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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

D'Orazio & Associates, Inc. INSTITUTION : D'Orazio & Associates, Inc.
D'Orazio & Associates, Inc. Portfolio (reported on 2020-04-28)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (ASIA 50 ETF) AIA 69,990,000 1,256,328 34.27%
BOOZ ALLEN HAMILTON HLDG COR    (CL A) BAH 43,840,000 638,695 21.47%
SPDR SER TR    (BLOOMBERG SRT TR) SJNK 19,464,000 826,135 9.53%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 19,102,000 104,480 9.35%
UNITEDHEALTH GROUP INC    (COM) UNH 12,812,000 51,374 6.27%
SPDR GOLD TRUST    (GOLD SHS) GLD 3,577,000 24,158 1.75%
APPLE INC    (COM) AAPL 1,667,000 6,554 0.81%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,358,000 10,533 0.66%
LOCKHEED MARTIN CORP    (COM) LMT 1,261,000 3,721 0.61%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 1,251,000 15,821 0.61%
MICROSOFT CORP    (COM) MSFT 1,234,000 7,825 0.60%
JOHNSON & JOHNSON    (COM) JNJ 837,000 6,386 0.40%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 768,000 4,623 0.37%
EXXON MOBIL CORP    (COM) XOM 667,000 17,561 0.32%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 655,000 12,908 0.32%
WISDOMTREE TR    (ASIA PAC EXJP FD) DND 655,000 12,365 0.32%
MARRIOTT INTL INC NEW    (CL A) MAR 617,000 8,249 0.30%
AMAZON COM INC    (COM) AMZN 610,000 313 0.29%
VANGUARD INDEX FDS    (VALUE ETF) VTV 547,000 6,142 0.26%
DOMINION ENERGY INC    (COM) D 543,000 7,516 0.26%
VANGUARD WORLD FDS    (INDUSTRIAL ETF) VIS 538,000 4,874 0.26%
CISCO SYS INC    (COM) CSCO 508,000 12,924 0.24%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 507,000 2,393 0.24%
ATLANTIC UN BANKSHARES CORP    (COM) 489,000 22,330 0.23%
UNITED TECHNOLOGIES CORP    (COM) UTX 461,000 4,886 0.22%
FORTINET INC    (COM) FTNT 455,000 4,500 0.22%
SPIRIT AEROSYSTEMS HLDGS INC    (COM CL A) SPR 447,000 18,673 0.21%
WISDOMTREE TR    (INTL SMCAP DIV) DLS 443,000 9,213 0.21%
VANGUARD WORLD FDS    (ENERGY ETF) VDE 435,000 11,379 0.21%
AT&T INC    (COM) T 434,000 14,882 0.21%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 420,000 1,775 0.20%
FIDELITY COVINGTON TR    (MSCI INFO TECH I) FTEC 407,000 6,500 0.19%
PHILIP MORRIS INTL INC    (COM) PM 404,000 5,531 0.19%
INVESCO QQQ TR    (UNIT SER 1) 400,000 2,102 0.19%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 397,000 4,725 0.19%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 370,000 4,332 0.18%
FIDELITY COVINGTON TR    (MSCI HLTH CARE I) FHLC 361,000 8,400 0.17%
BOEING CO    (COM) BA 355,000 2,380 0.17%
PROCTER & GAMBLE CO    (COM) PG 338,000 3,077 0.16%
ALPHABET INC    (CAP STK CL C) GOOG 312,000 268 0.15%
AMGEN INC    (COM) AMGN 310,000 1,530 0.15%
TESLA INC    (COM) TSLA 303,000 578 0.14%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 286,000 655 0.14%
ISHARES TR    (MSCI MIN VOL ETF) USMV 286,000 5,288 0.14%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 272,000 100 0.13%
LOWES COS INC    (COM) LOW 259,000 3,010 0.12%
FIDELITY COVINGTON TR    (MSCI FINLS IDX) FNCL 259,000 8,800 0.12%
ALPHABET INC    (CAP STK CL A) GOOGL 253,000 218 0.12%
WALMART INC    (COM) WMT 245,000 2,159 0.11%
NIKE INC    (CL B) NKE 231,000 2,794 0.11%
PEPSICO INC    (COM) PEP 223,000 1,857 0.10%
HEALTHPEAK PROPERTIES INC    (COM) 220,000 9,236 0.10%
CHEVRON CORP NEW    (COM) CVX 219,000 3,029 0.10%
STARBUCKS CORP    (COM) SBUX 217,000 3,300 0.10%
MCDONALDS CORP    (COM) MCD 213,000 1,285 0.10%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 204,000 1,837 0.09%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 203,000 1,914 0.09%
FIDELITY COVINGTON TR    (MSCI INDL INDX) FIDU 201,000 6,600 0.09%
PFIZER INC    (COM) PFE 185,000 5,676 0.09%
HONEYWELL INTL INC    (COM) HON 182,000 1,361 0.08%
PAYPAL HLDGS INC    (COM) PYPL 182,000 1,900 0.08%
GENERAL ELECTRIC CO    (COM) GE 172,000 21,647 0.08%
MONDELEZ INTL INC    (CL A) MDLZ 169,000 3,384 0.08%
ABBOTT LABS    (COM) ABT 167,000 2,121 0.08%
CONSOLIDATED EDISON INC    (COM) ED 165,000 2,115 0.08%
ALTRIA GROUP INC    (COM) MO 164,000 4,252 0.08%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 163,000 4,879 0.07%
ORACLE CORP    (COM) ORCL 156,000 3,221 0.07%
ARCH CAP GROUP LTD    (ORD) ACGL 154,000 5,400 0.07%
V F CORP    (COM) VFC 151,000 2,800 0.07%
ISHARES TR    (MSCI EAFE ETF) EFA 149,000 2,791 0.07%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 149,000 1,295 0.07%
ABBVIE INC    (COM) ABBV 143,000 1,881 0.07%
SKYWORKS SOLUTIONS INC    (COM) SWKS 143,000 1,600 0.07%
COCA COLA CO    (COM) KO 141,000 3,193 0.06%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 139,000 4,151 0.06%
NORFOLK SOUTHERN CORP    (COM) NSC 138,000 945 0.06%
ISHARES SILVER TRUST    (ISHARES) SLV 131,000 10,000 0.06%
VISA INC    (COM CL A) V 129,000 800 0.06%
TRUIST FINL CORP    (COM) 120,000 3,904 0.05%
BLACKROCK MUNIHOLDINGS FD IN    (COM) MHD 117,000 7,500 0.05%
DUKE ENERGY CORP NEW    (COM NEW) DUK 116,000 1,437 0.05%
INVESCO CURRENCYSHARES SWISS    (SWISS FRANC) 115,000 1,200 0.05%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 113,000 515 0.05%
ISHARES TR    (PFD AND INCM SEC) PFF 110,000 3,464 0.05%
VERIZON COMMUNICATIONS INC    (COM) VZ 104,000 1,944 0.05%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 100,000 1,663 0.04%
BP PLC    (SPONSORED ADR) BP 99,000 4,047 0.04%
LILLY ELI & CO    (COM) LLY 98,000 704 0.04%
COMCAST CORP NEW    (CL A) CMCSA 95,000 2,749 0.04%
CATERPILLAR INC DEL    (COM) CAT 93,000 800 0.04%
SOUTHWEST AIRLS CO    (COM) LUV 89,000 2,500 0.04%
WEC ENERGY GROUP INC    (COM) 89,000 1,010 0.04%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 88,000 1,951 0.04%
BLACKROCK INC    (COM) BLK 88,000 200 0.04%
ISHARES GOLD TRUST    (ISHARES) IAU 86,000 5,700 0.04%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 81,000 1,158 0.03%
ROPER TECHNOLOGIES INC    (COM) ROP 81,000 259 0.03%
INTEL CORP    (COM) INTC 77,000 1,426 0.03%
EVERSOURCE ENERGY    (COM) ES 77,000 983 0.03%
HDFC BANK LTD    (SPONSORED ADS) HDB 77,000 2,000 0.03%
EMERSON ELEC CO    (COM) EMR 76,000 1,586 0.03%
VANGUARD INDEX FDS    (MID CAP ETF) VO 74,000 562 0.03%
WELLS FARGO CO NEW    (COM) WFC 73,000 2,549 0.03%
WASHINGTON REAL ESTATE INVT    (SH BEN INT) WRE 72,000 3,000 0.03%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 71,000 1,736 0.03%
JPMORGAN CHASE & CO    (COM) JPM 70,000 779 0.03%
POWERSHARES DB MULTI-SECTOR    (GOLD FD) 70,000 1,500 0.03%
BOSTON PROPERTIES INC    (COM) BXP 69,000 750 0.03%
ATLASSIAN CORP PLC    (CL A) TEAM 69,000 500 0.03%
NEW YORK TIMES CO    (CL A) NYT 66,000 2,135 0.03%
3M CO    (COM) MMM 63,000 459 0.03%
MARRIOTT VACTINS WORLDWID CO    (COM) VAC 62,000 1,115 0.03%
PRINCIPAL FINL GROUP INC    (COM) PFG 62,000 1,983 0.03%
KONINKLIJKE PHILIPS N V    (NY REG SH NEW) PHG 60,000 1,500 0.02%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 58,000 1,036 0.02%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 57,000 362 0.02%
AMERICAN ELEC PWR CO INC    (COM) AEP 57,000 715 0.02%
ISHARES TR    (CORE S&P TTL STK) ISI 57,000 1,000 0.02%
MERCK & CO. INC    (COM) MRK 56,000 722 0.02%
CROWN CASTLE INTL CORP NEW    (COM) CCI 54,000 372 0.02%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 54,000 1,114 0.02%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 53,000 207 0.02%
SOUTHERN CO    (COM) SO 52,000 967 0.02%
ESSENTIAL UTILS INC    (COM ) 51,000 1,250 0.02%
NEXTERA ENERGY INC    (COM) NEE 48,000 200 0.02%
ISHARES TR    (EAFE VALUE ETF) EFV 47,000 1,328 0.02%
HOME DEPOT INC    (COM) HD 47,000 250 0.02%
CIGNA CORP NEW    (COM) 46,000 261 0.02%
MARKEL CORP    (COM) MKL 46,000 50 0.02%
RIO TINTO PLC    (SPONSORED ADR) RTP 46,000 1,000 0.02%
INVESCO EXCHANGE TRADED FD T    (DYNMC MEDIA) 45,000 1,892 0.02%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 45,000 509 0.02%
BROOKFIELD INFRAST PARTNERS    (LP INT UNIT) BIP 44,000 1,233 0.02%
ISHARES TR    (S&P 100 ETF) OEF 44,000 373 0.02%
EATON CORP PLC    (SHS) ETN 43,000 554 0.02%
MEDICAL PPTYS TRUST INC    (COM) MPW 43,000 2,500 0.02%
CORNING INC    (COM) GLW 41,000 2,000 0.02%
EASTMAN CHEM CO    (COM) EMN 40,000 851 0.01%
GENERAL MTRS CO    (COM) GM 40,000 1,938 0.01%
ISHARES TR    (CORE MSCI EAFE) IEFA 40,000 800 0.01%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 39,000 200 0.01%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 38,000 816 0.01%
ISHARES TR    (CORE US AGGBD ET) AGG 38,000 328 0.01%
LEIDOS HOLDINGS INC    (COM) LDOS 38,000 410 0.01%
WESBANCO INC    (COM) WSBC 37,000 1,542 0.01%
DISNEY WALT CO    (COM DISNEY) DIS 37,000 381 0.01%
HOST HOTELS & RESORTS INC    (COM) HST 36,000 3,291 0.01%
VANGUARD WHITEHALL FDS    (EMERG MKT BD ETF) VWOB 36,000 514 0.01%
HP INC    (COM) HPQ 35,000 2,034 0.01%
JBG SMITH PPTYS    (COM) 35,000 1,100 0.01%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 35,000 234 0.01%
FACEBOOK INC    (CL A) FB 35,000 210 0.01%
CITIGROUP INC    (COM NEW) C 34,000 804 0.01%
SAUL CTRS INC    (COM) BFS 33,000 1,000 0.01%
PTC INC    (COM) PMTC 31,000 500 0.01%
HUMANA INC    (COM) HUM 31,000 100 0.01%
BAIDU INC    (SPON ADR REP A) BIDU 30,000 300 0.01%
PRICE T ROWE GROUP INC    (COM) TROW 29,000 300 0.01%
COSTCO WHSL CORP NEW    (COM) COST 29,000 100 0.01%
FORD MTR CO DEL    (COM) F 28,000 5,836 0.01%
CUE BIOPHARMA INC    (COM) 28,000 2,000 0.01%
NEW YORK CMNTY BANCORP INC    (COM) NYB 28,000 3,014 0.01%
SEAGATE TECHNOLOGY PLC    (SHS) STX 28,000 580 0.01%
STANLEY BLACK & DECKER INC    (COM) SWK 27,000 272 0.01%
WEYERHAEUSER CO    (COM) WY 27,000 1,600 0.01%
SELECT SECTOR SPDR TR    (SBI MATERIALS) XLB 27,000 600 0.01%
PHILLIPS 66    (COM) PSX 26,000 488 0.01%
SQUARE INC    (CL A) 26,000 500 0.01%
CLOROX CO DEL    (COM) CLX 25,000 144 0.01%
KRAFT HEINZ CO    (COM) KHC 25,000 1,029 0.01%
FIREEYE INC    (COM) FEYE 24,000 2,300 0.01%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 24,000 200 0.01%
BK OF AMERICA CORP    (COM) BAC 23,000 1,067 0.01%
L3HARRIS TECHNOLOGIES INC    (COM) 23,000 130 0.01%
CHUBB LIMITED    (COM) CB 23,000 208 0.01%
CARLYLE GROUP INC    (COM ) 22,000 993 0.01%
SMUCKER J M CO    (COM NEW) SJM 22,000 197 0.01%
QUEST DIAGNOSTICS INC    (COM) DGX 22,000 276 0.01%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 22,000 455 0.01%
VANGUARD WORLD FDS    (CONSUM DIS ETF) VCR 22,000 154 0.01%
AMERICAN TOWER CORP NEW    (COM) AMT 22,000 100 0.01%
PIMCO ETF TR    (1-5 US TIP IDX) STPZ 22,000 434 0.01%
XILINX INC    (COM) XLNX 21,000 269 0.01%
ROYAL DUTCH SHELL PLC    (SPON ADR B) RDS-B 21,000 650 0.01%
NETFLIX INC    (COM) NFLX 21,000 55 0.01%
KIMBERLY CLARK CORP    (COM) KMB 21,000 163 0.01%
HOVNANIAN ENTERPRISES INC    (CL A NEW) 20,000 2,458 0.00%
REALTY INCOME CORP    (COM) O 20,000 408 0.00%
HEWLETT PACKARD ENTERPRISE C    (COM) HPE 20,000 2,031 0.00%
ALPS ETF TR    (ALERIAN MLP) AMLP 19,000 5,655 0.00%
NORTONLIFELOCK INC    (COM) 19,000 1,000 0.00%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 17,000 143 0.00%
HIGHWOODS PPTYS INC    (COM) HIW 17,000 493 0.00%
MFS MUN INCOME TR    (SH BEN INT) MFM 16,000 2,500 0.00%
QORVO INC    (COM) QRVO 16,000 200 0.00%
NUVEEN AMT FREE MUN CR INC F    (COM) NVG 15,000 1,000 0.00%
MCCORMICK & CO INC    (COM NON VTG) MKC 15,000 105 0.00%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 15,000 1,040 0.00%
FLOWERS FOODS INC    (COM) FLO 15,000 750 0.00%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 204,187,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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George Soros

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