Di Nuzzo Private Wealth, Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $617 Million distributed in 1386 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $92.7M, Dimensional ETF Tr Core Fxd In with a value of $92.4M, Dimensional ETF Tr U S Equity with a value of $72.4M, Dimensional ETF Tr Dimensional with a value of $42.3M, and Dimensional ETF Tr U S Small C with a value of $42.1M.

Examining the 13F form we can see an decrease of $977K in the current position value, from $618M to 617M.

Di Nuzzo Private Wealth, Inc. is based out at Beaver, PA

Below you can find more details about Di Nuzzo Private Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $617 Million
ETFs: $586 Million
Technology: $8.32 Million
Consumer Cyclical: $3.7 Million
Financial Services: $3.35 Million
Basic Materials: $3.1 Million
Industrials: $2 Million
Energy: $1.75 Million
Communication Services: $1.25 Million
Other: $2.88 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,386
  • Current Value $617 Million
  • Prior Value $618 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 430 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 422 stocks
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