Parkworth Wealth Management, Inc. New Holdings in Q4 2024

Parkworth Wealth Management, Inc.

  • $120 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.17K
New
$61.87 - $64.86 $196K - $206K
3.17K $197M
IWS
Ishares Russell Midcap Value E

ETFs
1.45K
New
$128.08 - $140.32 $186K - $204K
1.45K $188M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
4.95K
New
$37.27 - $41.46 $185K - $205K
4.95K $185M
IWD
Ishares Russell 1000 Val ETF

ETFs
983
New
$183.23 - $199.79 $180K - $196K
983 $182M
SJW
Sjw Group

Utilities
3.62K
New
$49.07 - $60.38 $178K - $219K
3.62K $178M
DFAI
Dimensional ETF Tr

ETFs
5.98K
New
$29.0 - $31.6 $173K - $189K
5.98K $175M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.7K
New
$64.18 - $70.42 $173K - $190K
2.7K $174M
Dimensional ETF Trust
3.34K
New
N/A
3.34K $167M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.89K
New
$87.25 - $95.52 $165K - $180K
1.89K $167M
IEFA
Ishares Tr

ETFs
2.37K
New
$70.06 - $77.43 $166K - $183K
2.37K $166M
AVSU
American Centy ETF Tr Avantis

ETFs
2.15K
New
$64.29 - $69.59 $138K - $149K
2.15K $142M
DFAE
Dimensional ETF Tr

ETFs
5.45K
New
$25.36 - $28.15 $138K - $153K
5.45K $138M
DFSB
Dimensional ETF Tr Dimensional
2.5K
New
N/A
2.5K $127M
IEMG
Ishares Inc

ETFs
2.27K
New
N/A
2.27K $119M
IAU
Ishares Gold Trust

ETFs
2.2K
New
$48.37 - $52.65 $106K - $116K
2.2K $109M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.58K
New
$41.64 - $45.75 $107K - $118K
2.58K $108M
JPM
Jpmorgan Chase & CO

Financial Services
424
New
$205.18 - $250.29 $87K - $106K
424 $102M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.79K
New
$56.61 - $61.63 $101K - $110K
1.79K $102M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.91K
New
$24.61 - $25.12 $96.2K - $98.2K
3.91K $96.5M
ADBE
Adobe Inc.

Technology
216
New
$437.39 - $552.96 $94.5K - $119K
216 $96.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.46K
New
$63.27 - $70.31 $92.3K - $103K
1.46K $92.6M
DFSE
Dimensional ETF Tr Dimen Emrgn
2.75K
New
N/A
2.75K $91.2M
Manager Directed Portfolios
8.97K
New
N/A
8.97K $90.8M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.22K
New
$39.22 - $47.52 $86.9K - $105K
2.22K $87.6M
DFSU
Dimensional ETF Tr Dimen Us Su
2.2K
New
N/A
2.2K $83.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.02K
New
$80.13 - $83.77 $81.9K - $85.6K
1.02K $82M
IWN
Ishares Russell2000 Val ETF

ETFs
494
New
$162.69 - $181.35 $80.4K - $89.6K
494 $81.2M
META
Meta Platforms, Inc.

Communication Services
135
New
$554.08 - $632.68 $74.8K - $85.4K
135 $79.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
394
New
$172.07 - $207.36 $67.8K - $81.7K
394 $77.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
469
New
$160.89 - $176.18 $75.5K - $82.6K
469 $75.9M
AMZN
Amazon Com Inc

Consumer Cyclical
339
New
$180.88 - $232.93 $61.3K - $79K
339 $74.4M
GOOGL
Alphabet Inc.

Communication Services
388
New
$161.86 - $196.66 $62.8K - $76.3K
388 $73.5M
PSA
Public Storage

Real Estate
225
New
$289.33 - $360.21 $65.1K - $81K
225 $67.3M
MRK
Merck & Co., Inc.

Healthcare
628
New
$96.31 - $114.76 $60.5K - $72.1K
628 $62.5M
CMF
Ishares California Muni Bond E

ETFs
1.09K
New
$56.66 - $58.1 $61.5K - $63K
1.09K $62.2M
IVV
Ishares Core S&P 500 ETF

ETFs
100
New
$570.51 - $610.59 $57.1K - $61.1K
100 $58.9M
AVSD
American Centy ETF Tr Avantis

ETFs
990
New
$55.57 - $59.89 $55K - $59.3K
990 $55.1M
AVGO
Broadcom Inc.

Technology
234
New
$159.67 - $250.0 $37.4K - $58.5K
234 $54.1M
BAC
Bank Of America Corp

Financial Services
1.2K
New
$39.22 - $47.77 $47.2K - $57.5K
1.2K $52.9M
IRM
Iron Mountain Inc

Real Estate
500
New
$101.62 - $128.14 $50.8K - $64.1K
500 $52.6M
CWT
California Water Service Group

Utilities
1.11K
New
$45.33 - $54.6 $50.5K - $60.8K
1.11K $50.5M
KKR
Kkr & Co. Inc.

Financial Services
333
New
$129.87 - $162.87 $43.2K - $54.2K
333 $49.3M
GS
Goldman Sachs Group Inc

Financial Services
86
New
$486.1 - $608.57 $41.8K - $52.3K
86 $49.2M
TSLA
Tesla, Inc.

Consumer Cyclical
117
New
$213.65 - $479.86 $25K - $56.1K
117 $47.3M
DFSI
Dimensional ETF Tr Dimen Intl
1.29K
New
N/A
1.29K $42.5M
MA
Mastercard Inc

Financial Services
79
New
$491.3 - $536.15 $38.8K - $42.4K
79 $41.6M
VBR
Vanguard Small Cap Value ETF

ETFs
208
New
$197.36 - $217.3 $41.1K - $45.2K
208 $41.3M
VT
Vanguard Total World Stk Index

ETFs
322
New
$117.09 - $123.07 $37.7K - $39.6K
322 $38M
IWM
Ishares Russell 2000 ETF

ETFs
167
New
$216.13 - $242.4 $36.1K - $40.5K
167 $37M
Activity Summary
Buys All Purchases 1271 New Holdings 1271 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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