Di Nuzzo Private Wealth, Inc. Purchases in Q3 2024

Di Nuzzo Private Wealth, Inc.

  • $634 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
108
+ 80.6%
$488.01 - $604.18 $52.7K - $65.3K
242 $141K
LOW
Lowes Companies Inc

Consumer Cyclical
140
+ 20.32%
$213.3 - $270.78 $29.9K - $37.9K
829 $224K
DFAU
Dimensional ETF Tr

ETFs
1.83K
New
$35.8 - $39.69 $65.4K - $72.5K
1.83K $72K
MPC
Marathon Petroleum Corp

Energy
414
+ 118.62%
$158.61 - $180.75 $65.7K - $74.8K
763 $124K
ROK
Rockwell Automation, Inc

Industrials
222
+ 1707.69%
$248.27 - $294.37 $55.1K - $65.4K
235 $63K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.59K
+ 32.71%
$22.51 - $25.83 $35.7K - $40.9K
6.43K $163K
ANSS
Ansys Inc

Technology
170
+ 2833.33%
$296.54 - $331.25 $50.4K - $56.3K
176 $56K
ABBV
Abb Vie Inc.

Healthcare
241
+ 93.05%
$163.84 - $199.33 $39.5K - $48K
500 $98K
VT
Vanguard Total World Stk Index

ETFs
425
New
$107.72 - $119.96 $45.8K - $51K
425 $50K
PG
Procter & Gamble CO

Consumer Defensive
242
+ 59.61%
$160.76 - $177.82 $38.9K - $43K
648 $112K
SLB
Schlumberger Limited

Energy
876
+ 1068.29%
$39.57 - $49.67 $34.7K - $43.5K
958 $40K
MS
Morgan Stanley

Financial Services
312
+ 385.19%
$92.07 - $106.96 $28.7K - $33.4K
393 $40K
OHI
Omega Healthcare Investors Inc

Real Estate
800
New
$33.55 - $41.29 $26.8K - $33K
800 $32K
EPD
Enterprise Products Partners L.P.

Energy
1K
+ 1000.0%
$27.88 - $30.0 $27.9K - $30K
1.1K $32K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
468
New
$58.03 - $65.37 $27.2K - $30.6K
468 $30K
KMB
Kimberly Clark Corp

Consumer Defensive
202
+ 808.0%
$135.05 - $148.35 $27.3K - $30K
227 $32K
YUM
Yum Brands Inc

Consumer Cyclical
201
+ 957.14%
$125.95 - $139.96 $25.3K - $28.1K
222 $31K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
50
New
$523.84 - $572.02 $26.2K - $28.6K
50 $28K
KHC
Kraft Heinz CO

Consumer Defensive
797
+ 1077.03%
$31.86 - $36.13 $25.4K - $28.8K
871 $30K
MA
Mastercard Inc

Financial Services
1
+ 0.19%
$429.6 - $500.99 $430 - $501
519 $256K
BFS
Saul Centers, Inc.

Real Estate
600
New
$36.49 - $41.96 $21.9K - $25.2K
600 $25K
PEP
Pepsico Inc

Consumer Defensive
125
+ 17.24%
$161.9 - $179.3 $20.2K - $22.4K
850 $144K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
121
+ 257.45%
$138.85 - $182.81 $16.8K - $22.1K
168 $29K
DFS
Discover Financial Services

Financial Services
157
+ 506.45%
$123.41 - $144.72 $19.4K - $22.7K
188 $26K
PGR
Progressive Corp

Financial Services
73
+ 114.06%
$209.46 - $259.24 $15.3K - $18.9K
137 $34K
FIW
First Trust Water ETF

ETFs
187
New
$98.0 - $109.33 $18.3K - $20.4K
187 $20K
MRO
Marathon Oil Corp

Energy
773
+ 709.17%
$25.87 - $29.26 $20K - $22.6K
882 $23K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
1K
New
$17.27 - $19.44 $17.3K - $19.4K
1K $19K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.16%
$156.14 - $187.2 $156 - $187
629 $116K
SONY
Sony Group Corp

Technology
200
New
$81.61 - $98.65 $16.3K - $19.7K
200 $19K
BWXT
Bwx Technologies, Inc.

Industrials
152
+ 1688.89%
$92.38 - $108.7 $14K - $16.5K
161 $17K
SNY
Sanofi

Healthcare
299
New
$48.54 - $58.53 $14.5K - $17.5K
299 $17K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.24%
$233.44 - $279.45 $233 - $279
425 $117K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
1.3K
New
$12.19 - $12.73 $15.8K - $16.5K
1.3K $16K
IBN
Icici Bank LTD

Financial Services
550
New
$27.58 - $31.38 $15.2K - $17.3K
550 $16K
SO
Southern CO

Utilities
1
+ 0.09%
$77.0 - $90.52 $77 - $90.5
1.14K $102K
THO
Thor Industries Inc

Consumer Cyclical
125
+ 833.33%
$91.4 - $109.97 $11.4K - $13.7K
140 $15K
JNJ
Johnson & Johnson

Healthcare
13
+ 1.91%
$145.48 - $167.38 $1.89K - $2.18K
695 $112K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
201
New
$54.75 - $61.2 $11K - $12.3K
201 $12K
GRF
Eagle Capital Growth Fund, Inc.

Financial Services
1.22K
New
$9.26 - $9.95 $11.3K - $12.2K
1.22K $12K
CRM
Salesforce, Inc.

Technology
44
+ 110.0%
$238.42 - $276.53 $10.5K - $12.2K
84 $22K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1K
New
$11.72 - $12.38 $11.7K - $12.4K
1K $12K
CMCSA
Comcast Corp

Communication Services
45
+ 1.42%
$37.33 - $41.78 $1.68K - $1.88K
3.21K $134K
XEL
Xcel Energy Inc

Utilities
158
+ 478.79%
$52.11 - $65.3 $8.23K - $10.3K
191 $12K
FTC
First Tr Lge Cap Growth

ETFs
87
New
$115.51 - $131.45 $10K - $11.4K
87 $11K
FE
Firstenergy Corp

Utilities
204
+ 784.62%
$38.25 - $44.54 $7.8K - $9.09K
230 $10K
MDLZ
Mondelez International, Inc.

Consumer Defensive
103
+ 35.15%
$64.35 - $75.71 $6.63K - $7.8K
396 $29K
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.05%
$45.95 - $54.71 $46 - $54.7
1.96K $99K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
375
New
$23.06 - $25.77 $8.65K - $9.66K
375 $9K
Activity Summary
Buys All Purchases 541 New Holdings 72 Increased Positions 469 Sells All Sells 313 Reductions 313 Sold out 0 Options Calls 0 Puts 0
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