Litman Gregory Wealth Management LLC Purchases in Q4 2024

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.3K
+ 6.62%
$521.84 - $558.82 $8.53M - $9.13M
263K $142M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
499K
+ 50.59%
$26.01 - $28.19 $13M - $14.1M
1.48M $38.8M
DGRO
Ishares Core Dividend Growth E

ETFs
177K
+ 102.16%
$60.73 - $64.94 $10.8M - $11.5M
350K $21.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
67.8K
+ 42.82%
$113.92 - $127.38 $7.73M - $8.64M
226K $26.1M
IVV
Ishares Core S&P 500 ETF

ETFs
436
+ 0.19%
$570.51 - $610.59 $249K - $266K
228K $134M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
27.5K
+ 17.36%
$41.09 - $45.94 $1.13M - $1.26M
186K $7.82M
VOTE
Engine No 1 ETF Tr

ETFs
5.56K
+ 2.94%
$66.37 - $71.58 $369K - $398K
195K $13.4M
VTV
Vanguard Value ETF

ETFs
4.2K
+ 27.55%
$168.32 - $181.87 $706K - $763K
19.4K $3.29M
KFY
Korn Ferry

Industrials
7.47K
New
$66.56 - $79.4 $497K - $593K
7.47K $504K
SPY
Spdr S&P 500 ETF Trust

ETFs
432
+ 4.84%
$567.81 - $607.81 $245K - $263K
9.35K $5.48M
VXF
Vanguard Extended Market ETF

ETFs
1.07K
New
$179.17 - $207.15 $191K - $221K
1.07K $202K
COST
Costco Wholesale Corp

Consumer Defensive
218
New
$873.59 - $994.69 $190K - $217K
218 $199K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.21K
+ 16.2%
$63.01 - $68.55 $139K - $152K
15.9K $1M
IDEV
Ishares Core Msci Intl Develop

ETFs
105K
+ 10.06%
$64.18 - $70.42 $6.77M - $7.42M
1.15M $74.4M
NVDA
Nvidia Corp

Technology
650
+ 24.21%
$117.0 - $148.88 $76.1K - $96.8K
3.34K $447K
FNDX
Schwab Fundamental U S Large C

ETFs
13.8K
+ 314.7%
$23.49 - $71.77 $324K - $989K
18.2K $430K
JPM
Jpmorgan Chase & CO

Financial Services
74
+ 3.75%
$205.18 - $250.29 $15.2K - $18.5K
2.05K $490K
DVY
Ishares Tr

ETFs
642
+ 18.88%
$129.55 - $143.41 $83.2K - $92.1K
4.04K $530K
IWR
Ishares Russell Mid Cap ETF

ETFs
565
+ 2.27%
$87.25 - $95.52 $49.3K - $54K
25.5K $2.25M
IWN
Ishares Russell2000 Val ETF

ETFs
273
+ 19.73%
$162.69 - $181.35 $44.4K - $49.5K
1.66K $272K
FNDB
Schwab Fundamental U S Broad M

ETFs
16.6K
+ 220.85%
$23.07 - $70.32 $383K - $1.17M
24.1K $560K
HYG
Ishares Tr

ETFs
401
+ 15.16%
$78.09 - $80.04 $31.3K - $32.1K
3.05K $239K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1K
+ 4.65%
$17.14 - $18.44 $17.1K - $18.4K
22.5K $398K
OEF
Ishares S&P 100 ETF

ETFs
71
+ 1.31%
N/A
5.5K $1.46M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
70
+ 2.31%
$124.61 - $133.96 $8.72K - $9.38K
3.1K $399K
IEF
Ishares Barclays

ETFs
4.07K
+ 6.36%
$92.08 - $98.18 $375K - $400K
68.1K $6.29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.24K
+ 199.98%
$22.4 - $68.28 $207K - $631K
13.9K $321K
CGDV
Capital Group Divid Value ETF

ETFs
1.33K
+ 3.74%
$35.16 - $37.12 $46.7K - $49.3K
36.8K $1.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.3K
+ 100.0%
$25.33 - $51.16 $464K - $937K
36.6K $947K
Tcw ETF Trust
6.69K
New
N/A
6.69K $0
SCHO
Schwab Short Term Us Treasury

ETFs
4.99K
+ 99.3%
$24.06 - $48.88 $120K - $244K
10K $240K
VT
Vanguard Total World Stk Index

ETFs
25
+ 0.58%
$117.09 - $123.07 $2.93K - $3.08K
4.3K $505K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
2.18K
+ 5.95%
$10.55 - $11.6 $23K - $25.3K
38.8K $412K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
91
+ 2.35%
$55.45 - $61.08 $5.05K - $5.56K
3.97K $220K
JNJ
Johnson & Johnson

Healthcare
62
+ 3.41%
$143.34 - $165.86 $8.89K - $10.3K
1.88K $271K
VNQ
Vanguard Specialized Funds Van

ETFs
606
+ 5.43%
$87.85 - $98.6 $53.2K - $59.8K
11.8K $1.05M
AMD
Advanced Micro Devices Inc

Technology
150
+ 8.94%
$118.88 - $172.8 $17.8K - $25.9K
1.83K $220K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
402
+ 0.44%
$75.65 - $83.47 $30.4K - $33.6K
91.2K $6.94M
TSCO
Tractor Supply CO

Consumer Cyclical
192K
+ 384.17%
$52.59 - $303.74 $10.1M - $58.3M
242K $12.8M
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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