Re Dickinson Investment Advisors, LLC Purchases in Q4 2024

Re Dickinson Investment Advisors, LLC

  • $1.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
992K
+ 292.63%
$25.93 - $105.3 $25.7M - $104M
1.33M $371M
VEA
Vanguard Ftse Developed Market

ETFs
15.7K
+ 4.88%
$47.57 - $52.44 $745K - $822K
337K $161M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.5K
+ 3.29%
$44.04 - $49.49 $462K - $519K
330K $145M
IVV
Ishares Core S&P 500 ETF

ETFs
266
+ 1.35%
$570.51 - $610.59 $152K - $162K
20K $117M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.57K
+ 2.75%
$183.23 - $199.79 $288K - $314K
58.7K $109M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 0.06%
$442.29 - $483.08 $5.75K - $6.28K
20.5K $92.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
196K
+ 192.05%
$27.54 - $83.04 $5.4M - $16.3M
298K $82.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.51K
+ 7.96%
$71.75 - $75.11 $539K - $564K
102K $73.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
133K
+ 218.6%
$25.79 - $80.4 $3.43M - $10.7M
194K $50.6M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
9.53K
+ 9.55%
$39.3 - $41.34 $375K - $394K
109K $43M
VTWO
Vanguard Russell 2000 ETF

ETFs
678
+ 1.69%
$87.42 - $98.06 $59.3K - $66.5K
40.8K $36.4M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.88K
+ 1.76%
$30.42 - $36.45 $57.3K - $68.7K
109K $34.6M
VO
Vanguard Mid Cap ETF

ETFs
321
+ 3.9%
$261.5 - $284.63 $83.9K - $91.4K
8.55K $22.6M
Litman Gregory Fds Tr
2.67K
+ 1.56%
N/A
174K $19.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
45.2K
+ 100.78%
$18.41 - $40.87 $833K - $1.85M
90.1K $16.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
40.7K
+ 190.67%
$22.4 - $68.28 $911K - $2.78M
62K $14.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.11K
+ 20.13%
$26.63 - $30.23 $216K - $245K
48.4K $12.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.8K
+ 174.14%
$26.93 - $84.95 $507K - $1.6M
29.6K $8.1M
Brookfield Infrastructure CO
15.7K
New
N/A
15.7K $6.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.56%
$481.22 - $538.17 $3.37K - $3.77K
1.25K $6.38M
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.1K
+ 142.42%
$25.33 - $51.16 $356K - $720K
23.9K $6.19M
Brookfield Corp
15
+ 0.18%
N/A
8.17K $4.7M
Brookfield Asset Managmt LTD
215
+ 3.19%
N/A
6.96K $3.77M
GOOG
Alphabet Inc.

Communication Services
20
+ 0.98%
$163.08 - $198.16 $3.26K - $3.96K
2.07K $3.94M
MGC
Vanguard Mega Cap ETF

ETFs
1.31K
+ 4366.67%
$204.21 - $220.18 $268K - $288K
1.34K $2.85M
SPYG
Spdr Portfolio

ETFs
86
+ 2.52%
$81.74 - $91.38 $7.03K - $7.86K
3.5K $3.08M
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 3.25%
$180.88 - $232.93 $7.24K - $9.32K
1.27K $2.79M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
5.94K
+ 183.33%
$27.45 - $55.56 $163K - $330K
9.18K $2.6M
EPD
Enterprise Products Partners L.P.

Energy
1.15K
+ 15.94%
$28.66 - $34.43 $33K - $39.6K
8.37K $2.63M
IWM
Ishares Russell 2000 ETF

ETFs
75
+ 8.82%
$216.13 - $242.4 $16.2K - $18.2K
925 $2.04M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.1%
$164.99 - $203.87 $165 - $204
965 $1.72M
CVX
Chevron Corp

Energy
1
+ 0.09%
$141.15 - $162.53 $141 - $163
1.06K $1.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 14.22%
$521.84 - $558.82 $16.7K - $17.9K
257 $1.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18
+ 0.76%
$57.53 - $60.83 $1.04K - $1.09K
2.38K $1.38M
NEM
Newmont Corp

Basic Materials
2.69K
+ 741.87%
$37.0 - $58.68 $99.6K - $158K
3.06K $1.14M
FSK
Fs Kkr Capital Corp

Financial Services
686
+ 16.49%
$19.71 - $22.22 $13.5K - $15.2K
4.85K $1.05M
SLV
I Shares Silver Trust

ETFs
696
+ 21.03%
$26.33 - $31.74 $18.3K - $22.1K
4.01K $1.06M
BP
Bp PLC

Energy
358
+ 11.53%
$28.16 - $33.14 $10.1K - $11.9K
3.46K $1.02M
MPLX
Mplx LP

Energy
208
+ 11.5%
$43.77 - $51.66 $9.1K - $10.7K
2.02K $965K
T
At&T Inc.

Communication Services
214
+ 5.34%
$21.22 - $23.88 $4.54K - $5.11K
4.22K $962K
Morgan Stanley Direct Lendin
4.08K
New
N/A
4.08K $842K
WES
Western Midstream Partners, LP

Energy
388
+ 21.8%
$35.7 - $40.71 $13.9K - $15.8K
2.17K $833K
TXN
Texas Instruments Inc

Technology
18
+ 4.25%
N/A
442 $828K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.44K
New
$44.33 - $49.55 $63.6K - $71.1K
1.44K $645K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
933
New
$66.77 - $71.52 $62.3K - $66.7K
933 $643K
IBM
International Business Machines Corp

Technology
3
+ 0.97%
$204.9 - $238.04 $615 - $714
311 $684K
DUK
Duke Energy Corp

Utilities
33
+ 5.62%
$105.76 - $120.76 $3.49K - $3.99K
620 $668K
ALL
Allstate Corp

Financial Services
2
+ 0.59%
$181.25 - $208.2 $363 - $416
342 $659K
CAG
Conagra Brands Inc.

Consumer Defensive
1
+ 0.05%
$26.48 - $32.72 $26.5 - $32.7
2.16K $599K
Activity Summary
Buys All Purchases 165 New Holdings 91 Increased Positions 74 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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