Latest DiNuzzo Private Wealth, Inc. Stock Portfolio
DiNuzzo Private Wealth, Inc. Performance:
2025 Q1: -0.1%YTD: -0.1%2024: 0.19%
Performance for 2025 Q1 is -0.1%, and YTD is -0.1%, and 2024 is 0.19%.
About DiNuzzo Private Wealth, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, DiNuzzo Private Wealth, Inc. reported an equity portfolio of $794.4 Millions as of 31 Mar, 2025.
The top stock holdings of DiNuzzo Private Wealth, Inc. are DFAC, DFAC, DFAC. The fund has invested 11.7% of it's portfolio in DIMENSIONAL ETF TRUST and 11.6% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off ACV AUCTIONS INC (ACVA), FIRST CTZNS BANCSHARES INC N (FCNCA) and BEACON ROOFING SUPPLY INC (BECN) stocks. They significantly reduced their stock positions in N-ABLE INC (NABL), KOHLS CORP (KSS) and IMMUNITYBIO INC (IBRX). DiNuzzo Private Wealth, Inc. opened new stock positions in ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and EATON VANCE TAX-MANAGED BUY-. The fund showed a lot of confidence in some stocks as they added substantially to NEWMONT CORP (NEM), TELADOC HEALTH INC (TDOC) and DANA INC (DAN).
The top stock holdings of DiNuzzo Private Wealth, Inc. are DFAC, DFAC, DFAC. The fund has invested 11.7% of it's portfolio in DIMENSIONAL ETF TRUST and 11.6% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off ACV AUCTIONS INC (ACVA), FIRST CTZNS BANCSHARES INC N (FCNCA) and BEACON ROOFING SUPPLY INC (BECN) stocks. They significantly reduced their stock positions in N-ABLE INC (NABL), KOHLS CORP (KSS) and IMMUNITYBIO INC (IBRX). DiNuzzo Private Wealth, Inc. opened new stock positions in ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and EATON VANCE TAX-MANAGED BUY-. The fund showed a lot of confidence in some stocks as they added substantially to NEWMONT CORP (NEM), TELADOC HEALTH INC (TDOC) and DANA INC (DAN).
DiNuzzo Private Wealth, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that DiNuzzo Private Wealth, Inc. made a return of -0.1% in the last quarter. In trailing 12 months, it's portfolio return was -0.04%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 180,091 |
| select sector spdr tr | 19,712 |
| eaton vance tax-managed buy- | 17,134 |
| spdr ser tr | 16,220 |
| amplify etf tr | 13,251 |
| ishares tr | 12,948 |
| first tr exchange-traded fd | 12,102 |
| ishares tr | 10,723 |
New stocks bought by DiNuzzo Private Wealth, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| newmont corp | 83,355 |
| general mls inc | 482 |
| tractor supply co | 387 |
| ishares silver tr | 380 |
| kimberly-clark corp | 238 |
| palantir technologies inc | 190 |
| vaneck merk gold etf | 69.89 |
| booking holdings inc | 66.67 |
Additions to existing portfolio by DiNuzzo Private Wealth, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ge aerospace | -57.71 |
| ge vernova inc | -54.08 |
| ge healthcare technologies i | -43.95 |
| target corp | -28.57 |
| wabtec | -25.71 |
| eli lilly & co | -22.71 |
| microchip technology inc. | -22.33 |
| nucor corp | -20.59 |
DiNuzzo Private Wealth, Inc. reduced stake in above stock
Sold off
Sector Distribution
DiNuzzo Private Wealth, Inc. has about 96.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 96.7 |
| Technology | 1.1 |
Market Cap. Distribution
DiNuzzo Private Wealth, Inc. has about 3.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 96.7 |
| LARGE-CAP | 1.9 |
| MEGA-CAP | 1.2 |
Stocks belong to which Index?
About 3% of the stocks held by DiNuzzo Private Wealth, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.9 |
| S&P 500 | 3 |
DiNuzzo Private Wealth, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of DiNuzzo Private Wealth, Inc.
DiNuzzo Private Wealth, Inc. has 1381 stocks in it's portfolio. About 68.5% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NEM was the most profitable stock for DiNuzzo Private Wealth, Inc. last quarter.
Last Reported on: 25 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.00 | 25.00 | 2,925 | added | 4.17 | ||
| AAPL | apple inc | 0.34 | 12,297 | 2,731,420 | reduced | -4.06 | ||
| AAXJ | ishares tr | 0.00 | 342 | 39,806 | added | 0.88 | ||
| AAXJ | ishares tr | 0.00 | 405 | 25,730 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 189 | 11,376 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 148 | 6,893 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.01 | 497 | 104,217 | reduced | -0.4 | ||
| ABT | abbott labs | 0.00 | 156 | 20,694 | added | 6.85 | ||
| ACGL | arch cap group ltd | 0.00 | 49.00 | 4,713 | reduced | -2.00 | ||
| ACN | accenture plc ireland | 0.00 | 79.00 | 24,652 | reduced | -1.25 | ||
| ACWF | ishares tr | 0.00 | 316 | 19,523 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.00 | 31.00 | 11,890 | added | 19.23 | ||
| ADI | analog devices inc | 0.00 | 55.00 | 11,092 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.02 | 423 | 129,240 | reduced | -0.47 | ||
| ADSK | autodesk inc | 0.00 | 18.00 | 4,713 | added | 5.88 | ||
| AFK | vaneck etf trust | 0.02 | 717 | 151,624 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.00 | 70.00 | 7,784 | reduced | -4.11 | ||
| AGNG | global x fds | 0.00 | 77.00 | 3,009 | unchanged | 0.00 | ||
| AIG | american intl group inc | 0.00 | 77.00 | 6,695 | unchanged | 0.00 | ||
| AIZ | assurant inc | 0.00 | 13.00 | 2,727 | unchanged | 0.00 | ||