Di Nuzzo Private Wealth, Inc. Portfolio Holdings

Di Nuzzo Private Wealth, Inc.

  • $634 Million
  • Q3 2024

Di Nuzzo Private Wealth, Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $634 Million distributed in 1441 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 $95.4M, Dimensional ETF Tr Core Fxd In with a value of $86.5M, Dimensional ETF Tr U S Equity with a value of $79.1M, Dimensional ETF Tr U S Small C with a value of $46.7M, and Dimensional ETF Tr Dimensional with a value of $43.4M.

Examining the 13F form we can see an increase of $55.4M in the current position value, from $579M to 634M.

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 $634 Million
ETFs: $604 Million
Technology: $9.47 Million
Consumer Cyclical: $3.58 Million
Financial Services: $3.3 Million
Industrials: $2.17 Million
Energy: $1.45 Million
Healthcare: $1.42 Million
Communication Services: $1.22 Million
Other: $2.22 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$95.4 Million 15.04% of portfolio
1,998,729
Q3 2024 Reduced 0.08%
$0
$86.5 Million 13.64% of portfolio
2,002,893
Q3 2024 Added 12.55%
$0
$79.1 Million 12.48% of portfolio
1,272,399
Q3 2024 Reduced 1.1%
$0
$46.7 Million 7.37% of portfolio
720,293
Q3 2024 Reduced 0.58%
$0
$43.4 Million 6.84% of portfolio
1,274,006
Q3 2024 Reduced 2.01%
$0
$41.2 Million 6.5% of portfolio
1,465,187
Q3 2024 Added 0.48%
$0
$38.3 Million 6.04% of portfolio
1,243,434
Q3 2024 Reduced 0.23%
$0
$31.6 Million 4.98% of portfolio
921,505
Q3 2024 Added 0.03%
$0
$21.9 Million 3.45% of portfolio
753,752
Q3 2024 Reduced 1.18%
$0
$21.3 Million 3.36% of portfolio
756,462
Q3 2024 Added 0.71%
$0
$20.4 Million 3.22% of portfolio
489,511
Q3 2024 Reduced 1.13%
$0
$17.7 Million 2.79% of portfolio
639,728
Q3 2024 Added 0.8%
$0
$12.5 Million 1.97% of portfolio
456,911
Q3 2024 Reduced 0.11%
$0
$10.1 Million 1.6% of portfolio
265,948
Q3 2024 Reduced 1.43%
$0
$8.1 Million 1.28% of portfolio
145,622
Q3 2024 Reduced 0.79%
$0
$6.11 Million 0.96% of portfolio
214,813
Q3 2024 Added 0.47%
$0
$5.81 Million 0.92% of portfolio
215,080
Q3 2024 Reduced 1.32%
$0
$2.56 Million 0.4% of portfolio
52,832
Q3 2024 Added 21.15%
$0
$1.5 Million 0.24% of portfolio
55,978
Q3 2024 Reduced 1.33%
$0
$1.41 Million 0.22% of portfolio
55,127
Q3 2024 Added 0.3%
$0
$1.21 Million 0.19% of portfolio
5,092
Q3 2024 Added 883.01%
$0
$807,000 0.13% of portfolio
2,102
Q4 2023 New
$0
$751,000 0.12% of portfolio
3,958
Q3 2024 Added 80.4%
$0
$774,000 0.12% of portfolio
1,468
Q4 2023 New
$0
$730,000 0.12% of portfolio
11,595
Q3 2024 New
$0
$741,000 0.12% of portfolio
8,904
Q3 2024 New
$0
$627,000 0.1% of portfolio
19,747
Q3 2024 Added 337.17%
$0
$632,000 0.1% of portfolio
1,295
Q3 2024 Added 45.34%
$0
$562,000 0.09% of portfolio
1,985
Q3 2024 New
$0
$450,000 0.07% of portfolio
781
Q3 2024 Reduced 3.22%
$0
$432,000 0.07% of portfolio
2,476
Q3 2024 Added 47.21%
$0
$450,000 0.07% of portfolio
2,591
Q3 2024 New
$0
$287,000 0.05% of portfolio
1,301
Q3 2024 New
$0
$247,000 0.04% of portfolio
3,965
Q4 2023 Reduced 80.0%
$0
$277,000 0.04% of portfolio
1,665
Q3 2024 Added 1,287.5%
$0
$204,000 0.03% of portfolio
2,325
Q4 2023 New
$0
$165,000 0.03% of portfolio
4,440
Q2 2024 New
$0
$163,000 0.03% of portfolio
2,880
Q4 2023 New
$0
$175,000 0.03% of portfolio
717
Q1 2024 New
$921M
$163,000 0.03% of portfolio
6,430
Q3 2024 Added 32.71%
$0
$189,000 0.03% of portfolio
1,476
Q3 2024 Added 553.1%
$0
$164,000 0.03% of portfolio
3,590
Q2 2024 New
$0
$96,000 0.02% of portfolio
1,235
Q4 2023 New
$0
$98,000 0.02% of portfolio
1,873
Q4 2023 New
$0
$72,000 0.01% of portfolio
1,826
Q3 2024 New
$0
$41,000 0.01% of portfolio
1,145
Q4 2023 New
$0
$91,000 0.01% of portfolio
780
Q4 2023 New
$0
$47,000 0.01% of portfolio
3,250
Q4 2023 New
$0
$37,000 0.01% of portfolio
310
Q3 2024 Added 0.98%

Summary

  • Portfolio
  • No. of Stocks 1,441
  • Current Value $634 Million
  • Prior Value $579 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 72 stocks
  • Additional Purchases 469 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 313 stocks
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