Portfolio (Quarterly)
Guide ↗
DiNuzzo Private Wealth, Inc.
· CIK 0001994563| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | INVESCO EXCH TRD SLF IDX FD | — | 557 | $12K | 0.00% | SOLD |
| 2 | — | KELLANOVA | — | 52 | $4K | — | SOLD |
| 3 | — | INTERPUBLIC GROUP COS INC | — | 71 | $2K | — | SOLD |
| 4 | DUOL | DUOLINGO INC | Technology | 6 | $2K | — | SOLD |
| 5 | — | SKECHERS U S A INC | — | 25 | $2K | — | SOLD |
| 6 | SSB | SOUTHSTATE CORPORATION | Financial Services | 11 | $1K | — | SOLD |
| 7 | BLDP | BALLARD PWR SYS INC NEW | Industrials | 500 | $1K | — | SOLD |
| 8 | — | CUSHMAN WAKEFIELD PLC | — | 58 | $915.0 | — | SOLD |
| 9 | CZR | CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 29 | $777.0 | — | SOLD |
| 10 | ROAD | CONSTRUCTION PARTNERS INC | Industrials | 6 | $720.0 | — | SOLD |
| 11 | SLAB | SILICON LABORATORIES INC | Technology | 5 | $672.0 | — | SOLD |
| 12 | — | PREMIER INC | — | 25 | $648.0 | — | SOLD |
| 13 | SHAK | SHAKE SHACK INC | Consumer Cyclical | 5 | $530.0 | — | SOLD |
| 14 | PCYO | PURE CYCLE CORP | Utilities | 50 | $505.0 | — | SOLD |
| 15 | — | SUNRISE COMMUNICATIONS AG | — | 8 | $503.0 | — | SOLD |
| 16 | — | PACIFIC PREMIER BANCORP | — | 19 | $466.0 | — | SOLD |
| 17 | SMMT | SUMMIT THERAPEUTICS INC | Healthcare | 18 | $427.0 | — | SOLD |
| 18 | — | MR COOPER GROUP INC | — | 2 | $378.0 | — | SOLD |
| 19 | WERN | WERNER ENTERPRISES INC | Industrials | 13 | $376.0 | — | SOLD |
| 20 | NVX | NOVONIX LIMITED | Industrials | 250 | $373.0 | — | SOLD |
Sector Allocation
Technology
35.4%
Financial Services
24.6%
Consumer Cyclical
12.9%
Industrials
7.7%
Energy
5.2%
Communication Services
4.5%
Healthcare
3.2%
Utilities
3.2%
Consumer Defensive
1.7%
Basic Materials
0.9%