DiNuzzo Private Wealth, Inc.
Top Portfolio Positions
1,077 positions ·
$30,082,224 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
12,165 | $3,307,176 | 10.99% |
| MCD |
Mcdonalds Corp
|
7,557 | $2,309,645 | 7.68% |
| NU |
Nu Holdings Ltd.
|
120,000 | $2,008,800 | 6.68% |
| MSFT |
Microsoft Corp
|
4,102 | $1,983,809 | 6.59% |
| IBM |
International Business Machines Corp
|
5,908 | $1,750,008 | 5.82% |
| NVDA |
Nvidia Corp
|
8,757 | $1,633,180 | 5.43% |
| OUNZ |
VanEck Merk Gold ETF
|
27,160 | $1,126,596 | 3.75% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,262 | $775,259 | 2.58% |
| WSBC |
Wesbanco Inc
|
22,712 | $754,946 | 2.51% |
| EQT |
EQT Corp
|
13,626 | $730,353 | 2.43% |
Portfolio Trend
Holdings in ANVS
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,460 | 1,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,070 | 1,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,170 | 1,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,500 | 1,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,030 | 1,000 | Shares | Sole | 2025-01-23 | |
| No quarters match your search. | ||||||