DiNuzzo Private Wealth
Latest statistics and disclosures from DiNuzzo Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFSD, DFCF, DFUS, DFLV, DFAS, and represent 44.90% of DiNuzzo Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: DFCF (+$9.6M), MCD, AAPL, GROY, DFGP, DUSB, IBM, VB, NVDA, VONV.
- Started 72 new stock positions in MGM, ETW, LAZ, NMZ, WDFC, BFK, GBTC, LNW, ETG, Amentum Holdings.
- Reduced shares in these 10 stocks: DFAW, PINS, DUHP, DFUS, DFLV, DFAS, DISV, DFUV, DFIV, DFSV.
- Sold out of its positions in ATUS, RCUS, AMK, BOWL, AI, CAKE, CIVI, CRSR, CBRL, DDS.
- DiNuzzo Private Wealth was a net buyer of stock by $28M.
- DiNuzzo Private Wealth has $811M in assets under management (AUM), dropping by 9.47%.
- Central Index Key (CIK): 0001994563
Tip: Access up to 7 years of quarterly data
Positions held by DiNuzzo Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for DiNuzzo Private Wealth
DiNuzzo Private Wealth holds 1436 positions in its portfolio as reported in the September 2024 quarterly 13F filing
DiNuzzo Private Wealth has 1436 total positions. Only the first 250 positions are shown.
- Sign up to view all of the DiNuzzo Private Wealth Sept. 30, 2024 positions
- Download the DiNuzzo Private Wealth September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Short Duration F (DFSD) | 11.8 | $95M | 2.0M | 47.74 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 10.7 | $87M | +12% | 2.0M | 43.19 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 9.8 | $79M | 1.3M | 62.20 |
|
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 6.9 | $56M | 1.8M | 30.81 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 5.8 | $47M | 720k | 64.86 |
|
|
| Dimensional Etf Trust Global Real Est (DFGR) | 5.5 | $45M | 1.5M | 28.86 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 5.4 | $43M | -2% | 1.3M | 34.07 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 5.1 | $41M | 1.5M | 28.14 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 4.7 | $38M | 1.2M | 30.80 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.9 | $32M | 922k | 34.29 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 2.7 | $22M | 754k | 29.06 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.6 | $21M | 757k | 28.15 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.5 | $20M | 490k | 41.69 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 2.2 | $18M | 640k | 27.70 |
|
|
| Dimensional Etf Trust Global Cr Etf (DGCB) | 2.2 | $18M | 320k | 54.84 |
|
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 2.1 | $17M | -11% | 268k | 63.46 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 1.8 | $15M | +9% | 290k | 50.77 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 1.8 | $14M | +12% | 261k | 55.10 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.5 | $13M | 457k | 27.41 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.2 | $10M | 266k | 38.08 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.0 | $8.1M | 146k | 55.63 |
|
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.8 | $6.1M | 215k | 28.46 |
|
|
| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.7 | $6.0M | 222k | 26.87 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.7 | $5.8M | 215k | 27.01 |
|
|
| Dimensional Etf Trust Global Ex Us Cor (DFGX) | 0.7 | $5.4M | +8% | 100k | 54.11 |
|
| Apple (AAPL) | 0.4 | $3.0M | +198% | 13k | 232.99 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.3 | $2.6M | +21% | 53k | 48.54 |
|
| Microsoft Corporation (MSFT) | 0.3 | $2.3M | +41% | 5.5k | 430.33 |
|
| McDonald's Corporation (MCD) | 0.3 | $2.3M | +3720% | 7.5k | 304.49 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.3 | $2.0M | 55k | 37.18 |
|
|
| Gold Royalty Corp Common Shares (GROY) | 0.2 | $1.9M | NEW | 97k | 19.89 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.2 | $1.5M | 56k | 26.83 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $1.4M | 55k | 25.64 |
|
|
| International Business Machines (IBM) | 0.2 | $1.3M | +4589% | 5.9k | 221.08 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | +883% | 5.1k | 237.23 |
|
| Dimensional Etf Trust International (DFSI) | 0.1 | $1.0M | 29k | 35.74 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $1.0M | +265% | 8.5k | 121.44 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $807k | 2.1k | 383.93 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $775k | 1.5k | 527.67 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $751k | +80% | 4.0k | 189.82 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $742k | NEW | 8.9k | 83.33 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $731k | NEW | 12k | 63.00 |
|
| WesBan (WSBC) | 0.1 | $680k | +2090% | 23k | 29.78 |
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $654k | 12k | 53.17 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $632k | +45% | 1.3k | 488.07 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $628k | +337% | 20k | 31.78 |
|
| Oracle Corporation (ORCL) | 0.1 | $627k | +288% | 3.7k | 170.40 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $591k | +140% | 1.3k | 460.26 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $562k | NEW | 2.0k | 283.20 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $533k | +671% | 602.00 | 885.94 |
|
| Dominion Resources (D) | 0.1 | $476k | +5781% | 8.2k | 57.79 |
|
| EQT Corporation (EQT) | 0.1 | $462k | +23255% | 13k | 36.64 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $451k | NEW | 2.6k | 174.06 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $451k | -3% | 781.00 | 576.82 |
|
| Honeywell International (HON) | 0.1 | $450k | +784% | 2.2k | 206.71 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $432k | +47% | 2.5k | 174.55 |
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $424k | +2% | 12k | 35.42 |
|
| Nextera Energy (NEE) | 0.0 | $350k | +1332% | 4.1k | 84.53 |
|
| Amazon (AMZN) | 0.0 | $345k | +48% | 1.9k | 186.33 |
|
| Verizon Communications (VZ) | 0.0 | $336k | +5% | 7.5k | 44.91 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $305k | +1532% | 6.7k | 45.73 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $299k | +280% | 4.2k | 71.85 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $287k | NEW | 1.3k | 220.82 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $281k | -14% | 2.4k | 117.20 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $278k | +1287% | 1.7k | 166.78 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $256k | 519.00 | 493.80 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $248k | +3608% | 1.8k | 136.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $247k | 4.0k | 62.32 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $238k | 1.4k | 164.08 |
|
|
| Lowe's Companies (LOW) | 0.0 | $225k | +20% | 829.00 | 270.86 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $205k | 2.3k | 88.14 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $201k | 6.4k | 31.39 |
|
|
| Tesla Motors (TSLA) | 0.0 | $199k | +818% | 762.00 | 261.63 |
|
| FedEx Corporation (FDX) | 0.0 | $197k | +2661% | 718.00 | 273.68 |
|
| At&t (T) | 0.0 | $193k | +120% | 8.8k | 22.00 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $189k | +553% | 1.5k | 128.20 |
|
| Servicenow (NOW) | 0.0 | $181k | 202.00 | 894.39 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $176k | 717.00 | 245.45 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $171k | +64% | 298.00 | 573.07 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $168k | 1.0k | 165.85 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $166k | 4.4k | 37.37 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $164k | 3.6k | 45.70 |
|
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $163k | +32% | 6.4k | 25.39 |
|
| Spdr Index Shs Fds S&p North Amer (NANR) | 0.0 | $163k | 2.9k | 56.63 |
|
|
| Pepsi (PEP) | 0.0 | $145k | +17% | 850.00 | 170.05 |
|
| UnitedHealth (UNH) | 0.0 | $142k | +80% | 242.00 | 584.68 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $134k | 3.2k | 41.78 |
|
|
| TJX Companies (TJX) | 0.0 | $130k | +360% | 1.1k | 117.54 |
|
| Extra Space Storage (EXR) | 0.0 | $129k | NEW | 715.00 | 180.19 |
|
| Trane Technologies SHS (TT) | 0.0 | $127k | +1107% | 326.00 | 388.73 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $124k | +118% | 763.00 | 162.91 |
|
| Bank of America Corporation (BAC) | 0.0 | $120k | 3.0k | 39.68 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $118k | 425.00 | 276.73 |
|
|
| PNC Financial Services (PNC) | 0.0 | $116k | 629.00 | 184.85 |
|
|
| Merck & Co (MRK) | 0.0 | $116k | 1.0k | 113.56 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $113k | 695.00 | 162.10 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $112k | +59% | 648.00 | 173.20 |
|
| Nov (NOV) | 0.0 | $110k | +10701% | 6.9k | 15.97 |
|
| Southern Company (SO) | 0.0 | $103k | 1.1k | 90.18 |
|
|
| CSX Corporation (CSX) | 0.0 | $101k | 2.9k | 34.53 |
|
|
| Emerson Electric (EMR) | 0.0 | $100k | 917.00 | 109.37 |
|
|
| Altria (MO) | 0.0 | $100k | 2.0k | 51.04 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $99k | 1.9k | 52.81 |
|
|
| Abbvie (ABBV) | 0.0 | $99k | +93% | 500.00 | 197.64 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $97k | 579.00 | 167.19 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $96k | 1.2k | 78.05 |
|
|
| RPM International (RPM) | 0.0 | $94k | +4005% | 780.00 | 121.00 |
|
| Broadcom (AVGO) | 0.0 | $93k | +832% | 541.00 | 172.50 |
|
| General Dynamics Corporation (GD) | 0.0 | $93k | +3750% | 308.00 | 302.20 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $91k | 780.00 | 116.96 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $87k | +2105% | 419.00 | 208.70 |
|
| Visa Com Cl A (V) | 0.0 | $87k | 317.00 | 274.95 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $85k | 402.00 | 210.86 |
|
|
| Chevron Corporation (CVX) | 0.0 | $84k | 568.00 | 147.27 |
|
|
| Anthem (ELV) | 0.0 | $79k | 152.00 | 520.00 |
|
|
| Spdr Ser Tr S&p Retail Etf (XRT) | 0.0 | $78k | 1.0k | 77.69 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $73k | 125.00 | 586.52 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $73k | NEW | 1.8k | 39.69 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $71k | 425.00 | 167.67 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $70k | 373.00 | 188.58 |
|
|
| Rockwell Automation (ROK) | 0.0 | $63k | +1707% | 235.00 | 268.46 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $62k | 275.00 | 225.76 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $61k | 249.00 | 243.47 |
|
|
| Ansys (ANSS) | 0.0 | $56k | +2833% | 176.00 | 318.63 |
|
| Qualcomm (QCOM) | 0.0 | $55k | +37% | 324.00 | 170.05 |
|
| Caterpillar (CAT) | 0.0 | $54k | -3% | 137.00 | 391.12 |
|
| PPG Industries (PPG) | 0.0 | $53k | 403.00 | 132.34 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $53k | 475.00 | 111.80 |
|
|
| Intel Corporation (INTC) | 0.0 | $53k | -5% | 2.3k | 23.46 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $51k | NEW | 425.00 | 119.70 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $48k | 463.00 | 104.18 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $48k | 3.3k | 14.69 |
|
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $44k | 2.1k | 20.38 |
|
|
| Cummins (CMI) | 0.0 | $42k | 131.00 | 323.79 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $41k | 1.1k | 35.91 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $41k | +385% | 393.00 | 104.24 |
|
| Coca-Cola Company (KO) | 0.0 | $40k | 561.00 | 71.81 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $40k | +1068% | 958.00 | 41.95 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $39k | 851.00 | 45.86 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $38k | 116.00 | 331.45 |
|
|
| Pfizer (PFE) | 0.0 | $38k | 1.3k | 28.94 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $37k | 310.00 | 119.55 |
|
|
| Cisco Systems (CSCO) | 0.0 | $36k | 682.00 | 53.22 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $36k | 444.00 | 80.49 |
|
|
| Progressive Corporation (PGR) | 0.0 | $35k | +114% | 137.00 | 253.13 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $33k | NEW | 800.00 | 40.70 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $32k | +808% | 227.00 | 142.28 |
|
| Enterprise Products Partners (EPD) | 0.0 | $32k | +1000% | 1.1k | 29.11 |
|
| Becton, Dickinson and (BDX) | 0.0 | $32k | +3% | 132.00 | 241.11 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $32k | -17% | 120.00 | 263.83 |
|
| Yum! Brands (YUM) | 0.0 | $31k | +957% | 222.00 | 139.71 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $31k | 110.00 | 281.37 |
|
|
| Kraft Heinz (KHC) | 0.0 | $31k | +1077% | 871.00 | 35.11 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $30k | NEW | 468.00 | 64.75 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $30k | +257% | 168.00 | 177.64 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $29k | +35% | 396.00 | 73.67 |
|
| Walt Disney Company (DIS) | 0.0 | $29k | +6% | 301.00 | 96.19 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $28k | 80.00 | 353.49 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $28k | NEW | 50.00 | 564.72 |
|
| Regions Financial Corporation (RF) | 0.0 | $28k | 1.2k | 23.33 |
|
|
| Intuit (INTU) | 0.0 | $28k | -2% | 45.00 | 621.00 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $28k | -3% | 31.00 | 886.55 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $27k | 405.00 | 67.70 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $27k | 58.00 | 469.81 |
|
|
| Applied Materials (AMAT) | 0.0 | $27k | -4% | 132.00 | 202.05 |
|
| BlackRock (BLK) | 0.0 | $27k | 28.00 | 949.54 |
|
|
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.0 | $27k | NEW | 1.0k | 26.54 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $27k | 99.00 | 267.37 |
|
|
| Discover Financial Services (DFS) | 0.0 | $26k | +506% | 188.00 | 140.29 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $26k | 1.3k | 19.56 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $26k | -2% | 33.00 | 774.42 |
|
| Deere & Company (DE) | 0.0 | $26k | 61.00 | 417.34 |
|
|
| Saul Centers (BFS) | 0.0 | $25k | NEW | 600.00 | 41.96 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $24k | 228.00 | 106.76 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $24k | +709% | 882.00 | 26.63 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $24k | 292.00 | 80.37 |
|
|
| Ge Vernova (GEV) | 0.0 | $24k | +2% | 92.00 | 254.99 |
|
| salesforce (CRM) | 0.0 | $23k | +110% | 84.00 | 273.71 |
|
| Amgen (AMGN) | 0.0 | $21k | 66.00 | 322.21 |
|
|
| Philip Morris International (PM) | 0.0 | $21k | 172.00 | 121.40 |
|
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $20k | NEW | 187.00 | 109.33 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $20k | 316.00 | 62.69 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $20k | 100.00 | 198.06 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $19k | NEW | 200.00 | 96.57 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $19k | +2% | 248.00 | 77.61 |
|
| Sila Realty Trust Common Stock (SILA) | 0.0 | $19k | -42% | 735.00 | 25.29 |
|
| Netflix (NFLX) | 0.0 | $18k | 26.00 | 709.31 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $18k | 120.00 | 153.13 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $18k | -11% | 378.00 | 47.85 |
|
| Snap-on Incorporated (SNA) | 0.0 | $18k | 62.00 | 289.73 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $18k | +1688% | 161.00 | 108.70 |
|
| PPL Corporation (PPL) | 0.0 | $18k | 528.00 | 33.08 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $17k | NEW | 299.00 | 57.63 |
|
| Linde SHS (LIN) | 0.0 | $17k | -2% | 36.00 | 476.86 |
|
| Boeing Company (BA) | 0.0 | $17k | 109.00 | 152.05 |
|
|
| Icici Bank Adr (IBN) | 0.0 | $16k | NEW | 550.00 | 29.85 |
|
| Prologis (PLD) | 0.0 | $16k | 130.00 | 126.28 |
|
|
| Nuveen PA Investnt Quality Municipal (NQP) | 0.0 | $16k | NEW | 1.3k | 12.62 |
|
| Lam Research Corporation (LRCX) | 0.0 | $16k | 20.00 | 816.10 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $16k | 142.00 | 114.01 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $16k | +95% | 1.9k | 8.25 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $16k | 30.00 | 517.80 |
|
|
| Thor Industries (THO) | 0.0 | $15k | +833% | 140.00 | 109.56 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $15k | 226.00 | 67.85 |
|
|
| Phillips 66 (PSX) | 0.0 | $15k | 116.00 | 131.46 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $15k | 26.00 | 584.58 |
|
|
| D.R. Horton (DHI) | 0.0 | $15k | 78.00 | 190.78 |
|
|
| B. Riley Financial (RILY) | 0.0 | $15k | 1.4k | 10.76 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $15k | +4% | 154.00 | 93.85 |
|
| Wp Carey (WPC) | 0.0 | $14k | 227.00 | 62.30 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $14k | 112.00 | 125.62 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $14k | 116.00 | 121.16 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $14k | 235.00 | 59.23 |
|
|
| Cigna Corp (CI) | 0.0 | $14k | 40.00 | 346.45 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $14k | 7.00 | 1943.57 |
|
|
| American Express Company (AXP) | 0.0 | $14k | 50.00 | 271.20 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $13k | -4% | 64.00 | 206.58 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $13k | 217.00 | 59.57 |
|
|
| Analog Devices (ADI) | 0.0 | $13k | 56.00 | 230.18 |
|
|
| Goldman Sachs (GS) | 0.0 | $13k | 26.00 | 495.12 |
|
|
| Best Buy (BBY) | 0.0 | $13k | +210% | 124.00 | 103.06 |
|
| Booking Holdings (BKNG) | 0.0 | $13k | 3.00 | 4212.33 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $13k | 27.00 | 465.11 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $13k | 607.00 | 20.65 |
|
|
| Xcel Energy (XEL) | 0.0 | $13k | +478% | 191.00 | 65.30 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $12k | NEW | 1.0k | 12.38 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $12k | NEW | 201.00 | 61.20 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $12k | NEW | 748.00 | 16.36 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $12k | 132.00 | 91.93 |
|
|
| Eagle Cap Growth (GRF) | 0.0 | $12k | NEW | 1.2k | 9.88 |
|
| Apollo Global Mgmt (APO) | 0.0 | $12k | -2% | 96.00 | 124.92 |
|
| Union Pacific Corporation (UNP) | 0.0 | $12k | -2% | 47.00 | 246.49 |
|
| Prudential Financial (PRU) | 0.0 | $12k | +2% | 95.00 | 121.11 |
|
| United Rentals (URI) | 0.0 | $11k | 14.00 | 809.79 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $11k | -3% | 83.00 | 135.04 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $11k | 189.00 | 59.22 |
|
|
| Gartner (IT) | 0.0 | $11k | +4% | 22.00 | 506.77 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $11k | 18.00 | 618.61 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $11k | 175.00 | 63.26 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $11k | 101.00 | 109.53 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $11k | 79.00 | 139.68 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $11k | +2% | 37.00 | 297.76 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $11k | 555.00 | 19.72 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $11k | 60.00 | 182.00 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $11k | +96% | 59.00 | 178.73 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $11k | 10.00 | 1051.30 |
|
|
| W.W. Grainger (GWW) | 0.0 | $10k | 10.00 | 1038.90 |
|
|
| Ford Motor Company (F) | 0.0 | $10k | +164% | 975.00 | 10.56 |
|
| FirstEnergy (FE) | 0.0 | $10k | +784% | 230.00 | 44.35 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $10k | -5% | 16.00 | 631.88 |
|
Past Filings by DiNuzzo Private Wealth
SEC 13F filings are viewable for DiNuzzo Private Wealth going back to 2023
- DiNuzzo Private Wealth 2024 Q3 filed Oct. 17, 2024
- DiNuzzo Private Wealth 2024 Q2 filed July 30, 2024
- DiNuzzo Private Wealth 2023 Q4 restated filed May 6, 2024
- DiNuzzo Private Wealth 2024 Q1 filed May 6, 2024
- DiNuzzo Private Wealth 2023 Q4 filed Feb. 6, 2024