Bridgeworth, LLC Sells in Q4 2023

Bridgeworth, LLC

  • $1.01 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-128K
- 47.92%
$47.36 - $51.14 $6.04M - $6.52M
139K $7.08M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-181K
- 74.54%
$28.59 - $29.06 $5.19M - $5.27M
62K $1.8M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-188K
- 67.01%
$26.77 - $29.6 $5.04M - $5.57M
92.7K $2.72M
RF
Regions Financial Corp

Financial Services
-34.9K
- 49.29%
$14.01 - $19.6 $489K - $684K
35.9K $695K
VGSH
Vanguard

ETFs
-5.25K
- 18.45%
$57.34 - $58.41 $301K - $306K
23.2K $1.35M
FANG
Diamondback Energy, Inc.

Energy
-1.64K
- 37.03%
$145.12 - $169.92 $238K - $279K
2.79K $432K
PG
Procter & Gamble CO

Consumer Defensive
-1.55K
- 14.7%
$143.0 - $153.52 $222K - $238K
9.01K $1.32M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-12.8K
- 15.57%
$23.71 - $25.74 $304K - $330K
69.6K $1.78M
XOM
Exxon Mobil Corp

Energy
-770
- 9.44%
$98.05 - $115.83 $75.5K - $89.2K
7.39K $738K
UCBI
United Community Banks Inc

Financial Services
-9.24K
- 31.28%
$22.02 - $30.21 $203K - $279K
20.3K $593K
PRA
Proassurance Corp

Financial Services
-1
- -0.0%
$12.37 - $18.71 $12.4 - $18.7
20.9K $287K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.89K
- 5.0%
$50.21 - $50.49 $94.7K - $95.3K
35.9K $1.8M
CVX
Chevron Corp

Energy
-16
- 0.37%
$141.77 - $169.1 $2.27K - $2.71K
4.35K $648K
PFE
Pfizer Inc

Healthcare
-134
- 0.92%
$26.13 - $33.94 $3.5K - $4.55K
14.4K $415K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.54K
- 13.03%
$37.74 - $41.31 $95.9K - $105K
17K $697K
JNJ
Johnson & Johnson

Healthcare
-394
- 4.99%
$145.6 - $158.88 $57.4K - $62.6K
7.5K $1.18M
BMY
Bristol Myers Squibb CO

Healthcare
-179
- 3.72%
$48.48 - $57.85 $8.68K - $10.4K
4.64K $237K
VNQ
Vanguard Specialized Funds Van

ETFs
-927
- 27.96%
$71.05 - $89.54 $65.9K - $83K
2.39K $211K
MKL
Markel Corp

Financial Services
-15
- 9.62%
$1301.3 - $1505.62 $19.5K - $22.6K
141 $200K
WMT
Walmart Inc.

Consumer Defensive
-85
- 1.6%
$150.86 - $169.78 $12.8K - $14.4K
5.21K $821K
ORCL
Oracle Corp

Technology
-173
- 5.84%
$100.31 - $117.16 $17.4K - $20.3K
2.79K $293K
TLRY
Tilray Brands, Inc.

Healthcare
-7.62K
- 37.39%
$1.66 - $2.41 $12.6K - $18.4K
12.8K $29K
DE
Deere & CO

Industrials
-136
- 8.35%
$359.39 - $401.64 $48.9K - $54.6K
1.49K $597K
TSLA
Tesla, Inc.

Consumer Cyclical
-27
- 0.51%
$197.36 - $263.62 $5.33K - $7.12K
5.3K $1.32M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-593
- 3.79%
$29.14 - $29.78 $17.3K - $17.7K
15K $447K
NVDA
Nvidia Corp

Technology
-113
- 15.07%
$403.26 - $504.09 $45.6K - $57K
637 $315K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-368
- 5.61%
$49.69 - $52.46 $18.3K - $19.3K
6.2K $323K
VGIT
Vanguard Intermediate Term Tre

ETFs
-687
- 4.51%
$56.15 - $59.51 $38.6K - $40.9K
14.5K $863K
UNH
Unitedhealth Group Inc

Healthcare
-33
- 5.73%
$509.47 - $552.97 $16.8K - $18.2K
543 $285K
PEP
Pepsico Inc

Consumer Defensive
-12
- 0.68%
$158.08 - $172.01 $1.9K - $2.06K
1.75K $296K
Linde PLC
-132
- 11.19%
N/A
1.05K $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-338
- 2.62%
$23.56 - $24.48 $7.96K - $8.27K
12.6K $307K
DUK
Duke Energy Corp

Utilities
-182
- 7.66%
$85.44 - $98.31 $15.6K - $17.9K
2.2K $213K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-36
- 0.53%
$30.91 - $32.89 $1.11K - $1.18K
6.72K $220K
META
Meta Platforms, Inc.

Communication Services
-137
- 12.69%
$288.35 - $358.32 $39.5K - $49.1K
943 $333K
NEE
Nextera Energy Inc

Utilities
-35
- 0.9%
$49.32 - $62.78 $1.73K - $2.2K
3.85K $233K
TIP
Ishares Tr Tips Bd ETF

ETFs
-62
- 1.38%
$102.12 - $107.97 $6.33K - $6.69K
4.44K $477K
MA
Mastercard Inc

Financial Services
-92
- 5.17%
$364.08 - $426.51 $33.5K - $39.2K
1.69K $720K
ELV
Elevance Health, Inc.

Healthcare
-11
- 2.0%
$433.51 - $488.06 $4.77K - $5.37K
540 $254K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-29
- 0.65%
$331.71 - $362.68 $9.62K - $10.5K
4.46K $1.59M
GOOGL
Alphabet Inc.

Communication Services
-97
- 2.76%
$122.17 - $141.52 $11.9K - $13.7K
3.42K $478K
VTI
Vanguard Total Stock Market Et

ETFs
-1.15K
- 9.73%
$203.12 - $238.25 $234K - $275K
10.7K $2.54M
IEFA
Ishares Tr

ETFs
-60
- 1.4%
$61.3 - $70.47 $3.68K - $4.23K
4.22K $296K
UPS
United Parcel Service Inc

Industrials
-54
- 0.24%
$134.83 - $162.94 $7.28K - $8.8K
22.5K $3.53M
GLD
Spdr Gold Trust

ETFs
-5
- 0.4%
$168.83 - $192.59 $844 - $963
1.24K $236K
HCA
Hca Healthcare, Inc.

Healthcare
-39
- 2.74%
$221.81 - $275.85 $8.65K - $10.8K
1.39K $375K
ABBV
Abb Vie Inc.

Healthcare
-50
- 0.91%
$137.6 - $154.97 $6.88K - $7.75K
5.45K $845K
CSX
Csx Corp

Industrials
-22
- 0.32%
$29.24 - $34.95 $643 - $769
6.83K $236K
VB
Vanguard Small Cap ETF

ETFs
-39
- 2.69%
$175.26 - $215.9 $6.84K - $8.42K
1.41K $300K
Activity Summary
Buys All Purchases 57 New Holdings 15 Increased Positions 42 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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