Five Pine Wealth Management Purchases in Q4 2024

Five Pine Wealth Management

  • $119 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
242K
New
$71.75 - $75.11 $17.4M - $18.2M
242K $17.4B
VEU
Vanguard Ftse All World Ex Us

ETFs
239K
New
$57.29 - $63.1 $13.7M - $15.1M
239K $13.7B
VUG
Vanguard Growth ETF

ETFs
31.6K
New
$378.79 - $428.11 $12M - $13.5M
31.6K $13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20.7K
New
$521.84 - $558.82 $10.8M - $11.6M
20.7K $11.2B
VTV
Vanguard Value ETF

ETFs
52.5K
New
$168.32 - $181.87 $8.84M - $9.56M
52.5K $8.9B
VB
Vanguard Small Cap ETF

ETFs
29.7K
New
$233.76 - $261.58 $6.93M - $7.76M
29.7K $7.13B
RDVY
First Trust Rising Dividend Ac

ETFs
83.3K
New
$58.65 - $64.37 $4.89M - $5.36M
83.3K $4.93B
VTI
Vanguard Total Stock Market Et

ETFs
14.3K
New
$280.04 - $302.45 $4M - $4.32M
14.3K $4.14B
VGIT
Vanguard Intermediate Term Tre

ETFs
70.7K
New
$57.78 - $60.4 $4.09M - $4.27M
70.7K $4.1B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
123K
New
$29.73 - $30.81 $3.66M - $3.79M
123K $3.75B
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
40.9K
New
$68.01 - $70.67 $2.78M - $2.89M
40.9K $2.79B
BNDX
Vanguard Total International B

ETFs
54.5K
New
$48.91 - $50.61 $2.67M - $2.76M
54.5K $2.67B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
27.4K
New
$77.86 - $79.27 $2.14M - $2.18M
27.4K $2.14B
VXF
Vanguard Extended Market ETF

ETFs
11.1K
New
$179.17 - $207.15 $1.99M - $2.3M
11.1K $2.11B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
22K
New
$91.29 - $91.8 $2.01M - $2.02M
22K $2.01B
IAU
Ishares Gold Trust

ETFs
39.1K
New
$48.37 - $52.65 $1.89M - $2.06M
39.1K $1.94B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
22.1K
New
$79.93 - $88.06 $1.77M - $1.95M
22.1K $1.77B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.7K
New
$74.5 - $78.37 $1.24M - $1.31M
16.7K $1.24B
MEAR
Blackrock Short Maturity Munic

ETFs
20.5K
New
$49.94 - $50.28 $1.03M - $1.03M
20.5K $1.03B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
36.7K
New
$27.54 - $83.04 $1.01M - $3.05M
36.7K $1.02B
VGSH
Vanguard

ETFs
16.2K
New
$58.02 - $58.88 $941K - $955K
16.2K $943M
VNQ
Vanguard Specialized Funds Van

ETFs
10K
New
$87.85 - $98.6 $880K - $988K
10K $892M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
31.1K
New
$24.94 - $25.74 $774K - $799K
31.1K $792M
VT
Vanguard Total World Stk Index

ETFs
6.14K
New
$117.09 - $123.07 $718K - $755K
6.14K $721M
SMMT
Summit Therapeutics Inc.

Healthcare
29.7K
New
$17.52 - $23.46 $521K - $698K
29.7K $531M
COST
Costco Wholesale Corp

Consumer Defensive
493
New
$873.59 - $994.69 $431K - $490K
493 $451M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.82K
New
$88.59 - $94.57 $427K - $455K
4.82K $428M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.81K
New
$100.18 - $109.1 $381K - $415K
3.81K $399M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
17.8K
New
$21.7 - $22.73 $387K - $405K
17.8K $387M
MSFT
Microsoft Corp

Technology
865
New
$406.35 - $454.46 $351K - $393K
865 $365M
Fidelity Wise Origin Bitcoin
3.29K
New
N/A
3.29K $268M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
10.7K
New
$22.65 - $23.8 $243K - $255K
10.7K $243M
BIBL
Northern Lts Fd Tr Iv

ETFs
5.99K
New
$38.73 - $42.41 $232K - $254K
5.99K $233M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.24K
New
$44.04 - $49.49 $231K - $259K
5.24K $231M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.94K
New
$56.61 - $61.63 $223K - $243K
3.94K $223M
VBK
Vanguard Small Cap Growth ETF

ETFs
771
New
$264.18 - $304.19 $204K - $235K
771 $216M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.06K
New
$41.08 - $42.6 $208K - $216K
5.06K $212M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
456
New
$442.29 - $483.08 $202K - $220K
456 $207M
Rbb Fd Inc
4.01K
New
N/A
4.01K $201M
Activity Summary
Buys All Purchases 40 New Holdings 40 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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