Portfolio (Quarterly)
Guide ↗
DiNuzzo Private Wealth, Inc.
· CIK 0001994563| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | AVIDITY BIOSCIENCES INC | — | 1.0 | $73.0 | — | NEW | — | $73.00 | — |
| 42 | SYM | SYMBOTIC INC | Industrials | 1.0 | $60.0 | — | NEW | — | $60.00 | -16.7% |
| 43 | CLVT | CLARIVATE PLC | Technology | 14.0 | $47.0 | — | NEW | — | $3.36 | -27.9% |
| 44 | CLSK | CLEANSPARK INC | Technology | 3.0 | $31.0 | — | NEW | — | $10.33 | +52.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%