Trace Wealth Advisors, LLC New Holdings in Q4 2024

Trace Wealth Advisors, LLC

  • $112 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
54K
New
$280.04 - $302.45 $15.1M - $16.3M
54K $15.7B
AVUS
American Centy ETF Tr Avantis

ETFs
157K
New
$94.36 - $102.06 $14.8M - $16M
157K $15.2B
VEA
Vanguard Ftse Developed Market

ETFs
176K
New
$47.57 - $52.44 $8.39M - $9.25M
176K $8.43B
AVUV
American Centy ETF Tr Avantis

ETFs
85.5K
New
$94.37 - $106.41 $8.06M - $9.09M
85.5K $8.25B
AVDE
American Centy ETF Tr Avantis

ETFs
114K
New
$60.9 - $66.69 $6.94M - $7.6M
114K $6.99B
PG
Procter & Gamble CO

Consumer Defensive
32.5K
New
$161.05 - $179.7 $5.23M - $5.83M
32.5K $5.44B
TILT
Flexshares Tr

ETFs
24.4K
New
$210.31 - $227.39 $5.14M - $5.55M
24.4K $5.28B
AAPL
Apple Inc.

Technology
18.9K
New
$221.69 - $259.02 $4.18M - $4.88M
18.9K $4.72B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
99K
New
$40.38 - $44.35 $4M - $4.39M
99K $4.05B
AMZN
Amazon Com Inc

Consumer Cyclical
12.3K
New
$180.88 - $232.93 $2.23M - $2.87M
12.3K $2.7B
AVEM
American Centy ETF Tr Avantis

ETFs
41.9K
New
$58.59 - $66.14 $2.46M - $2.77M
41.9K $2.47B
QCOM
Qualcomm Inc

Technology
16K
New
$150.4 - $178.04 $2.4M - $2.84M
16K $2.45B
DFAS
Dimensional ETF Tr U S Small C

ETFs
35.3K
New
$63.58 - $71.15 $2.25M - $2.51M
35.3K $2.3B
GOOGL
Alphabet Inc.

Communication Services
8.74K
New
$161.86 - $196.66 $1.41M - $1.72M
8.74K $1.65B
DFIV
Dimensional ETF Tr

ETFs
43.3K
New
$34.86 - $37.97 $1.51M - $1.64M
43.3K $1.54B
GOOG
Alphabet Inc.

Communication Services
7.12K
New
$163.08 - $198.16 $1.16M - $1.41M
7.12K $1.36B
DE
Deere & CO

Industrials
3K
New
$389.45 - $466.0 $1.17M - $1.4M
3K $1.27B
TLTE
Flexshares Tr Morningstar Emer

ETFs
23.7K
New
$50.95 - $58.58 $1.21M - $1.39M
23.7K $1.21B
MSFT
Microsoft Corp

Technology
2.74K
New
$406.35 - $454.46 $1.11M - $1.24M
2.74K $1.15B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.2K
New
$44.04 - $49.49 $1.02M - $1.15M
23.2K $1.02B
CAT
Caterpillar Inc

Industrials
2.75K
New
$360.37 - $416.88 $991K - $1.15M
2.75K $998M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
13.4K
New
$68.55 - $74.48 $916K - $995K
13.4K $920M
DVY
Ishares Tr

ETFs
6.12K
New
$129.55 - $143.41 $793K - $878K
6.12K $804M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.43K
New
$176.42 - $186.91 $782K - $829K
4.43K $790M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
29.7K
New
$23.55 - $24.04 $700K - $715K
29.7K $701M
VEU
Vanguard Ftse All World Ex Us

ETFs
11.1K
New
$57.29 - $63.1 $637K - $701K
11.1K $638M
GUNR
Flexshares Tr Morningstar Glob

ETFs
16.9K
New
$36.15 - $41.9 $611K - $708K
16.9K $614M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
New
$442.29 - $483.08 $588K - $642K
1.33K $603M
CMF
Ishares California Muni Bond E

ETFs
10.5K
New
$56.66 - $58.1 $592K - $607K
10.5K $599M
JNJ
Johnson & Johnson

Healthcare
3.98K
New
$143.34 - $165.86 $570K - $660K
3.98K $576M
CSCO
Cisco Systems, Inc.

Technology
8.67K
New
$52.45 - $60.02 $455K - $520K
8.67K $513M
SPY
Spdr S&P 500 ETF Trust

ETFs
870
New
$567.81 - $607.81 $494K - $529K
870 $510M
HYG
Ishares Tr

ETFs
5.8K
New
$78.09 - $80.04 $453K - $464K
5.8K $456M
BX
Blackstone Inc.

Financial Services
2.5K
New
$148.45 - $199.05 $371K - $498K
2.5K $431M
BMY
Bristol Myers Squibb CO

Healthcare
7.34K
New
$51.92 - $59.94 $381K - $440K
7.34K $415M
RTX
Raytheon Technologies Corp

Industrials
3.51K
New
$114.45 - $127.21 $402K - $447K
3.51K $406M
DIS
Walt Disney CO

Communication Services
3.56K
New
$92.39 - $117.6 $329K - $419K
3.56K $397M
SCHW
Schwab Charles Corp

Financial Services
5.2K
New
$63.31 - $82.85 $329K - $431K
5.2K $385M
NVDA
Nvidia Corp

Technology
2.84K
New
$117.0 - $148.88 $332K - $423K
2.84K $381M
PEP
Pepsico Inc

Consumer Defensive
2.45K
New
$151.29 - $176.1 $371K - $432K
2.45K $373M
NFRA
Flexshares Stoxx Global Broad

ETFs
6.85K
New
$54.11 - $59.58 $370K - $408K
6.85K $371M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.8K
New
$75.1 - $82.99 $360K - $398K
4.8K $363M
VO
Vanguard Mid Cap ETF

ETFs
1.3K
New
$261.5 - $284.63 $340K - $370K
1.3K $343M
DVN
Devon Energy Corp

Energy
10.2K
New
$30.52 - $42.96 $311K - $438K
10.2K $334M
VTV
Vanguard Value ETF

ETFs
1.95K
New
$168.32 - $181.87 $328K - $355K
1.95K $330M
O
Realty Income Corp

Real Estate
6K
New
$51.76 - $64.71 $311K - $388K
6K $320M
MO
Altria Group, Inc.

Consumer Defensive
5.94K
New
$49.06 - $57.74 $291K - $343K
5.94K $310M
ABBV
Abb Vie Inc.

Healthcare
1.62K
New
$164.99 - $203.87 $267K - $330K
1.62K $288M
WMT
Walmart Inc.

Consumer Defensive
3K
New
$79.1 - $95.7 $237K - $287K
3K $271M
Activity Summary
Buys All Purchases 56 New Holdings 56 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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