 164.00 | 27.77 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $4.4k | 40.00 | 110.88 |
|
|
| Booking Holdings (BKNG) | 0.0 | $4.2k | 1.00 | 4211.00 |
|
|
| Ssr Mining (SSRM) | 0.0 | $4.2k | 143.00 | 29.38 |
|
|
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $4.2k | 3.0k | 1.40 |
|
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $4.2k | 299.00 | 14.04 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $4.2k | 35.00 | 118.63 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $4.1k | 49.00 | 84.61 |
|
|
| Corecivic (CXW) | 0.0 | $4.0k | 214.00 | 18.91 |
|
|
| Sturm, Ruger & Company (RGR) | 0.0 | $4.0k | 100.00 | 40.09 |
|
|
| PNM Resources (TXNM) | 0.0 | $4.0k | 68.00 | 58.47 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $3.9k | 97.00 | 40.47 |
|
|
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.0 | $3.9k | 172.00 | 22.49 |
|
|
| Essent (ESNT) | 0.0 | $3.9k | 66.00 | 58.45 |
|
|
| Assurant (AIZ) | 0.0 | $3.7k | 17.00 | 217.82 |
|
|
| Ingersoll Rand (IR) | 0.0 | $3.7k | 46.00 | 80.13 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $3.7k | 14.00 | 261.93 |
|
|
| Haemonetics Corporation (HAE) | 0.0 | $3.5k | 62.00 | 56.37 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $3.4k | 36.00 | 93.33 |
|
|
| Five Star Bancorp (FSBC) | 0.0 | $3.3k | 88.00 | 37.73 |
|
|
| Honeywell International (HON) | 0.0 | $3.2k | 14.00 | 226.07 |
|
|
| Topbuild (BLD) | 0.0 | $3.2k | 9.00 | 351.33 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $3.0k | 9.00 | 338.56 |
|
|
| Innodata Com New (INOD) | 0.0 | $3.0k | 77.00 | 38.62 |
|
|
| Concentra Group Holdings Par Common Stock (CON) | 0.0 | $3.0k | 138.00 | 21.46 |
|
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.0 | $2.9k | 63.00 | 46.19 |
|
|
| Amdocs SHS (DOX) | 0.0 | $2.6k | 39.00 | 65.85 |
|
|
| Portland Gen Elec Com New (POR) | 0.0 | $2.5k | 47.00 | 53.30 |
|
|
| Baxter International (BAX) | 0.0 | $2.4k | 142.00 | 16.82 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $2.3k | 24.00 | 94.58 |
|
|
| Cleanspark Com New (CLSK) | 0.0 | $2.3k | 265.00 | 8.51 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.0k | 7.00 | 287.29 |
|
|
| Celsius Hldgs Com New (CELH) | 0.0 | $2.0k | 55.00 | 35.49 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $1.9k | 24.00 | 78.83 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $1.8k | 304.00 | 5.99 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $1.8k | 300.00 | 6.03 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $1.6k | 32.00 | 49.59 |
|
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $1.5k | 105.00 | 13.86 |
|
|
| Appfolio Com Cl A (APPF) | 0.0 | $1.4k | 9.00 | 157.89 |
|
|
| Indie Semiconductor Class A Com (INDI) | 0.0 | $1.3k | 410.00 | 3.22 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.3k | 3.00 | 426.67 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $1.3k | 19.00 | 66.53 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $1.0k | 21.00 | 49.81 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $942.000000 | 3.00 | 314.00 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $807.000000 | 4.00 | 201.75 |
|
|
| Vera Bradley (VRA) | 0.0 | $316.000000 | 100.00 | 3.16 |
|
|
| Sweetgreen Com Cl A (SG) | 0.0 | $151.000100 | 29.00 | 5.21 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $76.000000 | 5.00 | 15.20 |
|
|
| Lucid Group Com New (LCID) | 0.0 | $48.000000 | 5.00 | 9.60 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $22.000000 | 1.00 | 22.00 |
|
|
| Workhorse Group Com New (WKHS) | 0.0 | $4.000000 | 1.00 | 4.00 |
|
Past Filings by Acumen Wealth Advisors
SEC 13F filings are viewable for Acumen Wealth Advisors going back to 2026
- Acumen Wealth Advisors 2026 Q1 filed May 13, 2026