Facet Wealth, Inc. Incresed Positions in Q3 2024

Facet Wealth, Inc.

  • $3.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
445
+ 71.31%
$316.8 - $391.12 $141K - $174K
1.07K $418K
IBM
International Business Machines Corp

Technology
325
+ 12.62%
$175.1 - $223.38 $56.9K - $72.6K
2.9K $641K
ABBV
Abb Vie Inc.

Healthcare
742
+ 43.72%
$163.84 - $199.33 $122K - $148K
2.44K $481K
NVDA
Nvidia Corp

Technology
2.11K
+ 6.49%
$98.91 - $134.91 $209K - $285K
34.6K $4.2M
VNQ
Vanguard Specialized Funds Van

ETFs
1.21K
+ 30.92%
$82.97 - $98.97 $100K - $120K
5.13K $499K
JPM
Jpmorgan Chase & CO

Financial Services
691
+ 29.67%
$194.9 - $224.8 $135K - $155K
3.02K $636K
UNH
Unitedhealth Group Inc

Healthcare
160
+ 18.18%
$488.01 - $604.18 $78.1K - $96.7K
1.04K $608K
VO
Vanguard Mid Cap ETF

ETFs
508
+ 44.48%
$237.84 - $263.83 $121K - $134K
1.65K $435K
WMT
Walmart Inc.

Consumer Defensive
1.03K
+ 18.34%
$66.91 - $81.4 $68.8K - $83.7K
6.63K $535K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.78K
+ 19.44%
$58.03 - $65.37 $103K - $116K
10.9K $707K
ORCL
Oracle Corp

Technology
205
+ 6.55%
$125.9 - $170.35 $25.8K - $34.9K
3.34K $568K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
688
+ 16.38%
$105.53 - $118.34 $72.6K - $81.4K
4.89K $571K
LMT
Lockheed Martin Corp

Industrials
70
+ 15.42%
$460.3 - $584.56 $32.2K - $40.9K
524 $306K
LLY
Eli Lilly & CO

Healthcare
161
+ 6.52%
$772.14 - $960.02 $124K - $155K
2.63K $2.33M
VB
Vanguard Small Cap ETF

ETFs
289
+ 27.9%
$214.77 - $237.72 $62.1K - $68.7K
1.33K $314K
AVUV
American Centy ETF Tr Avantis

ETFs
259
+ 2.51%
$88.24 - $99.7 $22.9K - $25.8K
10.6K $1.02M
AMAT
Applied Materials Inc

Technology
877
+ 33.17%
$174.88 - $254.97 $153K - $224K
3.52K $711K
PEP
Pepsico Inc

Consumer Defensive
451
+ 35.32%
$161.9 - $179.3 $73K - $80.9K
1.73K $293K
VONG
Vanguard Russell 1000 Growth E

ETFs
518
+ 6.44%
$85.48 - $98.39 $44.3K - $51K
8.56K $826K
HCA
Hca Healthcare, Inc.

Healthcare
47
+ 7.83%
$315.12 - $406.43 $14.8K - $19.1K
647 $262K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
81
+ 0.27%
$31.05 - $34.29 $2.52K - $2.78K
30K $1.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
143
+ 16.86%
$332.02 - $382.76 $47.5K - $54.7K
991 $372K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
334
+ 15.78%
$117.9 - $128.2 $39.4K - $42.8K
2.45K $314K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 5.27%
$801.83 - $917.05 $28.9K - $33K
719 $637K
IWB
Ishares Tr Russell 1000 ETF

ETFs
16
+ 0.53%
$283.28 - $314.39 $4.53K - $5.03K
3.06K $962K
PANW
Palo Alto Networks Inc

Technology
153
+ 19.1%
$294.18 - $368.01 $45K - $56.3K
954 $326K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
209
+ 6.34%
$112.99 - $126.45 $23.6K - $26.4K
3.51K $441K
VGLT
Vanguard Long Term Treasury Et

ETFs
475
+ 12.76%
$56.52 - $63.23 $26.8K - $30K
4.2K $258K
IWR
Ishares Russell Mid Cap ETF

ETFs
283
+ 11.38%
$79.92 - $88.19 $22.6K - $25K
2.77K $244K
PG
Procter & Gamble CO

Consumer Defensive
108
+ 5.93%
$160.76 - $177.82 $17.4K - $19.2K
1.93K $334K
V
Visa Inc.

Financial Services
27
+ 1.57%
$253.74 - $291.56 $6.85K - $7.87K
1.75K $480K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
178
+ 2.16%
$25.45 - $29.53 $4.53K - $5.26K
8.41K $245K
XOM
Exxon Mobil Corp

Energy
136
+ 3.13%
$109.72 - $119.0 $14.9K - $16.2K
4.48K $525K
CI
Cigna Corp

Healthcare
26
+ 3.55%
$319.12 - $367.1 $8.3K - $9.54K
758 $262K
AMGN
Amgen Inc

Healthcare
12
+ 1.55%
$309.38 - $337.38 $3.71K - $4.05K
787 $253K
ADBE
Adobe Inc.

Technology
49
+ 12.1%
$508.13 - $586.55 $24.9K - $28.7K
454 $235K
WM
Waste Management Inc

Industrials
54
+ 5.23%
$196.96 - $223.45 $10.6K - $12.1K
1.09K $225K
DIS
Walt Disney CO

Communication Services
109
+ 4.05%
$85.6 - $98.61 $9.33K - $10.7K
2.8K $269K
COP
Conocophillips

Energy
154
+ 7.03%
$102.3 - $116.61 $15.8K - $18K
2.34K $246K
HON
Honeywell International Inc

Industrials
17
+ 1.6%
$196.73 - $220.21 $3.34K - $3.74K
1.08K $223K
AVGO
Broadcom Inc.

Technology
1.58K
+ 74.93%
$136.27 - $1745.86 $216K - $2.77M
3.7K $637K
Activity Summary
Buys All Purchases 104 New Holdings 12 Increased Positions 92 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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