Hart & Patterson Financial Group LLC Reduced Holdings in Q3 2024

Hart & Patterson Financial Group LLC

  • $211 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-111K
- 65.8%
$71.45 - $75.64 $7.95M - $8.42M
57.9K $4.35B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-32.3K
- 52.48%
$46.18 - $48.92 $1.49M - $1.58M
29.3K $1.42B
MBB
Ishares Tr

ETFs
-11.4K
- 30.29%
$90.85 - $96.66 $1.04M - $1.1M
26.2K $2.51B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-9.22K
- 13.6%
$49.82 - $52.8 $459K - $487K
58.6K $3.08B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-8.61K
- 16.21%
$25.38 - $26.27 $219K - $226K
44.5K $1.17B
EBND
Spdr Bloomberg Emerging Market

ETFs
-5.53K
- 25.44%
$19.74 - $21.39 $109K - $118K
16.2K $345M
MRK
Merck & Co., Inc.

Healthcare
-36
- 0.8%
$111.15 - $128.97 $4K - $4.64K
4.49K $509M
EMB
Ishares Tr

ETFs
-601
- 15.54%
$87.75 - $93.74 $52.7K - $56.3K
3.27K $306M
HYD
Vaneck High Yield Muni ETF

ETFs
-1.56K
- 4.74%
$51.46 - $53.07 $80.1K - $82.6K
31.3K $1.66B
GOOGL
Alphabet Inc.

Communication Services
-25
- 1.86%
$148.65 - $191.18 $3.72K - $4.78K
1.32K $218M
IWN
Ishares Russell2000 Val ETF

ETFs
-194
- 10.48%
$150.05 - $171.34 $29.1K - $33.2K
1.66K $276M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-158
- 0.25%
$20.69 - $21.17 $3.27K - $3.34K
64K $1.35B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-99
- 4.6%
$97.81 - $108.79 $9.68K - $10.8K
2.05K $223M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-61
- 6.01%
$256.4 - $289.78 $15.6K - $17.7K
954 $271M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-585
- 2.78%
$92.63 - $105.69 $54.2K - $61.8K
20.5K $2.13B
DFSB
Dimensional ETF Tr Dimensional
-127
- 1.32%
N/A
9.49K $504M
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.04%
$160.76 - $177.82 $161 - $178
2.3K $399M
VBK
Vanguard Small Cap Growth ETF

ETFs
-108
- 3.44%
$240.48 - $267.94 $26K - $28.9K
3.03K $811M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.54K
- 1.49%
$49.93 - $51.15 $76.7K - $78.6K
102K $5.2B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-3.07K
- 4.62%
$62.4 - $62.4 $192K - $192K
63.4K $4.21B
AAPL
Apple Inc.

Technology
-220
- 5.52%
$207.23 - $234.82 $45.6K - $51.7K
3.77K $877M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-29
- 0.32%
$64.83 - $72.82 $1.88K - $2.11K
8.97K $646M
RTX
Raytheon Technologies Corp

Industrials
-3
- 0.14%
$99.55 - $123.34 $299 - $370
2.12K $256M
USXF
Ishares Esg Advanced Msci Usa

Technology
-284
- 1.19%
$43.59 - $49.35 $12.4K - $14K
23.6K $1.16B
SELV
Sei Exchange Traded Fds Enhanc

ETFs
-537
- 1.53%
$27.51 - $29.65 $14.8K - $15.9K
34.6K $1.02B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.64K
- 0.94%
$48.06 - $49.39 $78.9K - $81K
173K $8.54B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-7.73K
- 4.66%
$23.58 - $25.5 $182K - $197K
158K $4.01B
IEFA
Ishares Tr

ETFs
-61
- 0.36%
$70.09 - $78.74 $4.28K - $4.8K
17.1K $1.34B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.04K
- 2.28%
$38.03 - $42.06 $39.6K - $43.7K
44.7K $1.87B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-888
- 2.64%
$73.43 - $80.37 $65.2K - $71.4K
32.8K $2.63B
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-2.04K
- 1.67%
$32.02 - $34.87 $65.2K - $71K
120K $4.17B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-787
- 3.95%
$162.83 - $179.16 $128K - $141K
19.1K $3.43B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-927
- 0.7%
$51.58 - $53.79 $47.8K - $49.9K
131K $7.01B
BNDX
Vanguard Total International B

ETFs
-2.2K
- 1.16%
$48.42 - $50.35 $106K - $111K
188K $9.43B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.32K
- 0.75%
$23.04 - $24.06 $53.5K - $55.9K
306K $7.36B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-361
- 0.82%
$113.45 - $126.18 $41K - $45.6K
43.7K $5.52B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-8.36K
- 3.64%
$61.11 - $67.85 $511K - $567K
221K $15B
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-6.01K
- 2.32%
$29.78 - $32.95 $179K - $198K
253K $8.33B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.71K
- 3.34%
$104.5 - $114.97 $178K - $196K
49.4K $5.66B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-10.5K
- 4.23%
$31.02 - $36.12 $325K - $378K
237K $8.56B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.04K
- 2.91%
$46.9 - $51.96 $189K - $210K
135K $6.93B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.98K
- 3.07%
$41.9 - $48.26 $250K - $288K
189K $9.03B
VEA
Vanguard Ftse Developed Market

ETFs
-8.86K
- 2.11%
$47.6 - $53.31 $422K - $472K
411K $21.7B
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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