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 45.34% of DiNuzzo Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: DFCF (+$7.5M), DUSB, DFGP, DFGR, DFIC, ACVA, DIHP, DFNM, DGCB, DFEM.
- Started 45 new stock positions in PAYO, SMTC, JPEF, SHAK, KVUE, TBBK, ETHA, STC, ANVS, HUBS.
- Reduced shares in these 10 stocks: DFUS, DFSD, GROY, DUHP, DFAC, DFAS, DFLV, DFAW, DFSV, DFUV.
- Sold out of its positions in Arista Networks, ARRY, Avangrid, BGS, RILY, BYM, BlackRock, BFK, BDJ, BLMN.
- DiNuzzo Private Wealth was a net buyer of stock by $3.1M.
- DiNuzzo Private Wealth has $790M in assets under management (AUM), dropping by -2.58%.
- Central Index Key (CIK): 0001994563
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Portfolio Holdings for DiNuzzo Private Wealth
DiNuzzo Private Wealth holds 1413 positions in its portfolio as reported in the December 2024 quarterly 13F filing
DiNuzzo Private Wealth has 1413 total positions. Only the first 250 positions are shown.
- Sign up to view all of the DiNuzzo Private Wealth Dec. 31, 2024 positions
- Download the DiNuzzo Private Wealth December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Short Duration F (DFSD) | 11.6 | $91M | -2% | 1.9M | 46.88 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 11.4 | $90M | +9% | 2.2M | 41.27 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 9.7 | $77M | -5% | 1.2M | 63.75 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 6.8 | $54M | 1.8M | 30.03 |
|
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 5.8 | $46M | -2% | 705k | 65.08 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 5.3 | $42M | -3% | 1.2M | 33.79 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 5.2 | $41M | +4% | 1.6M | 25.54 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 5.0 | $39M | +4% | 1.5M | 25.84 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 4.8 | $38M | 1.2M | 30.78 |
|
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.9 | $30M | -4% | 880k | 34.59 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 2.6 | $20M | 767k | 26.57 |
|
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.6 | $20M | +2% | 772k | 26.19 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.5 | $20M | 482k | 40.92 |
|
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 2.2 | $18M | +21% | 351k | 50.59 |
|
| Dimensional Etf Trust Global Cr Etf (DGCB) | 2.2 | $17M | +2% | 329k | 52.60 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 2.1 | $17M | +4% | 668k | 25.23 |
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 2.0 | $16M | -4% | 258k | 62.46 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 2.0 | $16M | +13% | 298k | 52.83 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.5 | $12M | 462k | 25.37 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.2 | $9.2M | 261k | 35.48 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.0 | $7.9M | -2% | 142k | 55.66 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.7 | $5.7M | 217k | 26.21 |
|
|
| Dimensional Etf Trust Global Ex Us Cor (DFGX) | 0.7 | $5.6M | +7% | 107k | 52.32 |
|
| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.7 | $5.6M | 225k | 24.74 |
|
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.6 | $5.1M | -3% | 207k | 24.86 |
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| Apple (AAPL) | 0.4 | $3.2M | 13k | 250.41 |
|
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.4 | $3.1M | +22% | 65k | 47.77 |
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| McDonald's Corporation (MCD) | 0.3 | $2.2M | 7.5k | 289.88 |
|
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| Microsoft Corporation (MSFT) | 0.3 | $2.0M | -12% | 4.8k | 421.53 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $1.9M | -8% | 51k | 37.90 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.2 | $1.4M | 56k | 24.56 |
|
|
| International Business Machines (IBM) | 0.2 | $1.3M | 5.9k | 219.83 |
|
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $1.3M | 55k | 23.27 |
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|
| NVIDIA Corporation (NVDA) | 0.1 | $1.2M | 8.6k | 134.29 |
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| Acv Auctions Com Cl A (ACVA) | 0.1 | $1.1M | NEW | 52k | 21.60 |
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| Dimensional Etf Trust International (DFSI) | 0.1 | $994k | +3% | 30k | 32.85 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $928k | -24% | 3.9k | 240.27 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $863k | 2.1k | 410.44 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $791k | 1.5k | 538.81 |
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| WesBan (WSBC) | 0.1 | $744k | 23k | 32.54 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $733k | 4.0k | 185.15 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $724k | 8.9k | 81.25 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $666k | 12k | 57.41 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $662k | 1.3k | 511.23 |
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| EQT Corporation (EQT) | 0.1 | $629k | +8% | 14k | 46.11 |
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| Dimensional Etf Trust Global Sustaina (DFSB) | 0.1 | $618k | 12k | 50.94 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $607k | +5% | 21k | 29.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $582k | 1.3k | 453.28 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $580k | 2.0k | 289.85 |
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| Oracle Corporation (ORCL) | 0.1 | $563k | -8% | 3.4k | 166.66 |
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| Honeywell International (HON) | 0.1 | $491k | 2.2k | 225.89 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $460k | 781.00 | 588.68 |
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| Dominion Resources (D) | 0.1 | $444k | 8.2k | 53.86 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $430k | 2.6k | 163.44 |
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| Amazon (AMZN) | 0.1 | $420k | +3% | 1.9k | 219.39 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $420k | 2.5k | 169.32 |
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| Eli Lilly & Co. (LLY) | 0.0 | $371k | -20% | 480.00 | 772.00 |
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| Tesla Motors (TSLA) | 0.0 | $349k | +13% | 863.00 | 403.84 |
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| Verizon Communications (VZ) | 0.0 | $333k | +11% | 8.3k | 39.99 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $320k | 4.2k | 76.83 |
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| Us Bancorp Del Com New (USB) | 0.0 | $319k | 6.7k | 47.83 |
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| Nextera Energy (NEE) | 0.0 | $297k | 4.1k | 71.69 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $287k | 1.3k | 220.89 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $273k | 519.00 | 526.57 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $273k | 1.7k | 164.13 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $257k | 2.4k | 107.59 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $247k | 4.0k | 62.31 |
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| At&t (T) | 0.0 | $236k | +17% | 10k | 22.77 |
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| United Parcel Service CL B (UPS) | 0.0 | $231k | 1.8k | 126.10 |
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| Servicenow (NOW) | 0.0 | $214k | 202.00 | 1060.12 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $206k | 2.3k | 88.40 |
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| Lowe's Companies (LOW) | 0.0 | $205k | 830.00 | 246.70 |
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| FedEx Corporation (FDX) | 0.0 | $203k | 720.00 | 281.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $197k | +2% | 1.0k | 189.30 |
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| BP Sponsored Adr (BP) | 0.0 | $189k | 6.4k | 29.56 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $188k | 1.5k | 127.59 |
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| Advanced Micro Devices (AMD) | 0.0 | $176k | 1.5k | 120.79 |
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| Meta Platforms Cl A (META) | 0.0 | $175k | 298.00 | 586.35 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $174k | 717.00 | 242.17 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $163k | 6.4k | 25.30 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $157k | -60% | 4.7k | 33.13 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $156k | 3.6k | 43.47 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $148k | 4.4k | 33.21 |
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| Spdr Index Shs Fds S&p North Amer (NANR) | 0.0 | $147k | 2.9k | 51.11 |
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| TJX Companies (TJX) | 0.0 | $134k | 1.1k | 120.81 |
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| Automatic Data Processing (ADP) | 0.0 | $124k | 425.00 | 292.73 |
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| UnitedHealth (UNH) | 0.0 | $122k | 241.00 | 505.86 |
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| Trane Technologies SHS (TT) | 0.0 | $120k | 325.00 | 369.35 |
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| Broadcom (AVGO) | 0.0 | $115k | -8% | 497.00 | 231.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $114k | +3% | 597.00 | 190.44 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $110k | -8% | 2.9k | 37.52 |
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| Emerson Electric (EMR) | 0.0 | $108k | -5% | 868.00 | 123.93 |
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| Bank of America Corporation (BAC) | 0.0 | $107k | -19% | 2.4k | 43.94 |
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| Extra Space Storage (EXR) | 0.0 | $107k | 715.00 | 149.60 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $106k | 762.00 | 139.50 |
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| Pepsi (PEP) | 0.0 | $106k | -18% | 695.00 | 152.06 |
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| Altria (MO) | 0.0 | $102k | 2.0k | 52.29 |
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| PNC Financial Services (PNC) | 0.0 | $102k | -15% | 529.00 | 192.85 |
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| Procter & Gamble Company (PG) | 0.0 | $101k | -6% | 603.00 | 167.65 |
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| Nov (NOV) | 0.0 | $101k | 6.9k | 14.60 |
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| Visa Com Cl A (V) | 0.0 | $100k | 317.00 | 316.04 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $97k | 403.00 | 239.71 |
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| RPM International (RPM) | 0.0 | $96k | 780.00 | 123.06 |
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| Dick's Sporting Goods (DKS) | 0.0 | $96k | 418.00 | 228.84 |
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| CSX Corporation (CSX) | 0.0 | $96k | 3.0k | 32.27 |
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| Rockwell Automation (ROK) | 0.0 | $94k | +40% | 329.00 | 285.79 |
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| Johnson & Johnson (JNJ) | 0.0 | $92k | -8% | 637.00 | 144.71 |
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| Merck & Co (MRK) | 0.0 | $91k | -10% | 915.00 | 99.48 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $90k | 780.00 | 115.22 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $90k | 1.9k | 47.82 |
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| Abbvie (ABBV) | 0.0 | $89k | 499.00 | 177.85 |
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| General Dynamics Corporation (GD) | 0.0 | $81k | 307.00 | 263.49 |
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| Spdr Ser Tr S&p Retail Etf (XRT) | 0.0 | $80k | 1.0k | 79.59 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $78k | 125.00 | 621.80 |
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| Chevron Corporation (CVX) | 0.0 | $76k | -7% | 523.00 | 144.84 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $69k | 425.00 | 161.77 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $64k | 275.00 | 232.52 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $63k | 249.00 | 253.75 |
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| Ge Aerospace Com New (GE) | 0.0 | $63k | 376.00 | 166.79 |
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| Ansys (ANSS) | 0.0 | $59k | 176.00 | 337.34 |
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| Anthem (ELV) | 0.0 | $54k | -3% | 146.00 | 368.90 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $52k | +300% | 1.9k | 27.87 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $50k | 425.00 | 117.48 |
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| Caterpillar (CAT) | 0.0 | $50k | 137.00 | 362.77 |
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| Morgan Stanley Com New (MS) | 0.0 | $49k | 393.00 | 125.72 |
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| PPG Industries (PPG) | 0.0 | $48k | 404.00 | 119.35 |
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| Cummins (CMI) | 0.0 | $46k | 131.00 | 348.60 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $43k | 2.1k | 20.14 |
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| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.0 | $42k | NEW | 426.00 | 99.40 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $40k | +9% | 339.00 | 117.50 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $40k | +2% | 172.00 | 230.03 |
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| Intel Corporation (INTC) | 0.0 | $37k | -18% | 1.8k | 20.05 |
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| ConocoPhillips (COP) | 0.0 | $36k | +310% | 365.00 | 99.17 |
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| Cisco Systems (CSCO) | 0.0 | $36k | -10% | 610.00 | 59.20 |
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| Coca-Cola Company (KO) | 0.0 | $36k | +2% | 577.00 | 62.21 |
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| Toll Brothers (TOL) | 0.0 | $35k | +806% | 281.00 | 125.95 |
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| Progressive Corporation (PGR) | 0.0 | $33k | 138.00 | 239.07 |
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| Discover Financial Services (DFS) | 0.0 | $33k | 188.00 | 173.23 |
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| Eaton Corp SHS (ETN) | 0.0 | $33k | -15% | 98.00 | 331.88 |
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| Ge Vernova (GEV) | 0.0 | $32k | +6% | 98.00 | 328.94 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $32k | 120.00 | 264.13 |
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| Enterprise Products Partners (EPD) | 0.0 | $31k | -9% | 1.0k | 31.36 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $31k | 110.00 | 283.85 |
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| Ameriprise Financial (AMP) | 0.0 | $31k | 58.00 | 532.43 |
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| Omega Healthcare Investors (OHI) | 0.0 | $30k | 800.00 | 37.85 |
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| Becton, Dickinson and (BDX) | 0.0 | $30k | 133.00 | 226.87 |
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| Carrier Global Corporation (CARR) | 0.0 | $30k | 439.00 | 68.26 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $30k | 228.00 | 131.04 |
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| Yum! Brands (YUM) | 0.0 | $30k | 221.00 | 134.16 |
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| Costco Wholesale Corporation (COST) | 0.0 | $29k | +3% | 32.00 | 916.28 |
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| Intuit (INTU) | 0.0 | $28k | 45.00 | 628.51 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $28k | 50.00 | 564.64 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $28k | 80.00 | 351.80 |
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| salesforce (CRM) | 0.0 | $28k | 84.00 | 334.33 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $28k | 99.00 | 280.06 |
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| Blackrock (BLK) | 0.0 | $28k | NEW | 27.00 | 1025.11 |
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| Schlumberger Com Stk (SLB) | 0.0 | $27k | -25% | 713.00 | 38.34 |
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| Pfizer (PFE) | 0.0 | $26k | -24% | 995.00 | 26.53 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $26k | 1.3k | 19.43 |
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| Deere & Company (DE) | 0.0 | $26k | 61.00 | 423.70 |
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| Kraft Heinz (KHC) | 0.0 | $25k | -5% | 825.00 | 30.71 |
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| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.0 | $25k | 1.0k | 25.26 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $25k | 405.00 | 60.75 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $24k | +17% | 2.3k | 10.57 |
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| Saul Centers (BFS) | 0.0 | $23k | 600.00 | 38.80 |
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| Netflix (NFLX) | 0.0 | $23k | 26.00 | 891.35 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $23k | +200% | 876.00 | 26.07 |
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| Qualcomm (QCOM) | 0.0 | $23k | -54% | 148.00 | 153.62 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $23k | 228.00 | 99.55 |
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| Applied Materials (AMAT) | 0.0 | $22k | 132.00 | 162.64 |
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| Snap-on Incorporated (SNA) | 0.0 | $21k | 62.00 | 339.48 |
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| Philip Morris International (PM) | 0.0 | $21k | 173.00 | 120.35 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $21k | 120.00 | 172.43 |
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| Kla Corp Com New (KLAC) | 0.0 | $20k | -3% | 32.00 | 630.12 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $20k | 100.00 | 195.83 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $19k | 316.00 | 61.34 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $19k | 187.00 | 102.05 |
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| Antero Res (AR) | 0.0 | $19k | +1578% | 537.00 | 35.05 |
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| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.0 | $19k | NEW | 278.00 | 67.11 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $19k | NEW | 270.00 | 68.94 |
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| Boeing Company (BA) | 0.0 | $19k | -3% | 105.00 | 177.00 |
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| Bwx Technologies (BWXT) | 0.0 | $18k | 161.00 | 111.39 |
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| Sila Realty Trust Common Stock (SILA) | 0.0 | $18k | 735.00 | 24.32 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $17k | -26% | 292.00 | 59.73 |
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| Simon Property (SPG) | 0.0 | $17k | NEW | 100.00 | 172.21 |
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| PPL Corporation (PPL) | 0.0 | $17k | 530.00 | 32.46 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $17k | 378.00 | 44.04 |
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| Abbott Laboratories (ABT) | 0.0 | $17k | +2% | 146.00 | 113.12 |
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| Icici Bank Adr (IBN) | 0.0 | $16k | 550.00 | 29.86 |
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| Apollo Global Mgmt (APO) | 0.0 | $16k | 97.00 | 165.16 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $16k | NEW | 75.00 | 210.45 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $16k | +200% | 678.00 | 23.18 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $15k | 235.00 | 63.45 |
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| Booking Holdings (BKNG) | 0.0 | $15k | 3.00 | 4968.67 |
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| Goldman Sachs (GS) | 0.0 | $15k | 26.00 | 572.65 |
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| American Express Company (AXP) | 0.0 | $15k | 50.00 | 296.80 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $14k | 299.00 | 48.23 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $14k | 112.00 | 128.62 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $14k | +1957% | 535.00 | 25.73 |
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| Prologis (PLD) | 0.0 | $14k | 130.00 | 105.70 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $14k | -61% | 326.00 | 41.82 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $13k | 116.00 | 115.72 |
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| Thor Industries (THO) | 0.0 | $13k | 140.00 | 95.81 |
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| Xcel Energy (XEL) | 0.0 | $13k | 191.00 | 67.52 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $13k | +100% | 434.00 | 29.70 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $13k | 26.00 | 485.96 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $13k | 607.00 | 20.65 |
|
|
| Wp Carey (WPC) | 0.0 | $12k | 227.00 | 54.48 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $12k | 157.00 | 78.18 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $12k | +104% | 202.00 | 60.50 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $12k | 132.00 | 90.93 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $12k | 64.00 | 187.52 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $12k | -14% | 6.00 | 1991.00 |
|
| Walt Disney Company (DIS) | 0.0 | $12k | -64% | 107.00 | 111.36 |
|
| Eagle Cap Growth (GRF) | 0.0 | $12k | 1.2k | 9.75 |
|
|
| Analog Devices (ADI) | 0.0 | $12k | 55.00 | 212.47 |
|
|
| Williams Companies (WMB) | 0.0 | $12k | 215.00 | 54.12 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $12k | +8% | 40.00 | 290.05 |
|
| Encana Corporation (OVV) | 0.0 | $12k | +921% | 286.00 | 40.50 |
|
| M&T Bank Corporation (MTB) | 0.0 | $12k | +5% | 62.00 | 186.63 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $12k | -13% | 26.00 | 444.69 |
|
| Amgen (AMGN) | 0.0 | $12k | -33% | 44.00 | 260.66 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $11k | 60.00 | 189.98 |
|
|
| Prudential Financial (PRU) | 0.0 | $11k | 95.00 | 118.54 |
|
|
| Cigna Corp (CI) | 0.0 | $11k | 40.00 | 276.15 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $11k | +4% | 50.00 | 220.74 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $11k | 189.00 | 58.35 |
|
|
| Ford Motor Company (F) | 0.0 | $11k | +13% | 1.1k | 9.90 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $11k | 201.00 | 54.20 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $11k | 555.00 | 19.48 |
|
|
| D.R. Horton (DHI) | 0.0 | $11k | 77.00 | 139.83 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $11k | 748.00 | 14.31 |
|
|
| Best Buy (BBY) | 0.0 | $11k | 124.00 | 86.15 |
|
|
| Gartner (IT) | 0.0 | $11k | 22.00 | 484.50 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $11k | -3% | 188.00 | 56.56 |
|
| W.W. Grainger (GWW) | 0.0 | $11k | 10.00 | 1054.10 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $11k | 96.00 | 109.38 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $11k | -2% | 46.00 | 228.04 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $11k | -3% | 26.00 | 402.73 |
|
| Linde SHS (LIN) | 0.0 | $11k | -30% | 25.00 | 418.68 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $10k | 116.00 | 89.33 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $10k | -3% | 30.00 | 342.80 |
|
| Cadence Design Systems (CDNS) | 0.0 | $10k | 34.00 | 300.47 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $10k | NEW | 192.00 | 53.05 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $10k | 16.00 | 636.06 |
|
|
| United Rentals (URI) | 0.0 | $9.9k | 14.00 | 704.50 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $9.8k | 22.00 | 447.41 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $9.8k | -3% | 80.00 | 122.60 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $9.8k | 114.00 | 85.76 |
|
|
| Corteva (CTVA) | 0.0 | $9.7k | 171.00 | 56.96 |
|
Past Filings by DiNuzzo Private Wealth
SEC 13F filings are viewable for DiNuzzo Private Wealth going back to 2023
- DiNuzzo Private Wealth 2024 Q4 filed Jan. 23, 2025
- 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