Blue Stem Wealth Partners, LLC New Holdings in Q4 2024

Blue Stem Wealth Partners, LLC

  • $762 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
246K
New
$570.51 - $610.59 $140M - $150M
246K $145B
VUG
Vanguard Growth ETF

ETFs
209K
New
$378.79 - $428.11 $79.1M - $89.4M
209K $85.7B
FNDX
Schwab Fundamental U S Large C

ETFs
2.25M
New
$23.49 - $71.77 $53M - $162M
2.25M $53.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
824K
New
$61.68 - $67.87 $50.8M - $55.9M
824K $51.3B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.72M
New
$18.41 - $40.87 $50.1M - $111M
2.72M $50.4B
RECS
Columbia ETF Tr I

ETFs
1.2M
New
$33.61 - $36.42 $40.2M - $43.6M
1.2M $41.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
532K
New
$71.75 - $75.11 $38.1M - $39.9M
532K $38.2B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
992K
New
$38.37 - $42.82 $38.1M - $42.5M
992K $38.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.54M
New
$22.39 - $23.45 $34.4M - $36M
1.54M $35.3B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
615K
New
$45.17 - $47.23 $27.8M - $29.1M
615K $27.9B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
391K
New
$43.84 - $48.76 $17.2M - $19.1M
391K $17.2B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
297K
New
$44.21 - $46.46 $13.1M - $13.8M
297K $13.2B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
536K
New
$23.29 - $23.93 $12.5M - $12.8M
536K $12.6B
VTV
Vanguard Value ETF

ETFs
60.5K
New
$168.32 - $181.87 $10.2M - $11M
60.5K $10.2B
Jpmorgan Limited Duration Bond ETF
162K
New
N/A
162K $8.36B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
71.5K
New
$96.64 - $101.23 $6.91M - $7.24M
71.5K $6.93B
XLC
Select Sector Spdr Tr Communic

ETFs
66.3K
New
$89.66 - $102.16 $5.95M - $6.77M
66.3K $6.42B
XLK
Technology Sector Spdr

ETFs
27.4K
New
$220.26 - $241.44 $6.04M - $6.62M
27.4K $6.38B
XLP
Consumer Staples Sector Spdr

ETFs
80.2K
New
N/A
80.2K $6.31B
XLI
Industrial Sector Spdr

ETFs
47K
New
$131.76 - $143.99 $6.19M - $6.76M
47K $6.19B
AVUV
American Centy ETF Tr Avantis

ETFs
47.3K
New
$94.37 - $106.41 $4.46M - $5.03M
47.3K $4.56B
AAPL
Apple Inc.

Technology
17.9K
New
$221.69 - $259.02 $3.97M - $4.64M
17.9K $4.49B
MUST
Columbia ETF Tr I Multi Sector

ETFs
218K
New
$20.25 - $20.87 $4.42M - $4.56M
218K $4.43B
AOR
Ishares Tr Core Growth Allocat

ETFs
76.9K
New
$57.32 - $59.66 $4.41M - $4.59M
76.9K $4.41B
AMP
Ameriprise Financial Inc

Financial Services
5.77K
New
$473.15 - $574.01 $2.73M - $3.31M
5.77K $3.07B
PULS
Pgim ETF Tr

ETFs
61.4K
New
$49.51 - $49.79 $3.04M - $3.06M
61.4K $3.04B
EWI
Ishares Inc Msci Italy ETF

ETFs
79.5K
New
$35.52 - $39.19 $2.82M - $3.12M
79.5K $2.86B
EWG
Ishares Msci Germany ETF

ETFs
88.6K
New
$31.27 - $33.44 $2.77M - $2.96M
88.6K $2.82B
EWU
Ishs Msci Utd Kingdom ETF

ETFs
83K
New
$33.67 - $37.35 $2.8M - $3.1M
83K $2.81B
ICVT
Ishares Tr Convertible Bond Et

ETFs
32.7K
New
$83.09 - $89.28 $2.72M - $2.92M
32.7K $2.78B
EWC
Ishares Msci Canada ETF

ETFs
68.9K
New
$39.64 - $43.28 $2.73M - $2.98M
68.9K $2.78B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
42.9K
New
N/A
42.9K $2.71B
TSLA
Tesla, Inc.

Consumer Cyclical
4.65K
New
$213.65 - $479.86 $994K - $2.23M
4.65K $1.88B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
67.8K
New
$26.93 - $84.95 $1.83M - $5.76M
67.8K $1.85B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
14.4K
New
$124.61 - $133.96 $1.79M - $1.92M
14.4K $1.85B
UNH
Unitedhealth Group Inc

Healthcare
3.56K
New
$485.52 - $625.25 $1.73M - $2.23M
3.56K $1.8B
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.3K
New
$124.26 - $134.12 $1.65M - $1.79M
13.3K $1.71B
AMZN
Amazon Com Inc

Consumer Cyclical
7.22K
New
$180.88 - $232.93 $1.31M - $1.68M
7.22K $1.58B
AOM
Ishares Tr Core Moderate Alloc

ETFs
35K
New
$43.44 - $45.05 $1.52M - $1.58M
35K $1.52B
NVDA
Nvidia Corp

Technology
11.2K
New
$117.0 - $148.88 $1.31M - $1.67M
11.2K $1.51B
BSX
Boston Scientific Corp

Healthcare
16.6K
New
$83.62 - $91.5 $1.39M - $1.52M
16.6K $1.49B
AOK
Ishares Tr Core Conservative A

ETFs
38.5K
New
$37.3 - $38.64 $1.44M - $1.49M
38.5K $1.44B
AOA
Ishares Tr Core Aggressive All

ETFs
13.9K
New
$76.61 - $79.88 $1.07M - $1.11M
13.9K $1.07B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
46.1K
New
$22.01 - $66.82 $1.02M - $3.08M
46.1K $1.05B
GOOGL
Alphabet Inc.

Communication Services
5.04K
New
$161.86 - $196.66 $816K - $991K
5.04K $954M
VIG
Vanguard Dividend Appreciation

ETFs
4.82K
New
N/A
4.82K $943M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
10.2K
New
$81.6 - $90.89 $836K - $932K
10.2K $880M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.34K
New
$95.27 - $107.82 $699K - $791K
7.34K $758M
MSFT
Microsoft Corp

Technology
1.8K
New
$406.35 - $454.46 $730K - $816K
1.8K $757M
Activity Summary
Buys All Purchases 101 New Holdings 101 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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