Boyd Wealth Management, LLC Purchases in Q3 2024

Boyd Wealth Management, LLC

  • $197 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
161K
New
$47.18 - $48.74 $7.6M - $7.85M
161K $7.84M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
73.5K
+ 71.16%
$57.32 - $62.65 $4.21M - $4.6M
177K $11M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
95K
New
$49.77 - $51.95 $4.73M - $4.94M
95K $4.92M
SPYG
Spdr Portfolio

ETFs
53.3K
+ 32.58%
$73.38 - $84.1 $3.91M - $4.48M
217K $18M
VTV
Vanguard Value ETF

ETFs
14.6K
+ 20.62%
$159.75 - $174.57 $2.34M - $2.55M
85.6K $14.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.3K
+ 1.56%
$475.2 - $527.7 $620K - $688K
84.9K $44.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14K
+ 3.75%
$36.98 - $41.55 $517K - $581K
387K $15.9M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
17.5K
New
$49.69 - $50.5 $867K - $881K
17.5K $881K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
7.46K
New
$39.23 - $44.22 $293K - $330K
7.46K $326K
NVDA
Nvidia Corp

Technology
1.7K
New
$98.91 - $134.91 $168K - $229K
1.7K $206K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.21K
+ 13.58%
$87.56 - $95.49 $106K - $115K
10.1K $962K
AAPL
Apple Inc.

Technology
131
+ 3.03%
$207.23 - $234.82 $27.1K - $30.8K
4.46K $1.04M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
164
+ 0.39%
$42.38 - $47.25 $6.95K - $7.75K
42.4K $2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
82
+ 9.5%
$405.19 - $478.57 $33.2K - $39.2K
945 $434K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
383
+ 15.64%
$116.79 - $133.54 $44.7K - $51.1K
2.83K $373K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
298
+ 4.1%
$74.26 - $78.84 $22.1K - $23.5K
7.57K $592K
MUB
Ishares National Muni Bond ETF

ETFs
243
+ 8.57%
$106.13 - $108.7 $25.8K - $26.4K
3.08K $334K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
133
+ 0.69%
$13.31 - $15.65 $1.77K - $2.08K
19.3K $278K
GBDC
Golub Capital Bdc, Inc.

Financial Services
228
+ 1.18%
$14.36 - $16.0 $3.27K - $3.65K
19.6K $296K
GOOGL
Alphabet Inc.

Communication Services
100
+ 6.41%
$148.65 - $191.18 $14.9K - $19.1K
1.66K $275K
Activity Summary
Buys All Purchases 21 New Holdings 6 Increased Positions 15 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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