Portfolio (Quarterly)
Guide ↗
True Wealth Design, LLC
· CIK 0001966033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | BOX | BOX INC | Technology | 32 | $1K | — | SOLD |
| 82 | FOXF | FOX FACTORY HLDG CORP | Consumer Cyclical | 42 | $1K | — | SOLD |
| 83 | ACI | ALBERTSONS COS INC | Consumer Defensive | 57 | $999.0 | — | SOLD |
| 84 | — | PREMIER INC | — | 35 | $968.0 | — | SOLD |
| 85 | BZ | KANZHUN LIMITED | Industrials | 40 | $935.0 | — | SOLD |
| 86 | KRRO | KORRO BIO INC | Healthcare | 19 | $910.0 | — | SOLD |
| 87 | XPOF | XPONENTIAL FITNESS INC | Consumer Cyclical | 113 | $881.0 | — | SOLD |
| 88 | GETY | GETTY IMAGES HOLDINGS INC | Communication Services | 444 | $880.0 | — | SOLD |
| 89 | — | TILRAY BRANDS INC | — | 500 | $865.0 | — | SOLD |
| 90 | — | TOURMALINE BIO INC | — | 18 | $861.0 | — | SOLD |
| 91 | KNSL | KINSALE CAP GROUP INC | Financial Services | 2 | $851.0 | — | SOLD |
| 92 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 9 | $847.0 | — | SOLD |
| 93 | — | GUARANTY BANCSHARES INC TEX | — | 16 | $780.0 | — | SOLD |
| 94 | KRUS | KURA SUSHI USA INC | Consumer Cyclical | 13 | $773.0 | — | SOLD |
| 95 | ABG | ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 3 | $734.0 | — | SOLD |
| 96 | — | JBS N.V. | — | 49 | $732.0 | — | SOLD |
| 97 | OLED | UNIVERSAL DISPLAY CORP | Technology | 5 | $719.0 | — | SOLD |
| 98 | STWD | STARWOOD PPTY TR INC | Real Estate | 37 | $717.0 | — | SOLD |
| 99 | SXC | SUNCOKE ENERGY INC | Energy | 87 | $710.0 | — | SOLD |
| 100 | LENZ | LENZ THERAPEUTICS INC | Healthcare | 15 | $699.0 | — | SOLD |
Sector Allocation
Technology
25.0%
Industrials
16.9%
Financial Services
13.2%
Consumer Cyclical
12.8%
Healthcare
11.7%
Consumer Defensive
4.8%
Communication Services
4.4%
Basic Materials
3.4%
Real Estate
2.7%
Energy
2.6%