Di Nuzzo Private Wealth, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $618 Million distributed in 1418 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $91.4M, Dimensional ETF Tr Core Fxd In with a value of $90.4M, Dimensional ETF Tr U S Equity with a value of $76.8M, Dimensional ETF Tr U S Small C with a value of $45.8M, and Dimensional ETF Tr Dimensional with a value of $41.5M.

Examining the 13F form we can see an decrease of $16M in the current position value, from $634M to 618M.

Di Nuzzo Private Wealth, Inc. is based out at Beaver, PA

Below you can find more details about Di Nuzzo Private Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $618 Million
ETFs: $588 Million
Technology: $9.33 Million
Consumer Cyclical: $4.85 Million
Financial Services: $3.27 Million
Industrials: $2.2 Million
Energy: $1.56 Million
Communication Services: $1.29 Million
Healthcare: $1.11 Million
Other: $1.79 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,418
  • Current Value $618 Million
  • Prior Value $634 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 350 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 331 stocks
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