Droms Strauss Advisors Inc Reduced Holdings in Q2 2024

Droms Strauss Advisors Inc

  • $276 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-3.37K
- 2.51%
$176.58 - $186.7 $594K - $628K
130K $23.7M
VTV
Vanguard Value ETF

ETFs
-4.15K
- 3.15%
$154.57 - $163.65 $641K - $679K
127K $20.4M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.73K
- 8.54%
$146.03 - $158.93 $399K - $434K
29.3K $4.46M
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.71K
- 54.89%
$89.04 - $91.74 $509K - $524K
4.7K $427K
UNH
Unitedhealth Group Inc

Healthcare
-776
- 29.03%
$439.2 - $524.63 $341K - $407K
1.9K $966K
EFV
Msci Eafe Value ETF

ETFs
-3.72K
- 15.51%
$52.34 - $56.41 $195K - $210K
20.3K $1.08M
PM
Philip Morris International Inc.

Consumer Defensive
-2.27K
- 25.0%
$88.6 - $104.24 $201K - $236K
6.8K $688K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-6K
- 3.34%
$24.98 - $25.13 $150K - $151K
174K $4.36M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1K
- 6.51%
$81.25 - $88.21 $81.3K - $88.3K
14.4K $1.24M
MO
Altria Group, Inc.

Consumer Defensive
-2.59K
- 25.0%
$40.75 - $46.83 $105K - $121K
7.76K $353K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-425
- 1.28%
$60.46 - $64.81 $25.7K - $27.5K
32.9K $2.03M
FNDX
Schwab Fundamental U S Large C

ETFs
-371
- 0.56%
$63.87 - $67.55 $23.7K - $25.1K
65.7K $4.4M
VO
Vanguard Mid Cap ETF

ETFs
-26
- 0.43%
$234.99 - $248.98 $6.11K - $6.47K
5.95K $1.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-126
- 18.81%
$455.1 - $504.28 $57.3K - $63.5K
544 $272K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-276
- 1.86%
$56.43 - $60.79 $15.6K - $16.8K
14.5K $850K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.87K
- 7.75%
$18.53 - $20.2 $34.6K - $37.7K
22.2K $443K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.43K
- 5.46%
$25.12 - $25.81 $35.9K - $36.9K
24.7K $629K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-63
- 1.02%
$102.13 - $110.88 $6.43K - $6.99K
6.1K $651K
META
Meta Platforms, Inc.

Communication Services
-59
- 10.71%
$430.17 - $527.34 $25.4K - $31.1K
492 $248K
EFG
Msci Eafe Growth ETF

ETFs
-36
- 0.99%
$97.17 - $106.25 $3.5K - $3.83K
3.62K $370K
AMZN
Amazon Com Inc

Consumer Cyclical
-329
- 5.72%
$173.67 - $197.85 $57.1K - $65.1K
5.42K $1.05M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-13.1K
- 2.93%
$98.05 - $107.78 $1.28M - $1.41M
433K $46.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-347
- 0.66%
$24.67 - $27.2 $8.56K - $9.44K
51.9K $1.38M
GOOGL
Alphabet Inc.

Communication Services
-170
- 4.75%
$150.53 - $185.41 $25.6K - $31.5K
3.41K $620K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-187
- 0.21%
$58.7 - $64.78 $11K - $12.1K
87.7K $5.64M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.38K
- 3.42%
$497.53 - $549.64 $1.68M - $1.86M
95.5K $52.2M
VUG
Vanguard Growth ETF

ETFs
-216
- 1.51%
$322.46 - $377.11 $69.7K - $81.5K
14.1K $5.28M
TSLA
Tesla, Inc.

Consumer Cyclical
-60
- 0.33%
$142.05 - $197.88 $8.52K - $11.9K
18.2K $3.6M
AAPL
Apple Inc.

Technology
-1.52K
- 8.12%
$165.0 - $216.67 $251K - $330K
17.2K $3.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.08K
- 2.83%
$414.65 - $485.21 $446K - $522K
36.9K $17.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.37K
- 3.4%
$79.31 - $93.31 $743K - $875K
266K $24.6M
Activity Summary
Buys All Purchases 20 New Holdings 3 Increased Positions 17 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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