Di Nuzzo Private Wealth, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $579 Million distributed in 1415 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 $94M, Dimensional ETF Tr U S Equity with a value of $75.7M, Dimensional ETF Tr Core Fxd In with a value of $73.9M, Dimensional ETF Tr U S Small C with a value of $43.5M, and Dimensional ETF Tr Dimensional with a value of $41.6M.

Examining the 13F form we can see an increase of $1.4M in the current position value, from $577M to 579M.

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 $579 Million
ETFs: $561 Million
Technology: $4.14 Million
Communication Services: $3.21 Million
Financial Services: $1.44 Million
Industrials: $965,000
Energy: $805,000
Healthcare: $775,000
Consumer Cyclical: $685,000
Other: $793,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 1,415
  • Current Value $579 Million
  • Prior Value $577 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 80 stocks
  • Additional Purchases 1,100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
Track This Portfolio

Track Di Nuzzo Private Wealth, Inc. Portfolio

Follow Di Nuzzo Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Di Nuzzo Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Di Nuzzo Private Wealth, Inc. with notifications on news.