Monograph Wealth Advisors, LLC Purchases in Q4 2024

Monograph Wealth Advisors, LLC

  • $707 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.67K
+ 194.02%
$521.84 - $558.82 $5.05M - $5.4M
14.7K $7.9M
AAPL
Apple Inc.

Technology
5.3K
+ 5.43%
$221.69 - $259.02 $1.17M - $1.37M
103K $25.7M
NVDA
Nvidia Corp

Technology
4.08K
+ 3.25%
$117.0 - $148.88 $477K - $607K
130K $17.4M
AMZN
Amazon Com Inc

Consumer Cyclical
2.97K
+ 17.96%
$180.88 - $232.93 $536K - $691K
19.5K $4.27M
META
Meta Platforms, Inc.

Communication Services
957
+ 9.42%
$554.08 - $632.68 $530K - $605K
11.1K $6.55M
TSLA
Tesla, Inc.

Consumer Cyclical
421
+ 10.56%
$213.65 - $479.86 $89.9K - $202K
4.41K $1.78M
BKNG
Booking Holdings Inc.

Consumer Cyclical
100
New
$4100.99 - $5300.34 $410K - $530K
100 $496K
NFLX
Netflix Inc

Communication Services
335
+ 97.67%
$687.65 - $936.56 $230K - $314K
678 $604K
DIS
Walt Disney CO

Communication Services
1.37K
+ 12.24%
$92.39 - $117.6 $127K - $161K
12.6K $1.4M
MA
Mastercard Inc

Financial Services
593
New
$491.3 - $536.15 $291K - $318K
593 $312K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.1K
+ 3.46%
$51.54 - $52.55 $573K - $584K
333K $17.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.27K
+ 1.94%
$63.58 - $71.15 $208K - $233K
172K $11.2M
DFIP
Dimensional ETF Tr Inflation P

ETFs
10.1K
+ 10.07%
$40.31 - $42.43 $406K - $427K
110K $4.46M
JPM
Jpmorgan Chase & CO

Financial Services
938
New
$205.18 - $250.29 $192K - $235K
938 $224K
LLY
Eli Lilly & CO

Healthcare
286
New
$727.2 - $932.06 $208K - $267K
286 $220K
MCD
Mcdonalds Corp

Consumer Cyclical
749
New
$288.47 - $316.54 $216K - $237K
749 $217K
AVGO
Broadcom Inc.

Technology
920
New
$159.67 - $250.0 $147K - $230K
920 $213K
BAC
Bank Of America Corp

Financial Services
4.7K
New
$39.22 - $47.77 $184K - $225K
4.7K $206K
VO
Vanguard Mid Cap ETF

ETFs
354
+ 5.07%
$261.5 - $284.63 $92.6K - $101K
7.34K $1.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
202
+ 11.0%
$442.29 - $483.08 $89.3K - $97.6K
2.04K $923K
SCHW
Schwab Charles Corp

Financial Services
251
+ 4.31%
$63.31 - $82.85 $15.9K - $20.8K
6.07K $449K
INTU
Intuit Inc

Technology
30
+ 0.46%
$602.01 - $706.25 $18.1K - $21.2K
6.54K $4.11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.7K
+ 219.42%
$22.01 - $66.82 $521K - $1.58M
34.5K $782K
VGT
Vanguard Information Technolog

ETFs
42
+ 5.72%
$571.78 - $647.97 $24K - $27.2K
776 $482K
HON
Honeywell International Inc

Industrials
21
+ 1.24%
$202.84 - $236.0 $4.26K - $4.96K
1.72K $387K
ASB
Associated Banc Corp

Financial Services
188
+ 2.02%
$20.64 - $28.14 $3.88K - $5.29K
9.48K $226K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 5.62%
$873.59 - $994.69 $13.1K - $14.9K
282 $258K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3
+ 0.02%
$14.38 - $15.35 $43.1 - $46.1
18.3K $273K
XOM
Exxon Mobil Corp

Energy
219
+ 10.28%
$105.51 - $125.37 $23.1K - $27.5K
2.35K $252K
OEF
Ishares S&P 100 ETF

ETFs
12
+ 0.17%
N/A
6.88K $1.83M
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.12%
N/A
6.77K $1.23M
Dimensional World Equity ETF
4.31K
New
N/A
4.31K $0
I Shares Bitcoin (Trust Etf)
107K
New
N/A
107K $0
Life 360, Inc
36.4K
+ 56.14%
N/A
101K $0
Dfa Us Core Equity 1 ETF
1.27K
+ 0.27%
N/A
461K $0
DFSV
Dimensional ETF Tr Dimensional

ETFs
22
+ 0.04%
$30.18 - $33.87 $664 - $745
55.9K $1.72M
NRG
Nrg Energy, Inc.

Utilities
15
+ 0.36%
$85.3 - $101.61 $1.28K - $1.52K
4.22K $380K
JNJ
Johnson & Johnson

Healthcare
359
+ 8.76%
$143.34 - $165.86 $51.5K - $59.5K
4.46K $644K
PFE
Pfizer Inc

Healthcare
261
+ 1.46%
$24.8 - $30.19 $6.47K - $7.88K
18.1K $479K
KO
Coca Cola CO

Consumer Defensive
756
+ 8.64%
$61.74 - $71.71 $46.7K - $54.2K
9.51K $592K
SCHV
Schwab Strategic Tr Us Large C

ETFs
35.9K
+ 200.0%
$25.79 - $80.4 $925K - $2.88M
53.8K $1.4M
UNH
Unitedhealth Group Inc

Healthcare
66
+ 5.94%
$485.52 - $625.25 $32K - $41.3K
1.18K $595K
TGT
Target Corp

Consumer Defensive
1
+ 0.04%
$121.59 - $160.69 $122 - $161
2.82K $381K
DFAR
Dimensional ETF Tr Dimensional

ETFs
443
+ 1.45%
$22.72 - $25.76 $10.1K - $11.4K
31K $721K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16K
+ 100.0%
$18.41 - $40.87 $295K - $655K
32.1K $593K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
12
+ 0.56%
$232.27 - $300.43 $2.79K - $3.61K
2.14K $503K
LMT
Lockheed Martin Corp

Industrials
6
+ 0.66%
$479.66 - $614.62 $2.88K - $3.69K
911 $442K
DFIC
Dimensional ETF Tr Dimensional

ETFs
302
+ 0.57%
$25.61 - $28.0 $7.73K - $8.46K
53.6K $1.39M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.81K
+ 1.2%
$40.38 - $44.35 $315K - $346K
657K $26.9M
Activity Summary
Buys All Purchases 52 New Holdings 9 Increased Positions 43 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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