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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| D'Orazio & Associates Inc
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|---|---|
| CRD # | 131976 |
| SEC # | 801-63706 |
| CIK # | 0001646821 |
| AUM | $1.3 B (2025-03-14) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 703-269-3100 |
| Address | 8614 Westwood Center Drive Vienna, VA 22182 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Booz Allen Hamilton Holding Corp | 68.9 | ||
| UnitedHealth Group Inc | 15.1 | ||
| Microsoft Corp | 12.3 | ||
| Apple Inc | 7.9 | ||
| Nvidia Corp | 6.9 | ||
| Lockheed Martin Corp | 6.5 | ||
| Amazon Com Inc | 4.4 | ||
| Facebook Inc | 2.9 | ||
| Tetra Tech Inc | 2.9 | ||
| Marriott International Inc /MD/ | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 27.2 |
| (b) Individuals (high net worth individuals) | 234 | 1,295.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,860 | 1,322.2 |
| By Discretionary | ||
| Discretionary | 1,860 | 1,322.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,860 | 1,322.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,322.2 | |
| Total | 1,860 | 1,322.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001646821] |
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|---|---|---|
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Planning Alternatives Ltd
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MI | 1.3 |
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One Way Holdings LLC
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OR | 1.3 |