Di Nuzzo Private Wealth, Inc. Incresed Positions in Q3 2024

Di Nuzzo Private Wealth, Inc.

  • $634 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
223K
+ 12.55%
$41.34 - $43.55 $9.23M - $9.73M
2M $86.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.94K
+ 0.48%
$25.36 - $28.37 $176K - $197K
1.47M $41.2M
MCD
Mcdonalds Corp

Consumer Cyclical
7.29K
+ 3720.41%
$245.82 - $304.51 $1.79M - $2.22M
7.49K $2.28M
AAPL
Apple Inc.

Technology
8.45K
+ 198.22%
$207.23 - $234.82 $1.75M - $1.98M
12.7K $2.96M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
232
+ 0.03%
$31.05 - $34.29 $7.2K - $7.96K
922K $31.6M
IBM
International Business Machines Corp

Technology
5.78K
+ 4589.68%
$175.1 - $223.38 $1.01M - $1.29M
5.91K $1.31M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.34K
+ 0.71%
$25.21 - $28.46 $135K - $152K
756K $21.3M
VB
Vanguard Small Cap ETF

ETFs
4.57K
+ 883.01%
$214.77 - $237.72 $982K - $1.09M
5.09K $1.21M
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.07K
+ 0.8%
$25.23 - $27.94 $128K - $142K
640K $17.7M
NVDA
Nvidia Corp

Technology
6.2K
+ 265.16%
$98.91 - $134.91 $613K - $837K
8.54K $1.04M
MSFT
Microsoft Corp

Technology
1.6K
+ 41.64%
$395.15 - $467.56 $633K - $749K
5.45K $2.35M
ORCL
Oracle Corp

Technology
2.73K
+ 288.29%
$125.9 - $170.35 $344K - $466K
3.68K $627K
DFAI
Dimensional ETF Tr

ETFs
15.2K
+ 337.17%
$28.69 - $32.06 $437K - $488K
19.7K $627K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
9.23K
+ 21.15%
$47.7 - $48.54 $440K - $448K
52.8K $2.56M
D
Dominion Energy, Inc

Utilities
8.09K
+ 5781.43%
$48.01 - $58.53 $389K - $474K
8.23K $475K
LLY
Eli Lilly & CO

Healthcare
524
+ 671.79%
$772.14 - $960.02 $405K - $503K
602 $533K
EQT
Eqt Corp

Energy
12.6K
+ 23255.56%
$30.21 - $37.21 $379K - $467K
12.6K $462K
HON
Honeywell International Inc

Industrials
1.93K
+ 784.15%
$196.73 - $220.21 $379K - $425K
2.18K $449K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
751
+ 140.64%
$405.19 - $478.57 $304K - $359K
1.29K $591K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.76K
+ 80.4%
$173.36 - $189.8 $306K - $335K
3.96K $751K
NEE
Nextera Energy Inc

Utilities
3.85K
+ 1332.53%
$69.9 - $84.97 $269K - $327K
4.14K $349K
USB
Us Bancorp \De\

Financial Services
6.27K
+ 1532.27%
$39.04 - $47.23 $245K - $296K
6.68K $305K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.99K
+ 1.37%
$24.27 - $27.34 $72.7K - $81.9K
222K $5.96M
IWN
Ishares Russell2000 Val ETF

ETFs
1.55K
+ 1287.5%
$150.05 - $171.34 $232K - $265K
1.67K $277K
UPS
United Parcel Service Inc

Industrials
1.77K
+ 3608.16%
$123.32 - $147.38 $218K - $261K
1.82K $247K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1.01K
+ 0.47%
$25.73 - $28.81 $26K - $29.1K
215K $6.11M
BK
Bank Of New York Mellon Corp

Financial Services
3.07K
+ 280.71%
$59.54 - $72.17 $183K - $222K
4.17K $299K
QQQ
Invesco Qqq Trust, Series 1

ETFs
404
+ 45.34%
$434.77 - $502.96 $176K - $203K
1.3K $632K
DFAR
Dimensional ETF Tr Dimensional

ETFs
167
+ 0.3%
$21.91 - $26.03 $3.66K - $4.35K
55.1K $1.41M
FDX
Fedex Corp

Industrials
692
+ 2661.54%
$254.64 - $313.52 $176K - $217K
718 $196K
TSLA
Tesla, Inc.

Consumer Cyclical
679
+ 818.07%
$191.76 - $263.26 $130K - $179K
762 $199K
VTV
Vanguard Value ETF

ETFs
794
+ 47.21%
$159.75 - $174.57 $127K - $139K
2.48K $432K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.25K
+ 553.1%
$117.9 - $128.2 $147K - $160K
1.48K $189K
TT
Trane Technologies PLC

Industrials
299
+ 1107.41%
$314.21 - $388.71 $93.9K - $116K
326 $126K
T
At&T Inc.

Communication Services
4.8K
+ 120.48%
$18.21 - $22.28 $87.3K - $107K
8.78K $193K
NOV
Nov Inc.

Energy
6.85K
+ 10701.56%
$15.85 - $20.82 $109K - $143K
6.91K $110K
AMZN
Amazon Com Inc

Consumer Cyclical
601
+ 48.0%
$161.02 - $200.0 $96.8K - $120K
1.85K $345K
TJX
Tjx Companies Inc

Consumer Cyclical
868
+ 360.17%
$107.93 - $120.23 $93.7K - $104K
1.11K $130K
RPM
Rpm International Inc

Basic Materials
761
+ 4005.26%
$103.91 - $125.03 $79.1K - $95.1K
780 $94K
GD
General Dynamics Corp

Industrials
300
+ 3750.0%
$279.51 - $308.09 $83.9K - $92.4K
308 $93K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
400
+ 2105.26%
$194.69 - $239.18 $77.9K - $95.7K
419 $87K
META
Meta Platforms, Inc.

Communication Services
117
+ 64.64%
$453.41 - $572.44 $53K - $67K
298 $170K
UNH
Unitedhealth Group Inc

Healthcare
108
+ 80.6%
$488.01 - $604.18 $52.7K - $65.3K
242 $141K
LOW
Lowes Companies Inc

Consumer Cyclical
140
+ 20.32%
$213.3 - $270.78 $29.9K - $37.9K
829 $224K
MPC
Marathon Petroleum Corp

Energy
414
+ 118.62%
$158.61 - $180.75 $65.7K - $74.8K
763 $124K
ROK
Rockwell Automation, Inc

Industrials
222
+ 1707.69%
$248.27 - $294.37 $55.1K - $65.4K
235 $63K
ANSS
Ansys Inc

Technology
170
+ 2833.33%
$296.54 - $331.25 $50.4K - $56.3K
176 $56K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.59K
+ 32.71%
$22.51 - $25.83 $35.7K - $40.9K
6.43K $163K
ABBV
Abb Vie Inc.

Healthcare
241
+ 93.05%
$163.84 - $199.33 $39.5K - $48K
500 $98K
Activity Summary
Buys All Purchases 541 New Holdings 72 Increased Positions 469 Sells All Sells 313 Reductions 313 Sold out 0 Options Calls 0 Puts 0
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