D'Orazio & Associates, Inc. Reduced Holdings in Q4 2024

D'Orazio & Associates, Inc.

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAH
Booz Allen Hamilton Holding Corp

Industrials
-2.53K
- 0.35%
$128.36 - $186.0 $325K - $471K
731K $94.1M
UNH
Unitedhealth Group Inc

Healthcare
-2.86K
- 5.47%
$485.52 - $625.25 $1.39M - $1.79M
49.5K $25M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-13K
- 1.37%
$37.12 - $41.23 $483K - $536K
940K $34.9M
VEA
Vanguard Ftse Developed Market

ETFs
-12.3K
- 2.29%
$47.57 - $52.44 $585K - $645K
525K $25.1M
DGRO
Ishares Core Dividend Growth E

ETFs
-17.6K
- 3.06%
$60.73 - $64.94 $1.07M - $1.15M
558K $34.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-26.9K
- 23.53%
$44.04 - $49.49 $1.18M - $1.33M
87.4K $3.85M
LMT
Lockheed Martin Corp

Industrials
-629
- 6.24%
$479.66 - $614.62 $302K - $387K
9.45K $4.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-597
- 0.79%
$442.29 - $483.08 $264K - $288K
74.6K $33.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-7.81K
- 41.76%
$67.29 - $73.38 $525K - $573K
10.9K $739K
TTEK
Tetra Tech Inc

Industrials
-117
- 0.14%
$39.8 - $50.52 $4.66K - $5.91K
81.7K $3.26M
NVO
Novo Nordisk A S

Healthcare
-401
- 4.64%
$85.0 - $120.04 $34.1K - $48.1K
8.25K $709K
JNJ
Johnson & Johnson

Healthcare
-1.3K
- 17.77%
$143.34 - $165.86 $186K - $215K
6.01K $868K
VB
Vanguard Small Cap ETF

ETFs
-1.43K
- 10.76%
$233.76 - $261.58 $335K - $375K
11.9K $2.86M
MSFT
Microsoft Corp

Technology
-219
- 0.93%
$406.35 - $454.46 $89K - $99.5K
23.4K $9.87M
LLY
Eli Lilly & CO

Healthcare
-58
- 2.91%
$727.2 - $932.06 $42.2K - $54.1K
1.93K $1.49M
PEP
Pepsico Inc

Consumer Defensive
-1.25K
- 27.91%
$151.29 - $176.1 $190K - $221K
3.24K $492K
VIG
Vanguard Dividend Appreciation

ETFs
-1.25K
- 5.02%
N/A
23.6K $4.3M
HDV
Ishares Core High Dividend ETF

ETFs
-1.53K
- 16.8%
$110.82 - $121.28 $169K - $185K
7.56K $848K
AMGN
Amgen Inc

Healthcare
-94
- 3.03%
$258.78 - $328.31 $24.3K - $30.9K
3.01K $784K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-928
- 1.48%
$57.53 - $60.83 $53.4K - $56.5K
61.7K $3.55M
PHM
Pultegroup Inc

Consumer Cyclical
-252
- 6.19%
$108.86 - $149.04 $27.4K - $37.6K
3.82K $415K
AVEM
American Centy ETF Tr Avantis

ETFs
-307
- 1.22%
$58.59 - $66.14 $18K - $20.3K
24.9K $1.46M
AMD
Advanced Micro Devices Inc

Technology
-355
- 13.78%
$118.88 - $172.8 $42.2K - $61.3K
2.22K $268K
AMT
American Tower Corp

Real Estate
-392
- 24.2%
$179.4 - $232.01 $70.3K - $90.9K
1.23K $225K
ADBE
Adobe Inc.

Technology
-133
- 11.42%
$437.39 - $552.96 $58.2K - $73.5K
1.03K $458K
XOM
Exxon Mobil Corp

Energy
-217
- 1.72%
$105.51 - $125.37 $22.9K - $27.2K
12.4K $1.34M
BLDR
Builders First Source, Inc.

Industrials
-33
- 1.2%
$142.93 - $198.25 $4.72K - $6.54K
2.71K $387K
KO
Coca Cola CO

Consumer Defensive
-215
- 1.94%
$61.74 - $71.71 $13.3K - $15.4K
10.9K $675K
MRK
Merck & Co., Inc.

Healthcare
-575
- 12.81%
$96.31 - $114.76 $55.4K - $66K
3.91K $389K
KLAC
Kla Corp

Technology
-46
- 8.52%
$614.46 - $829.55 $28.3K - $38.2K
494 $311K
VALE
Vale S.A.

Basic Materials
-1.86K
- 7.03%
$8.74 - $11.78 $16.2K - $21.9K
24.5K $217K
NVS
Novartis Ag

Healthcare
-175
- 4.53%
$96.78 - $117.18 $16.9K - $20.5K
3.69K $358K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-1.94K
- 17.91%
$23.01 - $26.06 $44.6K - $50.5K
8.88K $205K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-295
- 7.12%
$59.25 - $72.99 $17.5K - $21.5K
3.85K $229K
QCOM
Qualcomm Inc

Technology
-116
- 4.02%
$150.4 - $178.04 $17.4K - $20.7K
2.77K $425K
MPC
Marathon Petroleum Corp

Energy
-143
- 7.66%
$131.65 - $174.84 $18.8K - $25K
1.72K $240K
CI
Cigna Corp

Healthcare
-34
- 4.47%
$265.59 - $358.58 $9.03K - $12.2K
727 $200K
CTAS
Cintas Corp

Industrials
-23
- 1.02%
$182.7 - $226.47 $4.2K - $5.21K
2.23K $407K
MU
Micron Technology Inc

Technology
-53
- 2.11%
$84.16 - $113.41 $4.46K - $6.01K
2.46K $206K
CARR
Carrier Global Corp

Industrials
-16
- 0.39%
$66.69 - $82.65 $1.07K - $1.32K
4.05K $276K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-873
- 2.34%
$9.25 - $10.62 $8.08K - $9.27K
36.4K $353K
HPQ
Hp Inc

Technology
-472
- 5.38%
$32.46 - $39.3 $15.3K - $18.5K
8.29K $270K
GD
General Dynamics Corp

Industrials
-24
- 2.58%
$260.28 - $314.03 $6.25K - $7.54K
908 $239K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-21
- 0.63%
$107.06 - $123.74 $2.25K - $2.6K
3.31K $361K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-84
- 0.67%
$13.09 - $17.44 $1.1K - $1.46K
12.5K $168K
AFL
Aflac Inc

Financial Services
-13
- 0.4%
$100.37 - $115.27 $1.3K - $1.5K
3.27K $337K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-14
- 0.6%
$209.89 - $233.24 $2.94K - $3.27K
2.34K $495K
DELL
Dell Technologies Inc.

Technology
-142
- 4.11%
$111.96 - $144.21 $15.9K - $20.5K
3.31K $381K
UNP
Union Pacific Corp

Industrials
-9
- 0.81%
$223.15 - $249.32 $2.01K - $2.24K
1.1K $250K
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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