D'Orazio & Associates, Inc. Incresed Positions in Q4 2024

D'Orazio & Associates, Inc.

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
21.3K
+ 6.56%
$280.04 - $302.45 $5.97M - $6.44M
346K $100M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.3K
+ 5.3%
$198.04 - $221.51 $1.45M - $1.62M
145K $30.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
23.5K
+ 11.78%
$55.86 - $60.21 $1.31M - $1.42M
223K $12.8M
JPIE
J P Morgan Exchange Traded Fd
38.4K
+ 5.08%
$45.59 - $46.25 $1.75M - $1.78M
795K $36.3M
AAPL
Apple Inc.

Technology
1.39K
+ 3.41%
$221.69 - $259.02 $307K - $359K
42K $10.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.63K
+ 9.27%
$180.88 - $232.93 $296K - $381K
19.3K $4.23M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
7.72K
+ 3.09%
$103.6 - $112.52 $799K - $868K
257K $27M
NVDA
Nvidia Corp

Technology
446
+ 1.13%
$117.0 - $148.88 $52.2K - $66.4K
40K $5.37M
STLG
Ishares Factors Us Growth Styl

ETFs
11.3K
+ 57.41%
N/A
30.9K $1.55M
APP
App Lovin Corp

Technology
156
+ 9.69%
$130.67 - $401.5 $20.4K - $62.6K
1.77K $571K
GOOG
Alphabet Inc.

Communication Services
268
+ 2.16%
$163.08 - $198.16 $43.7K - $53.1K
12.7K $2.42M
MAR
Marriott International Inc

Consumer Cyclical
20
+ 0.22%
$246.06 - $292.59 $4.92K - $5.85K
9.24K $2.58M
V
Visa Inc.

Financial Services
54
+ 0.93%
$273.87 - $320.91 $14.8K - $17.3K
5.84K $1.85M
NFLX
Netflix Inc

Communication Services
48
+ 4.22%
$687.65 - $936.56 $33K - $45K
1.19K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
103
+ 1.75%
$205.18 - $250.29 $21.1K - $25.8K
6K $1.44M
WMT
Walmart Inc.

Consumer Defensive
308
+ 1.76%
$79.1 - $95.7 $24.4K - $29.5K
17.8K $1.61M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.93K
+ 4.8%
$53.94 - $58.15 $104K - $112K
42.1K $2.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16
+ 0.13%
$521.84 - $558.82 $8.35K - $8.94K
12.3K $6.61M
CRM
Salesforce, Inc.

Technology
44
+ 2.23%
$270.87 - $367.87 $11.9K - $16.2K
2.01K $673K
GILD
Gilead Sciences, Inc.

Healthcare
1.16K
+ 39.6%
$83.95 - $97.9 $97.2K - $113K
4.08K $377K
META
Meta Platforms, Inc.

Communication Services
98
+ 2.63%
$554.08 - $632.68 $54.3K - $62K
3.83K $2.26M
AVUV
American Centy ETF Tr Avantis

ETFs
281
+ 0.17%
$94.37 - $106.41 $26.5K - $29.9K
166K $16M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.91K
+ 51.88%
$46.07 - $48.17 $134K - $140K
8.51K $391K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
358
+ 18.91%
$172.07 - $207.36 $61.6K - $74.2K
2.25K $444K
T
At&T Inc.

Communication Services
4.31K
+ 32.43%
$21.22 - $23.88 $91.4K - $103K
17.6K $400K
ANSS
Ansys Inc

Technology
1
+ 0.02%
$313.05 - $361.45 $313 - $361
5.43K $1.83M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 5.21%
$4100.99 - $5300.34 $20.5K - $26.5K
101 $501K
HON
Honeywell International Inc

Industrials
11
+ 0.24%
$202.84 - $236.0 $2.23K - $2.6K
4.63K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 3.54%
$873.59 - $994.69 $44.6K - $50.7K
1.49K $1.37M
CSCO
Cisco Systems, Inc.

Technology
422
+ 4.4%
$52.45 - $60.02 $22.1K - $25.3K
10K $593K
FINV
Fin Volution Group

Financial Services
7.43K
+ 19.48%
$5.75 - $7.13 $42.7K - $53K
45.6K $309K
ABT
Abbott Laboratories

Healthcare
683
+ 15.89%
$111.93 - $119.39 $76.4K - $81.5K
4.98K $563K
SO
Southern CO

Utilities
1.13K
+ 45.98%
$81.5 - $94.15 $91.9K - $106K
3.58K $294K
C
Citigroup Inc

Financial Services
410
+ 8.05%
$61.31 - $72.5 $25.1K - $29.7K
5.5K $387K
NOW
Service Now, Inc.

Technology
13
+ 3.95%
$867.18 - $1148.42 $11.3K - $14.9K
342 $362K
MO
Altria Group, Inc.

Consumer Defensive
870
+ 6.04%
$49.06 - $57.74 $42.7K - $50.2K
15.3K $798K
PNC
Pnc Financial Services Group, Inc.

Financial Services
251
+ 16.79%
$178.39 - $215.0 $44.8K - $54K
1.75K $336K
MA
Mastercard Inc

Financial Services
26
+ 1.85%
$491.3 - $536.15 $12.8K - $13.9K
1.43K $753K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.26K
+ 25.23%
$50.02 - $51.24 $62.8K - $64.3K
6.23K $312K
FTNT
Fortinet, Inc.

Technology
58
+ 1.98%
$76.49 - $99.21 $4.44K - $5.75K
2.99K $282K
BAC
Bank Of America Corp

Financial Services
639
+ 10.41%
$39.22 - $47.77 $25.1K - $30.5K
6.78K $297K
USB
Us Bancorp \De\

Financial Services
742
+ 12.88%
$43.98 - $53.66 $32.6K - $39.8K
6.5K $311K
BCS
Barclays PLC

Financial Services
611
+ 1.72%
$11.65 - $13.67 $7.12K - $8.35K
36.1K $479K
GS
Goldman Sachs Group Inc

Financial Services
27
+ 6.62%
$486.1 - $608.57 $13.1K - $16.4K
435 $249K
QUAL
Ishares Msci Usa Quality Facto

ETFs
281
+ 8.33%
$176.42 - $186.91 $49.6K - $52.5K
3.65K $650K
NEE
Nextera Energy Inc

Utilities
1.07K
+ 45.23%
$69.77 - $85.43 $74.8K - $91.6K
3.44K $246K
ADP
Automatic Data Processing Inc

Industrials
40
+ 1.95%
$280.08 - $307.97 $11.2K - $12.3K
2.09K $612K
KKR
Kkr & Co. Inc.

Financial Services
6
+ 0.25%
$129.87 - $162.87 $779 - $977
2.43K $359K
CVX
Chevron Corp

Energy
381
+ 7.16%
$141.15 - $162.53 $53.8K - $61.9K
5.7K $825K
Activity Summary
Buys All Purchases 141 New Holdings 24 Increased Positions 117 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 3 Puts 0
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