Di Nuzzo Private Wealth, Inc. Purchases in Q1 2025

Di Nuzzo Private Wealth, Inc.

  • $617 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEM
Newmont Corp

Basic Materials
60K
+ 83355.56%
$37.79 - $48.39 $2.27M - $2.9M
60.1K $2.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
10.3K
+ 0.47%
$40.79 - $42.32 $421K - $436K
2.2M $92.4M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.71K
+ 0.09%
$46.74 - $47.55 $79.8K - $81.2K
1.95M $92.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
240
+ 0.04%
$25.1 - $27.85 $6.02K - $6.68K
668K $18M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.55K
+ 0.46%
$25.35 - $27.46 $90.1K - $97.6K
776K $20.5M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.6K
+ 10.19%
$47.35 - $48.24 $313K - $318K
71.4K $3.39M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.16K
+ 1.0%
$25.44 - $27.95 $55.1K - $60.5K
219K $5.93M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.94K
New
$92.45 - $106.69 $179K - $207K
1.94K $180K
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.19%
$279.74 - $321.29 $3.92K - $4.5K
7.52K $2.35M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.55K
+ 1.13%
$24.27 - $26.2 $62K - $66.9K
228K $5.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.08%
$442.66 - $534.52 $443 - $535
1.29K $684K
KMB
Kimberly Clark Corp

Consumer Defensive
543
+ 238.16%
$124.46 - $147.4 $67.6K - $80K
771 $109K
DFIS
Dimensional ETF Tr Dimensional

ETFs
25
+ 0.04%
$23.92 - $26.89 $598 - $672
55.7K $1.44M
DFAI
Dimensional ETF Tr

ETFs
128
+ 0.62%
$28.88 - $32.4 $3.7K - $4.15K
20.9K $652K
D
Dominion Energy, Inc

Utilities
275
+ 3.34%
$52.85 - $57.43 $14.5K - $15.8K
8.51K $477K
BK
Bank Of New York Mellon Corp

Financial Services
5
+ 0.12%
$75.42 - $88.95 $377 - $445
4.17K $349K
PG
Procter & Gamble CO

Consumer Defensive
154
+ 25.54%
$158.56 - $176.26 $24.4K - $27.1K
757 $129K
VPU
Vanguard Utilities ETF

ETFs
20
+ 0.76%
$161.24 - $173.33 $3.22K - $3.47K
2.65K $452K
XLV
Select Sector Spdr Fund Health

ETFs
135
New
$137.61 - $149.68 $18.6K - $20.2K
135 $19K
SLV
I Shares Silver Trust

ETFs
570
+ 380.0%
$26.93 - $31.32 $15.4K - $17.9K
720 $22K
GIS
General Mills Inc

Consumer Defensive
280
+ 482.76%
$57.56 - $65.3 $16.1K - $18.3K
338 $20K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
1.3K
New
$13.21 - $14.63 $17.1K - $19K
1.3K $17K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
200
New
$81.1 - $94.7 $16.2K - $18.9K
200 $16K
JNJ
Johnson & Johnson

Healthcare
19
+ 2.98%
$142.06 - $167.7 $2.7K - $3.19K
656 $108K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
325
New
$39.61 - $42.65 $12.9K - $13.9K
325 $13K
MDLZ
Mondelez International, Inc.

Consumer Defensive
151
+ 51.71%
$56.12 - $68.15 $8.47K - $10.3K
443 $30K
CVX
Chevron Corp

Energy
6
+ 1.15%
$146.71 - $167.97 $880 - $1.01K
529 $88K
MA
Mastercard Inc

Financial Services
1
+ 0.19%
$504.67 - $576.31 $505 - $576
520 $285K
PLTR
Palantir Technologies Inc.

Technology
133
+ 190.0%
$64.98 - $124.62 $8.64K - $16.6K
203 $17K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
104
New
$121.0 - $142.28 $12.6K - $14.8K
104 $12K
V
Visa Inc.

Financial Services
3
+ 0.95%
$306.92 - $362.71 $921 - $1.09K
320 $112K
FTCS
First Trust Capital Strength E

ETFs
135
New
$86.39 - $91.35 $11.7K - $12.3K
135 $12K
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.68%
$365.9 - $436.25 $366 - $436
147 $63K
IJS
Ishares S&P Smallcap 600 Value

ETFs
110
New
$96.3 - $112.23 $10.6K - $12.3K
110 $10K
VTV
Vanguard Value ETF

ETFs
5
+ 0.2%
$167.73 - $179.21 $839 - $896
2.49K $429K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 66.67%
$4295.4 - $5141.88 $8.59K - $10.3K
5 $23K
VEA
Vanguard Ftse Developed Market

ETFs
4
+ 0.21%
$47.4 - $52.99 $190 - $212
1.88K $95K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
343
New
$18.18 - $18.58 $6.24K - $6.37K
343 $6K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 1.24%
$461.52 - $548.18 $1.38K - $1.64K
244 $127K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.45%
$123.25 - $162.53 $123 - $163
222 $34K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.13%
$134.72 - $159.03 $135 - $159
763 $111K
ABT
Abbott Laboratories

Healthcare
10
+ 6.85%
$111.1 - $140.22 $1.11K - $1.4K
156 $20K
CVS
Cvs Health Corp

Healthcare
17
+ 12.59%
$44.22 - $68.64 $752 - $1.17K
152 $10K
TSCO
Tractor Supply CO

Consumer Cyclical
62
+ 387.5%
$51.66 - $57.94 $3.2K - $3.59K
78 $4K
PPL
Ppl Corp

Utilities
32
+ 6.04%
$31.68 - $36.11 $1.01K - $1.16K
562 $20K
AR
Antero Resources Corp

Energy
2
+ 0.37%
$33.64 - $41.42 $67.3 - $82.8
539 $21K
AMGN
Amgen Inc

Healthcare
2
+ 4.55%
$258.59 - $327.36 $517 - $655
46 $14K
GD
General Dynamics Corp

Industrials
1
+ 0.33%
$241.94 - $272.58 $242 - $273
308 $83K
KLAC
Kla Corp

Technology
1
+ 3.13%
$636.62 - $777.63 $637 - $778
33 $22K
Activity Summary
Buys All Purchases 455 New Holdings 25 Increased Positions 430 Sells All Sells 422 Reductions 422 Sold out 0 Options Calls 0 Puts 0
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