Mather Group, Llc. Purchases in Q4 2024

Mather Group, Llc.

  • $7.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
3.78K
+ 14.42%
$73.36 - $89.13 $277K - $337K
30K $2.27M
UL
Unilever PLC

Consumer Defensive
151
+ 2.28%
$56.7 - $64.64 $8.56K - $9.76K
6.79K $384K
SBUX
Starbucks Corp

Consumer Cyclical
359
+ 2.79%
$87.44 - $102.5 $31.4K - $36.8K
13.2K $1.21M
GPC
Genuine Parts CO

Consumer Cyclical
46
+ 1.93%
$113.11 - $143.63 $5.2K - $6.61K
2.43K $284K
HYD
Vaneck High Yield Muni ETF

ETFs
247
+ 0.45%
$51.09 - $53.06 $12.6K - $13.1K
55.1K $2.86M
PSA
Public Storage

Real Estate
3
+ 0.37%
$289.33 - $360.21 $868 - $1.08K
822 $246K
RELX
Relx PLC

Communication Services
114
+ 0.4%
$44.45 - $48.63 $5.07K - $5.54K
28.4K $1.29M
CTAS
Cintas Corp

Industrials
203
+ 5.23%
$182.7 - $226.47 $37.1K - $46K
4.08K $745K
PHM
Pultegroup Inc

Consumer Cyclical
15
+ 0.91%
$108.86 - $149.04 $1.63K - $2.24K
1.67K $181K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.16K
+ 3.79%
$30.93 - $33.94 $36K - $39.5K
31.9K $988K
ORCL
Oracle Corp

Technology
137
+ 0.55%
$165.41 - $192.43 $22.7K - $26.4K
24.9K $4.15M
CB
Chubb LTD

Financial Services
12
+ 0.18%
$271.57 - $301.89 $3.26K - $3.62K
6.58K $1.82M
ZTS
Zoetis Inc.

Healthcare
148
+ 4.55%
$162.24 - $194.42 $24K - $28.8K
3.4K $553K
KMB
Kimberly Clark Corp

Consumer Defensive
33
+ 0.43%
$130.37 - $146.09 $4.3K - $4.82K
7.66K $1M
MGV
Vanguard Mega Cap Value

ETFs
68
+ 0.25%
$124.06 - $133.48 $8.44K - $9.08K
27.5K $3.43M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.9K
+ 91.0%
$18.41 - $40.87 $292K - $649K
33.3K $616K
JPIE
J P Morgan Exchange Traded Fd
509
+ 0.3%
$45.59 - $46.25 $23.2K - $23.5K
172K $7.83M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
919
+ 0.32%
$24.55 - $25.16 $22.6K - $23.1K
284K $7M
DFIV
Dimensional ETF Tr

ETFs
920
+ 1.58%
$34.86 - $37.97 $32.1K - $34.9K
59K $2.09M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
73K
+ 188.25%
$27.54 - $83.04 $2.01M - $6.06M
112K $3.1M
NVS
Novartis Ag

Healthcare
51
+ 0.68%
$96.78 - $117.18 $4.94K - $5.98K
7.59K $738K
CARR
Carrier Global Corp

Industrials
9
+ 0.08%
$66.69 - $82.65 $600 - $744
11.1K $756K
CMCSA
Comcast Corp

Communication Services
3.06K
+ 5.19%
$37.39 - $45.14 $114K - $138K
62.1K $2.33M
MU
Micron Technology Inc

Technology
89
+ 1.14%
$84.16 - $113.41 $7.49K - $10.1K
7.89K $663K
EEM
Ishares Msci Emerging Markets

ETFs
429
+ 1.06%
$41.82 - $47.36 $17.9K - $20.3K
40.8K $1.71M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.84K
+ 5.68%
$33.39 - $37.66 $262K - $295K
146K $4.87M
CEG
Constellation Energy Corp

Utilities
26
+ 0.56%
$224.28 - $285.52 $5.83K - $7.42K
4.64K $1.04M
TSCO
Tractor Supply CO

Consumer Cyclical
10K
+ 344.51%
$52.59 - $303.74 $528K - $3.05M
13K $687K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
27
+ 0.1%
$70.1 - $76.53 $1.89K - $2.07K
27.4K $1.94M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
161
+ 0.22%
$88.59 - $94.57 $14.3K - $15.2K
74.6K $6.62M
MDLZ
Mondelez International, Inc.

Consumer Defensive
613
+ 3.99%
$59.25 - $72.99 $36.3K - $44.7K
16K $954K
FCX
Freeport Mcmoran Inc

Basic Materials
1.43K
+ 7.01%
$38.08 - $50.82 $54.3K - $72.5K
21.8K $829K
SCHA
Schwab Strategic Tr Us Small C

ETFs
146K
+ 93.99%
$25.33 - $51.16 $3.71M - $7.49M
302K $7.82M
XOM
Exxon Mobil Corp

Energy
5.68K
+ 6.43%
$105.51 - $125.37 $599K - $712K
94K $10.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
748
+ 0.57%
$46.07 - $48.17 $34.5K - $36K
133K $6.13M
DHR
Danaher Corp

Healthcare
609
+ 6.82%
$226.16 - $274.52 $138K - $167K
9.54K $2.19M
LRCX
Lam Research Corp

Technology
14.4K
+ 797.84%
$70.05 - $814.09 $1.01M - $11.7M
16.2K $1.17M
UNH
Unitedhealth Group Inc

Healthcare
198
+ 3.87%
$485.52 - $625.25 $96.1K - $124K
5.32K $2.69M
EEMV
Ishares Msci Emerging Markets

ETFs
81
+ 0.12%
$57.85 - $63.11 $4.69K - $5.11K
66.9K $3.88M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
51.2K
+ 4.01%
$50.14 - $52.56 $2.57M - $2.69M
1.33M $66.8M
ABBV
Abb Vie Inc.

Healthcare
950
+ 3.3%
$164.99 - $203.87 $157K - $194K
29.7K $5.28M
NEM
Newmont Corp

Basic Materials
1.84K
+ 5.83%
$37.0 - $58.68 $68.2K - $108K
33.5K $1.25M
VEU
Vanguard Ftse All World Ex Us

ETFs
45.4K
+ 8.22%
$57.29 - $63.1 $2.6M - $2.86M
598K $34.3M
LLY
Eli Lilly & CO

Healthcare
405
+ 5.8%
$727.2 - $932.06 $295K - $377K
7.39K $5.71M
KO
Coca Cola CO

Consumer Defensive
337
+ 0.55%
$61.74 - $71.71 $20.8K - $24.2K
61.1K $3.8M
MSFT
Microsoft Corp

Technology
258
+ 0.28%
$406.35 - $454.46 $105K - $117K
92.3K $38.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
23.4K
+ 10.57%
$49.38 - $59.52 $1.15M - $1.39M
245K $12.4M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
59K
+ 2.92%
$49.87 - $52.46 $2.94M - $3.09M
2.08M $104M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.15K
+ 3.4%
$114.08 - $125.68 $587K - $647K
157K $17.9M
Activity Summary
Buys All Purchases 709 New Holdings 108 Increased Positions 601 Sells All Sells 457 Reductions 456 Sold out 1 Options Calls 0 Puts 0
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