Pine Harbor Wealth Management, LLC Sells in Q3 2024

Pine Harbor Wealth Management, LLC

  • $201 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-26.9K
- 55.72%
$48.06 - $49.39 $1.29M - $1.33M
21.4K $1.05B
NVDA
Nvidia Corp

Technology
-9.41K
- 23.78%
$98.91 - $134.91 $931K - $1.27M
30.2K $3.66B
VUSB
Vanguard Bd Index Fds
-21.4K
- 17.64%
N/A
99.9K $4.99B
VTV
Vanguard Value ETF

ETFs
-5.28K
- 42.22%
$159.75 - $174.57 $843K - $921K
7.22K $1.26B
VTI
Vanguard Total Stock Market Et

ETFs
-4.88K
- 9.12%
$255.18 - $283.2 $1.25M - $1.38M
48.6K $13.8B
AAPL
Apple Inc.

Technology
-4.13K
- 16.66%
$207.23 - $234.82 $856K - $970K
20.7K $4.81B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.16K
- 14.37%
$76.38 - $78.87 $394K - $407K
30.8K $2.42B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-12.5K
- 46.93%
$25.21 - $28.46 $316K - $356K
14.2K $399M
AMZN
Amazon Com Inc

Consumer Cyclical
-994
- 12.74%
$161.02 - $200.0 $160K - $199K
6.81K $1.27B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.47K
- 58.53%
$191.76 - $263.26 $282K - $386K
1.04K $272M
MSFT
Microsoft Corp

Technology
-66
- 0.58%
$395.15 - $467.56 $26.1K - $30.9K
11.2K $4.84B
Innovator Etfs Trust
-7.33K
- 37.78%
N/A
12.1K $331M
Dimensional ETF Trust
-10.8K
- 12.44%
N/A
76K $2.34B
GOOGL
Alphabet Inc.

Communication Services
-143
- 1.72%
$148.65 - $191.18 $21.3K - $27.3K
8.16K $1.35B
VIG
Vanguard Dividend Appreciation

ETFs
-1.01K
- 22.66%
$182.15 - $182.15 $183K - $183K
3.44K $681M
BALT
Innovator Etfs Tr
-4.59K
- 20.8%
$29.76 - $30.83 $137K - $141K
17.5K $539M
SPY
Spdr S&P 500 ETF Trust

ETFs
-178
- 23.03%
$517.38 - $573.86 $92.1K - $102K
595 $342M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.44K
- 12.3%
$80.13 - $88.89 $195K - $216K
17.4K $1.53B
Innovator Etfs Trust
-2.68K
- 23.6%
N/A
8.68K $207M
QCOM
Qualcomm Inc

Technology
-81
- 5.43%
$156.12 - $209.64 $12.6K - $17K
1.41K $240M
V
Visa Inc.

Financial Services
-300
- 13.13%
$253.74 - $291.56 $76.1K - $87.5K
1.99K $546M
MRK
Merck & Co., Inc.

Healthcare
-46
- 1.39%
$111.15 - $128.97 $5.11K - $5.93K
3.27K $371M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.9K
- 8.62%
$23.61 - $24.64 $44.9K - $46.9K
20.2K $493M
META
Meta Platforms, Inc.

Communication Services
-168
- 17.85%
$453.41 - $572.44 $76.2K - $96.2K
773 $443M
MA
Mastercard Inc

Financial Services
-203
- 13.51%
$429.6 - $500.99 $87.2K - $102K
1.3K $642M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-335
- 7.38%
$50.52 - $50.95 $16.9K - $17.1K
4.2K $214M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-290
- 5.28%
$58.03 - $65.37 $16.8K - $19K
5.2K $337M
CSCO
Cisco Systems, Inc.

Technology
-214
- 4.59%
$44.74 - $53.22 $9.57K - $11.4K
4.44K $237M
VB
Vanguard Small Cap ETF

ETFs
-4
- 0.43%
$214.77 - $237.72 $859 - $951
917 $218M
Linde PLC
-1
- 0.22%
N/A
462 $221M
VEA
Vanguard Ftse Developed Market

ETFs
-1.85K
- 4.52%
$47.6 - $53.31 $87.9K - $98.4K
39K $2.06B
DGRO
Ishares Core Dividend Growth E

ETFs
-132
- 0.69%
$57.47 - $62.76 $7.59K - $8.28K
19K $1.19B
IGRO
Ishares Tr International Divid

ETFs
-39
- 0.28%
$66.7 - $75.25 $2.6K - $2.93K
14.1K $1.05B
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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