Financial Alternatives, Inc Reduced Holdings in Q4 2024

Financial Alternatives, Inc

  • $142 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-200
- 3.11%
$385.02 - $431.37 $77K - $86.3K
6.22K $2.42B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-29
- 0.04%
$25.61 - $28.0 $743 - $812
67.1K $1.74B
IXUS
Ishares Tr

ETFs
-301
- 2.05%
$65.95 - $72.56 $19.9K - $21.8K
14.4K $953M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-1.36K
- 2.48%
$12.1 - $13.76 $16.4K - $18.7K
53.4K $646M
XOM
Exxon Mobil Corp

Energy
-90
- 0.93%
$105.51 - $125.37 $9.5K - $11.3K
9.62K $1.04B
VEU
Vanguard Ftse All World Ex Us

ETFs
-38
- 0.22%
$57.29 - $63.1 $2.18K - $2.4K
17.4K $1B
HYG
Ishares Tr

ETFs
-18
- 0.05%
$78.09 - $80.04 $1.41K - $1.44K
39.5K $3.11B
SRE
Sempra Energy

Utilities
-918
- 18.22%
$80.81 - $94.77 $74.2K - $87K
4.12K $361M
IFGL
Ishares International Develope

ETFs
-145
- 0.9%
$18.78 - $22.81 $2.72K - $3.31K
16K $309M
VIG
Vanguard Dividend Appreciation

ETFs
-127
- 4.04%
N/A
3.02K $591M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-176
- 4.5%
$56.61 - $61.63 $9.96K - $10.8K
3.74K $212M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-519
- 6.11%
$40.82 - $45.39 $21.2K - $23.6K
7.98K $332M
PFN
Pimco Income Strategy Fund Ii

Financial Services
-2.04K
- 9.02%
$7.33 - $7.72 $14.9K - $15.7K
20.6K $153M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-353
- 4.3%
$40.15 - $42.9 $14.2K - $15.1K
7.85K $317M
MSFT
Microsoft Corp

Technology
-17
- 2.44%
$406.35 - $454.46 $6.91K - $7.73K
679 $286M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-2.86K
- 1.1%
$9.1 - $9.51 $26K - $27.2K
258K $2.4B
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.35K
- 6.21%
$95.27 - $107.82 $128K - $145K
20.3K $2.1B
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 1.17%
$873.59 - $994.69 $6.99K - $7.96K
673 $617M
NVDA
Nvidia Corp

Technology
-25
- 1.0%
$117.0 - $148.88 $2.93K - $3.72K
2.48K $333M
GOOGL
Alphabet Inc.

Communication Services
-24
- 1.13%
$161.86 - $196.66 $3.88K - $4.72K
2.11K $399M
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 1.06%
$180.88 - $232.93 $4.52K - $5.82K
2.32K $510M
AAPL
Apple Inc.

Technology
-206
- 1.54%
$221.69 - $259.02 $45.7K - $53.4K
13.2K $3.29B
VUG
Vanguard Growth ETF

ETFs
-16
- 0.19%
$378.79 - $428.11 $6.06K - $6.85K
8.33K $3.42B
Activity Summary
Buys All Purchases 14 New Holdings 1 Increased Positions 13 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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