Ellevest, Inc. Incresed Positions in Q2 2024

Ellevest, Inc.

  • $1.66 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
17.2K
+ 1.14%
$245.23 - $269.4 $4.21M - $4.62M
1.52M $407M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
37.3K
+ 1.76%
$40.83 - $44.89 $1.52M - $1.67M
2.16M $94.5M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
69.4K
+ 4.27%
$31.14 - $34.36 $2.16M - $2.38M
1.69M $56.8M
MUB
Ishares National Muni Bond ETF

ETFs
39K
+ 4.42%
$105.37 - $107.16 $4.11M - $4.18M
921K $98.1M
VEA
Vanguard Ftse Developed Market

ETFs
111K
+ 2.98%
$47.83 - $51.21 $5.3M - $5.67M
3.82M $189M
BND
Vanguard Bd Index Fd Inc Total

ETFs
36.9K
+ 5.82%
$70.55 - $72.66 $2.61M - $2.68M
672K $48.4M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
32.4K
+ 4.17%
$76.22 - $82.36 $2.47M - $2.67M
810K $63.8M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
10.4K
+ 12.52%
$87.95 - $97.99 $915K - $1.02M
93.5K $9.11M
GOOGL
Alphabet Inc.

Communication Services
789
+ 2.35%
$150.53 - $185.41 $119K - $146K
34.4K $6.27M
MSFT
Microsoft Corp

Technology
911
+ 3.11%
$389.33 - $452.85 $355K - $413K
30.2K $13.5M
NVDA
Nvidia Corp

Technology
19.5K
+ 971.14%
$118.11 - $1224.4 $2.31M - $23.9M
21.6K $2.66M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.3K
+ 4.34%
$75.81 - $76.76 $779K - $789K
247K $18.9M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
54.9K
+ 485.11%
$11.1 - $13.41 $609K - $736K
66.2K $887K
AMZN
Amazon Com Inc

Consumer Cyclical
847
+ 1.99%
$173.67 - $197.85 $147K - $168K
43.4K $8.39M
LLY
Eli Lilly & CO

Healthcare
261
+ 7.46%
$724.87 - $909.04 $189K - $237K
3.76K $3.41M
NMR
Nomura Holdings Inc

Financial Services
102K
+ 264.59%
$5.57 - $6.35 $565K - $645K
140K $808K
AZN
Astrazeneca PLC

Healthcare
4.34K
+ 24.54%
$66.81 - $80.83 $290K - $351K
22K $1.72M
NVO
Novo Nordisk A S

Healthcare
1.21K
+ 5.54%
$122.71 - $146.91 $149K - $178K
23.1K $3.3M
SPOT
Spotify Technology S.A.

Communication Services
117
+ 1.31%
$266.43 - $326.68 $31.2K - $38.2K
9.02K $2.83M
VTV
Vanguard Value ETF

ETFs
8.1K
+ 2.33%
$154.57 - $163.65 $1.25M - $1.33M
355K $57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
640
+ 17.95%
$455.1 - $504.28 $291K - $323K
4.21K $2.1M
UL
Unilever PLC

Consumer Defensive
4.86K
+ 21.21%
$46.47 - $56.38 $226K - $274K
27.8K $1.53M
NVS
Novartis Ag

Healthcare
1.95K
+ 12.01%
$92.57 - $107.37 $181K - $210K
18.2K $1.94M
EMB
Ishares Tr

ETFs
4.87K
+ 5.51%
$86.66 - $89.88 $422K - $438K
93.2K $8.25M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.08K
+ 64.57%
$65.44 - $71.94 $332K - $365K
12.9K $846K
RELX
Relx PLC

Communication Services
3.83K
+ 10.93%
$41.07 - $46.15 $157K - $177K
38.8K $1.78M
CRWD
Crowd Strike Holdings, Inc.

Technology
218
+ 7.48%
$282.64 - $390.43 $61.6K - $85.1K
3.13K $1.2M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.36K
+ 6.22%
$92.57 - $94.69 $311K - $318K
57.4K $5.41M
FORM
Formfactor Inc

Technology
3.13K
+ 62.35%
$40.25 - $60.53 $126K - $189K
8.14K $492K
CPNG
Coupang, Inc.

Consumer Cyclical
9.98K
+ 61.26%
$18.2 - $23.65 $182K - $236K
26.3K $550K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.98K
+ 7.98%
$35.59 - $36.41 $284K - $290K
108K $3.91M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
16.9K
+ 140.25%
$8.4 - $14.74 $142K - $248K
28.9K $387K
IEMG
Ishares Inc

ETFs
1.01K
+ 1.0%
$50.02 - $54.95 $50.3K - $55.3K
101K $5.42M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.92K
+ 8.18%
$51.1 - $52.24 $251K - $257K
65K $3.38M
ADBE
Adobe Inc.

Technology
88
+ 2.32%
$439.02 - $555.54 $38.6K - $48.9K
3.89K $2.16M
VNQ
Vanguard Specialized Funds Van

ETFs
6.98K
+ 5.46%
$78.61 - $85.97 $548K - $600K
135K $11.3M
ELV
Elevance Health, Inc.

Healthcare
403
+ 55.43%
$497.49 - $547.8 $200K - $221K
1.13K $612K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.25K
+ 44.54%
$87.24 - $97.37 $196K - $219K
7.29K $704K
AVGO
Broadcom Inc.

Technology
89
+ 30.38%
$1204.71 - $1828.87 $107K - $163K
382 $613K
GLNG
Golar Lng LTD

Energy
2.14K
+ 10.54%
$24.13 - $31.35 $51.7K - $67.2K
22.5K $704K
GRAB
Grab Holdings LTD

Technology
51.2K
+ 82.62%
$3.16 - $3.74 $162K - $191K
113K $401K
SUB
Ishares Short Term National Mu

ETFs
2.88K
+ 0.51%
$104.04 - $104.8 $300K - $302K
570K $59.6M
AMGN
Amgen Inc

Healthcare
245
+ 6.35%
$262.75 - $319.31 $64.4K - $78.2K
4.1K $1.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
23
+ 8.65%
$3414.82 - $4014.38 $78.5K - $92.3K
289 $1.14M
HSBC
Hsbc Holdings PLC

Financial Services
2.57K
+ 16.86%
$39.31 - $45.4 $101K - $117K
17.8K $775K
BSX
Boston Scientific Corp

Healthcare
888
+ 7.39%
$67.33 - $77.71 $59.8K - $69K
12.9K $993K
TMUS
T Mobile Us, Inc.

Communication Services
523
+ 8.68%
$159.79 - $180.69 $83.6K - $94.5K
6.55K $1.15M
HYD
Vaneck High Yield Muni ETF

ETFs
5.41K
+ 2.91%
$51.05 - $52.32 $276K - $283K
191K $9.89M
GLW
Corning Inc

Technology
1.94K
+ 12.95%
$30.91 - $40.21 $59.9K - $78K
16.9K $656K
Activity Summary
Buys All Purchases 285 New Holdings 33 Increased Positions 252 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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