Martin Worley Group New Holdings in Q4 2024

Martin Worley Group

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
1.16K
New
$554.08 - $632.68 $641K - $732K
1.16K $678M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.41K
New
$264.18 - $304.19 $637K - $734K
2.41K $676M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
6.04K
New
$108.6 - $115.42 $656K - $697K
6.04K $659M
EFV
Msci Eafe Value ETF

ETFs
11.9K
New
$51.78 - $57.15 $617K - $681K
11.9K $625M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.88K
New
$60.13 - $67.31 $594K - $665K
9.88K $600M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17.1K
New
$33.92 - $36.6 $581K - $627K
17.1K $593M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.8K
New
$49.79 - $51.14 $587K - $602K
11.8K $591M
DUHP
Dimensional ETF Tr Dimensional

ETFs
17.3K
New
$33.62 - $35.69 $581K - $617K
17.3K $584M
XOM
Exxon Mobil Corp

Energy
4.62K
New
$105.51 - $125.37 $487K - $579K
4.62K $497M
CVX
Chevron Corp

Energy
3.4K
New
$141.15 - $162.53 $480K - $552K
3.4K $492M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
9.48K
New
$47.65 - $48.6 $452K - $461K
9.48K $453M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
18.1K
New
$22.63 - $47.53 $409K - $859K
18.1K $410M
EFG
Msci Eafe Growth ETF

ETFs
4.17K
New
$96.83 - $106.88 $404K - $446K
4.17K $404M
NVDA
Nvidia Corp

Technology
2.8K
New
$117.0 - $148.88 $327K - $416K
2.8K $376M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
3K
New
$107.32 - $127.74 $322K - $383K
3K $369M
T
At&T Inc.

Communication Services
16.1K
New
$21.22 - $23.88 $342K - $385K
16.1K $367M
VO
Vanguard Mid Cap ETF

ETFs
1.24K
New
$261.5 - $284.63 $323K - $352K
1.24K $326M
LUV
Southwest Airlines CO

Industrials
8.82K
New
$28.99 - $34.84 $256K - $307K
8.82K $296M
VB
Vanguard Small Cap ETF

ETFs
1.23K
New
$233.76 - $261.58 $287K - $321K
1.23K $295M
VGT
Vanguard Information Technolog

ETFs
473
New
$571.78 - $647.97 $270K - $306K
473 $294M
VV
Vanguard Large Cap ETF

ETFs
1.07K
New
$260.27 - $280.65 $279K - $301K
1.07K $289M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.47K
New
$61.52 - $66.5 $275K - $297K
4.47K $285M
AVGO
Broadcom Inc.

Technology
1.17K
New
$159.67 - $250.0 $187K - $293K
1.17K $271M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.64K
New
$57.53 - $60.83 $267K - $282K
4.64K $267M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.53K
New
$74.5 - $78.37 $263K - $276K
3.53K $263M
CGGO
Capital Group Global Growth Eq

ETFs
8.3K
New
$29.21 - $30.67 $242K - $255K
8.3K $243M
CSX
Csx Corp

Industrials
7.45K
New
$31.58 - $36.88 $235K - $275K
7.45K $241M
NYF
Ishares New York Muni Bond ETF

ETFs
4.21K
New
$52.85 - $54.34 $223K - $229K
4.21K $224M
AOA
Ishares Tr Core Aggressive All

ETFs
2.86K
New
$76.61 - $79.88 $219K - $229K
2.86K $219M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.6K
New
$18.41 - $40.87 $213K - $474K
11.6K $214M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.57K
New
$79.93 - $88.06 $205K - $226K
2.57K $206M
VZ
Verizon Communications Inc

Communication Services
5.02K
New
$39.6 - $45.21 $199K - $227K
5.02K $201M
AGNC
Agnc Investment Corp.

Real Estate
10.3K
New
$9.21 - $10.59 $94.8K - $109K
10.3K $94.8M
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
10.2K
New
$8.09 - $12.5 $82.3K - $127K
10.2K $86.1M
HCAT
Health Catalyst, Inc.

Healthcare
11K
New
$6.9 - $9.02 $75.9K - $99.2K
11K $77.8M
Activity Summary
Buys All Purchases 86 New Holdings 86 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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