Oakwell Private Wealth Management, LLC Purchases in Q4 2024

Oakwell Private Wealth Management, LLC

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
28.7K
+ 7.3%
$280.04 - $302.45 $8.04M - $8.68M
422K $122M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.9K
+ 11.6%
$113.92 - $127.38 $2.04M - $2.28M
173K $19.9M
AVUV
American Centy ETF Tr Avantis

ETFs
17.6K
+ 11.0%
$94.37 - $106.41 $1.66M - $1.87M
177K $17.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.5K
+ 18.19%
$77.86 - $79.27 $1.13M - $1.15M
94K $7.33M
VCIT
Vanguard Intermediate Term Cor

ETFs
18K
+ 14.49%
$80.13 - $83.77 $1.44M - $1.51M
142K $11.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
168K
+ 131.85%
$24.19 - $50.58 $4.07M - $8.51M
296K $7.19M
NVDA
Nvidia Corp

Technology
105
+ 0.27%
$117.0 - $148.88 $12.3K - $15.6K
38.4K $5.16M
OXY
Occidental Petroleum Corp

Energy
8.12K
New
$45.36 - $55.91 $369K - $454K
8.12K $401K
JPM
Jpmorgan Chase & CO

Financial Services
249
+ 4.0%
$205.18 - $250.29 $51.1K - $62.3K
6.47K $1.55M
V
Visa Inc.

Financial Services
270
+ 7.48%
$273.87 - $320.91 $73.9K - $86.6K
3.88K $1.23M
GOOGL
Alphabet Inc.

Communication Services
315
+ 4.55%
$161.86 - $196.66 $51K - $61.9K
7.23K $1.37M
VEA
Vanguard Ftse Developed Market

ETFs
84K
+ 11.04%
$47.57 - $52.44 $4M - $4.41M
845K $40.4M
AMZN
Amazon Com Inc

Consumer Cyclical
80
+ 2.44%
$180.88 - $232.93 $14.5K - $18.6K
3.36K $737K
AVGO
Broadcom Inc.

Technology
24
+ 1.4%
$159.67 - $250.0 $3.83K - $6K
1.73K $402K
AVDV
American Centy ETF Tr Avantis

ETFs
12.9K
+ 9.67%
$63.85 - $70.4 $823K - $908K
146K $9.52M
SCHX
Schwab Strategic Tr Us Large C

ETFs
220K
+ 195.8%
$22.4 - $68.28 $4.93M - $15M
333K $7.71M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
108
+ 6.82%
$521.84 - $558.82 $56.4K - $60.4K
1.69K $911K
MSFT
Microsoft Corp

Technology
248
+ 4.5%
$406.35 - $454.46 $101K - $113K
5.76K $2.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32K
+ 199.98%
$22.01 - $66.82 $704K - $2.14M
48K $1.09M
SCHA
Schwab Strategic Tr Us Small C

ETFs
32K
+ 99.9%
$25.33 - $51.16 $811K - $1.64M
64K $1.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46
+ 1.64%
$442.29 - $483.08 $20.3K - $22.2K
2.85K $1.29M
COP
Conocophillips

Energy
508
+ 6.18%
$95.12 - $114.72 $48.3K - $58.3K
8.73K $865K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.7K
+ 184.59%
$27.54 - $83.04 $323K - $973K
18.1K $500K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
410
+ 0.45%
$25.3 - $26.31 $10.4K - $10.8K
92K $2.35M
NVO
Novo Nordisk A S

Healthcare
904
+ 12.45%
$85.0 - $120.04 $76.8K - $109K
8.16K $702K
AMD
Advanced Micro Devices Inc

Technology
173
+ 2.51%
$118.88 - $172.8 $20.6K - $29.9K
7.05K $852K
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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