Ma Private Wealth Incresed Positions in Q4 2024

Ma Private Wealth

  • $533 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.02K
+ 1.17%
$521.84 - $558.82 $1.05M - $1.13M
174K $94M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.07K
+ 1.91%
$94.43 - $105.47 $574K - $641K
324K $32.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.9K
+ 1.54%
$49.03 - $53.35 $583K - $634K
782K $40.1M
IYW
Ishares Dj Us Tech ETF

ETFs
1K
+ 0.85%
$148.14 - $166.23 $148K - $166K
118K $18.8M
MGC
Vanguard Mega Cap ETF

ETFs
2.32K
+ 3.28%
$204.21 - $220.18 $475K - $512K
73.1K $15.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12K
+ 9.37%
$51.54 - $52.55 $620K - $632K
140K $7.26M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.71K
+ 1.53%
$176.42 - $186.91 $655K - $694K
246K $43.8M
AAPL
Apple Inc.

Technology
364
+ 2.64%
$221.69 - $259.02 $80.7K - $94.3K
14.1K $3.54M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.68K
+ 5.94%
$34.42 - $35.88 $264K - $276K
137K $4.76M
IBM
International Business Machines Corp

Technology
828
+ 63.55%
$204.9 - $238.04 $170K - $197K
2.13K $468K
MBB
Ishares Tr

ETFs
1.94K
+ 9.62%
$91.26 - $95.82 $177K - $186K
22.1K $2.03M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.69K
+ 26.66%
$87.1 - $98.49 $147K - $167K
8.04K $701K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.77K
+ 15.91%
$55.45 - $61.08 $98K - $108K
12.9K $713K
DSI
Ishares Msci Kld 400 Social Et

ETFs
65
+ 0.58%
$107.41 - $115.71 $6.98K - $7.52K
11.3K $1.25M
LCTD
Blackrock ETF World Ex Us Carb
57
+ 0.96%
N/A
6.02K $0
Blackrock ETF Trust Ii
3.47K
+ 16.36%
N/A
24.7K $0
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
273
+ 2.2%
$26.65 - $29.34 $7.28K - $8.01K
12.7K $343K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
100
+ 0.33%
$22.65 - $23.8 $2.27K - $2.38K
30.7K $696K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
108
+ 0.87%
$33.39 - $37.66 $3.61K - $4.07K
12.5K $416K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
90
+ 1.09%
$64.62 - $71.43 $5.82K - $6.43K
8.34K $538K
IVE
Ishares S&P 500 Value ETF

ETFs
83
+ 0.7%
$189.5 - $206.17 $15.7K - $17.1K
11.9K $2.28M
IEFA
Ishares Tr

ETFs
429
+ 2.59%
$70.06 - $77.43 $30.1K - $33.2K
17K $1.19M
IXC
Ishares Tr Global Energy ETF

ETFs
1.79K
+ 1.31%
$36.95 - $43.06 $66.3K - $77.2K
138K $5.28M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.7K
+ 2.91%
$45.17 - $47.23 $755K - $789K
590K $26.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.41K
+ 1.1%
$74.5 - $78.37 $105K - $111K
130K $9.69M
SPTL
Spdr Portfolio Long Term Treas

ETFs
15.9K
+ 3.77%
$26.05 - $29.17 $413K - $463K
437K $11.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.4K
+ 2.47%
$71.75 - $75.11 $1.61M - $1.68M
930K $66.9M
EFV
Msci Eafe Value ETF

ETFs
8.12K
+ 2.11%
$51.78 - $57.15 $421K - $464K
392K $20.6M
EFG
Msci Eafe Growth ETF

ETFs
4.53K
+ 1.93%
$96.83 - $106.88 $439K - $484K
239K $23.2M
XCEM
Columbia ETF Tr Ii

ETFs
4.78K
+ 0.62%
$29.6 - $32.67 $142K - $156K
774K $22.9M
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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