Pine Harbor Wealth Management, LLC Reduced Holdings in Q2 2024

Pine Harbor Wealth Management, LLC

  • $170 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-12K
- 68.93%
$40.79 - $41.97 $490K - $504K
5.41K $225M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-8.31K
- 14.68%
$47.74 - $48.54 $397K - $403K
48.3K $2.34B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.95K
- 9.9%
$75.81 - $76.76 $299K - $303K
35.9K $2.76B
Innovator Etfs Trust
-10.9K
- 48.87%
N/A
11.4K $273M
VMC
Vulcan Materials CO

Basic Materials
-257
- 4.34%
$244.64 - $272.07 $62.9K - $69.9K
5.67K $1.41B
VRIG
Invesco Actively Managed ETF F

ETFs
-7.18K
- 8.53%
$25.06 - $25.24 $180K - $181K
76.9K $1.93B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.03K
- 9.28%
$77.44 - $82.55 $157K - $167K
19.8K $1.61B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.2K
- 32.36%
$142.05 - $197.88 $170K - $237K
2.51K $496M
VIG
Vanguard Dividend Appreciation

ETFs
-608
- 12.03%
$173.33 - $185.29 $105K - $113K
4.44K $811M
SUB
Ishares Short Term National Mu

ETFs
-922
- 4.68%
$104.04 - $104.8 $95.9K - $96.6K
18.8K $1.96B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-3.33K
- 11.1%
$24.84 - $27.2 $82.7K - $90.6K
26.7K $713M
USFR
Wisdomtree Floating Rate Treas

ETFs
-1K
- 9.69%
$50.28 - $50.52 $50.3K - $50.5K
9.32K $469M
MCD
Mcdonalds Corp

Consumer Cyclical
-8
- 0.65%
$249.37 - $280.22 $1.99K - $2.24K
1.23K $313M
IGRO
Ishares Tr International Divid

ETFs
-465
- 3.19%
$64.14 - $69.66 $29.8K - $32.4K
14.1K $952M
DGRO
Ishares Core Dividend Growth E

ETFs
-104
- 0.54%
$55.23 - $58.55 $5.74K - $6.09K
19.2K $1.1B
XLE
Energy Sector Spdr

ETFs
-39
- 1.41%
$88.04 - $98.08 $3.43K - $3.83K
2.72K $248M
TFC
Truist Financial Corp

Financial Services
-114
- 1.05%
$35.41 - $40.18 $4.04K - $4.58K
10.7K $417M
Innovator Etfs Trust
-176
- 0.9%
N/A
19.4K $519M
KO
Coca Cola CO

Consumer Defensive
-53
- 1.39%
$58.06 - $64.15 $3.08K - $3.4K
3.77K $240M
TXN
Texas Instruments Inc

Technology
-111
- 6.86%
$159.68 - $202.54 $17.7K - $22.5K
1.51K $293M
WMT
Walmart Inc.

Consumer Defensive
-19
- 0.49%
$58.85 - $68.9 $1.12K - $1.31K
3.88K $263M
Activity Summary
Buys All Purchases 48 New Holdings 5 Increased Positions 43 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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