DiNuzzo Private Wealth, Inc. Portfolio Holdings
Q3 2025•1,367 long positions•$881.9M portfolio value
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Holding1,403 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $95.2M 10.8% | +$3.4M Bought | — 2.2M shares | 2.2M → 2.2M +$3.4M | +3.73% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $93.9M 10.64% | +$2.4M Bought | — 1.9M shares | 1.9M → 1.9M +$2.4M | +2.63% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $85.9M 9.74% | -$93.1K Sold | — 1.2M shares | 1.2M → 1.2M −$93.1K | -0.11% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $60.3M 6.83% | +$911.6K Bought | — 1.8M shares | 1.8M → 1.8M +$911.6K | +1.54% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $50.5M 5.73% | +$620.8K Bought | — 739.5K shares | 730.4K → 739.5K +$620.8K | +1.24% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $48.0M 5.44% | -$638.0K Sold | — 1.5M shares | 1.5M → 1.5M −$638.0K | -1.31% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $46.4M 5.26% | +$1.1M Bought | — 1.7M shares | 1.6M → 1.7M +$1.1M | +2.39% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $45.7M 5.18% | +$248.6K Bought | — 1.2M shares | 1.2M → 1.2M +$248.6K | +0.55% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $44.0M 4.99% | +$784.9K Bought | — 1.4M shares | 1.3M → 1.4M +$784.9K | +1.82% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $34.9M 3.96% | +$122.7K Bought | — 924.1K shares | 920.9K → 924.1K +$122.7K | +0.35% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $25.3M 2.87% | -$626.1K Sold | — 729.6K shares | 747.6K → 729.6K −$626.1K | -2.41% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $23.7M 2.68% | -$177.0K Sold | — 767.3K shares | 773.0K → 767.3K −$177.0K | -0.74% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $22.7M 2.58% | +$2.2M Bought | — 447.9K shares | 404.8K → 447.9K +$2.2M | +10.65% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $20.9M 2.37% | -$67.8K Sold | — 470.7K shares | 472.2K → 470.7K −$67.8K | -0.32% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $20.5M 2.33% | +$1.5M Bought | — 374.2K shares | 347.5K → 374.2K +$1.5M | +7.69% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $19.9M 2.26% | -$17.7K Sold | — 666.2K shares | 666.8K → 666.2K −$17.7K | -0.09% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.9M 2.03% | +$57.2K Bought | — 327.3K shares | 326.3K → 327.3K +$57.2K | +0.32% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.1M 1.94% | -$182.1K Sold | — 243.6K shares | 246.2K → 243.6K −$182.1K | -1.05% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.8M 1.56% | -$147.2K Sold | — 458.4K shares | 463.3K → 458.4K −$147.2K | -1.06% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.3M 1.28% | -$130.2K Sold | — 247.8K shares | 250.7K → 247.8K −$130.2K | -1.14% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.1M 0.915% | -$76.8K Sold | — 137.0K shares | 138.4K → 137.0K −$76.8K | -0.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.0M 0.789% | -$6.8K Sold | — 225.7K shares | 225.9K → 225.7K −$6.8K | -0.1% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.9M 0.781% | +$15.1K Bought | — 236.3K shares | 235.7K → 236.3K +$15.1K | +0.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.0M 0.68% | -$140.5K Sold | — 195.9K shares | 200.5K → 195.9K −$140.5K | -2.29% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.6M 0.635% | -$63.2K Sold | — 104.7K shares | 105.9K → 104.7K −$63.2K | -1.12% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.5M 0.398% | +$165.0K Bought | — 74.1K shares | 70.6K → 74.1K +$165.0K | +4.93% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $3.0M 0.339% | -$65.2K Sold | 0.0% 12.9K shares | 13.2K → 12.9K −$65.2K | -2.14% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $2.4M 0.268% | — | 0.001% 7.5K shares | — | — | $216.86B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 0.249% | +$26.1K Bought | — 53.1K shares | 52.4K → 53.1K +$26.1K | +1.2% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $2.1M 0.235% | +$2.5K Bought | 0.0% 4.1K shares | 4.1K → 4.1K +$2.5K | +0.12% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 0.18% | -$31.8K Sold | — 51.3K shares | 52.4K → 51.3K −$31.8K | -1.96% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.5M 0.169% | +$6.8K Bought | 0.0% 8.6K shares | 8.5K → 8.6K +$6.8K | +0.46% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Information Technology Services Technology | $1.4M 0.163% | -$487.0 Sold | 0.001% 5.9K shares | 5.9K → 5.9K −$487.0 | -0.03% | $262.84B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.133% | -$31.4K Sold | — 29.2K shares | 30.0K → 29.2K −$31.4K | -2.6% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $972.8K 0.11% | — | — 40.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $964.0K 0.109% | — | — 2.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $885.3K 0.1% | +$2.5K Bought | — 3.9K shares | 3.9K → 3.9K +$2.5K | +0.28% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $844.7K 0.096% | -$3.0K Sold | — 25.4K shares | 25.5K → 25.4K −$3.0K | -0.35% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $804.2K 0.091% | — | — 11.6K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $798.1K 0.091% | — | — 4.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $791.8K 0.09% | — | — 1.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $787.9K 0.089% | — | — 8.9K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $765.5K 0.087% | — | 0.0% 3.4K shares | — | — | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $754.1K 0.086% | — | — 21.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $749.1K 0.085% | +$754.4 Bought | 0.024% 22.8K shares | 22.8K → 22.8K +$754.4 | +0.1% | $3.1B Mid Cap | Q4 2023 Held for 1y 11m | |
Gambling, Resorts & Casinos Consumer Cyclical | $721.1K 0.082% | +$720.0K Bought | 0.003% 15.0K shares | 23.0 → 15.0K +$720.0K | +65,243.48% | $18.6B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $719.8K 0.082% | -$18.8K Sold | — 1.3K shares | 1.3K → 1.3K −$18.8K | -2.55% | — — | Q4 2023 Held for 1y 11m | |
Oil & Gas Exploration & Production Energy | $706.4K 0.08% | +$103.7 Bought | 0.002% 13.6K shares | 13.6K → 13.6K +$103.7 | +0.01% | $34.0B Large Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $645.8K 0.073% | -$503.0 Sold | 0.0% 1.3K shares | 1.3K → 1.3K −$503.0 | -0.08% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $640.9K 0.073% | +$1.9K Bought | — 2.0K shares | 2.0K → 2.0K +$1.9K | +0.3% | — — | Q3 2024 Held for 1y 2m |
