Apcm Wealth Management For Individuals Reduced Holdings in Q4 2024

Apcm Wealth Management For Individuals

  • $643 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-166K
- 94.86%
$34.66 - $42.95 $5.76M - $7.13M
9.01K $317K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-50.8K
- 43.72%
$98.47 - $109.35 $5.01M - $5.56M
65.5K $6.45M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-80.1K
- 53.74%
$65.67 - $69.79 $5.26M - $5.59M
69K $4.62M
MUB
Ishares National Muni Bond ETF

ETFs
-4.5K
- 2.43%
$105.78 - $108.7 $476K - $489K
180K $19.2M
CCOR
Listed Fds Tr Core Alternative

ETFs
-1.36K
- 0.29%
$25.48 - $27.57 $34.5K - $37.4K
466K $11.9M
AAPL
Apple Inc.

Technology
-4.2K
- 32.42%
$221.69 - $259.02 $932K - $1.09M
8.76K $2.19M
QAI
Iq Hedge Multi Strategy Compos

ETFs
-4.41K
- 1.07%
$31.38 - $32.72 $138K - $144K
406K $12.8M
BX
Blackstone Inc.

Financial Services
-1K
- 33.33%
$148.45 - $199.05 $148K - $199K
2K $344K
NVDA
Nvidia Corp

Technology
-900
- 31.12%
$117.0 - $148.88 $105K - $134K
1.99K $267K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-598
- 9.01%
$70.1 - $76.53 $41.9K - $45.8K
6.04K $426K
XOM
Exxon Mobil Corp

Energy
-187
- 3.5%
$105.51 - $125.37 $19.7K - $23.4K
5.16K $554K
MSFT
Microsoft Corp

Technology
-22
- 0.78%
$406.35 - $454.46 $8.94K - $10K
2.8K $1.18M
VTV
Vanguard Value ETF

ETFs
-23
- 0.41%
$168.32 - $181.87 $3.87K - $4.18K
5.54K $938K
NRIM
Northrim Bancorp Inc

Financial Services
-1.51K
- 10.48%
$64.07 - $88.5 $96.4K - $133K
12.9K $1M
MCD
Mcdonalds Corp

Consumer Cyclical
-13
- 1.05%
$288.47 - $316.54 $3.75K - $4.12K
1.23K $355K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 1.92%
$442.29 - $483.08 $8.85K - $9.66K
1.02K $462K
VTI
Vanguard Total Stock Market Et

ETFs
-41
- 1.71%
$280.04 - $302.45 $11.5K - $12.4K
2.36K $683K
VBK
Vanguard Small Cap Growth ETF

ETFs
-17
- 1.99%
$264.18 - $304.19 $4.49K - $5.17K
838 $234K
WFC
Wells Fargo & Company

Financial Services
-713
- 10.19%
$54.98 - $77.35 $39.2K - $55.2K
6.28K $441K
VUG
Vanguard Growth ETF

ETFs
-10
- 0.41%
$378.79 - $428.11 $3.79K - $4.28K
2.43K $996K
AMZN
Amazon Com Inc

Consumer Cyclical
-27
- 0.87%
$180.88 - $232.93 $4.88K - $6.29K
3.07K $673K
TSLA
Tesla, Inc.

Consumer Cyclical
-177
- 11.12%
$213.65 - $479.86 $37.8K - $84.9K
1.42K $571K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.38K
- 0.5%
$567.81 - $607.81 $782K - $837K
272K $159M
Activity Summary
Buys All Purchases 31 New Holdings 0 Increased Positions 31 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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