Portfolio (Quarterly)
Guide ↗
KDK Private Wealth Management, LLC
· CIK 0001776910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TCBX | THIRD COAST BANCSHARES INC | Financial Services | 6,250 | $236K | 0.22% | SOLD |
| 2 | NEM | NEWMONT CORP | Basic Materials | 2,008 | $217K | 0.20% | SOLD |
| 3 | CTRA | COTERRA ENERGY INC | Energy | 6,000 | $211K | 0.19% | SOLD |
| 4 | IEI | ISHARES TR | — | 1,742 | $207K | 0.19% | SOLD |
| 5 | MBB | ISHARES TR | — | 2,146 | $204K | 0.19% | SOLD |
Sector Allocation
Financial Services
36.3%
Technology
35.6%
Energy
20.7%
Communication Services
3.2%
Real Estate
2.9%
Consumer Cyclical
1.3%