D'Orazio & Associates, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $703 Million distributed in 246 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Booz Allen Hamilton Holding Corp with a value of $119M, Vanguard Total Stock Market Et with a value of $91.9M, Ishares Msci Intl Quality Fact with a value of $39.5M, Ishares Core Dividend Growth E with a value of $36.1M, and J P Morgan Exchange Traded Fd with a value of $35.1M.

Examining the 13F form we can see an increase of $53.6M in the current position value, from $649M to 703M.

D'Orazio & Associates, Inc. is based out at Falls Church, VA

Below you can find more details about D'Orazio & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $703 Million
ETFs: $358 Million
Industrials: $140 Million
Financial Services: $46.6 Million
Technology: $42.4 Million
Healthcare: $41.9 Million
Consumer Cyclical: $15 Million
Communication Services: $10.2 Million
Consumer Defensive: $8.79 Million
Other: $5.78 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 246
  • Current Value $703 Million
  • Prior Value $649 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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