Mayfair Advisory Group, LLC Purchases in Q3 2024

Mayfair Advisory Group, LLC

  • $155 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.81K
+ 4.91%
$77.02 - $85.06 $525K - $579K
145K $12.3M
VTV
Vanguard Value ETF

ETFs
2.18K
+ 4.39%
$159.75 - $174.57 $348K - $380K
51.8K $9.04M
AVUV
American Centy ETF Tr Avantis

ETFs
8.95K
+ 34.25%
$88.24 - $99.7 $789K - $892K
35.1K $3.36M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.1K
+ 7.11%
$44.65 - $47.21 $538K - $569K
182K $8.49M
AAPL
Apple Inc.

Technology
289
+ 0.96%
$207.23 - $234.82 $59.9K - $67.9K
30.4K $7.08M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.55K
+ 33.66%
$59.93 - $66.52 $453K - $502K
30K $1.99M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.65K
+ 1.09%
$54.98 - $59.51 $90.7K - $98.2K
153K $9.09M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.51K
+ 11.6%
$66.31 - $74.08 $299K - $334K
43.4K $3.19M
FDVV
Fidelity High Dividend ETF

ETFs
9.34K
+ 126.29%
$46.26 - $50.65 $432K - $473K
16.7K $847K
VUG
Vanguard Growth ETF

ETFs
406
+ 1.72%
$341.08 - $391.94 $138K - $159K
24K $9.2M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
13.4K
+ 144.34%
$23.78 - $25.04 $319K - $336K
22.7K $569K
COOP
Mr. Cooper Group Inc.

Financial Services
3.46K
New
$78.57 - $94.99 $272K - $328K
3.46K $318K
AVIV
American Centy ETF Tr Avantis
4.82K
New
$50.37 - $56.43 $243K - $272K
4.82K $270K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
6.4K
New
$38.81 - $41.41 $248K - $265K
6.4K $265K
QUAL
Ishares Msci Usa Quality Facto

ETFs
614
+ 3.49%
$162.64 - $179.3 $99.9K - $110K
18.2K $3.26M
SO
Southern CO

Utilities
15
+ 0.07%
$77.0 - $90.52 $1.16K - $1.36K
20.1K $1.81M
AIG
American International Group, Inc.

Financial Services
3.4K
New
$70.16 - $79.23 $239K - $270K
3.4K $249K
SCHG
Schwab Strategic Tr Us Large C

ETFs
442
+ 0.79%
$92.63 - $105.69 $40.9K - $46.7K
56.1K $5.85M
CRVL
Corvel Corp

Financial Services
700
New
$250.37 - $326.89 $175K - $229K
700 $228K
RRX
Regal Rexnord Corp

Industrials
1.37K
New
$132.18 - $174.25 $180K - $238K
1.37K $226K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.55K
New
$28.1 - $29.89 $212K - $226K
7.55K $225K
IVV
Ishares Core S&P 500 ETF

ETFs
198
+ 5.45%
$520.18 - $576.82 $103K - $114K
3.83K $2.21M
APH
Amphenol Corp

Technology
3.4K
New
$58.39 - $70.41 $198K - $239K
3.4K $221K
MCI
Barings Corporate Investors

Financial Services
11K
New
$17.17 - $19.93 $189K - $219K
11K $218K
AFL
Aflac Inc

Financial Services
1.91K
New
$88.52 - $111.8 $169K - $213K
1.91K $213K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
3.91K
New
$49.66 - $61.24 $194K - $239K
3.91K $212K
HD
Home Depot, Inc.

Consumer Cyclical
521
New
$333.64 - $405.2 $174K - $211K
521 $211K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.47K
New
$125.95 - $142.04 $185K - $209K
1.47K $208K
DHR
Danaher Corp

Healthcare
751
New
$239.25 - $280.76 $180K - $211K
751 $208K
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 0.47%
$191.76 - $263.26 $2.88K - $3.95K
3.18K $831K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.23K
New
$149.02 - $167.67 $183K - $206K
1.23K $205K
UNH
Unitedhealth Group Inc

Healthcare
344
New
$488.01 - $604.18 $168K - $208K
344 $201K
WMB
Williams Companies, Inc.

Energy
4.31K
New
$41.24 - $46.22 $178K - $199K
4.31K $196K
VTI
Vanguard Total Stock Market Et

ETFs
46
+ 0.42%
$255.18 - $283.2 $11.7K - $13K
11K $3.11M
BX
Blackstone Inc.

Financial Services
188
+ 4.53%
$120.77 - $159.66 $22.7K - $30K
4.34K $663K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
425
+ 1.18%
$53.41 - $57.9 $22.7K - $24.6K
36.5K $2.11M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.01%
$62.69 - $73.01 $62.7 - $73
17.4K $1.25M
AMZN
Amazon Com Inc

Consumer Cyclical
889
+ 21.49%
$161.02 - $200.0 $143K - $178K
5.03K $936K
VEA
Vanguard Ftse Developed Market

ETFs
2.23K
+ 38.24%
$47.6 - $53.31 $106K - $119K
8.06K $425K
VBK
Vanguard Small Cap Growth ETF

ETFs
298
+ 11.69%
$240.48 - $267.94 $71.7K - $79.8K
2.85K $761K
VBR
Vanguard Small Cap Value ETF

ETFs
404
+ 23.57%
$179.99 - $201.6 $72.7K - $81.4K
2.12K $425K
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 0.83%
$213.3 - $270.78 $3.63K - $4.6K
2.06K $557K
DFAS
Dimensional ETF Tr U S Small C

ETFs
490
+ 3.15%
$59.25 - $65.33 $29K - $32K
16.1K $1.04M
ALL
Allstate Corp

Financial Services
320
+ 22.44%
$158.43 - $192.86 $50.7K - $61.7K
1.75K $331K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
128
+ 0.52%
$61.47 - $67.36 $7.87K - $8.62K
24.7K $1.66M
SOFI
So Fi Technologies, Inc.

Financial Services
12.2K
New
$6.32 - $8.19 $77K - $99.8K
12.2K $95K
MA
Mastercard Inc

Financial Services
118
+ 18.67%
$429.6 - $500.99 $50.7K - $59.1K
750 $370K
GLD
Spdr Gold Trust

ETFs
168
+ 9.76%
$215.56 - $246.98 $36.2K - $41.5K
1.89K $459K
PFE
Pfizer Inc

Healthcare
2.41K
+ 30.69%
$27.7 - $31.39 $66.9K - $75.8K
10.3K $297K
Activity Summary
Buys All Purchases 88 New Holdings 23 Increased Positions 65 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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