D'Orazio & Associates, Inc. Incresed Positions in Q3 2024

D'Orazio & Associates, Inc.

  • $703 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
23.3K
+ 7.73%
$255.18 - $283.2 $5.94M - $6.59M
325K $91.9M
UNH
Unitedhealth Group Inc

Healthcare
278
+ 0.53%
$488.01 - $604.18 $136K - $168K
52.3K $30.6M
JPIE
J P Morgan Exchange Traded Fd
67K
+ 9.72%
$45.17 - $46.39 $3.03M - $3.11M
757K $35.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
12.2K
+ 9.74%
$178.94 - $207.0 $2.19M - $2.53M
138K $27.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
28.8K
+ 16.82%
$51.29 - $56.57 $1.47M - $1.63M
200K $11.3M
AAPL
Apple Inc.

Technology
2.82K
+ 7.45%
$207.23 - $234.82 $584K - $661K
40.6K $9.46M
TSLA
Tesla, Inc.

Consumer Cyclical
1.27K
+ 28.81%
$191.76 - $263.26 $243K - $333K
5.66K $1.48M
TTEK
Tetra Tech Inc

Industrials
65.5K
+ 400.89%
$45.59 - $237.74 $2.99M - $15.6M
81.8K $3.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
125
+ 1.03%
$475.2 - $527.7 $59.4K - $66K
12.3K $6.47M
JNJ
Johnson & Johnson

Healthcare
1.57K
+ 27.45%
$145.48 - $167.38 $229K - $263K
7.3K $1.18M
PHM
Pultegroup Inc

Consumer Cyclical
835
+ 25.81%
$103.95 - $144.98 $86.8K - $121K
4.07K $584K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.91K
+ 70.2%
$31.07 - $39.36 $153K - $193K
11.9K $435K
PM
Philip Morris International Inc.

Consumer Defensive
393
+ 4.83%
$101.25 - $127.45 $39.8K - $50.1K
8.54K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
52
+ 1.76%
$333.64 - $405.2 $17.3K - $21.1K
3K $1.22M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
6.12K
+ 18.35%
$32.51 - $36.26 $199K - $222K
39.5K $1.28M
BCS
Barclays PLC

Financial Services
11.4K
+ 47.43%
$10.59 - $12.45 $121K - $142K
35.5K $431K
VALE
Vale S.A.

Basic Materials
12.9K
+ 95.74%
$9.9 - $11.8 $128K - $152K
26.4K $308K
BLDR
Builders First Source, Inc.

Industrials
31
+ 1.14%
$132.6 - $201.83 $4.11K - $6.26K
2.74K $531K
NFLX
Netflix Inc

Communication Services
160
+ 16.36%
$598.55 - $722.26 $95.8K - $116K
1.14K $807K
KO
Coca Cola CO

Consumer Defensive
854
+ 8.36%
$62.69 - $73.01 $53.5K - $62.4K
11.1K $795K
IBM
International Business Machines Corp

Technology
4
+ 0.14%
$175.1 - $223.38 $700 - $894
2.85K $629K
MO
Altria Group, Inc.

Consumer Defensive
1.11K
+ 8.31%
$45.95 - $54.71 $50.8K - $60.5K
14.4K $735K
ABBV
Abb Vie Inc.

Healthcare
42
+ 0.91%
$163.84 - $199.33 $6.88K - $8.37K
4.63K $914K
VOD
Vodafone Group Public LTD CO

Communication Services
10.8K
+ 77.79%
$8.8 - $10.35 $94.9K - $112K
24.7K $247K
EBAY
Ebay Inc

Consumer Cyclical
821
+ 14.54%
$52.61 - $65.44 $43.2K - $53.7K
6.47K $421K
FINV
Fin Volution Group

Financial Services
12K
+ 45.84%
$4.79 - $6.18 $57.4K - $74.1K
38.1K $235K
AMT
American Tower Corp

Real Estate
242
+ 17.56%
$192.27 - $242.73 $46.5K - $58.7K
1.62K $376K
JPM
Jpmorgan Chase & CO

Financial Services
251
+ 4.45%
$194.9 - $224.8 $48.9K - $56.4K
5.9K $1.24M
XOM
Exxon Mobil Corp

Energy
594
+ 4.93%
$109.72 - $119.0 $65.2K - $70.7K
12.6K $1.48M
MA
Mastercard Inc

Financial Services
34
+ 2.48%
$429.6 - $500.99 $14.6K - $17K
1.41K $693K
SPY
Spdr S&P 500 ETF Trust

ETFs
92
+ 7.64%
$517.38 - $573.86 $47.6K - $52.8K
1.3K $743K
INFY
Infosys LTD

Technology
1.34K
+ 9.13%
$18.76 - $23.28 $25.2K - $31.3K
16.1K $357K
MMM
3 M CO

Industrials
34
+ 1.56%
$99.69 - $139.42 $3.39K - $4.74K
2.22K $302K
CARR
Carrier Global Corp

Industrials
90
+ 2.27%
$61.9 - $80.88 $5.57K - $7.28K
4.06K $326K
AFL
Aflac Inc

Financial Services
28
+ 0.86%
$88.52 - $111.8 $2.48K - $3.13K
3.28K $366K
MLI
Mueller Industries Inc

Industrials
25
+ 0.58%
$55.73 - $74.1 $1.39K - $1.85K
4.31K $319K
CTAS
Cintas Corp

Industrials
1.7K
+ 305.22%
$201.38 - $819.83 $342K - $1.39M
2.25K $463K
PEP
Pepsico Inc

Consumer Defensive
297
+ 7.08%
$161.9 - $179.3 $48.1K - $53.3K
4.49K $763K
AXP
American Express CO

Financial Services
131
+ 14.49%
$225.92 - $271.17 $29.6K - $35.5K
1.04K $280K
CSCO
Cisco Systems, Inc.

Technology
304
+ 3.27%
$44.74 - $53.22 $13.6K - $16.2K
9.6K $510K
PGR
Progressive Corp

Financial Services
16
+ 1.16%
$209.46 - $259.24 $3.35K - $4.15K
1.4K $355K
QCOM
Qualcomm Inc

Technology
750
+ 35.16%
$156.12 - $209.64 $117K - $157K
2.88K $490K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
79
+ 0.48%
$59.93 - $66.52 $4.73K - $5.26K
16.6K $1.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.17K
+ 26.41%
$45.87 - $48.53 $53.7K - $56.8K
5.6K $270K
SPGI
S&P Global Inc.

Financial Services
33
+ 4.89%
$446.32 - $527.38 $14.7K - $17.4K
708 $365K
GE
General Electric CO

Industrials
43
+ 2.29%
$156.66 - $189.66 $6.74K - $8.16K
1.92K $362K
KKR
Kkr & Co. Inc.

Financial Services
17
+ 0.71%
$104.51 - $133.23 $1.78K - $2.26K
2.43K $316K
HIG
Hartford Financial Services Group, Inc.

Financial Services
57
+ 1.74%
$98.71 - $117.61 $5.63K - $6.7K
3.33K $391K
RTX
Raytheon Technologies Corp

Industrials
42
+ 1.61%
$99.55 - $123.34 $4.18K - $5.18K
2.64K $320K
Activity Summary
Buys All Purchases 130 New Holdings 33 Increased Positions 97 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 8 Puts 0
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