Landmark Financial Advisors, LLC Closed Holding Positions

Landmark Financial Advisors, LLC

  • $271 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
MMM
3 M CO

Industrials
Q2 2022 Filed on Aug 03, 2022
2,463
$129.41 - $154.23 $319K - $380K
EMR
Emerson Electric CO

Industrials
Q2 2022 Filed on Aug 03, 2022
2,316
$77.79 - $98.42 $180K - $228K
VTV
Vanguard Value ETF

ETFs
Q2 2022 Filed on Aug 03, 2022
1,387
$128.01 - $150.8 $178K - $209K
LMT
Lockheed Martin Corp

Industrials
Q2 2022 Filed on Aug 03, 2022
491
$404.01 - $469.19 $198K - $230K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 16, 2022
400
$378.09 - $648.05 $151K - $259K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2022 Filed on May 16, 2022
5,420
$55.42 - $64.7 $300K - $351K
CBRE
Cbre Group, Inc.

Real Estate
Q1 2022 Filed on May 16, 2022
1,873
$84.85 - $110.3 $159K - $207K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 16, 2022
222
$51.26 - $136.31 $11.4K - $30.3K
GE
General Electric CO

Industrials
Q1 2022 Filed on May 16, 2022
2,342
$85.38 - $103.16 $200K - $242K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 16, 2022
348
$331.01 - $597.37 $115K - $208K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
1,917
$79.29 - $116.68 $152K - $224K
TSLA
Tesla, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
303
$775.22 - $1229.91 $235K - $373K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Jan 26, 2022
3,537
$55.67 - $65.14 $197K - $230K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
2,035
$236.98 - $261.2 $482K - $532K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
17,018
N/A
BFA
Brown Forman Corp Cl A
Q1 2021 Filed on May 11, 2021
4,300
N/A
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2020 Filed on Jul 17, 2020
4,909
$57.69 - $60.12 $283K - $295K
CXW
Core Civic, Inc.

Real Estate
Q2 2020 Filed on Jul 17, 2020
20,000
$8.98 - $14.16 $180K - $283K
LHX
L3 Harris Technologies, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
920
$150.22 - $230.04 $138K - $212K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
1,017
$121.75 - $210.58 $124K - $214K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
1,104
$137.1 - $217.46 $151K - $240K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q4 2019 Filed on Feb 12, 2020
3,444
$100.01 - $111.61 $344K - $384K
Citizens First Corp
Q3 2019 Filed on Nov 07, 2019
12,100
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q3 2019 Filed on Nov 07, 2019
7,279
$31.72 - $32.37 $231K - $236K
Dow Du Pont Inc.
Q2 2019 Filed on Aug 02, 2019
4,471
N/A
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2019 Filed on May 02, 2019
58,844
N/A
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2019 Filed on May 02, 2019
139,630
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q4 2018 Filed on Feb 05, 2019
17,204
N/A
Guggenheim S&P 500 Technology ETF
Q2 2018 Filed on Aug 07, 2018
2,332
N/A
Guggenheim S&P 500 Health Care ETF
Q2 2018 Filed on Aug 07, 2018
1,805
N/A
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q1 2018 Filed on May 01, 2018
2,054
N/A
E.I. Du Pont De Nemours & CO
Q3 2017 Filed on Nov 03, 2017
3,000
N/A
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