Sellwood Investment Partners LLC New Holdings in Q4 2024

Sellwood Investment Partners LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
73.8K
New
$521.84 - $558.82 $38.5M - $41.3M
73.8K $39.8B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
319K
New
$100.18 - $109.1 $31.9M - $34.8M
319K $33.4B
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
464K
New
$36.21 - $38.2 $16.8M - $17.7M
464K $16.9B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
332K
New
$48.33 - $49.08 $16.1M - $16.3M
332K $16.1B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
258K
New
$56.61 - $61.63 $14.6M - $15.9M
258K $14.6B
FNDX
Schwab Fundamental U S Large C

ETFs
604K
New
$23.49 - $71.77 $14.2M - $43.4M
604K $14.3B
EDV
Vanguard Extended Duration Tre

ETFs
124K
New
$67.27 - $79.67 $8.31M - $9.84M
124K $8.36B
VGIT
Vanguard Intermediate Term Tre

ETFs
144K
New
$57.78 - $60.4 $8.3M - $8.67M
144K $8.33B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
135K
New
$58.88 - $64.8 $7.96M - $8.76M
135K $7.96B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
85.6K
New
$74.68 - $81.45 $6.39M - $6.97M
85.6K $6.4B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
48.1K
New
$49.79 - $51.14 $2.39M - $2.46M
48.1K $2.41B
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.69K
New
$311.11 - $335.64 $2.08M - $2.25M
6.69K $2.16B
SCHO
Schwab Short Term Us Treasury

ETFs
71.3K
New
$24.06 - $48.88 $1.71M - $3.48M
71.3K $1.71B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.7K
New
$100.24 - $101.35 $1.37M - $1.39M
13.7K $1.38B
VXF
Vanguard Extended Market ETF

ETFs
5.14K
New
$179.17 - $207.15 $921K - $1.06M
5.14K $976M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
17.5K
New
$47.68 - $48.67 $834K - $852K
17.5K $834M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.85K
New
$100.16 - $100.7 $787K - $791K
7.85K $788M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.92K
New
$77.02 - $78.58 $764K - $779K
9.92K $766M
SCHR
Schwab Intermediate Term Us Tr

ETFs
29.2K
New
$24.19 - $50.58 $706K - $1.48M
29.2K $709M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.65K
New
$71.75 - $75.11 $549K - $574K
7.65K $550M
SCHQ
Schwab Strategic Tr Long Term

ETFs
14.9K
New
$31.33 - $35.13 $467K - $524K
14.9K $469M
CATH
Global X Fds Global X S&P 500

ETFs
5.38K
New
$68.5 - $73.81 $368K - $397K
5.38K $381M
Blackrock ETF Trust Ii
6.85K
New
N/A
6.85K $356M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
629
New
$442.29 - $483.08 $278K - $304K
629 $285M
VNQ
Vanguard Specialized Funds Van

ETFs
2.07K
New
$87.85 - $98.6 $182K - $204K
2.07K $184M
NVDA
Nvidia Corp

Technology
1.37K
New
$117.0 - $148.88 $160K - $204K
1.37K $184M
IWF
Ishares Russell 1000 Gr ETF

ETFs
385
New
$370.24 - $418.94 $143K - $161K
385 $155M
AAPL
Apple Inc.

Technology
589
New
$221.69 - $259.02 $131K - $153K
589 $147M
IWD
Ishares Russell 1000 Val ETF

ETFs
660
New
$183.23 - $199.79 $121K - $132K
660 $122M
MSFT
Microsoft Corp

Technology
285
New
$406.35 - $454.46 $116K - $130K
285 $120M
COST
Costco Wholesale Corp

Consumer Defensive
100
New
$873.59 - $994.69 $87.4K - $99.5K
100 $91.6M
AMZN
Amazon Com Inc

Consumer Cyclical
406
New
$180.88 - $232.93 $73.4K - $94.6K
406 $89.1M
VTI
Vanguard Total Stock Market Et

ETFs
246
New
$280.04 - $302.45 $68.9K - $74.4K
246 $71.4M
UBER
Uber Technologies, Inc

Technology
1.14K
New
$59.93 - $86.34 $68.3K - $98.4K
1.14K $68.8M
GOOG
Alphabet Inc.

Communication Services
228
New
$163.08 - $198.16 $37.2K - $45.2K
228 $43.4M
V
Visa Inc.

Financial Services
129
New
$273.87 - $320.91 $35.3K - $41.4K
129 $40.8M
GS
Goldman Sachs Group Inc

Financial Services
68
New
$486.1 - $608.57 $33.1K - $41.4K
68 $38.9M
HD
Home Depot, Inc.

Consumer Cyclical
100
New
$385.02 - $431.37 $38.5K - $43.1K
100 $38.9M
AMD
Advanced Micro Devices Inc

Technology
292
New
$118.88 - $172.8 $34.7K - $50.5K
292 $35.3M
JPM
Jpmorgan Chase & CO

Financial Services
140
New
$205.18 - $250.29 $28.7K - $35K
140 $33.6M
AXP
American Express CO

Financial Services
110
New
$267.35 - $305.57 $29.4K - $33.6K
110 $32.6M
AVGO
Broadcom Inc.

Technology
140
New
$159.67 - $250.0 $22.4K - $35K
140 $32.5M
IVV
Ishares Core S&P 500 ETF

ETFs
54
New
$570.51 - $610.59 $30.8K - $33K
54 $31.8M
VEA
Vanguard Ftse Developed Market

ETFs
542
New
$47.57 - $52.44 $25.8K - $28.4K
542 $25.9M
UNP
Union Pacific Corp

Industrials
100
New
$223.15 - $249.32 $22.3K - $24.9K
100 $22.8M
NKE
Nike, Inc.

Consumer Cyclical
296
New
$73.36 - $89.13 $21.7K - $26.4K
296 $22.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
384
New
$55.1 - $61.74 $21.2K - $23.7K
384 $21.2M
INTU
Intuit Inc

Technology
30
New
$602.01 - $706.25 $18.1K - $21.2K
30 $18.9M
IEFA
Ishares Tr

ETFs
129
New
$70.06 - $77.43 $9.04K - $9.99K
129 $9.07M
Activity Summary
Buys All Purchases 55 New Holdings 55 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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