Almanack Investment Partners, Llc. Incresed Positions in Q4 2024

Almanack Investment Partners, Llc.

  • $602 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GDMA
Ea Series Trust Gadsen Dynamic

ETFs
972K
+ 27.3%
$31.62 - $33.29 $30.7M - $32.3M
4.53M $143M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
121K
+ 1342.49%
$81.68 - $82.93 $9.89M - $10M
130K $10.7M
VT
Vanguard Total World Stk Index

ETFs
61K
+ 81.57%
$117.09 - $123.07 $7.15M - $7.51M
136K $16M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
22.6K
+ 40.92%
$48.33 - $49.08 $1.09M - $1.11M
77.9K $3.77M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
16.5K
+ 366.41%
$56.27 - $69.89 $927K - $1.15M
21K $1.19M
USFR
Wisdomtree Floating Rate Treas

ETFs
16.8K
+ 9.96%
$50.23 - $50.46 $846K - $850K
186K $9.35M
FNDE
Schwab Fundamental Emerging Mk

ETFs
66.4K
+ 18.01%
$28.89 - $33.95 $1.92M - $2.26M
435K $12.6M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
100
+ 0.39%
$47.29 - $84.74 $4.73K - $8.47K
26K $1.94M
PLTR
Palantir Technologies Inc.

Technology
1.86K
+ 18.73%
$36.46 - $82.38 $67.7K - $153K
11.8K $890K
SCHG
Schwab Strategic Tr Us Large C

ETFs
304K
+ 289.46%
$25.93 - $105.3 $7.89M - $32M
409K $11.4M
AMZN
Amazon Com Inc

Consumer Cyclical
242
+ 2.26%
$180.88 - $232.93 $43.8K - $56.4K
11K $2.41M
KO
Coca Cola CO

Consumer Defensive
7.46K
+ 87.68%
$61.74 - $71.71 $461K - $535K
16K $994K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.13K
+ 16.71%
$50.62 - $50.97 $361K - $364K
49.8K $2.53M
ARCC
Ares Capital Corp

Financial Services
13.9K
+ 72.35%
$20.74 - $22.27 $288K - $309K
33.1K $724K
GOOGL
Alphabet Inc.

Communication Services
25
+ 0.19%
$161.86 - $196.66 $4.05K - $4.92K
12.9K $2.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
564
+ 83.06%
$481.22 - $538.17 $271K - $304K
1.24K $635K
SPY
Spdr S&P 500 ETF Trust

ETFs
299
+ 3.78%
$567.81 - $607.81 $170K - $182K
8.2K $4.81M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.9K
+ 379.79%
$27.54 - $83.04 $547K - $1.65M
25.1K $695K
NFLX
Netflix Inc

Communication Services
26
+ 2.09%
$687.65 - $936.56 $17.9K - $24.4K
1.27K $1.13M
GOOG
Alphabet Inc.

Communication Services
185
+ 2.43%
$163.08 - $198.16 $30.2K - $36.7K
7.8K $1.49M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
6.53K
+ 4.8%
$33.07 - $35.18 $216K - $230K
143K $4.76M
JPM
Jpmorgan Chase & CO

Financial Services
39
+ 0.76%
$205.18 - $250.29 $8K - $9.76K
5.14K $1.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
761K
+ 193.91%
$22.4 - $68.28 $17.1M - $52M
1.15M $26.7M
META
Meta Platforms, Inc.

Communication Services
111
+ 4.55%
$554.08 - $632.68 $61.5K - $70.2K
2.55K $1.5M
XLE
Energy Sector Spdr

ETFs
2.56K
+ 3.98%
$83.32 - $97.27 $213K - $249K
66.8K $5.73M
WMT
Walmart Inc.

Consumer Defensive
262
+ 5.93%
$79.1 - $95.7 $20.7K - $25.1K
4.68K $423K
BK
Bank Of New York Mellon Corp

Financial Services
72
+ 0.61%
$70.82 - $81.87 $5.1K - $5.89K
11.8K $907K
V
Visa Inc.

Financial Services
23
+ 1.71%
$273.87 - $320.91 $6.3K - $7.38K
1.37K $431K
ET
Energy Transfer LP

Energy
2
+ 0.01%
$16.05 - $19.86 $32.1 - $39.7
16.8K $328K
VRT
Vertiv Holdings CO

Industrials
420
+ 11.05%
N/A
4.22K $365K
CSCO
Cisco Systems, Inc.

Technology
91
+ 1.9%
$52.45 - $60.02 $4.77K - $5.46K
4.88K $288K
PEP
Pepsico Inc

Consumer Defensive
391
+ 26.76%
$151.29 - $176.1 $59.2K - $68.9K
1.85K $281K
BMY
Bristol Myers Squibb CO

Healthcare
33
+ 0.52%
$51.92 - $59.94 $1.71K - $1.98K
6.35K $359K
MOOD
Alpha Architect ETF Tr Rel Sen

ETFs
1.6K
+ 5.34%
$29.59 - $31.22 $47.3K - $50K
31.5K $933K
ABT
Abbott Laboratories

Healthcare
135
+ 3.93%
$111.93 - $119.39 $15.1K - $16.1K
3.57K $403K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7
+ 0.02%
$33.92 - $36.6 $237 - $256
35.3K $1.22M
AVUV
American Centy ETF Tr Avantis

ETFs
1
+ 0.01%
$94.37 - $106.41 $94.4 - $106
17.7K $1.71M
PANW
Palo Alto Networks Inc

Technology
584
+ 94.19%
$181.96 - $405.9 $106K - $237K
1.2K $219K
FQAL
Fidelity Covington Tr Quality

ETFs
1
+ 0.02%
$64.43 - $68.47 $64.4 - $68.5
5.29K $346K
XLRE
Select Sector Spdr Tr Real Est

ETFs
518
+ 10.62%
$40.06 - $45.21 $20.8K - $23.4K
5.4K $219K
Series Portfolios Tr
73K
+ 39.48%
N/A
258K $0
Simplify Exchange Traded Fun
26.7K
+ 17.36%
N/A
181K $0
TUA
Simpl Exch Traded Fds Sht Term
7.71K
+ 4.81%
N/A
168K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
2.1K
+ 4.16%
N/A
52.6K $0
Ea Series Trust
1.6K
+ 27.89%
N/A
7.32K $0
Ishares Bitcoin Trust ETF
9.92K
+ 32.64%
N/A
40.3K $0
Fidelity Wise Origin Bitcoin
2.65K
+ 18.55%
N/A
17K $0
HSY
Hershey CO

Consumer Defensive
196
+ 12.84%
$168.67 - $193.65 $33.1K - $38K
1.72K $291K
CVX
Chevron Corp

Energy
32
+ 0.89%
$141.15 - $162.53 $4.52K - $5.2K
3.64K $526K
Activity Summary
Buys All Purchases 84 New Holdings 18 Increased Positions 66 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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