Portfolio (Quarterly)
Guide ↗
True Wealth Design, LLC
· CIK 0001966033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | ORKA | ORUKA THERAPEUTICS INC | Healthcare | 26 | $789.0 | — | SOLD |
| 122 | QXO | QXO INC | Industrials | 40 | $772.0 | — | SOLD |
| 123 | — | POTLATCHDELTIC CORPORATION | — | 19 | $756.0 | — | SOLD |
| 124 | — | OUTFRONT MEDIA INC | — | 31 | $748.0 | — | SOLD |
| 125 | MEG | MONTROSE ENVIRONMENTAL GROUP | Industrials | 30 | $745.0 | — | SOLD |
| 126 | TAL | TAL EDUCATION GROUP | Consumer Defensive | 68 | $742.0 | — | SOLD |
| 127 | CRY | ARTIVION INC | — | 16 | $730.0 | — | SOLD |
| 128 | WING | WINGSTOP INC | Consumer Cyclical | 3 | $716.0 | — | SOLD |
| 129 | HNI | HNI CORP | Industrials | 17 | $715.0 | — | SOLD |
| 130 | RUSHA | RUSH ENTERPRISES INC | Consumer Cyclical | 13 | $702.0 | — | SOLD |
| 131 | MH | MCGRAW HILL INC | Consumer Defensive | 42 | $693.0 | — | SOLD |
| 132 | — | ENVIRI CORP | — | 38 | $681.0 | — | SOLD |
| 133 | DCO | DUCOMMUN INC DEL | Industrials | 7 | $666.0 | — | SOLD |
| 134 | — | SKYWARD SPECIALTY INS GROUP | — | 13 | $665.0 | — | SOLD |
| 135 | SMP | STANDARD MTR PRODS INC | Consumer Cyclical | 18 | $664.0 | — | SOLD |
| 136 | ALX | ALEXANDERS INC | Real Estate | 3 | $654.0 | — | SOLD |
| 137 | BBUC | BROOKFIELD BUSINESS CORP | Financial Services | 18 | $646.0 | — | SOLD |
| 138 | ADUS | ADDUS HOMECARE CORP | Healthcare | 6 | $645.0 | — | SOLD |
| 139 | PWP | PERELLA WEINBERG PARTNERS | Financial Services | 37 | $641.0 | — | SOLD |
| 140 | FTDR | FRONTDOOR INC | Consumer Cyclical | 11 | $635.0 | — | SOLD |
Sector Allocation
Technology
24.3%
Industrials
17.4%
Financial Services
13.5%
Healthcare
11.0%
Consumer Cyclical
10.9%
Consumer Defensive
4.6%
Utilities
4.1%
Communication Services
4.1%
Real Estate
3.8%
Basic Materials
3.2%