Parkside Advisors LLC Reduced Holdings in Q3 2024

Parkside Advisors LLC

  • $420 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-5.68K
- 59.81%
$114.73 - $120.23 $652K - $683K
3.82K $456K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.21K
- 31.94%
$405.19 - $478.57 $489K - $578K
2.57K $1.18M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-4.64K
- 30.88%
$51.45 - $52.96 $239K - $246K
10.4K $548K
MSFT
Microsoft Corp

Technology
-50
- 0.73%
$395.15 - $467.56 $19.8K - $23.4K
6.79K $2.92M
GOOGL
Alphabet Inc.

Communication Services
-55
- 0.79%
$148.65 - $191.18 $8.18K - $10.5K
6.87K $1.14M
AMZN
Amazon Com Inc

Consumer Cyclical
-150
- 4.81%
$161.02 - $200.0 $24.2K - $30K
2.97K $553K
VXF
Vanguard Extended Market ETF

ETFs
-414
- 19.27%
$163.98 - $182.92 $67.9K - $75.7K
1.73K $315K
DIS
Walt Disney CO

Communication Services
-173
- 4.26%
$85.6 - $98.61 $14.8K - $17.1K
3.89K $373K
SPY
Spdr S&P 500 ETF Trust

ETFs
-145
- 5.06%
$517.38 - $573.86 $75K - $83.2K
2.72K $1.56M
DE
Deere & CO

Industrials
-26
- 2.29%
$344.84 - $418.0 $8.97K - $10.9K
1.11K $463K
MCD
Mcdonalds Corp

Consumer Cyclical
-23
- 2.0%
$245.82 - $304.51 $5.65K - $7K
1.13K $343K
IWD
Ishares Russell 1000 Val ETF

ETFs
-374
- 3.55%
$173.36 - $189.8 $64.8K - $71K
10.2K $1.93M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-44
- 0.37%
$108.44 - $120.37 $4.77K - $5.3K
11.9K $1.43M
MBB
Ishares Tr

ETFs
-1.55K
- 2.18%
$90.85 - $96.66 $140K - $149K
69.3K $6.63M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-137
- 0.39%
$75.63 - $84.89 $10.4K - $11.6K
35.2K $2.96M
VTI
Vanguard Total Stock Market Et

ETFs
-159
- 0.87%
$255.18 - $283.2 $40.6K - $45K
18.1K $5.13M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-535
- 0.47%
$38.03 - $42.06 $20.3K - $22.5K
114K $4.77M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-267
- 0.24%
$178.94 - $207.0 $47.8K - $55.3K
112K $22.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-601
- 2.23%
$475.2 - $527.7 $286K - $317K
26.4K $13.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-441
- 0.61%
$113.45 - $126.18 $50K - $55.6K
71.3K $9M
AAPL
Apple Inc.

Technology
-394
- 1.6%
$207.23 - $234.82 $81.6K - $92.5K
24.3K $5.66M
VB
Vanguard Small Cap ETF

ETFs
-168
- 0.4%
$214.77 - $237.72 $36.1K - $39.9K
41.9K $9.95M
VEA
Vanguard Ftse Developed Market

ETFs
-3.51K
- 1.03%
$47.6 - $53.31 $167K - $187K
337K $17.8M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Parkside Advisors LLC Portfolio

Follow Parkside Advisors 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 Parkside Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parkside Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email