Di Nuzzo Private Wealth, Inc. Reduced Holdings in Q4 2024

Di Nuzzo Private Wealth, Inc.

  • $618 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
-49K
- 2.45%
$46.75 - $47.8 $2.29M - $2.34M
1.95M $91.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-68.9K
- 5.41%
$61.52 - $66.5 $4.24M - $4.58M
1.2M $76.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-45.1K
- 3.54%
$33.62 - $35.69 $1.52M - $1.61M
1.23M $41.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-41.6K
- 4.52%
$33.92 - $36.6 $1.41M - $1.52M
880K $30.4M
DFIV
Dimensional ETF Tr

ETFs
-5.31K
- 1.99%
$34.86 - $37.97 $185K - $201K
261K $9.25M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-15.8K
- 2.2%
$63.58 - $71.15 $1.01M - $1.13M
704K $45.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-7.76K
- 1.58%
$40.38 - $44.35 $313K - $344K
482K $19.7M
DFAX
Dimensional ETF Tr
-8.52K
- 3.96%
$24.76 - $27.04 $211K - $230K
207K $5.14M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-16.3K
- 1.31%
$30.18 - $33.87 $491K - $551K
1.23M $37.8M
MSFT
Microsoft Corp

Technology
-667
- 12.23%
$406.35 - $454.46 $271K - $303K
4.79K $2.02M
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.22K
- 2.21%
$54.54 - $61.04 $176K - $197K
142K $7.93M
LLY
Eli Lilly & CO

Healthcare
-122
- 20.27%
$727.2 - $932.06 $88.7K - $114K
480 $370K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-148
- 0.27%
$22.72 - $25.76 $3.36K - $3.81K
55K $1.28M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-305
- 0.54%
$24.25 - $26.7 $7.4K - $8.14K
55.7K $1.37M
SO
Southern CO

Utilities
-1.1K
- 96.66%
$81.5 - $94.15 $89.7K - $104K
38 $3K
ORCL
Oracle Corp

Technology
-301
- 8.18%
$165.41 - $192.43 $49.8K - $57.9K
3.38K $563K
NEE
Nextera Energy Inc

Utilities
-2
- 0.05%
$69.77 - $85.43 $140 - $171
4.14K $296K
AFL
Aflac Inc

Financial Services
-402
- 84.63%
$100.37 - $115.27 $40.3K - $46.3K
73 $7K
PEP
Pepsico Inc

Consumer Defensive
-155
- 18.24%
$151.29 - $176.1 $23.4K - $27.3K
695 $105K
QCOM
Qualcomm Inc

Technology
-176
- 54.32%
$150.4 - $178.04 $26.5K - $31.3K
148 $22K
ELV
Elevance Health, Inc.

Healthcare
-6
- 3.95%
$365.96 - $514.62 $2.2K - $3.09K
146 $53K
EEM
Ishares Msci Emerging Markets

ETFs
-525
- 61.69%
$41.82 - $47.36 $22K - $24.9K
326 $13K
RF
Regions Financial Corp

Financial Services
-1.1K
- 91.4%
$22.45 - $27.47 $24.6K - $30.1K
103 $2K
CMCSA
Comcast Corp

Communication Services
-281
- 8.75%
$37.39 - $45.14 $10.5K - $12.7K
2.93K $109K
MRK
Merck & Co., Inc.

Healthcare
-108
- 10.56%
$96.31 - $114.76 $10.4K - $12.4K
915 $91K
XOM
Exxon Mobil Corp

Energy
-4
- 0.17%
$105.51 - $125.37 $422 - $501
2.39K $257K
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.41%
$485.52 - $625.25 $486 - $625
241 $121K
JNJ
Johnson & Johnson

Healthcare
-58
- 8.35%
$143.34 - $165.86 $8.31K - $9.62K
637 $92K
MPC
Marathon Petroleum Corp

Energy
-1
- 0.13%
$131.65 - $174.84 $132 - $175
762 $106K
DIS
Walt Disney CO

Communication Services
-194
- 64.45%
$92.39 - $117.6 $17.9K - $22.8K
107 $11K
INTC
Intel Corp

Technology
-414
- 18.4%
$19.07 - $26.23 $7.89K - $10.9K
1.84K $36K
JCI
Johnson Controls International PLC

Industrials
-197
- 79.44%
$74.23 - $86.6 $14.6K - $17.1K
51 $4K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-100
- 15.9%
$178.39 - $215.0 $17.8K - $21.5K
529 $102K
SLB
Schlumberger Limited

Energy
-245
- 25.57%
$36.83 - $45.59 $9.02K - $11.2K
713 $27K
GD
General Dynamics Corp

Industrials
-1
- 0.32%
$260.28 - $314.03 $260 - $314
307 $80K
BAC
Bank Of America Corp

Financial Services
-595
- 19.64%
$39.22 - $47.77 $23.3K - $28.4K
2.44K $107K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-104
- 26.26%
$59.25 - $72.99 $6.16K - $7.59K
292 $17K
PFE
Pfizer Inc

Healthcare
-321
- 24.39%
$24.8 - $30.19 $7.96K - $9.69K
995 $26K
PSX
Phillips 66

Energy
-79
- 68.1%
$110.35 - $138.93 $8.72K - $11K
37 $4K
PG
Procter & Gamble CO

Consumer Defensive
-45
- 6.94%
$161.05 - $179.7 $7.25K - $8.09K
603 $101K
AMGN
Amgen Inc

Healthcare
-22
- 33.33%
$258.78 - $328.31 $5.69K - $7.22K
44 $11K
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.2%
$164.99 - $203.87 $165 - $204
499 $88K
NOV
Nov Inc.

Energy
-11
- 0.16%
$14.06 - $16.79 $155 - $185
6.9K $100K
FE
Firstenergy Corp

Utilities
-201
- 87.39%
$39.14 - $44.52 $7.87K - $8.95K
29 $1K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.08%
$442.29 - $483.08 $442 - $483
1.28K $582K
CVX
Chevron Corp

Energy
-45
- 7.92%
$141.15 - $162.53 $6.35K - $7.31K
523 $75K
ETN
Eaton Corp PLC

Industrials
-18
- 15.52%
$326.96 - $377.52 $5.89K - $6.8K
98 $32K
CARR
Carrier Global Corp

Industrials
-5
- 1.13%
$66.69 - $82.65 $333 - $413
439 $29K
TT
Trane Technologies PLC

Industrials
-1
- 0.31%
$369.35 - $419.14 $369 - $419
325 $120K
Activity Summary
Buys All Purchases 395 New Holdings 45 Increased Positions 350 Sells All Sells 331 Reductions 331 Sold out 0 Options Calls 0 Puts 0
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