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D'Orazio & Associates, Inc.

13F
D'Orazio & Associates, Inc.
Last update 2025-04-17 259 Stocks (25 new)
Value $659.00 Mil Turnover 3 %
Countries:
D'Orazio & Associates, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
363,202
99,822.5
+4.99%
15.140
+0.72%
0.020
+17.65%
+6.63%
471,718.0
 
BAH
Booz Allen Hamilton Holding Corp
661,655
69,195.9
-9.46%
10.490
-1.31%
0.530
-1.15%
-16.06%
13,269.3
Business Services
BRK.B
Berkshire Hathaway Inc
74,440
39,645.3
-0.15%
6.010
-0.01%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
JPIE
JPMorgan Income ETF
825,134
38,013.9
+3.79%
5.760
+0.21%
1.140
+3.56%
+3.89%
3,989.6
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
937,209
37,197.8
-0.31%
5.640
-0.02%
0.420
+12.06%
+17.52%
11,939.4
 
DGRO
iShares Core Dividend Growth ETF
543,821
33,597.3
-2.61%
5.090
-0.13%
0.110
+11.68%
+6.75%
32,433.7
 
QQQM
Invesco NASDAQ 100 ETF
152,111
29,360.5
+4.78%
4.450
+0.20%
0.070
+22.16%
+8.73%
52,882.8
 
VEA
Vanguard FTSE Developed Markets ETF
510,952
25,971.7
-2.59%
3.940
-0.10%
0.020
+16.01%
+20.43%
157,306.4
 
UNH
UnitedHealth Group Inc
48,639
25,474.8
-1.71%
3.860
-0.06%
0.010
-48.91%
-39.20%
275,861.4
Healthcare Plans
SPGP
Invesco S&P 500 GARP ETF
246,818
24,652.2
-4.12%
3.740
-0.16%
0.810
+18.51%
+4.53%
2,845.2
 

D'Orazio & Associates, Inc.'s Historical Top Holdings Breakdowns

D'Orazio & Associates, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BAH
Booz Allen Hamilton Holding Corp
2025-03-31
Reduce
Reduce
-1.31%
102.72 ($120.53) 143.06
$106.94
-11.28%
Reduce -9.46%
661,655
-69,134
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.72%
271.18 ($290.53) 303.12
$307.02
5.68%
Add 4.99%
363,202
17,258
LMT
Lockheed Martin Corp
2025-03-31
Add
Add
+0.31%
423.19 ($460.32) 506.29
$467.51
1.56%
Add 48.9%
14,071
4,621
JPIE
JPMorgan Income ETF
2025-03-31
Add
Add
+0.21%
45.46 ($45.88) 46.18
$46.08
0.44%
Add 3.79%
825,134
30,104
QQQM
Invesco NASDAQ 100 ETF
2025-03-31
Add
Add
+0.20%
192.82 ($209.18) 222.1
$228.13
9.06%
Add 4.78%
152,111
6,934
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.17%
468.34 ($508.07) 539.52
$554.20
9.08%
Reduce -5.01%
44,130
-2,328
SPGP
Invesco S&P 500 GARP ETF
2025-03-31
Reduce
Reduce
-0.16%
96.88 ($105.33) 111.25
$108.76
3.26%
Reduce -4.12%
246,818
-10,609
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Reduce
Reduce
-0.15%
84.96 ($93.96) 100.71
$94.88
0.98%
Reduce -6.21%
155,332
-10,287
STLG
STLG
2025-03-31
Add
Add
+0.14%
50.75 ($55.91) 59.22
$48.84
-12.65%
Add 61.02%
49,710
18,839
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Reduce
Reduce
-0.13%
60.46 ($62.66) 64.42
$64.82
3.45%
Reduce -2.61%
543,821
-14,550

D'Orazio & Associates, Inc. Total Holding History ($B)

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D'Orazio & Associates, Inc.'s Asset Allocation

To

D'Orazio & Associates, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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D'Orazio & Associates, Inc.'s Hypothetical Growth since 2025-03-31

D'Orazio & Associates, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

D'Orazio & Associates, Inc.'s Holdings Heat Map

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D'Orazio & Associates, Inc.'s Holdings Bubble Chart

D'Orazio & Associates, Inc. News

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