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D'Orazio & Associates, Inc.

Q1 2024 · 13F-HR

D'Orazio & Associates, Inc.holdings as filed

Filed 2024-05-09 · accession 0001085146-24-002344

$620.4M
Reported value
203
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$100.9M16.3%679,653CommonNONE
922908769VTIVANGUARD INDEX FDS$75.5M12.2%290,599CommonNONE
46434V621DGROISHARES TR$41.9M6.75%720,961CommonNONE
46434V456IQLTISHARES TR$37.4M6.03%943,769CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$31.9M5.14%75,886CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$28.6M4.61%628,303CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$27.3M4.40%544,402CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$25.9M4.18%52,390CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$25.3M4.08%237,929CommonNONE
46090E103QQQINVESCO QQQ TR$21.2M3.42%47,834CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$20.5M3.30%112,016CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$14.9M2.41%159,331CommonNONE
594918104MSFTMICROSOFT CORP$9.5M1.54%22,660CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$9.4M1.52%143,251CommonNONE
037833100AAPLAPPLE INC$6.8M1.09%39,606CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$6.7M1.07%159,223CommonNONE
922908363VOOVANGUARD INDEX FDS$5.8M0.94%12,104CommonNONE
922908751VBVANGUARD INDEX FDS$5.8M0.94%25,454CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$5.7M0.92%107,704CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$5.6M0.90%30,648CommonNONE
539830109LMTLOCKHEED MARTIN CORP$5.2M0.83%11,338CommonNONE
72201R775BONDPIMCO ETF TR$3.8M0.62%41,632CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.8M0.61%65,358CommonNONE
67066G104NVDANVIDIA CORPORATION$3.1M0.51%3,468CommonNONE
88162G103TTEKTETRA TECH INC NEW$3.0M0.49%16,338CommonNONE
023135106AMZNAMAZON COM INC$2.9M0.47%16,326CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$2.8M0.45%40,899CommonNONE
571903202MARMARRIOTT INTL INC NEW$2.3M0.38%9,221CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.9M0.31%35,404CommonNONE
03662Q105AKXANSYS INC$1.9M0.30%5,442CommonNONE
02079K107GOOGALPHABET INC$1.8M0.29%11,963CommonNONE
02079K305GOOGLALPHABET INC$1.7M0.28%11,519CommonNONE
252131107DXCMDEXCOM INC$1.7M0.28%12,385CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M0.28%3,529CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.7M0.27%4,813CommonNONE
92826C839VVISA INC$1.6M0.26%5,886CommonNONE
532457108LLYELI LILLY & CO$1.5M0.24%1,936CommonNONE
78463V107GLDSPDR GOLD TR$1.4M0.22%6,779CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M0.22%11,630CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$1.3M0.22%23,274CommonNONE
46429B663HDVISHARES TR$1.3M0.21%11,850CommonNONE
88160R101TSLATESLA INC$1.3M0.20%7,123CommonNONE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$1.2M0.19%33,354CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.2M0.19%14,522CommonNONE
11135F101AVGOBROADCOM INC$1.1M0.18%850CommonNONE
670100205NVONOVO-NORDISK A S$1.1M0.18%8,655CommonNONE
437076102HDHOME DEPOT INC$1.1M0.18%2,864CommonNONE
548661107LOWLOWES COS INC$1.1M0.18%4,311CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.1M0.17%5,350CommonNONE
931142103WMTWALMART INC$1.1M0.17%17,465CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.0M0.17%6,399CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.16%6,461CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.16%1,386CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.0M0.16%16,490CommonNONE
438516106HONHONEYWELL INTL INC$922,5990.15%4,495CommonNONE
68389X105ORCLORACLE CORP$893,3040.14%7,112CommonNONE
166764100CVXCHEVRON CORP NEW$889,1470.14%5,637CommonNONE
031162100AMGNAMGEN INC$872,2760.14%3,068CommonNONE
00287Y109ABBVABBVIE INC$835,6360.13%4,589CommonNONE
04911A107AUBATLANTIC UN BANKSHARES CORP$788,4730.13%22,330CommonNONE
580135101MCDMCDONALDS CORP$763,4090.12%2,708CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$742,6770.12%30,613CommonNONE
718172109PMPHILIP MORRIS INTL INC$726,3230.12%7,928CommonNONE
00724F101ADBEADOBE INC$686,2560.11%1,360CommonNONE
759530108RELXRELX PLC$684,5890.11%15,814CommonNONE
57636Q104MAMASTERCARD INCORPORATED$651,5650.11%1,353CommonNONE
78468R408SJNKSPDR SER TR$643,0850.10%25,499CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$639,3080.10%15,631CommonNONE
713448108PEPPEPSICO INC$634,3470.10%3,625CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$629,8800.10%1,204CommonNONE
97717X131IQDGWISDOMTREE TR$627,4690.10%16,486CommonNONE
79466L302CRMSALESFORCE INC$592,3680.10%1,967CommonNONE
58933Y105MRKMERCK & CO INC$584,4070.09%4,429CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$582,8980.09%2,795CommonNONE
92204A504VHTVANGUARD WORLD FD$578,9130.09%2,140CommonNONE
58155Q103MCKMCKESSON CORP$555,1030.09%1,034CommonNONE
92204A702VGTVANGUARD WORLD FD$554,0600.09%1,057CommonNONE
303250104FICOFAIR ISAAC CORP$544,8300.09%436CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$544,1840.09%2,179CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$543,5170.09%2,846CommonNONE
64110L106NFLXNETFLIX INC$521,6970.08%859CommonNONE
15101Q108CLSEURCELESTICA INC$520,3160.08%11,578CommonNONE
17275R102CSCOCISCO SYS INC$517,8790.08%10,376CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$516,4630.08%5,587CommonNONE
002824100ABTABBOTT LABS$508,0920.08%4,470CommonNONE
191216100KOCOCA COLA CO$495,2940.08%8,096CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$485,5500.08%11,572CommonNONE
G25508105CRHCRH PLC$467,1850.08%5,416CommonNONE
97717W760DLSWISDOMTREE TR$461,7960.07%7,082CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$435,5470.07%36,786CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$435,4420.07%2,114CommonNONE
46432F842IEFAISHARES TR$428,6820.07%5,776CommonNONE
92204A603VISVANGUARD WORLD FD$427,9950.07%1,753CommonNONE
14149Y108CAHCARDINAL HEALTH INC$415,2610.07%3,711CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$408,9910.07%2,266CommonNONE
02209S103MOALTRIA GROUP INC$408,0040.07%9,354CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$401,6680.06%3,520CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$394,5460.06%2,532CommonNONE
855244109SBUXSTARBUCKS CORP$390,8810.06%4,277CommonNONE
655844108NSCNORFOLK SOUTHN CORP$387,0590.06%1,519CommonNONE
442487401HOVHOVNANIAN ENTERPRISES INC$385,7590.06%2,458CommonNONE
56585A102MPCMARATHON PETE CORP$381,6410.06%1,894CommonNONE
922908736VUGVANGUARD INDEX FDS$372,2720.06%1,082CommonNONE
482480100KLACKLA CORP$370,2430.06%530CommonNONE
172908105CTASCINTAS CORP$368,9360.06%537CommonNONE
66987V109NVSNOVARTIS AG$363,8990.06%3,762CommonNONE
12532H104GIBCGI INC$361,1920.06%3,269CommonNONE
438128308HMCHONDA MOTOR LTD$361,0940.06%9,699CommonNONE
20030N101CMCSACOMCAST CORP NEW$359,6690.06%8,297CommonNONE
G54950103LINLINDE PLC$355,2050.06%765CommonNONE
09247X101BLKCHFBLACKROCK INC$354,8940.06%426CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$351,1030.06%9,860CommonNONE
461202103INTUINTUIT$348,4340.06%536CommonNONE
H42097107UBSUBS GROUP AG$346,0310.06%11,264CommonNONE
609207105MDLZMONDELEZ INTL INC$334,1340.05%4,773CommonNONE
443510607HUBBHUBBELL INC$330,3800.05%796CommonNONE
745867101PHMPULTE GROUP INC$329,6550.05%2,733CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$326,5600.05%90CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$326,2470.05%289CommonNONE
747525103QCOMQUALCOMM INC$324,3230.05%1,916CommonNONE
369604301GEGENERAL ELECTRIC CO$320,1670.05%1,824CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$318,7340.05%3,093CommonNONE
29084Q100EMEEMCOR GROUP INC$311,3280.05%889CommonNONE
94106L109WMWASTE MGMT INC DEL$308,5400.05%1,448CommonNONE
92763W103VIPSVIPSHOP HLDGS LTD$308,3600.05%18,632CommonNONE
G29183103ETNEATON CORP PLC$307,0520.05%982CommonNONE
136375102CNICANADIAN NATL RY CO$306,4900.05%2,327CommonNONE
149123101CATCATERPILLAR INC$306,0150.05%835CommonNONE
452308109ITWILLINOIS TOOL WKS INC$305,0920.05%1,137CommonNONE
654106103NKENIKE INC$304,1230.05%3,236CommonNONE
34959E109FTNTFORTINET INC$301,9310.05%4,420CommonNONE
055622104BPBP PLC$297,5970.05%7,898CommonNONE
595112103MUMICRON TECHNOLOGY INC$296,0220.05%2,511CommonNONE
704326107PAYXPAYCHEX INC$289,3170.05%2,356CommonNONE
291011104EMREMERSON ELEC CO$287,8600.05%2,538CommonNONE
125523100CITHE CIGNA GROUP$284,7410.05%784CommonNONE
743315103PGRPROGRESSIVE CORP$281,5190.05%1,361CommonNONE
366651107ITGARTNER INC$269,7960.04%566CommonNONE
001055102AFLAFLAC INC$266,5960.04%3,105CommonNONE
209115104EDCONSOLIDATED EDISON INC$259,3890.04%2,856CommonNONE
81762P102NOWSERVICENOW INC$259,2160.04%340CommonNONE
20825C104COPCONOCOPHILLIPS$257,4880.04%2,023CommonNONE
456788108INFYINFOSYS LTD$253,5310.04%14,140CommonNONE
78409V104SPGIS&P GLOBAL INC$253,0180.04%595CommonNONE
907818108UNPUNION PAC CORP$250,8490.04%1,020CommonNONE
803054204SAPSAP SE$248,6640.04%1,275CommonNONE
97717Y477QGRWWISDOMTREE TR$247,8630.04%6,031CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$247,0830.04%2,542CommonNONE
172967424CCITIGROUP INC$246,3370.04%3,895CommonNONE
75513E101RTXRTX CORPORATION$244,0770.04%2,503CommonNONE
62944T105NVRNVR INC$242,9990.04%30CommonNONE
02072L672SHOCEA SERIES TRUST$241,2180.04%5,400CommonNONE
48251W104KKRKKR & CO INC$240,3870.04%2,390CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$235,0780.04%4,044CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$232,0080.04%3,001CommonNONE
466313103JBLJABIL INC$232,0020.04%1,732CommonNONE
369550108GDGENERAL DYNAMICS CORP$230,7950.04%817CommonNONE
40434L105HPQHP INC$230,5520.04%7,629CommonNONE
00206R102TAT&T INC$228,1080.04%12,961CommonNONE
624756102MLIMUELLER INDS INC$227,9090.04%4,226CommonNONE
G0403H108AONAON PLC$226,5960.04%679CommonNONE
53263P105LMBLIMBACH HLDGS INC$225,8640.04%5,453CommonNONE
89832Q109TFCTRUIST FINL CORP$225,3050.04%5,780CommonNONE
882508104TXNTEXAS INSTRS INC$222,6510.04%1,278CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$219,1420.04%3,141CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$219,1310.04%14,407CommonNONE
053332102AZOAUTOZONE INC$217,4640.04%69CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$216,7950.03%3,983CommonNONE
375558103GILDGILEAD SCIENCES INC$215,6480.03%2,944CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$215,1530.03%5,497CommonNONE
038222105AMATAPPLIED MATLS INC$214,8920.03%1,042CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$213,4150.03%10,320CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$212,1950.03%73CommonNONE
717081103PFEPFIZER INC$211,7710.03%7,631CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$211,6570.03%1,152CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$208,0270.03%2,702CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$206,8200.03%664CommonNONE
760759100RSGREPUBLIC SVCS INC$206,7560.03%1,080CommonNONE
776696106ROPROPER TECHNOLOGIES INC$204,4110.03%364CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$203,7430.03%2,107CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$201,8420.03%1,022CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$177,6020.03%10,017CommonNONE
92556V106VTRSVIATRIS INC$164,8920.03%13,810CommonNONE
00091E109ABSIABSCI CORPORATION$159,0400.03%28,000CommonNONE
06738E204BCSBARCLAYS PLC$153,1570.02%16,207CommonNONE
345370860FFORD MTR CO DEL$138,2210.02%10,408CommonNONE
151290889CXCEMEX SAB DE CV$121,9870.02%13,539CommonNONE
639057207NWGNATWEST GROUP PLC$118,6940.02%17,455CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$118,4770.02%10,066CommonNONE
747301109QUADQUAD / GRAPHICS INC$114,6270.02%21,587CommonNONE
31810T101FINVFINVOLUTION GROUP$112,4830.02%22,318CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$110,7250.02%12,441CommonNONE
92335C106VRAVERA BRADLEY INC$109,0520.02%16,037CommonNONE
69036R863OSG1EUROVERSEAS SHIPHOLDING GROUP I$81,4790.01%12,731CommonNONE
05964H105SANBANCO SANTANDER S.A.$81,0370.01%16,743CommonNONE
423403104MOMOHELLO GROUP INC$75,9180.01%12,225CommonNONE
G33856108GSMFERROGLOBE PLC$74,7200.01%15,004CommonNONE
42238H108BEATHEARTBEAM INC$71,9120.01%32,987CommonNONE
900111204TKCTURKCELL ILETISIM HIZMETLERI$71,3160.01%13,741CommonNONE
90400P101UGPULTRAPAR PARTICIPACOES SA$66,0550.01%11,548CommonNONE
879382208TELFYTELEFONICA S A$45,0800.01%10,222CommonNONE
72703X106PLPLANET LABS PBC$42,4910.01%16,663CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$40,0960.01%15,481CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.