Portfolio (Quarterly)
Guide ↗
DiNuzzo Private Wealth, Inc.
· CIK 0001994563| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | Financial Services | 120,000 | $2.0M | 0.22% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 2,175 | $424K | 0.05% | SOLD |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,964 | $316K | 0.03% | SOLD |
| 4 | — | VANGUARD MUN BD FDS | — | 828 | $84K | 0.01% | SOLD |
| 5 | — | BLUEROCK PVT REAL ESTATE FD | — | 5,444 | $82K | 0.01% | SOLD |
| 6 | CCL | CARNIVAL CORP | Consumer Cyclical | 299 | $9K | 0.00% | SOLD |
| 7 | — | PIPER SANDLER COMPANIES | — | 25 | $8K | 0.00% | SOLD |
| 8 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 50 | $4K | — | SOLD |
| 9 | — | AMCOR PLC | — | 372 | $3K | — | SOLD |
| 10 | — | HOLOGIC INC | — | 37 | $3K | — | SOLD |
| 11 | BLD | TOPBUILD CORP | Industrials | 6 | $3K | — | SOLD |
| 12 | CTRA | COTERRA ENERGY INC | Energy | 89 | $2K | — | SOLD |
| 13 | — | COMERICA INC | — | 26 | $2K | — | SOLD |
| 14 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 19 | $2K | — | SOLD |
| 15 | — | FRONTIER COMMUNICATIONS PARE | — | 46 | $2K | — | SOLD |
| 16 | — | AIR LEASE CORP | — | 27 | $2K | — | SOLD |
| 17 | — | SYNOVUS FINL CORP | — | 32 | $2K | — | SOLD |
| 18 | NEU | NEWMARKET CORP | Basic Materials | 2 | $1K | — | SOLD |
| 19 | — | EXACT SCIENCES CORP | — | 13 | $1K | — | SOLD |
| 20 | — | FLUTTER ENTMT PLC | — | 6 | $1K | — | SOLD |
Sector Allocation
Technology
38.9%
Financial Services
19.2%
Consumer Cyclical
12.5%
Industrials
7.7%
Energy
5.9%
Communication Services
4.5%
Utilities
3.9%
Healthcare
3.4%
Consumer Defensive
1.9%
Basic Materials
1.1%