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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.43B
$0 0.0% of portfolio
9
Q3 2024 Reduced 18.18%
$72.7B
$9,000 0.0% of portfolio
213
Q3 2024 Reduced 0.47%
$11.5B
$5,000 0.0% of portfolio
33
Q3 2024 Added 153.85%
$34B
$7,000 0.0% of portfolio
27
Q2 2024 Added 17.39%
$7.76B
$1,000 0.0% of portfolio
34
Q3 2024 Reduced 2.86%
$10.1B
$2,000 0.0% of portfolio
7
Q2 2024 Added 75.0%
$1.8B
$0 0.0% of portfolio
6
Q3 2024 Reduced 14.29%
$8.33B
$1,000 0.0% of portfolio
13
Q2 2024 Added 18.18%
$10.6B
$1,000 0.0% of portfolio
10
Q3 2024 Reduced 9.09%
$53.8B
$2,000 0.0% of portfolio
11
Q3 2024 Added 57.14%
$1.36B
$0 0.0% of portfolio
12
Q3 2024 Added 50.0%
$2.01B
$0 0.0% of portfolio
10
Q3 2024 Added 11.11%
Worthington Stl Inc
-
$0 0.0% of portfolio
-
Q4 2023 New
$11.8B
$14,000 0.0% of portfolio
227
Q4 2023 New
$3.75B
$0 0.0% of portfolio
12
Q3 2024 Added 9.09%
$8.54B
$0 0.0% of portfolio
10
Q2 2024 Added 25.0%
$39B
$12,000 0.0% of portfolio
191
Q3 2024 Added 478.79%
$1.41B
$0 0.0% of portfolio
89
Q3 2024 Reduced 9.18%
$17.1B
$2,000 0.0% of portfolio
20
Q3 2024 Reduced 4.76%
$22.9B
$2,000 0.0% of portfolio
22
Q2 2024 Added 22.22%
$2.54B
$0 0.0% of portfolio
6
Q3 2024 Reduced 33.33%
$3.41B
$0 0.0% of portfolio
10
Q3 2024 Reduced 23.08%
$516M
$0 0.0% of portfolio
2
Q2 2024 New
$38.5B
$31,000 0.0% of portfolio
222
Q3 2024 Added 957.14%
$19.7B
$9,000 0.0% of portfolio
200
Q3 2024 New
$20.6B
$2,000 0.0% of portfolio
6
Q2 2024 Added 20.0%
$2.75B
$0 0.0% of portfolio
6
Q2 2024 Reduced 14.29%
$4.76B
$0 0.0% of portfolio
6
Q2 2024 Added 20.0%
$14.7B
$1,000 0.0% of portfolio
24
Q3 2024 Added 26.32%
$23.1B
$1,000 0.0% of portfolio
18
Q3 2024 Added 5.88%
$82.8B
$6,000 0.0% of portfolio
32
Q3 2024 Reduced 3.03%
$21.6B
$2,000 0.0% of portfolio
29
Q3 2024 Added 31.82%
$4.29B
$0 0.0% of portfolio
2
Q3 2024 Reduced 60.0%
$30.2B
$1,000 0.0% of portfolio
6
Q2 2024 Added 20.0%
$7.1B
$0 0.0% of portfolio
3
Q2 2024 Added 200.0%

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
Track This Portfolio

Track Di Nuzzo Private Wealth, Inc. Portfolio

Follow Di Nuzzo Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Di Nuzzo Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Di Nuzzo Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email