Fund HoldingsD'Orazio & Associates, Inc.

Total Portfolio Value
$679.61M
Total Bought
$31.71M
Total Sold
$58.63M
Net Transaction
-$26.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD INDEX FDS324,639345,944+21,30591,925100,25814.75%+8,333
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
137,875145,177+7,30227,69230,5534.50%+2,860
TTM TECHNOLOGIES INC(TTMI)071,442+71,44201,7680.26%+1,768
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
199,744223,274+23,53011,30012,7871.88%+1,487
J P MORGAN EXCHANGE TRADED F
INCOME ETF
756,628795,030+38,40235,10036,2695.34%+1,169
APPLE INC(AAPL)40,61542,000+1,3859,46310,5181.55%+1,054
AMAZON COM INC(AMZN)019,261+19,26104,2260.62%+4,226
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
0257,427+257,427026,9993.97%+26,999
ISHARES TR19,61230,871+11,2591,0471,7360.26%+689
INVESCO QQQ TR47,46646,458-1,00823,16723,7503.49%+584
NVIDIA CORPORATION(NVDA)040,004+40,00405,3720.79%+5,372
BROADCOM INC(AVGO)08,188+8,18801,8980.28%+1,898
CELESTICA INC(CLS)010,926+10,92601,0080.15%+1,008
PALANTIR TECHNOLOGIES INC(PLTR)05,649+5,64904270.06%+427
TESLA INC(TSLA)5,6614,686-9751,4811,8920.28%+411
BLACKROCK INC(BLK)0383+38303930.06%+393
APPLOVIN CORP(APP)1,6101,766+1562105720.08%+362
ALPHABET INC(GOOG)012,580+12,58002,3810.35%+2,381
ALPHABET INC(GOOG)012,685+12,68502,4160.36%+2,416
TRAVELERS COMPANIES INC(TRV)01,185+1,18502850.04%+285
MARRIOTT INTL INC NEW(MAR)09,237+9,23702,5770.38%+2,577
ISHARES TR02,577+2,57702620.04%+262
CHARTER COMMUNICATIONS INC N(CHTR)0757+75702590.04%+259
VISA INC(V)05,842+5,84201,8460.27%+1,846
NETFLIX INC(NFLX)1,1381,186+488071,0570.16%+250
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,055+1,05502450.04%+245
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
03,610+3,61002390.04%+239
KROGER CO(KR)03,886+3,88602380.03%+238
NEW YORK TIMES CO(NYT)04,260+4,26002220.03%+222
AMAZON COM INC(AMZN)(Call)0000219+219
JD.COM INC(JD)06,265+6,26502170.03%+217
APPLIED INDL TECHNOLOGIES IN(AIT)0899+89902150.03%+215
CAPITAL ONE FINL CORP(COF)01,202+1,20202140.03%+214
JOBY AVIATION INC(JOBY)068,520+68,52005570.08%+557
MORGAN STANLEY(MS)01,679+1,67902110.03%+211
BRISTOL-MYERS SQUIBB CO(BMY)03,678+3,67802080.03%+208
AON PLC(AON)0573+57302060.03%+206
EQUITABLE HLDGS INC04,301+4,30102030.03%+203
REGENCY CTRS CORP(REG)02,710+2,71002000.03%+200
WISDOMTREE TR(WT)09,659+9,65904760.07%+476
WALMART INC(WMT)17,53117,839+3081,4161,6120.24%+196
JPMORGAN CHASE & CO.(JPM)5,8976,000+1031,2431,4380.21%+195
LEXINFINTECH HLDGS LTD032,801+32,80101900.03%+190
ALPHABET INC(GOOG)(Call)0000189+189
TELEFONAKTIEBOLAGET LM ERICS(ERIC)023,233+23,23301870.03%+187
SERVICENOW INC(NOW)(Call)000358530+172
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
042,050+42,05002,3710.35%+2,371
DEXCOM INC(DXCM)015,176+15,17601,1800.17%+1,180
VANGUARD INDEX FDS12,25912,275+166,4696,6140.97%+145
SALESFORCE INC(CRM)02,013+2,01306730.10%+673
GILEAD SCIENCES INC(GILD)2,9244,082+1,1582453770.06%+132
AMERICAN CENTY ETF TR165,338165,619+28115,86415,9872.35%+123
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
08,505+8,50503920.06%+392
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,251+2,25104450.07%+445
HALEON PLC(HLN)011,971+11,97101140.02%+114
AT&T INC(T)017,596+17,59604010.06%+401
META PLATFORMS INC(META)3,7273,825+982,1342,2400.33%+106
ANSYS INC05,425+5,42501,8300.27%+1,830
BOOKING HOLDINGS INC(BKNG)0101+10105020.07%+502
HONEYWELL INTL INC(HON)04,631+4,63101,0460.15%+1,046
COSTCO WHSL CORP NEW(COST)01,491+1,49101,3660.20%+1,366
TREDEGAR CORP010,957+10,9570840.01%+84
CISCO SYS INC(CSCO)010,019+10,01905930.09%+593
FINVOLUTION GROUP(FINV)38,13645,565+7,4292363090.05%+74
SOUTHERN CO(SO)2,4513,578+1,1272212950.04%+74
ABBOTT LABS04,982+4,98205630.08%+563
MCKESSON CORP(MCK)0984+98405610.08%+561
CITIGROUP INC(C)05,501+5,50103870.06%+387
SERVICENOW INC(NOW)0342+34203630.05%+363
ALTRIA GROUP INC(MO)14,40415,274+8707357990.12%+63
SPIRIT AEROSYSTEMS HLDGS INC39,47439,47401,2831,3450.20%+62
CROWDSTRIKE HLDGS INC(CRWD)(Call)000280342+62
SALESFORCE INC(CRM)(Call)000274334+61
PNC FINL SVCS GROUP INC(PNC)01,746+1,74603370.05%+337
MASTERCARD INCORPORATED(MA)1,4051,431+266947540.11%+60
NATWEST GROUP PLC(NWG)40,31642,947+2,6313774370.06%+59
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
06,230+6,23003120.05%+312
FORTINET INC(FTNT)2,9342,992+582282830.04%+55
BANK AMERICA CORP06,775+6,77502980.04%+298
BARCLAYS PLC35,50336,114+6114314800.07%+49
US BANCORP DEL(USB)5,7626,504+7422633110.05%+48
CLIPPER RLTY INC010,293+10,2930470.01%+47
GOLDMAN SACHS GROUP INC(GS)408435+272022490.04%+47
MAKEMYTRIP LIMITED MAURITIUS
SHS
2,2632,290+272102570.04%+47
NEXTERA ENERGY INC(NEE)2,3703,442+1,0722002470.04%+46
LIMBACH HLDGS INC5,3885,312-764084540.07%+46
ISHARES TR
MSCI USA QLT FCT
3,3733,654+2816056510.10%+46
AUTOMATIC DATA PROCESSING IN02,094+2,09406130.09%+613
KKR & CO INC(KKR)02,432+2,43203600.05%+360
CHEVRON CORP NEW(CVX)05,699+5,69908250.12%+825
VANGUARD WORLD FD
INF TECH ETF
01,057+1,05706570.10%+657
EMERSON ELEC CO(EMR)02,424+2,42403000.04%+300
SMART SAND INC015,834+15,8340360.01%+36
AMERICAN EXPRESS CO(AXP)01,065+1,06503160.05%+316
SK TELECOM CO LTD(SKM)8,43311,105+2,6722002340.03%+33
BLACKSTONE INC(BX)1,5211,537+162332650.04%+32
CHIPOTLE MEXICAN GRILL INC(CMG)03,999+3,99902410.04%+241
SCHWAB STRATEGIC TR049,897+49,89701,1330.17%+1,133
T-MOBILE US INC(TMUS)01,316+1,31602900.04%+290
QUAD / GRAPHICS INC012,629+12,6290880.01%+88
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