D'Orazio & Associates, Inc. Sells in Q2 2025

D'Orazio & Associates, Inc.

  • $701 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-146K
- 93.95%
$75.17 - $91.21 $11M - $13.3M
9.4K $856K
UNH
Unitedhealth Group Inc

Healthcare
-262
- 0.54%
$274.35 - $599.47 $71.9K - $157K
48.4K $15.1M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-47.1K
- 19.09%
$86.05 - $107.7 $4.05M - $5.07M
200K $21.5M
DGRO
Ishares Core Dividend Growth E

ETFs
-69K
- 12.68%
$55.22 - $63.94 $3.81M - $4.41M
475K $30.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-31.4K
- 51.82%
$51.14 - $57.0 $1.6M - $1.79M
29.2K $1.66M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-10.3K
- 1.56%
$99.97 - $129.69 $1.03M - $1.34M
651K $67.8M
VB
Vanguard Small Cap ETF

ETFs
-5.42K
- 50.24%
$193.73 - $237.37 $1.05M - $1.29M
5.37K $1.27M
AAPL
Apple Inc.

Technology
-2.08K
- 5.13%
$172.42 - $223.89 $358K - $465K
38.4K $7.88M
VIG
Vanguard Dividend Appreciation

ETFs
-2.22K
- 11.06%
N/A
17.9K $3.25M
CVX
Chevron Corp

Energy
-1.78K
- 28.93%
$133.73 - $168.51 $238K - $299K
4.36K $624K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12.5K
- 55.19%
$24.32 - $27.87 $303K - $347K
10.1K $268K
AVDV
American Centy ETF Tr Avantis

ETFs
-22.8K
- 14.78%
$61.76 - $79.32 $1.41M - $1.81M
131K $10.4M
HDV
Ishares Core High Dividend ETF

ETFs
-2.5K
- 39.07%
$108.41 - $120.51 $271K - $301K
3.9K $456K
ACN
Accenture PLC

Technology
-602
- 13.15%
$279.23 - $323.21 $168K - $195K
3.98K $1.19M
MRK
Merck & Co., Inc.

Healthcare
-2.22K
- 44.81%
$73.47 - $87.12 $163K - $193K
2.73K $216K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11K
- 13.9%
$39.89 - $49.46 $438K - $542K
67.9K $3.36M
ABBV
Abb Vie Inc.

Healthcare
-182
- 3.71%
$170.16 - $206.27 $31K - $37.5K
4.72K $876K
LX
Lexin Fintech Holdings Ltd.

Financial Services
-2.53K
- 6.99%
$6.57 - $10.4 $16.6K - $26.4K
33.7K $243K
PG
Procter & Gamble CO

Consumer Defensive
-322
- 5.21%
$157.66 - $172.39 $50.8K - $55.5K
5.86K $932K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.23K
- 4.0%
$89.87 - $92.93 $111K - $114K
29.6K $2.73M
MCD
Mcdonalds Corp

Consumer Cyclical
-237
- 10.21%
$285.55 - $321.23 $67.7K - $76.1K
2.09K $609K
LLY
Eli Lilly & CO

Healthcare
-26
- 1.29%
$713.71 - $898.95 $18.6K - $23.4K
1.98K $1.55M
MDT
Medtronic PLC

Healthcare
-1.04K
- 26.24%
$80.68 - $88.86 $84.2K - $92.8K
2.93K $255K
BAC
Bank Of America Corp

Financial Services
-2.97K
- 40.34%
$34.39 - $47.46 $102K - $141K
4.39K $207K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.77K
- 15.34%
$416.06 - $551.64 $2.82M - $3.73M
37.4K $20.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-60
- 2.56%
$212.1 - $244.27 $12.7K - $14.7K
2.29K $499K
VHT
Vanguard Health Care ETF

ETFs
-138
- 6.06%
$236.71 - $261.92 $32.7K - $36.1K
2.14K $531K
PEP
Pepsico Inc

Consumer Defensive
-89
- 3.08%
$128.02 - $151.37 $11.4K - $13.5K
2.8K $369K
BLDR
Builders First Source, Inc.

Industrials
-314
- 11.88%
$105.63 - $131.12 $33.2K - $41.2K
2.33K $271K
NEE
Nextera Energy Inc

Utilities
-768
- 20.48%
$64.11 - $75.0 $49.2K - $57.6K
2.98K $207K
FICO
Fair Isaac Corp

Technology
-28
- 6.57%
$1503.62 - $2206.01 $42.1K - $61.8K
398 $727K
NVO
Novo Nordisk A S

Healthcare
-731
- 12.31%
$58.08 - $81.05 $42.5K - $59.2K
5.21K $359K
VZ
Verizon Communications Inc

Communication Services
-518
- 3.54%
$41.67 - $45.62 $21.6K - $23.6K
14.1K $610K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.49K
- 9.52%
$36.25 - $42.28 $53.9K - $62.9K
14.1K $597K
USB
Us Bancorp \De\

Financial Services
-1.32K
- 22.39%
$36.4 - $45.76 $47.9K - $60.3K
4.56K $206K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-2.66K
- 15.03%
$32.02 - $39.74 $85.2K - $106K
15K $596K
TMUS
T Mobile Us, Inc.

Communication Services
-10
- 0.74%
$220.99 - $268.54 $2.21K - $2.69K
1.34K $319K
CL
Colgate Palmolive CO

Consumer Defensive
-320
- 8.24%
$87.57 - $96.0 $28K - $30.7K
3.56K $323K
GD
General Dynamics Corp

Industrials
-194
- 21.13%
$247.68 - $291.66 $48K - $56.6K
724 $211K
VALE
Vale S.A.

Basic Materials
-2.26K
- 4.63%
$8.26 - $10.1 $18.7K - $22.8K
46.5K $451K
ITW
Illinois Tool Works Inc

Industrials
-135
- 9.66%
$218.41 - $252.43 $29.5K - $34.1K
1.26K $312K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-850
- 18.07%
$55.15 - $68.11 $46.9K - $57.9K
3.86K $262K
INFY
Infosys LTD

Technology
-1.87K
- 12.41%
$16.14 - $18.75 $30.2K - $35.1K
13.2K $245K
PGR
Progressive Corp

Financial Services
-24
- 1.64%
$255.27 - $288.74 $6.13K - $6.93K
1.44K $383K
AON
Aon PLC

Financial Services
-12
- 2.08%
$335.85 - $398.81 $4.03K - $4.79K
566 $201K
QCOM
Qualcomm Inc

Technology
-267
- 9.36%
$124.66 - $159.48 $33.3K - $42.6K
2.59K $411K
PAYX
Paychex Inc

Industrials
-20
- 0.72%
$137.01 - $159.78 $2.74K - $3.2K
2.75K $400K
AFL
Aflac Inc

Financial Services
-39
- 1.18%
$99.77 - $112.45 $3.89K - $4.39K
3.28K $345K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-834
- 5.44%
$12.29 - $15.47 $10.2K - $12.9K
14.5K $218K
Activity Summary
Buys All Purchases 143 New Holdings 41 Increased Positions 102 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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