$386 Million is the total value of D'Orazio & Associates, Inc.'s 140 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 26.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BAH | Sell | BOOZ ALLEN HAMILTON HLDG CORcl a | $57,906,329 | -12.9% | 624,731 | -1.8% | 15.01% | -4.6% |
| DGRO | Sell | ISHARES TRcore div grwth | $50,643,209 | -2.3% | 1,013,067 | -2.3% | 13.13% | +7.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $41,822,945 | +2.2% | 204,914 | -4.3% | 10.84% | +11.9% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $25,217,736 | +0.4% | 558,285 | -6.7% | 6.54% | +9.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $25,090,959 | -6.4% | 81,261 | -6.4% | 6.51% | +2.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $24,609,959 | -11.8% | 52,075 | -1.0% | 6.38% | -3.4% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $20,660,615 | -3.8% | 108,992 | -6.8% | 5.36% | +5.3% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $17,591,717 | +0.8% | 322,193 | +0.7% | 4.56% | +10.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $12,164,566 | +18.5% | 37,904 | -1.7% | 3.15% | +29.7% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $10,176,467 | -3.0% | 109,713 | -5.3% | 2.64% | +6.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,033,707 | -1.9% | 174,102 | -5.4% | 1.82% | +7.4% |
| HDV | Sell | ISHARES TRcore high dv etf | $6,874,994 | -3.1% | 67,627 | -0.7% | 1.78% | +6.1% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $6,756,820 | -14.0% | 92,357 | -11.2% | 1.75% | -5.9% |
| AAPL | Buy | APPLE INC | $5,675,359 | +38.5% | 34,417 | +9.1% | 1.47% | +51.8% |
| VOO | Buy | VANGUARD INDEX FDS | $4,171,369 | +8.5% | 11,092 | +1.4% | 1.08% | +18.8% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,153,458 | +2.8% | 26,969 | +1.3% | 1.08% | +12.5% |
| MSFT | Buy | MICROSOFT CORP | $3,868,094 | +26.1% | 13,417 | +4.9% | 1.00% | +38.2% |
| TTEK | Buy | TETRA TECH INC NEW | $1,844,015 | +1.3% | 12,552 | +0.1% | 0.48% | +10.9% |
| ANSS | Buy | ANSYS INC | $1,762,509 | +37.8% | 5,296 | +0.1% | 0.46% | +50.8% |
| GLD | Sell | SPDR GOLD TR | $1,557,370 | -11.7% | 8,500 | -18.3% | 0.40% | -3.3% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $1,500,776 | -17.1% | 6,294 | -13.8% | 0.39% | -9.3% |
| CSCO | Buy | CISCO SYS INC | $1,501,832 | +25.0% | 28,729 | +13.9% | 0.39% | +37.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $1,459,797 | +11.6% | 8,792 | +0.1% | 0.38% | +22.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,416,065 | -21.5% | 2,996 | -19.2% | 0.37% | -14.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,348,166 | +2.0% | 4,717 | -4.8% | 0.35% | +11.8% |
| PEP | Sell | PEPSICO INC | $1,316,504 | -1.1% | 7,222 | -1.8% | 0.34% | +8.3% |
| V | Sell | VISA INC | $1,308,669 | +0.0% | 5,804 | -7.9% | 0.34% | +9.4% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $1,206,052 | +1.1% | 6,232 | +0.0% | 0.31% | +10.6% |
| AMZN | Buy | AMAZON COM INC | $1,136,397 | +30.3% | 11,002 | +6.0% | 0.30% | +42.5% |
| WMT | Sell | WALMART INC | $1,047,216 | +1.5% | 7,102 | -2.4% | 0.27% | +11.5% |
| XOM | Buy | EXXON MOBIL CORP | $1,023,980 | +1.7% | 9,338 | +2.3% | 0.27% | +11.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $988,723 | +0.5% | 6,650 | +2.4% | 0.26% | +9.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $919,729 | -57.8% | 5,934 | -51.9% | 0.24% | -53.9% |
| CVX | Sell | CHEVRON CORP NEW | $889,077 | -14.2% | 5,449 | -5.7% | 0.23% | -6.1% |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $882,691 | +16.7% | 25,563 | 0.0% | 0.23% | +27.9% | |
| ORCL | Buy | ORACLE CORP | $799,492 | +20.1% | 8,604 | +5.6% | 0.21% | +31.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $789,568 | +21.4% | 7,592 | +3.6% | 0.20% | +33.1% |
| DXCM | DEXCOM INC | $786,307 | +2.6% | 6,768 | 0.0% | 0.20% | +12.1% | |
| AUB | ATLANTIC UN BANKSHARES CORP | $782,667 | -0.3% | 22,330 | 0.0% | 0.20% | +9.1% | |
| AMGN | Sell | AMGEN INC | $779,241 | -30.4% | 3,223 | -24.4% | 0.20% | -23.8% |
| LLY | Sell | LILLY ELI & CO | $757,937 | -27.6% | 2,207 | -22.9% | 0.20% | -20.6% |
| TSLA | Buy | TESLA INC | $733,579 | +73.9% | 3,536 | +3.2% | 0.19% | +90.0% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $734,664 | +2.6% | 29,576 | +0.1% | 0.19% | +11.8% |
| LOW | Sell | LOWES COS INC | $719,157 | -1.0% | 3,596 | -1.4% | 0.19% | +8.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $691,672 | +22.5% | 6,668 | +4.2% | 0.18% | +33.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $682,213 | -4.8% | 7,015 | -0.6% | 0.18% | +4.1% |
| HON | Sell | HONEYWELL INTL INC | $680,961 | -11.7% | 3,563 | -1.0% | 0.18% | -3.3% |
| HD | Sell | HOME DEPOT INC | $679,914 | -21.1% | 2,304 | -15.5% | 0.18% | -13.7% |
| MCD | Sell | MCDONALDS CORP | $649,785 | +5.3% | 2,324 | -0.7% | 0.17% | +15.1% |
| ABBV | Sell | ABBVIE INC | $621,643 | -3.1% | 3,901 | -1.7% | 0.16% | +5.9% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $607,622 | +11.2% | 1,672 | +6.4% | 0.16% | +22.5% |
| NVDA | Buy | NVIDIA CORPORATION | $603,388 | +96.5% | 2,172 | +3.4% | 0.16% | +113.7% |
| MPC | Buy | MARATHON PETE CORP | $583,410 | +54.8% | 4,327 | +33.6% | 0.15% | +69.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $578,055 | +6.9% | 1,500 | -6.7% | 0.15% | +17.2% |
| MO | Buy | ALTRIA GROUP INC | $573,795 | +4.1% | 12,860 | +6.9% | 0.15% | +13.7% |
| DIMENSIONAL ETF TRUSTus mktwide value | $565,679 | +0.0% | 16,896 | 0.0% | 0.15% | +9.7% | ||
| NVO | Sell | NOVO-NORDISK A Sadr | $541,236 | +14.4% | 3,401 | -2.7% | 0.14% | +25.0% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $517,202 | -30.3% | 10,809 | -34.7% | 0.13% | -23.9% |
| FTNT | Buy | FORTINET INC | $500,843 | +57.1% | 7,536 | +15.6% | 0.13% | +71.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $482,594 | -3.1% | 1,179 | -9.5% | 0.12% | +5.9% |
| FICO | Buy | FAIR ISAAC CORP | $477,127 | +46.5% | 679 | +24.8% | 0.12% | +61.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $467,749 | -2.8% | 4,776 | +0.2% | 0.12% | +6.1% |
| AZO | Sell | AUTOZONE INC | $462,133 | -3.9% | 188 | -3.6% | 0.12% | +5.3% |
| MCK | Sell | MCKESSON CORP | $458,237 | -27.7% | 1,287 | -23.8% | 0.12% | -20.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $454,021 | +2.9% | 3,484 | +5.9% | 0.12% | +12.4% |
| FB | Buy | META PLATFORMS INCcl a | $427,907 | +104.8% | 2,019 | +16.3% | 0.11% | +126.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $422,928 | +48.2% | 851 | +36.2% | 0.11% | +61.8% |
| D | Buy | DOMINION ENERGY INC | $420,950 | -8.7% | 7,529 | +0.2% | 0.11% | 0.0% |
| MRK | Sell | MERCK & CO INC | $419,631 | -6.6% | 3,944 | -2.6% | 0.11% | +2.8% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $416,529 | +6.9% | 6,835 | +1.7% | 0.11% | +17.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $414,590 | +4.9% | 3,163 | +12.8% | 0.11% | +13.8% |
| KO | Buy | COCA COLA CO | $411,171 | +11.0% | 6,629 | +13.8% | 0.11% | +21.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $402,931 | +1.5% | 5,286 | +0.1% | 0.10% | +10.6% |
| HPQ | Sell | HP INC | $388,216 | +7.0% | 13,227 | -2.0% | 0.10% | +17.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $390,939 | -33.4% | 1,756 | -28.6% | 0.10% | -27.3% |
| ACGL | ARCH CAP GROUP LTDord | $383,262 | +8.1% | 5,647 | 0.0% | 0.10% | +17.9% | |
| BA | Buy | BOEING CO | $378,976 | +14.5% | 1,784 | +2.7% | 0.10% | +25.6% |
| SBUX | Sell | STARBUCKS CORP | $375,110 | +3.2% | 3,602 | -1.7% | 0.10% | +12.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $371,260 | +39.2% | 5,325 | +33.4% | 0.10% | +52.4% |
| NKE | Buy | NIKE INCcl b | $349,157 | +10.8% | 2,847 | +5.7% | 0.09% | +21.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $348,545 | -45.3% | 5,029 | -43.3% | 0.09% | -40.4% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $333,965 | -33.6% | 1,753 | -36.3% | 0.09% | -26.9% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $337,019 | -54.7% | 874 | -62.5% | 0.09% | -50.6% |
| IT | Sell | GARTNER INC | $324,467 | -6.8% | 996 | -3.9% | 0.08% | +2.4% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $325,737 | +15.4% | 1,338 | +4.4% | 0.08% | +25.4% |
| BP | Buy | BP PLCsponsored adr | $317,862 | +14.3% | 8,378 | +5.3% | 0.08% | +24.2% |
| NSC | Buy | NORFOLK SOUTHN CORP | $312,872 | -12.6% | 1,476 | +1.6% | 0.08% | -4.7% |
| C | New | CITIGROUP INC | $307,930 | – | 6,567 | +100.0% | 0.08% | – |
| MMC | Sell | MARSH & MCLENNAN COS INC | $307,618 | -15.8% | 1,847 | -16.3% | 0.08% | -8.0% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $292,372 | -55.8% | 9,350 | -58.9% | 0.08% | -51.6% |
| AIA | Sell | ISHARES TRasia 50 etf | $287,743 | -63.2% | 4,649 | -66.2% | 0.08% | -59.5% |
| BLK | Sell | BLACKROCK INC | $283,425 | -23.0% | 424 | -18.3% | 0.07% | -16.1% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $276,768 | -1.8% | 326 | -2.4% | 0.07% | +7.5% |
| GILD | Buy | GILEAD SCIENCES INC | $275,212 | +13.6% | 3,317 | +17.5% | 0.07% | +24.6% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $274,050 | -55.4% | 2,405 | -63.0% | 0.07% | -51.0% |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $268,294 | – | 3,022 | +100.0% | 0.07% | – |
| NVS | Sell | NOVARTIS AGsponsored adr | $267,720 | -7.0% | 2,910 | -8.3% | 0.07% | +1.5% |
| TRV | Sell | TRAVELERS COMPANIES INC | $266,201 | -10.6% | 1,553 | -2.2% | 0.07% | -2.8% |
| UCO | PROSHARES TR IIulta blmbg 2017 | $265,759 | -12.7% | 10,040 | 0.0% | 0.07% | -4.2% | |
| RIO | Buy | RIO TINTO PLCsponsored adr | $259,034 | +5.8% | 3,776 | +9.8% | 0.07% | +15.5% |
| DGX | Sell | QUEST DIAGNOSTICS INC | $258,009 | -15.1% | 1,824 | -6.1% | 0.07% | -6.9% |
| PFE | Sell | PFIZER INC | $256,991 | -40.5% | 6,299 | -25.3% | 0.07% | -34.3% |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $256,862 | -7.6% | 6,388 | -7.6% | 0.07% | +1.5% |
| RELX | Buy | RELX PLCsponsored adr | $253,649 | +21.3% | 7,819 | +3.7% | 0.07% | +32.0% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $253,108 | – | 2,721 | +100.0% | 0.07% | – |
| F | Buy | FORD MTR CO DEL | $245,255 | +10.0% | 19,465 | +1.5% | 0.06% | +20.8% |
| CRM | New | SALESFORCE INC | $237,339 | – | 1,188 | +100.0% | 0.06% | – |
| GD | Sell | GENERAL DYNAMICS CORP | $240,762 | -16.1% | 1,055 | -8.7% | 0.06% | -8.8% |
| RY | New | ROYAL BK CDA SUSTAINABL | $237,708 | – | 2,487 | +100.0% | 0.06% | – |
| CNI | Buy | CANADIAN NATL RY CO | $236,648 | +5.8% | 2,006 | +6.6% | 0.06% | +15.1% |
| ABT | Sell | ABBOTT LABS | $229,591 | -38.1% | 2,267 | -32.9% | 0.06% | -31.8% |
| EMR | Sell | EMERSON ELEC CO | $229,266 | -14.5% | 2,631 | -5.7% | 0.06% | -6.3% |
| BK | New | BANK NEW YORK MELLON CORP | $226,519 | – | 4,985 | +100.0% | 0.06% | – |
| HSY | New | HERSHEY CO | $229,202 | – | 901 | +100.0% | 0.06% | – |
| T | Buy | AT&T INC | $222,846 | +9.9% | 11,576 | +5.1% | 0.06% | +20.8% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $224,222 | -1.7% | 627 | -6.8% | 0.06% | +7.4% |
| ED | Buy | CONSOLIDATED EDISON INC | $220,235 | +0.5% | 2,302 | +0.1% | 0.06% | +9.6% |
| DOW | New | DOW INC | $216,485 | – | 3,949 | +100.0% | 0.06% | – |
| AON | Sell | AON PLC | $212,821 | +0.4% | 675 | -4.4% | 0.06% | +10.0% |
| IPG | New | INTERPUBLIC GROUP COS INC | $213,646 | – | 5,737 | +100.0% | 0.06% | – |
| NVR | New | NVR INC | $211,744 | – | 38 | +100.0% | 0.06% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $208,372 | – | 5,496 | +100.0% | 0.05% | – |
| KOF | New | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $207,130 | – | 2,574 | +100.0% | 0.05% | – |
| SCHY | Sell | SCHWAB STRATEGIC TRinternl divid | $203,473 | -52.7% | 8,611 | -55.1% | 0.05% | -48.0% |
| NUE | New | NUCOR CORP | $204,519 | – | 1,324 | +100.0% | 0.05% | – |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $200,416 | -14.7% | 12,581 | -14.6% | 0.05% | -7.1% |
| PYPL | New | PAYPAL HLDGS INC | $200,938 | – | 2,646 | +100.0% | 0.05% | – |
| CI | Buy | THE CIGNA GROUP | $201,614 | -7.7% | 789 | +19.7% | 0.05% | 0.0% |
| VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $170,199 | +10.3% | 11,212 | -0.9% | 0.04% | +18.9% |
| HIMX | Buy | HIMAX TECHNOLOGIES INCsponsored adr | $167,405 | +33.7% | 20,591 | +2.1% | 0.04% | +43.3% |
| VTRS | New | VIATRIS INC | $140,068 | – | 14,560 | +100.0% | 0.04% | – |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $136,897 | +45.7% | 19,418 | +24.2% | 0.04% | +59.1% |
| Sell | NATWEST GROUP PLCspons adr | $128,997 | -4.0% | 19,545 | -6.1% | 0.03% | +3.1% | |
| TKC | Buy | TURKCELL ILETISIM HIZMETLERIspon adr new | $108,980 | -6.0% | 25,344 | +4.7% | 0.03% | +3.7% |
| HEARTBEAM INC | $74,881 | -53.5% | 32,987 | 0.0% | 0.02% | -50.0% | ||
| PLANET LABS PBC | $65,486 | -9.7% | 16,663 | 0.0% | 0.02% | 0.0% | ||
| CX | New | CEMEX SAB DE CVspon adr new | $62,827 | – | 11,361 | +100.0% | 0.02% | – |
| Buy | ABSCI CORPORATION | $38,500 | +22.2% | 22,000 | +46.7% | 0.01% | +42.9% | |
| PARATEK PHARMACEUTICALS INCnote 4.750% 5/0 | $36,134 | -18.1% | 50,000 | 0.0% | 0.01% | -10.0% | ||
| IRONNET INC | $8,790 | +52.9% | 25,000 | 0.0% | 0.00% | +100.0% | ||
| FINV | Exit | FINVOLUTION GROUPsponsored ads | $0 | – | -12,162 | -100.0% | -0.01% | – |
| RFP | Exit | RESOLUTE FST PRODS INC | $0 | – | -9,346 | -100.0% | -0.05% | – |
| AFL | Exit | AFLAC INC | $0 | – | -2,950 | -100.0% | -0.05% | – |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -434 | -100.0% | -0.05% | – |
| Exit | JOBY AVIATION INC | $0 | – | -68,520 | -100.0% | -0.05% | – | |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -7,477 | -100.0% | -0.06% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -3,586 | -100.0% | -0.07% | – |
| HST | Exit | HOST HOTELS & RESORTS INC | $0 | – | -19,032 | -100.0% | -0.07% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -12,962 | -100.0% | -0.08% | – |
| FIDU | Exit | FIDELITY COVINGTON TRUSTmsci indl indx | $0 | – | -6,600 | -100.0% | -0.08% | – |
| WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -11,150 | -100.0% | -0.08% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -2,864 | -100.0% | -0.08% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -660 | -100.0% | -0.08% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -10,953 | -100.0% | -0.09% | – |
| MMM | Exit | 3M CO | $0 | – | -3,195 | -100.0% | -0.09% | – |
| APA | Exit | APA CORPORATION | $0 | – | -8,518 | -100.0% | -0.09% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -4,877 | -100.0% | -0.10% | – |
| FNCL | Exit | FIDELITY COVINGTON TRUSTmsci finls idx | $0 | – | -8,800 | -100.0% | -0.10% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -6,760 | -100.0% | -0.10% | – |
| FHLC | Exit | FIDELITY COVINGTON TRUSTmsci hlth care i | $0 | – | -8,400 | -100.0% | -0.13% | – |
| JMST | Exit | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $0 | – | -112,019 | -100.0% | -1.34% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -268,317 | -100.0% | -3.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-24
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BOOZ ALLEN HAMILTON HLDG COR | 40 | Q3 2023 | 21.5% |
| UNITEDHEALTH GROUP INC | 40 | Q3 2023 | 7.8% |
| Vanguard Small Cap ETF | 40 | Q3 2023 | 7.6% |
| PIMCO Total Return ETF | 40 | Q3 2023 | 2.6% |
| APPLE INC | 40 | Q3 2023 | 1.6% |
| Microsoft Corporation | 40 | Q3 2023 | 1.2% |
| LOCKHEED MARTIN CORP | 40 | Q3 2023 | 0.9% |
| JOHNSON & JOHNSON | 40 | Q3 2023 | 0.7% |
| MARRIOTT INTL INC NEW | 40 | Q3 2023 | 0.6% |
| ExxonMobil Corporation | 40 | Q3 2023 | 0.6% |
View D'Orazio & Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-11-10 |
View D'Orazio & Associates, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.