Oldfather Financial Services, LLC Reduced Holdings in Q4 2024

Oldfather Financial Services, LLC

  • $262 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.47K
- 5.24%
$521.84 - $558.82 $3.37M - $3.61M
117K $63M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-200
- 0.39%
$563.99 - $620.12 $113K - $124K
51.6K $29.4M
IWM
Ishares Russell 2000 ETF

ETFs
-459
- 0.43%
$216.13 - $242.4 $99.2K - $111K
107K $23.7M
AAPL
Apple Inc.

Technology
-1.28K
- 9.29%
$221.69 - $259.02 $284K - $332K
12.5K $3.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.27K
- 3.85%
$61.68 - $67.87 $78.6K - $86.5K
31.8K $1.98M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-311
- 10.09%
$311.11 - $335.64 $96.8K - $104K
2.77K $893K
UNH
Unitedhealth Group Inc

Healthcare
-16
- 2.55%
$485.52 - $625.25 $7.77K - $10K
611 $309K
PEP
Pepsico Inc

Consumer Defensive
-19
- 0.74%
$151.29 - $176.1 $2.87K - $3.35K
2.55K $386K
XOM
Exxon Mobil Corp

Energy
-83
- 2.16%
$105.51 - $125.37 $8.76K - $10.4K
3.75K $403K
HYG
Ishares Tr

ETFs
-386
- 5.57%
$78.09 - $80.04 $30.1K - $30.9K
6.54K $514K
VO
Vanguard Mid Cap ETF

ETFs
-40
- 1.28%
$261.5 - $284.63 $10.5K - $11.4K
3.08K $812K
PG
Procter & Gamble CO

Consumer Defensive
-11
- 0.7%
$161.05 - $179.7 $1.77K - $1.98K
1.57K $263K
ORCL
Oracle Corp

Technology
-10
- 0.65%
$165.41 - $192.43 $1.65K - $1.92K
1.53K $254K
MA
Mastercard Inc

Financial Services
-6
- 0.73%
$491.3 - $536.15 $2.95K - $3.22K
821 $432K
V
Visa Inc.

Financial Services
-2
- 0.23%
$273.87 - $320.91 $548 - $642
850 $268K
AMZN
Amazon Com Inc

Consumer Cyclical
-42
- 1.88%
$180.88 - $232.93 $7.6K - $9.78K
2.2K $481K
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 0.31%
$570.51 - $610.59 $11.4K - $12.2K
6.44K $3.79M
TSLA
Tesla, Inc.

Consumer Cyclical
-60
- 7.62%
$213.65 - $479.86 $12.8K - $28.8K
727 $293K
SPY
Spdr S&P 500 ETF Trust

ETFs
-233
- 0.89%
$567.81 - $607.81 $132K - $142K
26K $15.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-656
- 2.38%
$370.24 - $418.94 $243K - $275K
26.9K $10.8M
WFC
Wells Fargo & Company

Financial Services
-4.97K
- 7.7%
$54.98 - $77.35 $273K - $385K
59.6K $4.19M
Activity Summary
Buys All Purchases 37 New Holdings 2 Increased Positions 35 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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