Marotta Asset Management Incresed Positions in Q4 2024

Marotta Asset Management

  • $478 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FHLC
Fidelity Covington Tr Msci Hea

ETFs
25.1K
+ 62.43%
$64.85 - $73.04 $1.63M - $1.83M
65.3K $4.27M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.52K
+ 20.2%
$170.03 - $192.78 $599K - $679K
20.9K $3.87M
AMZN
Amazon Com Inc

Consumer Cyclical
170
+ 1.64%
$180.88 - $232.93 $30.7K - $39.6K
10.5K $2.31M
VGSH
Vanguard

ETFs
7.17K
+ 8.42%
$58.02 - $58.88 $416K - $422K
92.4K $5.38M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.05%
$163.08 - $198.16 $163 - $198
1.82K $346K
TFC
Truist Financial Corp

Financial Services
100
+ 0.24%
$41.51 - $48.1 $4.15K - $4.81K
42.3K $1.83M
SCHG
Schwab Strategic Tr Us Large C

ETFs
33.6K
+ 281.79%
$25.93 - $105.3 $872K - $3.54M
45.6K $1.27M
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.26K
+ 3.61%
$49.28 - $52.29 $161K - $171K
93.7K $4.63M
FLKR
Franklin Templeton ETF Tr

ETFs
25.8K
+ 22.09%
$17.41 - $21.11 $448K - $544K
142K $2.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.69%
$442.29 - $483.08 $3.54K - $3.86K
1.16K $526K
FLMX
Franklin Templeton ETF Tr

ETFs
5.69K
+ 10.53%
$23.0 - $27.58 $131K - $157K
59.7K $1.37M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.81K
+ 158.89%
$25.79 - $80.4 $227K - $708K
14.4K $374K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.03K
+ 1.43%
$26.61 - $29.85 $54K - $60.6K
144K $3.88M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
142K
+ 98.44%
$22.63 - $47.53 $3.22M - $6.75M
286K $6.5M
EWN
Ishares Msci Netherlnds ETF

ETFs
14.5K
+ 8.77%
$44.48 - $50.56 $646K - $735K
180K $8.02M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.27K
+ 2.04%
$89.81 - $104.0 $114K - $132K
63.2K $5.69M
SCHO
Schwab Short Term Us Treasury

ETFs
274K
+ 95.21%
$24.06 - $48.88 $6.58M - $13.4M
561K $13.5M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.25K
+ 2.39%
$39.22 - $47.52 $88.2K - $107K
96.5K $3.82M
FLSW
Franklin Templeton ETF Tr

ETFs
10.4K
+ 4.3%
$31.9 - $35.84 $333K - $374K
253K $8.1M
EIRL
Ishares Tr Msci Ireland ETF

ETFs
12.3K
+ 8.75%
$57.88 - $68.78 $714K - $848K
153K $9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
237K
+ 96.81%
$25.74 - $53.78 $6.11M - $12.8M
483K $12.5M
EDEN
Ishares Tr Msci Denmark ETF

ETFs
3.92K
+ 5.09%
$105.56 - $124.02 $414K - $486K
80.9K $8.6M
EWD
Ishares Inc Msci Sweden ETF

ETFs
14
+ 0.01%
$37.33 - $42.76 $523 - $599
216K $8.05M
VHT
Vanguard Health Care ETF

ETFs
1.03K
+ 1.56%
$250.81 - $283.3 $258K - $292K
66.8K $17M
XCEM
Columbia ETF Tr Ii

ETFs
5.94K
+ 0.68%
$29.6 - $32.67 $176K - $194K
874K $25.9M
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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