Di Nuzzo Private Wealth, Inc. Reduced Holdings in Q3 2025

Di Nuzzo Private Wealth, Inc.

  • $697 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TOST
Toast, Inc.

Technology
-15K
- 99.74%
$36.51 - $49.3 $548K - $740K
39 $1K
IBM
International Business Machines Corp

Technology
-2
- 0.03%
$234.77 - $292.47 $470 - $585
5.91K $1.67M
CAT
Caterpillar Inc

Industrials
-94
- 69.63%
$390.92 - $477.15 $36.7K - $44.9K
41 $19K
UPS
United Parcel Service Inc

Industrials
-6
- 0.32%
$82.58 - $105.54 $495 - $633
1.89K $157K
ELV
Elevance Health, Inc.

Healthcare
-10
- 6.8%
$274.66 - $395.76 $2.75K - $3.96K
137 $44K
CMCSA
Comcast Corp

Communication Services
-16
- 0.55%
$31.41 - $36.33 $503 - $581
2.87K $90K
T
At&T Inc.

Communication Services
-14
- 0.16%
$26.94 - $29.62 $377 - $415
8.95K $252K
ACN
Accenture PLC

Technology
-7
- 9.21%
$232.56 - $304.78 $1.63K - $2.13K
69 $17K
PG
Procter & Gamble CO

Consumer Defensive
-5
- 0.66%
$150.47 - $161.22 $752 - $806
751 $115K
IT
Gartner Inc

Technology
-7
- 33.33%
$225.98 - $406.7 $1.58K - $2.85K
14 $3K
DE
Deere & CO

Industrials
-2
- 3.28%
$457.26 - $524.37 $915 - $1.05K
59 $26K
PM
Philip Morris International Inc.

Consumer Defensive
-3
- 1.7%
$157.77 - $183.27 $473 - $550
173 $28K
CRM
Salesforce, Inc.

Technology
-2
- 2.33%
$231.66 - $273.65 $463 - $547
84 $19K
PGR
Progressive Corp

Financial Services
-2
- 1.44%
$238.61 - $264.3 $477 - $529
137 $33K
FICO
Fair Isaac Corp

Technology
-1
- 16.67%
$1311.26 - $1869.83 $1.31K - $1.87K
5 $7K
MOH
Molina Healthcare, Inc.

Healthcare
-9
- 81.82%
$152.31 - $306.29 $1.37K - $2.76K
2 $0
AMP
Ameriprise Financial Inc

Financial Services
-1
- 1.69%
$486.13 - $544.55 $486 - $545
58 $28K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2
- 8.0%
$366.54 - $479.53 $733 - $959
23 $9K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-14
- 15.05%
$38.58 - $58.24 $540 - $815
79 $3K
ADBE
Adobe Inc.

Technology
-3
- 10.71%
$333.65 - $392.1 $1K - $1.18K
25 $8K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4
- 0.91%
$60.9 - $70.75 $244 - $283
437 $27K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1
- 3.85%
$108.8 - $169.61 $109 - $170
25 $2K
CNC
Centene Corp

Healthcare
-36
- 83.72%
$25.21 - $56.65 $908 - $2.04K
7 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19
- 61.29%
$97.75 - $100.75 $1.86K - $1.91K
12 $1K
TPL
Texas Pacific Land Corp

Energy
-1
- 25.0%
$854.83 - $1075.97 $855 - $1.08K
3 $2K
FTNT
Fortinet, Inc.

Technology
-8
- 13.11%
$74.39 - $107.65 $595 - $861
53 $4K
COF
Capital One Financial Corp

Financial Services
-7
- 3.1%
$207.29 - $229.74 $1.45K - $1.61K
219 $46K
CI
Cigna Corp

Healthcare
-3
- 7.69%
$262.23 - $334.39 $787 - $1K
36 $10K
EXAS
Exact Sciences Corp

Healthcare
-8
- 42.11%
$40.91 - $56.0 $327 - $448
11 $0
SLM
Slm Corp

Financial Services
-1
- 1.47%
$27.68 - $34.4 $27.7 - $34.4
67 $1K
TTC
Toro CO

Industrials
-3
- 20.0%
$72.64 - $82.54 $218 - $248
12 $0
TTD
Trade Desk, Inc.

Technology
-8
- 38.1%
$43.93 - $89.76 $351 - $718
13 $0
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-9
- 5.17%
$301.44 - $365.84 $2.71K - $3.29K
165 $53K
RLI
Rli Corp

Financial Services
-2
- 12.5%
$64.17 - $71.7 $128 - $143
14 $0
GDDY
Go Daddy Inc.

Technology
-1
- 4.0%
$133.35 - $178.59 $133 - $179
24 $3K
GIS
General Mills Inc

Consumer Defensive
-12
- 3.69%
$48.44 - $53.83 $581 - $646
313 $15K
DAR
Darling Ingredients Inc.

Consumer Defensive
-7
- 21.88%
$29.74 - $39.45 $208 - $276
25 $0
CPRT
Copart Inc

Consumer Cyclical
-5
- 5.56%
$44.6 - $49.97 $223 - $250
85 $3K
CAG
Conagra Brands Inc.

Consumer Defensive
-20
- 40.0%
$18.04 - $21.14 $361 - $423
30 $0
FIS
Fidelity National Information Services, Inc.

Technology
-4
- 8.7%
$63.37 - $82.35 $253 - $329
42 $2K
PAYX
Paychex Inc

Industrials
-1
- 3.23%
$126.69 - $147.99 $127 - $148
30 $3K
OMC
Omnicom Group Inc.

Communication Services
-6
- 14.29%
$70.41 - $81.53 $422 - $489
36 $2K
OKE
Oneok Inc

Energy
-3
- 5.66%
$71.36 - $83.47 $214 - $250
50 $3K
SIGI
Selective Insurance Group Inc

Financial Services
-2
- 16.67%
$75.0 - $90.91 $150 - $182
10 $0
CLX
Clorox CO

Consumer Defensive
-3
- 27.27%
$117.67 - $131.43 $353 - $394
8 $0
CRUS
Cirrus Logic, Inc.

Technology
-3
- 30.0%
$97.25 - $127.45 $292 - $382
7 $0
CNX
Cnx Resources Corp

Energy
-1
- 3.13%
$28.11 - $35.2 $28.1 - $35.2
31 $0
SWK
Stanley Black & Decker, Inc.

Industrials
-9
- 28.13%
$66.98 - $79.52 $603 - $716
23 $1K
DUK
Duke Energy Corp

Utilities
-10
- 15.15%
$116.31 - $125.93 $1.16K - $1.26K
56 $6K
Activity Summary
Buys All Purchases 296 New Holdings 38 Increased Positions 258 Sells All Sells 345 Reductions 345 Sold out 0 Options Calls 0 Puts 0
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