Client 1 St Advisory Group, LLC Purchases in Q4 2024

Client 1 St Advisory Group, LLC

  • $256 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.2K
+ 1.79%
$33.92 - $36.6 $786K - $848K
1.32M $45.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.8K
+ 1.67%
$66.77 - $71.52 $521K - $558K
475K $32.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
39.9K
+ 112.75%
$49.03 - $53.35 $1.95M - $2.13M
75.2K $3.86M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
43.5K
+ 33.41%
$45.07 - $47.1 $1.96M - $2.05M
174K $7.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.93K
+ 37.18%
$176.42 - $186.91 $1.57M - $1.67M
32.9K $5.87M
IVW
Ishares S&P 500 Growth ETF

ETFs
13.5K
+ 93.36%
$94.43 - $105.47 $1.27M - $1.42M
27.9K $2.84M
DFSV
Dimensional ETF Tr Dimensional

ETFs
47.5K
New
$30.18 - $33.87 $1.43M - $1.61M
47.5K $1.46M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
180K
+ 146.64%
$22.63 - $47.53 $4.06M - $8.54M
302K $6.86M
MBB
Ishares Tr

ETFs
13.3K
+ 52.94%
$91.26 - $95.82 $1.22M - $1.28M
38.5K $3.53M
LLY
Eli Lilly & CO

Healthcare
1.58K
New
$727.2 - $932.06 $1.15M - $1.47M
1.58K $1.22M
IXC
Ishares Tr Global Energy ETF

ETFs
24.1K
+ 379.22%
$36.95 - $43.06 $889K - $1.04M
30.4K $1.16M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.68K
New
$124.26 - $134.12 $706K - $762K
5.68K $730K
VEA
Vanguard Ftse Developed Market

ETFs
13.4K
+ 161.56%
$47.57 - $52.44 $636K - $701K
21.6K $1.04M
AAPL
Apple Inc.

Technology
592
+ 4.93%
$221.69 - $259.02 $131K - $153K
12.6K $3.16M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.9K
+ 117.89%
$55.45 - $61.08 $660K - $727K
22K $1.22M
EFV
Msci Eafe Value ETF

ETFs
12.5K
+ 12.96%
$51.78 - $57.15 $645K - $712K
109K $5.69M
IFRA
Ishares Tr

ETFs
9.93K
+ 94.54%
$45.94 - $51.71 $456K - $513K
20.4K $945K
HD
Home Depot, Inc.

Consumer Cyclical
1.18K
+ 176.27%
$385.02 - $431.37 $455K - $509K
1.85K $720K
IYW
Ishares Dj Us Tech ETF

ETFs
2.36K
+ 20.96%
$148.14 - $166.23 $350K - $393K
13.6K $2.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.67K
+ 190.06%
$96.64 - $101.23 $451K - $472K
7.12K $690K
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.95K
New
$61.52 - $66.5 $428K - $462K
6.95K $443K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.8K
+ 3.46%
$41.17 - $43.34 $487K - $513K
354K $14.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.22K
+ 46.29%
$87.1 - $98.49 $454K - $514K
16.5K $1.44M
IVV
Ishares Core S&P 500 ETF

ETFs
442
+ 13.33%
$570.51 - $610.59 $252K - $270K
3.76K $2.21M
DHI
Horton D R Inc

Consumer Cyclical
2.82K
New
$137.24 - $194.56 $387K - $549K
2.82K $394K
VTV
Vanguard Value ETF

ETFs
2.32K
New
$168.32 - $181.87 $390K - $422K
2.32K $392K
AVGO
Broadcom Inc.

Technology
1.64K
New
$159.67 - $250.0 $262K - $411K
1.64K $380K
VUG
Vanguard Growth ETF

ETFs
874
New
$378.79 - $428.11 $331K - $374K
874 $358K
HDV
Ishares Core High Dividend ETF

ETFs
3.15K
New
$110.82 - $121.28 $350K - $383K
3.15K $354K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.02K
New
$44.04 - $49.49 $353K - $397K
8.02K $353K
UNP
Union Pacific Corp

Industrials
1.4K
New
$223.15 - $249.32 $312K - $349K
1.4K $319K
NEE
Nextera Energy Inc

Utilities
4.16K
New
$69.77 - $85.43 $290K - $355K
4.16K $298K
PM
Philip Morris International Inc.

Consumer Defensive
2.35K
New
$118.38 - $133.06 $278K - $313K
2.35K $282K
MSTR
Microstrategy Inc

Technology
917
New
$162.69 - $473.83 $149K - $435K
917 $265K
JPM
Jpmorgan Chase & CO

Financial Services
822
+ 49.82%
$205.18 - $250.29 $169K - $206K
2.47K $592K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.1K
New
$81.68 - $82.93 $253K - $257K
3.1K $254K
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.53K
New
$46.07 - $48.17 $255K - $266K
5.53K $254K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.41K
New
$95.27 - $107.82 $230K - $260K
2.41K $248K
EFG
Msci Eafe Growth ETF

ETFs
5.48K
+ 10.39%
$96.83 - $106.88 $530K - $585K
58.2K $5.63M
BA
Boeing CO

Industrials
1.22K
New
$138.14 - $180.72 $168K - $220K
1.22K $215K
CRM
Salesforce, Inc.

Technology
631
New
$270.87 - $367.87 $171K - $232K
631 $210K
AMZN
Amazon Com Inc

Consumer Cyclical
44
+ 0.58%
$180.88 - $232.93 $7.96K - $10.2K
7.63K $1.67M
CAT
Caterpillar Inc

Industrials
559
New
$360.37 - $416.88 $201K - $233K
559 $202K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3K
+ 37.14%
$51.54 - $52.55 $155K - $158K
11.1K $572K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.4K
+ 4.7%
$26.16 - $28.82 $272K - $299K
231K $6.06M
ACWI
Ishares Msci Acwi ETF

ETFs
1.08K
+ 29.0%
$117.05 - $123.03 $127K - $133K
4.82K $565K
MSFT
Microsoft Corp

Technology
464
+ 18.99%
$406.35 - $454.46 $189K - $211K
2.91K $1.23M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.02K
+ 61.56%
$32.65 - $33.68 $131K - $135K
10.6K $345K
GOOGL
Alphabet Inc.

Communication Services
560
+ 45.05%
$161.86 - $196.66 $90.6K - $110K
1.8K $341K
Activity Summary
Buys All Purchases 68 New Holdings 22 Increased Positions 46 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Client 1 St Advisory Group, LLC Portfolio

Follow Client 1 St Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Client 1 St Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Client 1 St Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email