MondegarAI
D'Orazio & Associates, Inc.

Q1 2025 · 13F-HR

D'Orazio & Associates, Inc.holdings as filed

Filed 2025-04-17 · accession 0001085146-25-002170

$659.4M
Reported value
259
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$99.8M15.1%363,202CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$69.2M10.5%661,655CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$39.6M6.01%74,440CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$38.0M5.76%825,134CommonNONE
46434V456IQLTISHARES TR$37.2M5.64%937,209CommonNONE
46434V621DGROISHARES TR$33.6M5.09%543,821CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$29.4M4.45%152,111CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$26.0M3.94%510,952CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$25.5M3.86%48,639CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$24.7M3.74%246,818CommonNONE
46090E103QQQINVESCO QQQ TR$20.7M3.14%44,130CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$13.5M2.05%155,332CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$13.3M2.02%235,613CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$10.8M1.63%154,252CommonNONE
037833100AAPLAPPLE INC$9.0M1.36%40,466CommonNONE
594918104MSFTMICROSOFT CORP$8.8M1.33%23,366CommonNONE
922908363VOOVANGUARD INDEX FDS$6.3M0.96%12,285CommonNONE
539830109LMTLOCKHEED MARTIN CORP$6.3M0.95%14,071CommonNONE
67066G104NVDANVIDIA CORPORATION$4.2M0.64%39,048CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.9M0.59%20,071CommonNONE
023135106AMZNAMAZON COM INC$3.6M0.54%18,804CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.6M0.54%78,912CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.5M0.52%60,543CommonNONE
72201R775BONDPIMCO ETF TR$2.9M0.43%30,823CommonNONE
46436E403GARPISHARES TR$2.5M0.38%49,710CommonNONE
922908751VBVANGUARD INDEX FDS$2.4M0.36%10,794CommonNONE
88162G103TTEKTETRA TECH INC NEW$2.4M0.36%80,510CommonNONE
30303M102METAMETA PLATFORMS INC$2.3M0.35%4,003CommonNONE
571903202MARMARRIOTT INTL INC NEW$2.2M0.33%9,233CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.2M0.33%42,103CommonNONE
92826C839VVISA INC$2.1M0.32%6,031CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$2.1M0.32%34,637CommonNONE
02079K107GOOGALPHABET INC$2.0M0.30%12,846CommonNONE
02079K305GOOGLALPHABET INC$2.0M0.30%12,748CommonNONE
78463V107GLDSPDR GOLD TR$2.0M0.30%6,788CommonNONE
03662Q105AKXANSYS INC$1.7M0.26%5,418CommonNONE
532457108LLYELI LILLY & CO$1.7M0.25%2,010CommonNONE
931142103WMTWALMART INC$1.6M0.24%18,268CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.23%6,303CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.23%9,267CommonNONE
30231G102XOMEXXON MOBIL CORP$1.5M0.23%12,606CommonNONE
87305R109TTMITTM TECHNOLOGIES INC$1.5M0.22%71,442CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M0.22%1,539CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.4M0.22%4,579CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.4M0.21%8,854CommonNONE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$1.4M0.21%39,474CommonNONE
11135F101AVGOBROADCOM INC$1.3M0.20%7,874CommonNONE
88160R101TSLATESLA INC$1.2M0.19%4,779CommonNONE
437076102HDHOME DEPOT INC$1.2M0.19%3,354CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.18%1,260CommonNONE
30303M102METAMETA PLATFORMS INC$1.2M0.17%2,000CALLNONE
548661107LOWLOWES COS INC$1.1M0.17%4,728CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.1M0.16%50,025CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.1M0.16%6,177CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$1.0M0.16%10,000CALLNONE
438516106HONHONEYWELL INTL INC$1.0M0.16%4,936CommonNONE
252131107DXCMDEXCOM INC$1.0M0.16%15,180CommonNONE
00287Y109ABBVABBVIE INC$1.0M0.16%4,904CommonNONE
166764100CVXCHEVRON CORP NEW$1.0M0.16%6,140CommonNONE
02209S103MOALTRIA GROUP INC$974,4000.15%16,235CommonNONE
68389X105ORCLORACLE CORP$943,6460.14%6,749CommonNONE
759530108RELXRELX PLC$916,6560.14%18,184CommonNONE
57636Q104MAMASTERCARD INCORPORATED$875,8960.13%1,598CommonNONE
191216100KOCOCA COLA CO$875,6250.13%12,226CommonNONE
031162100AMGNAMGEN INC$854,1640.13%2,742CommonNONE
15101Q207CLSCELESTICA INC$819,0730.12%10,393CommonNONE
303250104FICOFAIR ISAAC CORP$785,6130.12%426CommonNONE
46429B663HDVISHARES TR$775,0470.12%6,399CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$729,5440.11%2,934CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$725,6770.11%1,297CommonNONE
580135101MCDMCDONALDS CORP$725,3940.11%2,322CommonNONE
04911A107AUBATLANTIC UN BANKSHARES CORP$695,3570.11%22,330CommonNONE
002824100ABTABBOTT LABS$694,1930.11%5,233CommonNONE
58155Q103MCKMCKESSON CORP$679,0470.10%1,009CommonNONE
17275R102CSCOCISCO SYS INC$678,2360.10%10,991CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$663,1960.10%14,621CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$644,1540.10%15,631CommonNONE
97717X131IQDGWISDOMTREE TR$631,8800.10%17,710CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$631,3270.10%22,580CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$624,8090.09%2,045CommonNONE
46432F339QUALISHARES TR$624,3720.09%3,654CommonNONE
110448107BTIBRITISH AMERN TOB PLC$623,6120.09%15,074CommonNONE
00206R102TAT&T INC$623,5220.09%22,048CommonNONE
78468R408SJNKSPDR SER TR$613,6030.09%24,388CommonNONE
92204A504VHTVANGUARD WORLD FD$603,0550.09%2,278CommonNONE
375558103GILDGILEAD SCIENCES INC$597,4510.09%5,332CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$572,4950.09%2,346CommonNONE
06738E204BCSBARCLAYS PLC$566,3700.09%36,873CommonNONE
79466L302CRMSALESFORCE INC$560,2610.08%2,088CommonNONE
67066G104NVDANVIDIA CORPORATION$541,9000.08%5,000CALLNONE
92204A702VGTVANGUARD WORLD FD$518,8850.08%957CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$513,0630.08%6,079CommonNONE
639057207NWGNATWEST GROUP PLC$509,6760.08%42,758CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$501,2710.08%36,804CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$489,5930.07%10,408CommonNONE
91912E105VALEVALE S A$487,0940.07%48,807CommonNONE
G25508105CRHCRH PLC$487,0900.07%5,537CommonNONE
14149Y108CAHCARDINAL HEALTH INC$484,2620.07%3,515CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$484,0120.07%105CommonNONE
172908105CTASCINTAS CORP$476,2140.07%2,317CommonNONE
46432F842IEFAISHARES TR$462,5070.07%6,114CommonNONE
31810T101FINVFINVOLUTION GROUP$458,1570.07%47,576CommonNONE
03831W108APPAPPLOVIN CORP$448,2230.07%1,692CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$444,1000.07%310CommonNONE
58933Y105MRKMERCK & CO INC$443,8640.07%4,945CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$443,2460.07%6,015CommonNONE
278642103EBAYEBAY INC.$440,9910.07%6,511CommonNONE
747525103QCOMQUALCOMM INC$438,0600.07%2,852CommonNONE
713448108PEPPEPSICO INC$432,6720.07%2,886CommonNONE
172967424CCITIGROUP INC$431,6390.07%6,080CommonNONE
92204A603VISVANGUARD WORLD FD$431,4800.07%1,743CommonNONE
464287150ITOTISHARES TR$431,4280.07%3,536CommonNONE
704326107PAYXPAYCHEX INC$427,8190.06%2,773CommonNONE
97717Y477QGRWWISDOMTREE TR$424,0510.06%9,659CommonNONE
66987V109NVSNOVARTIS AG$423,0670.06%3,795CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$415,6100.06%3,359CommonNONE
743315103PGRPROGRESSIVE CORP$413,1180.06%1,460CommonNONE
G65163100JOBYJOBY AVIATION INC$412,4910.06%68,520CommonNONE
670100205NVONOVO-NORDISK A S$412,1960.06%5,936CommonNONE
00724F101ADBEADOBE INC$411,1450.06%1,072CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$407,2690.06%2,525CommonNONE
78409V104SPGIS&P GLOBAL INC$403,4320.06%794CommonNONE
922908736VUGVANGUARD INDEX FDS$395,0140.06%1,065CommonNONE
75513E101RTXRTX CORPORATION$392,4570.06%2,963CommonNONE
53263P105LMBLIMBACH HLDGS INC$391,6380.06%5,259CommonNONE
369604301GEGE AEROSPACE$391,4940.06%1,956CommonNONE
745867101PHMPULTE GROUP INC$388,8930.06%3,783CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$387,7520.06%10,729CommonNONE
G54950103LINLINDE PLC$374,3750.06%804CommonNONE
001055102AFLAFLAC INC$368,8180.06%3,317CommonNONE
D18190898DBDEUTSCHE BANK A G$366,9820.06%15,400CommonNONE
803054204SAPSAP SE$366,6900.06%1,366CommonNONE
528877103LXLEXINFINTECH HLDGS LTD$365,6720.06%36,241CommonNONE
09290D101BLKBLACKROCK INC$364,7280.06%385CommonNONE
194162103CLCOLGATE PALMOLIVE CO$363,9720.06%3,884CommonNONE
94106L109WMWASTE MGMT INC DEL$361,5810.05%1,562CommonNONE
655844108NSCNORFOLK SOUTHN CORP$360,1670.05%1,521CommonNONE
872590104TMUST-MOBILE US INC$360,0590.05%1,350CommonNONE
G5960L103MDTMEDTRONIC PLC$357,4640.05%3,978CommonNONE
47215P106JDJD.COM INC$357,3330.05%8,690CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$357,1340.05%2,032CommonNONE
464287200IVVISHARES TR$354,9660.05%632CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$354,2440.05%2,134CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$352,5800.05%1,000CALLNONE
88579Y101MMM3M CO$349,2340.05%2,378CommonNONE
452308109ITWILLINOIS TOOL WKS INC$346,4700.05%1,397CommonNONE
29084Q100EMEEMCOR GROUP INC$346,1340.05%936CommonNONE
H42097107UBSUBS GROUP AG$341,9230.05%11,163CommonNONE
461202103INTUINTUIT$341,4340.05%556CommonNONE
842587107SOSOUTHERN CO$341,3190.05%3,712CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$338,1460.05%1,554CommonNONE
482480100KLACKLA CORP$336,5010.05%495CommonNONE
624756102MLIMUELLER INDS INC$332,0470.05%4,361CommonNONE
855244109SBUXSTARBUCKS CORP$331,3390.05%3,378CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$330,0920.05%2,642CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$328,9490.05%1,244CommonNONE
209115104EDCONSOLIDATED EDISON INC$326,0630.05%2,948CommonNONE
149123101CATCATERPILLAR INC$324,6940.05%985CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$311,8460.05%2,557CommonNONE
56501R106MFCMANULIFE FINL CORP$309,1640.05%9,925CommonNONE
060505104BACBANK AMERICA CORP$307,3070.05%7,364CommonNONE
882508104TXNTEXAS INSTRS INC$306,1480.05%1,704CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$301,2510.05%3,305CommonNONE
34959E109FTNTFORTINET INC$301,1980.05%3,129CommonNONE
025816109AXPAMERICAN EXPRESS CO$297,7330.05%1,107CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$295,2390.04%4,705CommonNONE
81762P102NOWSERVICENOW INC$288,2030.04%362CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$284,4470.04%1,257CommonNONE
907818108UNPUNION PAC CORP$279,4720.04%1,183CommonNONE
48251W104KKRKKR & CO INC$279,0830.04%2,414CommonNONE
760759100RSGREPUBLIC SVCS INC$276,7890.04%1,143CommonNONE
G29183103ETNEATON CORP PLC$275,6360.04%1,014CommonNONE
456788108INFYINFOSYS LTD$275,5940.04%15,101CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$275,5700.04%1,856CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$275,3310.04%504CommonNONE
053332102AZOAUTOZONE INC$270,7080.04%71CommonNONE
291011104EMREMERSON ELEC CO$270,1530.04%2,464CommonNONE
20030N101CMCSACOMCAST CORP NEW$268,6980.04%7,282CommonNONE
501044101KRKROGER CO$267,9850.04%3,959CommonNONE
65339F101NEENEXTERA ENERGY INC$265,8380.04%3,750CommonNONE
12532H104GIBCGI INC$264,5500.04%2,650CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$264,5000.04%5,290CommonNONE
872540109TJXTJX COS INC NEW$258,8250.04%2,125CommonNONE
609207105MDLZMONDELEZ INTL INC$258,2620.04%3,806CommonNONE
442487401HOVHOVNANIAN ENTERPRISES INC$257,3780.04%2,458CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$256,2630.04%4,042CommonNONE
443510607HUBBHUBBELL INC$254,4700.04%769CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$254,2070.04%4,937CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$253,5490.04%688CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$250,9910.04%2,705CommonNONE
369550108GDGENERAL DYNAMICS CORP$250,2290.04%918CommonNONE
697435105PANWPALO ALTO NETWORKS INC$249,1350.04%1,460CommonNONE
902973304USBUS BANCORP DEL$248,2960.04%5,881CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$246,1570.04%713CommonNONE
615369105MCOMOODYS CORP$245,8850.04%528CommonNONE
56585A102MPCMARATHON PETE CORP$241,2630.04%1,656CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$241,0030.04%2,389CommonNONE
92763W103VIPSVIPSHOP HLDGS LTD$240,4530.04%15,335CommonNONE
464287309IVWISHARES TR$239,2230.04%2,577CommonNONE
89832Q109TFCTRUIST FINL CORP$238,4650.04%5,795CommonNONE
949746101WMT2WELLS FARGO CO NEW$238,3110.04%3,320CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$238,1760.04%2,609CommonNONE
40434L105HPQHP INC$237,9990.04%8,595CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$235,5740.04%6,008CommonNONE
46591M109JOYYJOYY INC$235,4660.04%5,609CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$234,0180.04%3,837CommonNONE
H1467J104CBCHUBB LIMITED$230,8550.04%764CommonNONE
G0403H108AONAON PLC$230,6750.03%578CommonNONE
808524730FNDESCHWAB STRATEGIC TR$227,4560.03%7,385CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$226,6040.03%8,928CommonNONE
366651107ITGARTNER INC$226,2400.03%539CommonNONE
244199105DEDEERE & CO$225,7580.03%481CommonNONE
29452E101EQHEQUITABLE HLDGS INC$224,0400.03%4,301CommonNONE
717081103PFEPFIZER INC$223,7650.03%8,830CommonNONE
404280406HSBCHSBC HLDGS PLC$223,7480.03%3,896CommonNONE
02072L672SHOCEA SERIES TRUST$221,2950.03%5,574CommonNONE
026874784AIGAMERICAN INTL GROUP INC$219,7850.03%2,528CommonNONE
020002101ALLALLSTATE CORP$219,5970.03%1,060CommonNONE
46435G425ESGUISHARES TR$219,1950.03%1,798CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$217,8480.03%1,055CommonNONE
62944T105NVRNVR INC$217,3320.03%30CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$216,9570.03%3,176CommonNONE
14040H105COFCAPITAL ONE FINL CORP$216,5730.03%1,208CommonNONE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$215,6760.03%2,201CommonNONE
09260D107BXBLACKSTONE INC$214,4230.03%1,534CommonNONE
595112103MUMICRON TECHNOLOGY INC$214,3580.03%2,467CommonNONE
125523100CITHE CIGNA GROUP$213,5210.03%649CommonNONE
191098102COKECOCA COLA CONS INC$209,0480.03%155CommonNONE
88031M109TSTENARIS S A$208,9260.03%5,342CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$208,4600.03%2,029CommonNONE
064058100BKBANK NEW YORK MELLON CORP$206,4050.03%2,461CommonNONE
494368103KMBKIMBERLY-CLARK CORP$206,3400.03%1,451CommonNONE
808513105SCHWSCHWAB CHARLES CORP$205,7180.03%2,628CommonNONE
45867G101IDCCINTERDIGITAL INC$205,7170.03%995CommonNONE
055622104BPBP PLC$205,3760.03%6,078CommonNONE
78440P306SKMSK TELECOM CO LTD$204,3300.03%9,611CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$204,1590.03%906CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$201,0940.03%2,760CommonNONE
023135106AMZNAMAZON COM INC$190,2600.03%1,000CALLNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$172,6110.03%12,037CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$171,6840.03%11,105CommonNONE
697435105PANWPALO ALTO NETWORKS INC$170,6400.03%1,000CALLNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$169,2230.03%21,807CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$166,4590.03%10,788CommonNONE
05964H105SANBANCO SANTANDER S.A.$153,8660.02%22,965CommonNONE
87936R205VIVTELEFONICA BRASIL SA$106,8200.02%12,250CommonNONE
405552100HLNHALEON PLC$105,9260.02%10,294CommonNONE
900111204TKCTURKCELL ILETISIM HIZMETLERI$101,7100.02%16,352CommonNONE
92556V106VTRSVIATRIS INC$100,1830.02%11,502CommonNONE
583928106MFINMEDALLION FINL CORP$95,4620.01%10,960CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$94,8450.01%269CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$79,9650.01%20,933CommonNONE
747301109QUADQUAD / GRAPHICS INC$74,7740.01%13,720CommonNONE
42238H108BEATHEARTBEAM INC$66,3040.01%32,987CommonNONE
549498103CCIVGBPLUCID GROUP INC$44,1650.01%18,250CommonNONE
36116M106FFFUTUREFUEL CORP$43,9380.01%11,266CommonNONE
83191H107SNDSMART SAND INC$34,9210.01%13,483CommonNONE
059460402BBDOBANCO BRADESCO S A$26,0440.00%12,521CommonNONE
92971A109MAPSWM TECHNOLOGY INC$20,0570.00%17,749CommonNONE

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.