Esg Planning Incresed Positions in Q3 2024

Esg Planning

  • $151 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
159K
+ 305.19%
$98.91 - $134.91 $15.7M - $21.5M
211K $25.7M
MUB
Ishares National Muni Bond ETF

ETFs
32.5K
+ 21.1%
$106.13 - $108.7 $3.45M - $3.53M
187K $20.3M
AAPL
Apple Inc.

Technology
11.2K
+ 60.97%
$207.23 - $234.82 $2.32M - $2.63M
29.6K $6.89M
BND
Vanguard Bd Index Fd Inc Total

ETFs
31K
+ 24.17%
$71.45 - $75.64 $2.21M - $2.34M
159K $11.9M
JNK
Spdr Bloomberg High Yield Bond

ETFs
15.2K
+ 19.95%
$93.65 - $97.81 $1.42M - $1.48M
91.1K $8.91M
VGT
Vanguard Information Technolog

ETFs
2.4K
+ 25.52%
$514.43 - $606.85 $1.23M - $1.45M
11.8K $6.91M
VEU
Vanguard Ftse All World Ex Us

ETFs
14.7K
+ 29.59%
$56.47 - $63.69 $829K - $935K
64.3K $4.05M
VCR
Vanguard Consumer Discretionar

ETFs
2.42K
+ 21.66%
$291.88 - $341.94 $705K - $826K
13.6K $4.62M
VIS
Vanguard Industrial ETF

ETFs
3.08K
+ 30.02%
$232.12 - $260.07 $715K - $802K
13.3K $3.47M
AMZN
Amazon Com Inc

Consumer Cyclical
6.3K
+ 33.7%
$161.02 - $200.0 $1.01M - $1.26M
25K $4.65M
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.3K
+ 20.96%
$59.25 - $65.33 $608K - $670K
59.2K $3.84M
MSFT
Microsoft Corp

Technology
1.95K
+ 86.94%
$395.15 - $467.56 $771K - $912K
4.19K $1.8M
VFH
Vanguard Financial ETF

ETFs
5K
+ 25.12%
$99.27 - $111.21 $496K - $556K
24.9K $2.74M
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.4K
+ 18.27%
$38.04 - $45.36 $358K - $426K
60.8K $2.72M
VHT
Vanguard Health Care ETF

ETFs
1.82K
+ 24.19%
$261.88 - $288.1 $476K - $524K
9.33K $2.63M
VDC
Vanguard Consumer Staples ETF

ETFs
2.22K
+ 22.69%
$201.77 - $221.32 $447K - $490K
12K $2.62M
GLD
Spdr Gold Trust

ETFs
1.56K
+ 22.4%
$215.56 - $246.98 $335K - $384K
8.5K $2.07M
V
Visa Inc.

Financial Services
1.64K
+ 48.15%
$253.74 - $291.56 $417K - $479K
5.05K $1.39M
XLU
Utilities Sector Spdr

ETFs
3.45K
+ 23.14%
$67.67 - $80.78 $234K - $279K
18.4K $1.48M
GOOGL
Alphabet Inc.

Communication Services
4.38K
+ 26.35%
$148.65 - $191.18 $651K - $837K
21K $3.48M
EQIX
Equinix Inc

Real Estate
288
+ 19.49%
$749.0 - $890.01 $216K - $256K
1.77K $1.57M
MRK
Merck & Co., Inc.

Healthcare
5.59K
+ 28.24%
$111.15 - $128.97 $622K - $721K
25.4K $2.88M
MA
Mastercard Inc

Financial Services
652
+ 33.42%
$429.6 - $500.99 $280K - $327K
2.6K $1.29M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.89K
+ 18.88%
$89.91 - $101.33 $260K - $293K
18.2K $1.78M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.64K
+ 19.58%
$33.62 - $38.33 $190K - $216K
34.4K $1.3M
VOX
Vanguard Communication Service

ETFs
1.5K
+ 20.58%
$129.82 - $145.39 $195K - $218K
8.78K $1.28M
XLK
Technology Sector Spdr

ETFs
1.21K
+ 25.89%
$197.34 - $237.68 $238K - $287K
5.87K $1.32M
LOW
Lowes Companies Inc

Consumer Cyclical
621
+ 33.0%
$213.3 - $270.78 $132K - $168K
2.5K $677K
META
Meta Platforms, Inc.

Communication Services
155
+ 6.27%
$453.41 - $572.44 $70.3K - $88.7K
2.63K $1.5M
AMAT
Applied Materials Inc

Technology
1.5K
+ 107.17%
$174.88 - $254.97 $261K - $381K
2.89K $583K
DHR
Danaher Corp

Healthcare
509
+ 27.72%
$239.25 - $280.76 $122K - $143K
2.35K $651K
VAW
Vanguard Materials ETF

ETFs
677
+ 29.04%
$189.89 - $213.71 $129K - $145K
3.01K $636K
UNP
Union Pacific Corp

Industrials
588
+ 30.34%
$221.78 - $256.09 $130K - $151K
2.53K $622K
TMO
Thermo Fisher Scientific Inc.

Healthcare
218
+ 30.53%
$531.86 - $624.21 $116K - $136K
932 $576K
IGV
Ishares Expanded Tech Software

ETFs
1.58K
+ 27.9%
$77.94 - $89.37 $123K - $141K
7.26K $648K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.19K
+ 3.27%
$100.3 - $100.74 $119K - $120K
37.5K $3.78M
HON
Honeywell International Inc

Industrials
654
+ 28.25%
$196.73 - $220.21 $129K - $144K
2.97K $613K
Bank Montreal Medium
160
+ 3.93%
N/A
4.23K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
830
+ 27.95%
$217.89 - $392.15 $181K - $325K
3.8K $1.07M
Activity Summary
Buys All Purchases 48 New Holdings 8 Increased Positions 40 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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