D'Orazio & Associates, Inc. Incresed Positions in Q1 2025

D'Orazio & Associates, Inc.

  • $655 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
87
+ 3.9%
$182.09 - $208.14 $15.8K - $18.1K
2.32K $476K
ED
Consolidated Edison Inc

Utilities
42
+ 1.45%
$88.0 - $110.59 $3.7K - $4.64K
2.95K $326K
NVS
Novartis Ag

Healthcare
108
+ 2.93%
$97.14 - $115.57 $10.5K - $12.5K
3.8K $423K
SPGI
S&P Global Inc.

Financial Services
102
+ 14.74%
$478.26 - $543.77 $48.8K - $55.5K
794 $403K
WM
Waste Management Inc

Industrials
62
+ 4.13%
$200.54 - $233.78 $12.4K - $14.5K
1.56K $361K
CBOE
Cboe Global Markets, Inc.

Financial Services
103
+ 8.93%
$190.84 - $226.29 $19.7K - $23.3K
1.26K $284K
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.1K
+ 30.33%
$59.97 - $70.03 $65.7K - $76.7K
4.71K $295K
PAYX
Paychex Inc

Industrials
119
+ 4.48%
$136.06 - $154.52 $16.2K - $18.4K
2.77K $427K
HIG
Hartford Financial Services Group, Inc.

Financial Services
51
+ 1.54%
$106.31 - $123.73 $5.42K - $6.31K
3.36K $415K
RSG
Republic Services, Inc.

Industrials
39
+ 3.53%
$200.09 - $242.16 $7.8K - $9.44K
1.14K $276K
HD
Home Depot, Inc.

Consumer Cyclical
328
+ 10.84%
$347.25 - $424.87 $114K - $139K
3.35K $1.23M
IEFA
Ishares Tr

ETFs
275
+ 4.71%
$69.57 - $78.65 $19.1K - $21.6K
6.11K $462K
META
Meta Platforms, Inc.

Communication Services
178
+ 4.65%
$576.36 - $736.67 $103K - $131K
4K $2.31M
MMM
3 M CO

Industrials
55
+ 2.37%
$129.7 - $155.12 $7.13K - $8.53K
2.38K $349K
SO
Southern CO

Utilities
134
+ 3.75%
$80.96 - $92.96 $10.8K - $12.5K
3.71K $341K
C
Citigroup Inc

Financial Services
579
+ 10.53%
$67.23 - $84.63 $38.9K - $49K
6.08K $431K
TRV
Travelers Companies, Inc.

Financial Services
59
+ 4.98%
$232.43 - $265.13 $13.7K - $15.6K
1.24K $328K
EXR
Extra Space Storage Inc.

Real Estate
290
+ 18.52%
$143.8 - $161.28 $41.7K - $46.8K
1.86K $275K
SAP
Sap Se

Technology
41
+ 3.09%
$241.4 - $293.69 $9.9K - $12K
1.37K $366K
EBAY
Ebay Inc

Consumer Cyclical
51
+ 0.79%
$61.61 - $70.93 $3.14K - $3.62K
6.51K $440K
SBUX
Starbucks Corp

Consumer Cyclical
161
+ 5.0%
$91.75 - $115.81 $14.8K - $18.6K
3.38K $331K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
17
+ 0.1%
$34.14 - $37.91 $580 - $644
17.7K $638K
DFAT
Dimensional ETF Tr U S Target

ETFs
954
+ 23.95%
$50.44 - $58.1 $48.1K - $55.4K
4.94K $254K
AFL
Aflac Inc

Financial Services
50
+ 1.53%
$100.99 - $111.19 $5.05K - $5.56K
3.32K $368K
KR
Kroger CO

Consumer Defensive
73
+ 1.88%
$58.36 - $67.72 $4.26K - $4.94K
3.96K $267K
UNP
Union Pacific Corp

Industrials
84
+ 7.64%
$225.21 - $254.42 $18.9K - $21.4K
1.18K $279K
BMY
Bristol Myers Squibb CO

Healthcare
159
+ 4.32%
$53.9 - $63.11 $8.57K - $10K
3.84K $234K
GS
Goldman Sachs Group Inc

Financial Services
69
+ 15.86%
$524.81 - $672.19 $36.2K - $46.4K
504 $275K
AON
Aon PLC

Financial Services
5
+ 0.87%
$348.44 - $409.32 $1.74K - $2.05K
578 $230K
KLAC
Kla Corp

Technology
1
+ 0.2%
$636.62 - $777.63 $637 - $778
495 $336K
LYG
Lloyds Banking Group PLC

Financial Services
640
+ 3.15%
$2.58 - $3.9 $1.65K - $2.5K
20.9K $79K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
867
+ 8.47%
$14.13 - $16.72 $12.3K - $14.5K
11.1K $171K
TJX
Tjx Companies Inc

Consumer Cyclical
177
+ 9.09%
$112.81 - $126.16 $20K - $22.3K
2.13K $258K
PFE
Pfizer Inc

Healthcare
1.28K
+ 16.97%
$25.01 - $27.13 $32K - $34.8K
8.83K $223K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
47
+ 0.53%
$22.91 - $25.71 $1.08K - $1.21K
8.93K $227K
PNC
Pnc Financial Services Group, Inc.

Financial Services
286
+ 16.38%
$168.84 - $202.89 $48.3K - $58K
2.03K $357K
CHT
Chunghwa Telecom CO LTD

Communication Services
259
+ 4.51%
$36.78 - $39.46 $9.53K - $10.2K
6.01K $235K
NEE
Nextera Energy Inc

Utilities
308
+ 8.95%
$66.96 - $76.16 $20.6K - $23.5K
3.75K $265K
FTNT
Fortinet, Inc.

Technology
137
+ 4.58%
$92.49 - $114.57 $12.7K - $15.7K
3.13K $301K
ITW
Illinois Tool Works Inc

Industrials
101
+ 7.79%
$244.9 - $274.48 $24.7K - $27.7K
1.4K $346K
INTU
Intuit Inc

Technology
39
+ 7.54%
$555.63 - $630.23 $21.7K - $24.6K
556 $341K
IVV
Ishares Core S&P 500 ETF

ETFs
57
+ 9.91%
$554.06 - $615.85 $31.6K - $35.1K
632 $355K
CRWD
Crowd Strike Holdings, Inc.

Technology
34
+ 14.47%
$308.86 - $455.36 $10.5K - $15.5K
269 $94K
QCOM
Qualcomm Inc

Technology
85
+ 3.07%
$151.94 - $175.86 $12.9K - $14.9K
2.85K $438K
GD
General Dynamics Corp

Industrials
10
+ 1.1%
$241.94 - $272.58 $2.42K - $2.73K
918 $250K
BAC
Bank Of America Corp

Financial Services
589
+ 8.69%
$39.61 - $47.74 $23.3K - $28.1K
7.36K $307K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
12
+ 0.38%
$65.44 - $70.64 $785 - $848
3.18K $216K
MCO
Moodys Corp

Financial Services
29
+ 5.81%
$437.8 - $527.48 $12.7K - $15.3K
528 $245K
MU
Micron Technology Inc

Technology
12
+ 0.49%
$86.89 - $109.38 $1.04K - $1.31K
2.47K $214K
Activity Summary
Buys All Purchases 161 New Holdings 25 Increased Positions 136 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 4 Puts 0
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