Monograph Wealth Advisors, LLC Reduced Holdings in Q4 2024

Monograph Wealth Advisors, LLC

  • $707 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
-150K
- 2.66%
$24.76 - $27.04 $3.71M - $4.06M
5.48M $136M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-111K
- 14.01%
$26.16 - $28.82 $2.91M - $3.21M
684K $17.9M
DISV
Dimensional ETF Tr Dimensional

ETFs
-40.9K
- 4.98%
$26.18 - $28.77 $1.07M - $1.18M
781K $20.7M
MSFT
Microsoft Corp

Technology
-5.95K
- 23.33%
$406.35 - $454.46 $2.42M - $2.7M
19.6K $8.24M
ASML
Asml Holding Nv

Technology
-2.77K
- 90.09%
$658.43 - $872.27 $1.83M - $2.42M
305 $211K
DFIV
Dimensional ETF Tr

ETFs
-2.76K
- 0.98%
$34.86 - $37.97 $96.2K - $105K
278K $9.85M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.52K
- 7.96%
$197.36 - $217.3 $498K - $548K
29.2K $5.78M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.41K
- 18.51%
$183.23 - $199.79 $442K - $482K
10.6K $1.97M
GOOG
Alphabet Inc.

Communication Services
-6.91K
- 17.86%
$163.08 - $198.16 $1.13M - $1.37M
31.8K $6.05M
VNQ
Vanguard Specialized Funds Van

ETFs
-368
- 0.91%
$87.85 - $98.6 $32.3K - $36.3K
40.2K $3.58M
VEA
Vanguard Ftse Developed Market

ETFs
-3.03K
- 20.24%
$47.57 - $52.44 $144K - $159K
11.9K $571K
SGU
Star Group, L.P.

Energy
-16.7K
- 55.36%
$10.91 - $12.66 $182K - $211K
13.4K $155K
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.77K
- 0.47%
$54.54 - $61.04 $206K - $230K
805K $44.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.92K
- 23.01%
$44.04 - $49.49 $129K - $145K
9.78K $430K
GOOGL
Alphabet Inc.

Communication Services
-7.39K
- 14.12%
$161.86 - $196.66 $1.2M - $1.45M
44.9K $8.5M
WM
Waste Management Inc

Industrials
-420
- 3.12%
$201.79 - $228.46 $84.8K - $96K
13K $2.63M
CAT
Caterpillar Inc

Industrials
-102
- 3.23%
$360.37 - $416.88 $36.8K - $42.5K
3.06K $1.11M
PBHC
Pathfinder Bancorp, Inc.

Financial Services
-6.44K
- 21.65%
$15.76 - $18.91 $101K - $122K
23.3K $407K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-137
- 14.94%
$481.22 - $538.17 $65.9K - $73.7K
780 $398K
FAST
Fastenal CO

Industrials
-654
- 3.76%
$69.99 - $84.35 $45.8K - $55.2K
16.7K $1.2M
DE
Deere & CO

Industrials
-92
- 2.65%
$389.45 - $466.0 $35.8K - $42.9K
3.38K $1.43M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.97K
- 22.29%
N/A
6.87K $0
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-59.4K
- 0.89%
$33.92 - $36.6 $2.01M - $2.17M
6.64M $230M
ACHR
Archer Aviation Inc.

Industrials
-8.25K
- 28.93%
$2.94 - $11.33 $24.2K - $93.4K
20.3K $197K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-124
- 1.42%
$370.24 - $418.94 $45.9K - $51.9K
8.59K $3.45M
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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