Rather & Kittrell, Inc. Reduced Holdings in Q4 2024

Rather & Kittrell, Inc.

  • $391 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-2.29K
- 4.36%
$65.95 - $72.56 $151K - $166K
50.2K $3.32M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5.44K
- 11.23%
$33.77 - $44.09 $184K - $240K
43K $1.46M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.23K
- 2.17%
$106.33 - $110.69 $131K - $136K
55.6K $5.92M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.21K
- 10.05%
$96.64 - $101.23 $213K - $223K
19.7K $1.91M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.89K
- 8.42%
$124.26 - $134.12 $359K - $387K
31.4K $4.04M
AAPL
Apple Inc.

Technology
-2.03K
- 14.35%
$221.69 - $259.02 $450K - $526K
12.1K $3.04M
IYR
Ishares Tr

ETFs
-1.01K
- 5.55%
$90.74 - $102.87 $91.5K - $104K
17.2K $1.6M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-4.54K
- 14.96%
$47.58 - $48.56 $216K - $220K
25.8K $1.23M
DFAI
Dimensional ETF Tr

ETFs
-683
- 1.11%
$29.0 - $31.6 $19.8K - $21.6K
61K $1.78M
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.15K
- 2.42%
$54.54 - $61.04 $172K - $192K
127K $7.06M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-1.55K
- 4.45%
$26.61 - $29.85 $41.3K - $46.3K
33.3K $899K
IVV
Ishares Core S&P 500 ETF

ETFs
-244
- 12.17%
$570.51 - $610.59 $139K - $149K
1.76K $1.04M
OKTA
Okta, Inc.

Technology
-1.65K
- 29.35%
$71.81 - $86.11 $119K - $142K
3.98K $313K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
-5.63K
- 12.78%
$35.03 - $44.26 $197K - $249K
38.4K $1.49M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.94K
- 5.18%
$40.15 - $42.9 $77.7K - $83.1K
35.5K $1.43M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-240
- 1.42%
$47.66 - $51.84 $11.4K - $12.4K
16.7K $798K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-13K
- 1.09%
$33.92 - $36.6 $439K - $474K
1.17M $40.6M
XOM
Exxon Mobil Corp

Energy
-61
- 0.85%
$105.51 - $125.37 $6.44K - $7.65K
7.11K $764K
VTV
Vanguard Value ETF

ETFs
-242
- 3.94%
$168.32 - $181.87 $40.7K - $44K
5.89K $997K
MSFT
Microsoft Corp

Technology
-46
- 1.37%
$406.35 - $454.46 $18.7K - $20.9K
3.32K $1.4M
ACWI
Ishares Msci Acwi ETF

ETFs
-10
- 0.2%
$117.05 - $123.03 $1.17K - $1.23K
4.87K $572K
DFAU
Dimensional ETF Tr

ETFs
-2.33K
- 2.02%
$39.27 - $42.38 $91.5K - $98.7K
113K $4.57M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.27%
$873.59 - $994.69 $874 - $995
367 $336K
VUG
Vanguard Growth ETF

ETFs
-15
- 0.6%
$378.79 - $428.11 $5.68K - $6.42K
2.48K $1.02M
BAC
Bank Of America Corp

Financial Services
-453
- 1.72%
$39.22 - $47.77 $17.8K - $21.6K
25.8K $1.14M
Activity Summary
Buys All Purchases 45 New Holdings 3 Increased Positions 42 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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