Ma Private Wealth Reduced Holdings in Q4 2024

Ma Private Wealth

  • $533 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.9K
- 47.01%
$406.35 - $454.46 $774K - $865K
2.15K $904K
IEV
Ishares Tr Europe ETF

ETFs
-7.35K
- 61.08%
$52.03 - $57.63 $382K - $423K
4.68K $243K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.38K
- 1.24%
$88.59 - $94.57 $122K - $130K
109K $9.71M
IXUS
Ishares Tr

ETFs
-1.27K
- 3.61%
$65.95 - $72.56 $84K - $92.4K
34K $2.25M
XLV
Select Sector Spdr Fund Health

ETFs
-903
- 7.87%
$136.28 - $154.74 $123K - $140K
10.6K $1.45M
AMD
Advanced Micro Devices Inc

Technology
-20
- 0.28%
$118.88 - $172.8 $2.38K - $3.46K
7K $845K
VTV
Vanguard Value ETF

ETFs
-444
- 1.65%
$168.32 - $181.87 $74.7K - $80.8K
26.5K $4.49M
JNJ
Johnson & Johnson

Healthcare
-839
- 33.76%
$143.34 - $165.86 $120K - $139K
1.65K $238K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.61K
- 3.64%
$22.39 - $23.45 $80.9K - $84.7K
95.6K $2.2M
VEA
Vanguard Ftse Developed Market

ETFs
-264
- 1.16%
$47.57 - $52.44 $12.6K - $13.8K
22.5K $1.08M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-1.1K
- 4.81%
$44.21 - $46.46 $48.7K - $51.2K
21.8K $967K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-795
- 2.64%
$124.61 - $133.96 $99.1K - $106K
29.4K $3.78M
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 1.06%
$385.02 - $431.37 $2.7K - $3.02K
655 $254K
OEF
Ishares S&P 100 ETF

ETFs
-44
- 2.85%
N/A
1.5K $398K
IGM
Ishares Expanded Tech Sector E

ETFs
-103
- 4.68%
$94.19 - $106.95 $9.7K - $11K
2.1K $214K
VB
Vanguard Small Cap ETF

ETFs
-83
- 0.99%
$233.76 - $261.58 $19.4K - $21.7K
8.3K $2M
USXF
Ishares Esg Advanced Msci Usa

Technology
-166
- 0.7%
$48.45 - $52.57 $8.04K - $8.73K
23.5K $1.17M
JPM
Jpmorgan Chase & CO

Financial Services
-15
- 1.35%
$205.18 - $250.29 $3.08K - $3.75K
1.09K $262K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-148
- 0.49%
$62.07 - $66.61 $9.19K - $9.86K
30.2K $1.93M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-203
- 1.08%
$201.32 - $217.44 $40.9K - $44.1K
18.6K $3.85M
IVV
Ishares Core S&P 500 ETF

ETFs
-326
- 1.57%
$570.51 - $610.59 $186K - $199K
20.4K $12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-149
- 0.41%
$124.26 - $134.12 $18.5K - $20K
36.4K $4.68M
TSLA
Tesla, Inc.

Consumer Cyclical
-38
- 4.22%
$213.65 - $479.86 $8.12K - $18.2K
862 $348K
AVGO
Broadcom Inc.

Technology
-59
- 2.46%
$159.67 - $250.0 $9.42K - $14.8K
2.34K $542K
VUG
Vanguard Growth ETF

ETFs
-50
- 0.32%
$378.79 - $428.11 $18.9K - $21.4K
15.8K $6.49M
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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