DiNuzzo Private Wealth, Inc.
Top Portfolio Positions
1,202 positions ·
$29,090,341 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
11,651 | $2,956,907 | 10.16% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
7,570 | $2,352,680 | 8.09% |
| NU |
Nu Holdings Ltd.
Financial Services
|
114,000 | $1,638,180 | 5.63% |
| NVDA |
Nvidia Corp
Technology
|
8,763 | $1,528,267 | 5.25% |
| MSFT |
Microsoft Corp
Technology
|
4,078 | $1,509,553 | 5.19% |
| IBM |
International Business Machines Corp
Technology
|
5,908 | $1,432,040 | 4.92% |
| OUNZ |
VanEck Merk Gold ETF
|
28,590 | $1,287,979 | 4.43% |
| EQT |
EQT Corp
Energy
|
13,626 | $867,158 | 2.98% |
| WSBC |
Wesbanco Inc
Financial Services
|
22,736 | $784,164 | 2.70% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,321 | $762,454 | 2.62% |
Portfolio Trend
Holdings in JEF
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,568 | 38 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,354 | 38 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,616 | 40 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,187 | 40 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,357 | 44 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,684 | 47 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,523 | 41 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,040 | 41 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,499 | 34 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,373 | 34 | Shares | Sole | 2024-05-06 | |
| No quarters match your search. | ||||||