Fairman Group, LLC Incresed Positions in Q3 2024

Fairman Group, LLC

  • $111 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
14.8K
+ 120.27%
$180.43 - $223.9 $2.67M - $3.31M
27.1K $5.68B
IVV
Ishares Core S&P 500 ETF

ETFs
109
+ 0.46%
$520.18 - $576.82 $56.7K - $62.9K
23.9K $13.8B
VEA
Vanguard Ftse Developed Market

ETFs
449
+ 0.38%
$47.6 - $53.31 $21.4K - $23.9K
118K $6.25B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
12.2K
+ 778.69%
$26.82 - $30.58 $327K - $373K
13.8K $387M
WRB
Berkley W R Corp

Financial Services
23.4K
+ 50.0%
$51.54 - $79.62 $1.2M - $1.86M
70.1K $3.98B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.04K
+ 2.28%
$57.32 - $62.65 $59.7K - $65.2K
46.8K $2.91B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.49K
+ 78.93%
$23.04 - $24.06 $195K - $204K
19.2K $463M
XOM
Exxon Mobil Corp

Energy
1.37K
+ 107.76%
$109.72 - $119.0 $151K - $164K
2.65K $310M
SCHO
Schwab Short Term Us Treasury

ETFs
3.05K
+ 97.6%
$47.93 - $49.06 $146K - $150K
6.18K $302M
VTWO
Vanguard Russell 2000 ETF

ETFs
258
+ 1.88%
$81.17 - $90.77 $20.9K - $23.4K
14K $1.25B
PRF
Invesco Exchange Traded Fd Tr

ETFs
116
+ 0.36%
$37.33 - $40.63 $4.33K - $4.71K
32.6K $1.32B
ET
Energy Transfer LP

Energy
5.65K
+ 34.63%
$15.43 - $16.44 $87.1K - $92.8K
21.9K $352M
EPD
Enterprise Products Partners L.P.

Energy
2.42K
+ 14.96%
$27.88 - $30.0 $67.4K - $72.5K
18.6K $541M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.12%
$517.38 - $573.86 $1.03K - $1.15K
1.63K $939M
STRV
Ea Ser Tr Strive 500 ETF
64
+ 0.29%
N/A
22.2K $816M
VNQ
Vanguard Specialized Funds Van

ETFs
23
+ 1.03%
$82.97 - $98.97 $1.91K - $2.28K
2.26K $222M
IDEV
Ishares Core Msci Intl Develop

ETFs
196
+ 5.97%
$63.46 - $71.43 $12.4K - $14K
3.48K $246M
ISMD
Northern Lts Fd Tr Iv

ETFs
34
+ 0.41%
$34.03 - $38.37 $1.16K - $1.3K
8.32K $316M
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.47%
$182.15 - $182.15 $1.46K - $1.46K
1.73K $344M
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.74%
$237.84 - $263.83 $2.14K - $2.37K
1.22K $322M
MO
Altria Group, Inc.

Consumer Defensive
410
+ 85.06%
$45.95 - $54.71 $18.8K - $22.4K
892 $46.4M
VOTE
Engine No 1 ETF Tr

ETFs
313
+ 43.35%
$60.37 - $67.04 $18.9K - $21K
1.04K $69.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
29
+ 0.28%
$31.05 - $34.29 $900 - $994
10.5K $360M
SCHG
Schwab Strategic Tr Us Large C

ETFs
82
+ 2.08%
$92.63 - $105.69 $7.6K - $8.67K
4.03K $420M
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.25%
$240.48 - $267.94 $721 - $804
1.18K $316M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
111
+ 5.65%
$75.47 - $83.18 $8.38K - $9.23K
2.08K $172M
DGS
Wisdomtree Emerging Markets Sm

ETFs
62
+ 1.05%
$48.46 - $54.37 $3K - $3.37K
5.95K $320M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.07%
$61.11 - $67.85 $183 - $204
4.42K $300M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12
+ 0.43%
$58.03 - $65.37 $696 - $784
2.8K $181M
ACVF
ETF Opportunities Tr American

ETFs
8
+ 0.16%
$39.3 - $43.65 $314 - $349
4.94K $216M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.33%
$523.84 - $572.02 $524 - $572
305 $174M
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.29%
$163.98 - $182.92 $328 - $366
699 $128M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4
+ 0.26%
$59.25 - $65.33 $237 - $261
1.55K $100M
DFIS
Dimensional ETF Tr Dimensional

ETFs
9
+ 0.3%
$24.06 - $26.97 $217 - $243
3.02K $81M
MSTR
Microstrategy Inc

Technology
180
+ 900.0%
$114.3 - $1800.09 $20.6K - $324K
200 $33.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3
+ 0.2%
$46.9 - $51.96 $141 - $156
1.49K $76.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20
+ 0.95%
$36.98 - $41.55 $740 - $831
2.12K $87M
DVY
Ishares Tr

ETFs
2
+ 0.54%
$119.99 - $135.74 $240 - $271
373 $50.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 1.87%
$149.02 - $167.67 $745 - $838
272 $45.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 3.0%
$162.83 - $179.16 $977 - $1.07K
206 $37M
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.37%
$107.72 - $119.96 $215 - $240
537 $64.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
13
+ 2.16%
$56.47 - $63.69 $734 - $828
615 $38.7M
PFE
Pfizer Inc

Healthcare
11
+ 0.35%
$27.7 - $31.39 $305 - $345
3.2K $92.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.23%
$113.41 - $125.62 $113 - $126
441 $55.4M
T
At&T Inc.

Communication Services
5
+ 0.52%
$18.21 - $22.28 $91.1 - $111
974 $21.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20
+ 0.91%
$48.06 - $49.39 $961 - $988
2.22K $110M
PPL
Ppl Corp

Utilities
4
+ 0.88%
$27.36 - $33.08 $109 - $132
460 $15.3M
USB
Us Bancorp \De\

Financial Services
4
+ 1.11%
$39.04 - $47.23 $156 - $189
363 $16.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.64%
$218.05 - $243.47 $218 - $243
158 $38.4M
Activity Summary
Buys All Purchases 74 New Holdings 10 Increased Positions 64 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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