D'Orazio & Associates, Inc. Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$659.4M

Holdings

253

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (253 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
363,202$99.8M15.14%
2
BAHBOOZ ALLEN HAMILTON HLDG COR
671,655$70.2M10.65%Call
3
BRK/BBERKSHIRE HATHAWAY INC DEL
74,440$39.6M6.01%
4
JPIEJ P MORGAN EXCHANGE TRADED F
825,134$38.0M5.76%
5
IQLTISHARES TR
937,209$37.2M5.64%
6
DGROISHARES TR
543,821$33.6M5.09%
7
QQQMINVESCO EXCH TRADED FD TR II
152,111$29.4M4.45%
8
VEAVANGUARD TAX-MANAGED FDS
510,952$26.0M3.94%
9
UNHUNITEDHEALTH GROUP INC
48,639$25.5M3.86%
10
SPGPINVESCO EXCHANGE TRADED FD T
246,818$24.7M3.74%
11
NDQINVESCO QQQ TR
44,130$20.7M3.14%
12
AVUVAMERICAN CENTY ETF TR
155,332$13.5M2.05%
13
JQUAJ P MORGAN EXCHANGE TRADED F
235,613$13.3M2.02%
14
AVDVAMERICAN CENTY ETF TR
154,252$10.8M1.63%
15
AAPLAPPLE INC
40,466$9.0M1.36%
16
MSFTMICROSOFT CORP
23,366$8.8M1.33%
17
VOOVANGUARD INDEX FDS
12,285$6.3M0.96%
18
LMTLOCKHEED MARTIN CORP
14,071$6.3M0.95%
19
NVDANVIDIA CORPORATION
44,048$4.8M0.72%Call
20
VIGVANGUARD SPECIALIZED FUNDS
20,071$3.9M0.59%
21
AMZNAMAZON COM INC
19,804$3.8M0.57%Call
22
VWOVANGUARD INTL EQUITY INDEX F
78,912$3.6M0.54%
23
METAMETA PLATFORMS INC
6,003$3.5M0.52%Call
24
JEPIJ P MORGAN EXCHANGE TRADED F
60,543$3.5M0.52%
25
BONDPIMCO ETF TR
30,823$2.9M0.43%
26
GARPISHARES TR
49,710$2.5M0.38%
27
VBVANGUARD INDEX FDS
10,794$2.4M0.36%
28
TTEKTETRA TECH INC NEW
80,510$2.4M0.36%
29
MARMARRIOTT INTL INC NEW
9,233$2.2M0.33%
30
JEPQJ P MORGAN EXCHANGE TRADED F
42,103$2.2M0.33%
31
VVISA INC
6,031$2.1M0.32%
32
AVEMAMERICAN CENTY ETF TR
34,637$2.1M0.32%
33
GOOGALPHABET INC
12,846$2.0M0.30%
34
GOOGLALPHABET INC
12,748$2.0M0.30%
35
GQ9SPDR GOLD TR
6,788$2.0M0.30%
36
AKXANSYS INC
5,418$1.7M0.26%
37
LLYELI LILLY & CO
2,010$1.7M0.25%
38
WMTWALMART INC
18,268$1.6M0.24%
39
JPMJPMORGAN CHASE & CO.
6,303$1.5M0.23%
40
JNJJOHNSON & JOHNSON
9,267$1.5M0.23%
41
XOMEXXON MOBIL CORP
12,606$1.5M0.23%
42
TTMITTM TECHNOLOGIES INC
71,442$1.5M0.22%
43
COSTCOSTCO WHSL CORP NEW
1,539$1.5M0.22%
44
ACNACCENTURE PLC IRELAND
4,579$1.4M0.22%
45
4I1PHILIP MORRIS INTL INC
8,854$1.4M0.21%
46
S9QSPIRIT AEROSYSTEMS HLDGS INC
39,474$1.4M0.21%
47
AVGOBROADCOM INC
7,874$1.3M0.20%
48
TSLATESLA INC
4,779$1.2M0.19%
49
HDHOME DEPOT INC
3,354$1.2M0.19%
50
NFLXNETFLIX INC
1,260$1.2M0.18%
51
LOWLOWES COS INC
4,728$1.1M0.17%
52
SCHBSCHWAB STRATEGIC TR
50,025$1.1M0.16%
53
PGPROCTER AND GAMBLE CO
6,177$1.1M0.16%
54
HONHONEYWELL INTL INC
4,936$1.0M0.16%
55
DC4DEXCOM INC
15,180$1.0M0.16%
56
CVXCHEVRON CORP NEW
6,140$1.0M0.16%
57
ABBVABBVIE INC
4,904$1.0M0.16%
58
MOALTRIA GROUP INC
16,235$974K0.15%
59
ORCLORACLE CORP
6,749$943K0.14%
60
RELXRELX PLC
18,184$916K0.14%
61
MAMASTERCARD INCORPORATED
1,598$875K0.13%
62
KOCOCA COLA CO
12,226$875K0.13%
63
AMGNAMGEN INC
2,742$854K0.13%
64
CLSCELESTICA INC
10,393$819K0.12%
65
FICOFAIR ISAAC CORP
426$785K0.12%
66
HDVISHARES TR
6,399$775K0.12%
67
IBMINTERNATIONAL BUSINESS MACHS
2,934$729K0.11%
68
SPYSPDR S&P 500 ETF TR
1,297$725K0.11%
69
MCDMCDONALDS CORP
2,322$725K0.11%
70
AUBATLANTIC UN BANKSHARES CORP
22,330$695K0.11%
71
ABTABBOTT LABS
5,233$694K0.11%
72
MCKMCKESSON CORP
1,009$679K0.10%
73
CSCOCISCO SYS INC
10,991$678K0.10%
74
BACVERIZON COMMUNICATIONS INC
14,621$663K0.10%
75
DFUVDIMENSIONAL ETF TRUST
15,631$644K0.10%
76
SCHDSCHWAB STRATEGIC TR
22,580$631K0.10%
77
IQDGWISDOMTREE TR
17,710$631K0.10%
78
ADPAUTOMATIC DATA PROCESSING IN
2,045$624K0.09%
79
QUALISHARES TR
3,654$624K0.09%
80
TAT&T INC
22,048$623K0.09%
81
BMTABRITISH AMERN TOB PLC
15,074$623K0.09%
82
SJNKSPDR SER TR
24,388$613K0.09%
83
VHTVANGUARD WORLD FD
2,278$603K0.09%
84
GILDGILEAD SCIENCES INC
5,332$597K0.09%
85
MRSHMARSH & MCLENNAN COS INC
2,346$572K0.09%
86
BCSBARCLAYS PLC
36,873$566K0.09%
87
CRMSALESFORCE INC
2,088$560K0.08%
88
VGTVANGUARD WORLD FD
957$518K0.08%
89
PLTRPALANTIR TECHNOLOGIES INC
6,079$513K0.08%
90
NWGNATWEST GROUP PLC
42,758$509K0.08%
91
BBVABANCO BILBAO VIZCAYA ARGENTA
36,804$501K0.08%
92
JCPBJ P MORGAN EXCHANGE TRADED F
10,408$489K0.07%
93
RHCRH PLC
5,537$487K0.07%
94
VALEVALE S A
48,807$487K0.07%
95
BKNGBOOKING HOLDINGS INC
105$484K0.07%
96
CAHCARDINAL HEALTH INC
3,515$484K0.07%
97
CITCINTAS CORP
2,317$476K0.07%
98
AQLTISHARES TR
6,114$462K0.07%
99
FINVFINVOLUTION GROUP
47,576$458K0.07%
100
APPAPPLOVIN CORP
1,692$448K0.07%
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