Beta Wealth Group, Inc. Incresed Positions in Q4 2024

Beta Wealth Group, Inc.

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.01K
+ 2.76%
$180.88 - $232.93 $182K - $235K
37.5K $8.23M
WM
Waste Management Inc

Industrials
4.98K
+ 31.55%
$201.79 - $228.46 $1M - $1.14M
20.7K $4.19M
HD
Home Depot, Inc.

Consumer Cyclical
2.27K
+ 32.42%
$385.02 - $431.37 $874K - $979K
9.27K $3.61M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
29.8K
+ 6.32%
$44.87 - $46.86 $1.34M - $1.4M
502K $22.5M
NOW
Service Now, Inc.

Technology
49
+ 2.02%
$867.18 - $1148.42 $42.5K - $56.3K
2.47K $2.62M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1.64K
+ 4.34%
$29.11 - $41.59 $47.6K - $68K
39.3K $1.46M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.2K
+ 0.75%
$66.77 - $71.52 $80.1K - $85.8K
161K $11.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.19K
+ 8.96%
$46.75 - $47.8 $383K - $391K
99.5K $4.67M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
21.8K
+ 45.95%
$11.42 - $12.5 $249K - $272K
69.2K $798K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
69
+ 0.05%
$53.94 - $58.15 $3.72K - $4.01K
142K $7.98M
GOOGL
Alphabet Inc.

Communication Services
412
+ 24.98%
$161.86 - $196.66 $66.7K - $81K
2.06K $390K
BAC
Bank Of America Corp

Financial Services
996
+ 9.85%
$39.22 - $47.77 $39.1K - $47.6K
11.1K $488K
C
Citigroup Inc

Financial Services
102
+ 1.18%
$61.31 - $72.5 $6.25K - $7.4K
8.72K $614K
GILD
Gilead Sciences, Inc.

Healthcare
102
+ 1.36%
$83.95 - $97.9 $8.56K - $9.99K
7.62K $704K
CSCO
Cisco Systems, Inc.

Technology
200
+ 2.19%
$52.45 - $60.02 $10.5K - $12K
9.32K $551K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.03%
$63.31 - $82.85 $127 - $166
6.91K $511K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
3.14K
+ 5.02%
$27.3 - $28.06 $85.8K - $88.2K
65.8K $1.81M
EA
Electronic Arts Inc.

Communication Services
300
+ 9.67%
$140.69 - $167.97 $42.2K - $50.4K
3.4K $497K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.85K
+ 14.13%
$41.17 - $43.34 $76K - $80K
14.9K $616K
META
Meta Platforms, Inc.

Communication Services
12
+ 0.48%
$554.08 - $632.68 $6.65K - $7.59K
2.52K $1.49M
HYMU
Blackrock ETF Tr Ii High Yield
3.87K
+ 4.66%
$22.59 - $23.2 $87.5K - $89.8K
87K $1.97M
V
Visa Inc.

Financial Services
12
+ 1.5%
$273.87 - $320.91 $3.29K - $3.85K
813 $256K
KLAC
Kla Corp

Technology
164
+ 33.2%
$614.46 - $829.55 $101K - $136K
658 $414K
RSP
Invesco S&P 500 Equal Weight E

ETFs
150
+ 6.35%
$174.22 - $187.62 $26.1K - $28.1K
2.51K $440K
DFAS
Dimensional ETF Tr U S Small C

ETFs
226
+ 1.41%
$63.58 - $71.15 $14.4K - $16.1K
16.3K $1.06M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
493
+ 5.42%
$47.65 - $48.6 $23.5K - $24K
9.59K $458K
SPMD
Spdr Portfolio

ETFs
193
+ 0.89%
$54.13 - $59.56 $10.4K - $11.5K
21.9K $1.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6
+ 0.12%
$61.52 - $66.5 $369 - $399
5.11K $326K
Capital Grp Fixed Incm ETF T
1.28K
+ 0.55%
N/A
232K $0
Pimco ETF Tr
13K
+ 7.58%
N/A
184K $0
CGSD
Capital Grp Core Plus Income E
13.3K
+ 4.61%
N/A
301K $0
Capital Group Dividend Growe
611
+ 8.3%
N/A
7.97K $0
MSFT
Microsoft Corp

Technology
382
+ 2.05%
$406.35 - $454.46 $155K - $174K
19K $8.02M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
413
+ 0.84%
$24.19 - $24.63 $9.99K - $10.2K
49.3K $1.19M
MBNE
Ssga Active Tr Spdr Nuveen Mun

ETFs
79
+ 1.13%
$29.3 - $30.73 $2.31K - $2.43K
7.08K $208K
ABT
Abbott Laboratories

Healthcare
1
+ 0.02%
$111.93 - $119.39 $112 - $119
5.6K $633K
DFIV
Dimensional ETF Tr

ETFs
410
+ 4.45%
$34.86 - $37.97 $14.3K - $15.6K
9.63K $341K
IXUS
Ishares Tr

ETFs
51
+ 1.61%
$65.95 - $72.56 $3.36K - $3.7K
3.21K $212K
ORCL
Oracle Corp

Technology
1
+ 0.02%
$165.41 - $192.43 $165 - $192
5.81K $967K
VLO
Valero Energy Corp

Energy
103
+ 3.03%
$118.59 - $144.02 $12.2K - $14.8K
3.51K $429K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
151
+ 0.38%
$49.79 - $51.14 $7.52K - $7.72K
39.4K $1.97M
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.05%
$87.44 - $102.5 $262 - $308
5.5K $501K
VZ
Verizon Communications Inc

Communication Services
6
+ 0.08%
$39.6 - $45.21 $238 - $271
7.54K $301K
IDV
Ishares Tr

ETFs
2K
+ 5.89%
$27.03 - $29.92 $53.9K - $59.7K
35.8K $981K
SO
Southern CO

Utilities
103
+ 1.56%
$81.5 - $94.15 $8.39K - $9.7K
6.72K $553K
XOM
Exxon Mobil Corp

Energy
101
+ 1.71%
$105.51 - $125.37 $10.7K - $12.7K
6.02K $647K
WDC
Western Digital Corp

Technology
200
+ 2.47%
$59.62 - $73.43 $11.9K - $14.7K
8.3K $494K
QCOM
Qualcomm Inc

Technology
601
+ 6.48%
$150.4 - $178.04 $90.4K - $107K
9.88K $1.52M
PMX
Pimco Municipal Income Fund Iii

Financial Services
4.49K
+ 4.02%
$7.23 - $8.52 $32.5K - $38.3K
116K $855K
Activity Summary
Buys All Purchases 75 New Holdings 10 Increased Positions 65 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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