$810Million– No. of Holdings #1436
DiNuzzo Private Wealth, Inc. has about 97% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 97 |
Technology | 1.2 |
DiNuzzo Private Wealth, Inc. has about 2.8% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 97 |
LARGE-CAP | 1.5 |
MEGA-CAP | 1.3 |
About 2.7% of the stocks held by DiNuzzo Private Wealth, Inc. either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 97.1 |
S&P 500 | 2.7 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
DiNuzzo Private Wealth, Inc. has 1436 stocks in it's portfolio. About 69.5% of the portfolio is in top 10 stocks. PINS proved to be the most loss making stock for the portfolio. MCD was the most profitable stock for DiNuzzo Private Wealth, Inc. last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
A | agilent technologies inc | 0.00 | 24.00 | 3,564 | added | 9.09 | ||
AAPL | apple inc | 0.36 | 12,716 | 2,962,710 | added | 198 | ||
AAXJ | ishares tr | 0.01 | 3,250 | 47,743 | unchanged | 0.00 | ||
AAXJ | ishares tr | 0.00 | 310 | 37,061 | added | 0.98 | ||
AAXJ | ishares tr | 0.00 | 405 | 27,419 | unchanged | 0.00 | ||
AAXJ | ishares tr | 0.00 | 189 | 11,193 | unchanged | 0.00 | ||
AAXJ | ishares tr | 0.00 | 148 | 7,028 | new | |||
ABBV | abbvie inc | 0.01 | 500 | 98,821 | added | 93.05 | ||
ABT | abbott labs | 0.00 | 142 | 16,190 | added | 0.71 | ||
ACGL | arch cap group ltd | 0.00 | 51.00 | 5,706 | added | 2.00 | ||
ACM | aecom | 0.00 | 27.00 | 2,789 | reduced | -12.9 | ||
ACN | accenture plc ireland | 0.00 | 80.00 | 28,279 | unchanged | 0.00 | ||
ACWF | ishares tr | 0.00 | 316 | 19,811 | unchanged | 0.00 | ||
ADBE | adobe inc | 0.00 | 30.00 | 15,534 | unchanged | 0.00 | ||
ADI | analog devices inc | 0.00 | 56.00 | 12,890 | reduced | -1.75 | ||
ADP | automatic data processing in | 0.01 | 425 | 117,611 | added | 0.24 | ||
ADSK | autodesk inc | 0.00 | 17.00 | 4,684 | unchanged | 0.00 | ||
AFK | vaneck etf trust | 0.02 | 717 | 175,988 | unchanged | 0.00 | ||
AFL | aflac inc | 0.01 | 475 | 53,105 | reduced | -0.21 | ||
AGNG | global x fds | 0.00 | 77.00 | 3,640 | new | |||