Mayfair Advisory Group, LLC Purchases in Q4 2024

Mayfair Advisory Group, LLC

  • $164 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28.5K
+ 106.19%
$53.94 - $58.15 $1.54M - $1.66M
55.3K $3.12M
VUG
Vanguard Growth ETF

ETFs
2.29K
+ 9.56%
$378.79 - $428.11 $868K - $981K
26.3K $10.8M
VTV
Vanguard Value ETF

ETFs
5.68K
+ 10.96%
$168.32 - $181.87 $955K - $1.03M
57.4K $9.72M
SCHG
Schwab Strategic Tr Us Large C

ETFs
177K
+ 315.34%
$25.93 - $105.3 $4.59M - $18.6M
233K $6.5M
PLTR
Palantir Technologies Inc.

Technology
3.88K
+ 50.58%
$36.46 - $82.38 $141K - $320K
11.5K $873K
NVDA
Nvidia Corp

Technology
2.52K
+ 14.07%
$117.0 - $148.88 $295K - $375K
20.4K $2.74M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.8K
+ 9.66%
$57.53 - $60.83 $849K - $898K
168K $9.64M
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.31%
$213.65 - $479.86 $2.14K - $4.8K
3.19K $1.29M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
76.4K
+ 254.8%
$22.01 - $66.82 $1.68M - $5.11M
106K $2.42M
AVUV
American Centy ETF Tr Avantis

ETFs
3.74K
+ 10.68%
$94.37 - $106.41 $353K - $398K
38.8K $3.75M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.02K
New
$51.09 - $55.27 $359K - $388K
7.02K $358K
AMZN
Amazon Com Inc

Consumer Cyclical
672
+ 13.37%
$180.88 - $232.93 $122K - $157K
5.7K $1.25M
SPYG
Spdr Portfolio

ETFs
3.42K
New
$81.74 - $91.38 $279K - $312K
3.42K $300K
SCHX
Schwab Strategic Tr Us Large C

ETFs
28.3K
+ 351.61%
$22.4 - $68.28 $634K - $1.93M
36.4K $842K
VBK
Vanguard Small Cap Growth ETF

ETFs
874
+ 30.7%
$264.18 - $304.19 $231K - $266K
3.72K $1.04M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.49K
+ 60.02%
$72.18 - $81.41 $252K - $284K
9.29K $701K
AXON
Axon Enterprise, Inc.

Industrials
415
New
$399.22 - $689.78 $166K - $286K
415 $246K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.23K
New
$47.29 - $84.74 $153K - $273K
3.23K $240K
EMR
Emerson Electric CO

Industrials
1.93K
New
$108.13 - $134.33 $209K - $259K
1.93K $239K
VBR
Vanguard Small Cap Value ETF

ETFs
1.23K
+ 58.22%
$197.36 - $217.3 $243K - $268K
3.35K $664K
SAMT
Advisors Inn.Circle Fd Iii Str
7.97K
New
$27.63 - $31.15 $220K - $248K
7.97K $232K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.92K
+ 13.5%
$56.06 - $61.35 $276K - $302K
41.4K $2.34M
V
Visa Inc.

Financial Services
712
New
$273.87 - $320.91 $195K - $228K
712 $225K
GLD
Spdr Gold Trust

ETFs
918
+ 48.57%
$236.59 - $257.5 $217K - $236K
2.81K $679K
NOW
Service Now, Inc.

Technology
203
New
$867.18 - $1148.42 $176K - $233K
203 $215K
DE
Deere & CO

Industrials
507
New
$389.45 - $466.0 $197K - $236K
507 $214K
VEA
Vanguard Ftse Developed Market

ETFs
5.22K
+ 64.77%
$47.57 - $52.44 $248K - $274K
13.3K $635K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.15K
+ 19.61%
$63.58 - $71.15 $200K - $224K
19.2K $1.25M
MAR
Marriott International Inc

Consumer Cyclical
747
New
$246.06 - $292.59 $184K - $219K
747 $208K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
543
New
$260.53 - $404.79 $141K - $220K
543 $207K
CMPR
Cimpress PLC

Communication Services
2.84K
New
$69.01 - $83.53 $196K - $237K
2.84K $203K
COP
Conocophillips

Energy
1.78K
+ 67.37%
$95.12 - $114.72 $170K - $205K
4.43K $439K
AVGO
Broadcom Inc.

Technology
92
+ 3.98%
$159.67 - $250.0 $14.7K - $23K
2.4K $556K
JPM
Jpmorgan Chase & CO

Financial Services
210
+ 5.92%
$205.18 - $250.29 $43.1K - $52.6K
3.76K $900K
GOOG
Alphabet Inc.

Communication Services
401
+ 13.4%
$163.08 - $198.16 $65.4K - $79.5K
3.39K $646K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
309K
+ 212.73%
$26.93 - $84.95 $8.33M - $26.3M
455K $12.4M
IVV
Ishares Core S&P 500 ETF

ETFs
135
+ 3.52%
$570.51 - $610.59 $77K - $82.4K
3.97K $2.34M
BAC
Bank Of America Corp

Financial Services
1.5K
+ 12.78%
$39.22 - $47.77 $58.8K - $71.7K
13.2K $581K
SOFI
So Fi Technologies, Inc.

Financial Services
450
+ 3.69%
$7.63 - $16.88 $3.43K - $7.6K
12.6K $194K
TFC
Truist Financial Corp

Financial Services
2K
+ 12.82%
$41.51 - $48.1 $83K - $96.2K
17.6K $763K
VTI
Vanguard Total Stock Market Et

ETFs
68
+ 0.62%
$280.04 - $302.45 $19K - $20.6K
11K $3.2M
VT
Vanguard Total World Stk Index

ETFs
837
+ 19.24%
$117.09 - $123.07 $98K - $103K
5.19K $609K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.86K
+ 12.58%
$24.94 - $25.74 $71.3K - $73.6K
25.6K $652K
IWF
Ishares Russell 1000 Gr ETF

ETFs
124
+ 16.87%
$370.24 - $418.94 $45.9K - $51.9K
859 $344K
HON
Honeywell International Inc

Industrials
17
+ 0.63%
$202.84 - $236.0 $3.45K - $4.01K
2.73K $617K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
645
+ 9.55%
$94.79 - $95.69 $61.1K - $61.7K
7.4K $702K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
667
+ 13.5%
$66.67 - $74.08 $44.5K - $49.4K
5.61K $381K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.47K
+ 26.91%
$44.04 - $49.49 $64.5K - $72.5K
6.91K $304K
MSFT
Microsoft Corp

Technology
190
+ 4.45%
$406.35 - $454.46 $77.2K - $86.3K
4.46K $1.88M
Activity Summary
Buys All Purchases 97 New Holdings 15 Increased Positions 82 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mayfair Advisory Group, LLC Portfolio

Follow Mayfair Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayfair Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayfair Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email