D'Orazio & Associates, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $676 Million distributed in 242 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $100M, Booz Allen Hamilton Holding Corp with a value of $94.1M, J P Morgan Exchange Traded Fd with a value of $36.3M, Ishares Msci Intl Quality Fact with a value of $34.9M, and Ishares Core Dividend Growth E with a value of $34.3M.

Examining the 13F form we can see an decrease of $27.4M in the current position value, from $703M to 676M.

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 $676 Million
ETFs: $359 Million
Industrials: $112 Million
Financial Services: $47.6 Million
Technology: $45.1 Million
Healthcare: $34.7 Million
Consumer Cyclical: $15.7 Million
Communication Services: $11.7 Million
Consumer Defensive: $8.25 Million
Other: $4.85 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $676 Million
  • Prior Value $703 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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