Truepoint, Inc. Sells in Q4 2024

Truepoint, Inc.

  • $3.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-11.6K
- 0.66%
$70.06 - $77.43 $809K - $894K
1.73M $121M
EMR
Emerson Electric CO

Industrials
-24.9K
- 46.1%
$108.13 - $134.33 $2.69M - $3.34M
29.1K $3.6M
PG
Procter & Gamble CO

Consumer Defensive
-8.5K
- 6.91%
$161.05 - $179.7 $1.37M - $1.53M
114K $19.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-11.7K
- 0.64%
$40.38 - $44.35 $471K - $517K
1.81M $74.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
-15.3K
- 1.03%
$54.54 - $61.04 $834K - $934K
1.47M $81.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-24.4K
- 3.71%
$30.18 - $33.87 $737K - $827K
634K $19.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.49K
- 77.33%
$481.22 - $538.17 $716K - $800K
436 $222K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.79K
- 4.17%
$44.04 - $49.49 $123K - $138K
64.2K $2.83M
VTV
Vanguard Value ETF

ETFs
-1.43K
- 10.39%
$168.32 - $181.87 $240K - $259K
12.3K $2.08M
UNH
Unitedhealth Group Inc

Healthcare
-293
- 27.08%
$485.52 - $625.25 $142K - $183K
789 $399K
MUB
Ishares National Muni Bond ETF

ETFs
-1.97K
- 44.44%
$105.78 - $108.7 $209K - $215K
2.47K $262K
JNJ
Johnson & Johnson

Healthcare
-475
- 9.7%
$143.34 - $165.86 $68.1K - $78.8K
4.42K $639K
PEP
Pepsico Inc

Consumer Defensive
-724
- 34.79%
$151.29 - $176.1 $110K - $127K
1.36K $206K
EEM
Ishares Msci Emerging Markets

ETFs
-122
- 0.39%
$41.82 - $47.36 $5.1K - $5.78K
31.3K $1.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-235
- 1.65%
$75.1 - $82.99 $17.6K - $19.5K
14K $1.06M
VGSH
Vanguard

ETFs
-1.31K
- 2.15%
$58.02 - $58.88 $76.1K - $77.2K
59.7K $3.48M
VOE
Vanguard Mid Cap Value Index F

ETFs
-481
- 7.87%
$160.89 - $176.18 $77.4K - $84.7K
5.63K $910K
ABBV
Abb Vie Inc.

Healthcare
-367
- 16.27%
$164.99 - $203.87 $60.6K - $74.8K
1.89K $335K
VBR
Vanguard Small Cap Value ETF

ETFs
-147
- 0.58%
$197.36 - $217.3 $29K - $31.9K
25.1K $4.97M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.53K
- 11.86%
$61.68 - $67.87 $94.1K - $104K
11.3K $706K
LLY
Eli Lilly & CO

Healthcare
-51
- 11.04%
$727.2 - $932.06 $37.1K - $47.5K
411 $317K
VO
Vanguard Mid Cap ETF

ETFs
-355
- 6.02%
$261.5 - $284.63 $92.8K - $101K
5.54K $1.46M
MSFT
Microsoft Corp

Technology
-33
- 0.44%
$406.35 - $454.46 $13.4K - $15K
7.51K $3.16M
XOM
Exxon Mobil Corp

Energy
-90
- 1.32%
$105.51 - $125.37 $9.5K - $11.3K
6.74K $725K
IWD
Ishares Russell 1000 Val ETF

ETFs
-280
- 10.66%
$183.23 - $199.79 $51.3K - $55.9K
2.35K $434K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-180
- 1.2%
$71.75 - $75.11 $12.9K - $13.5K
14.8K $1.07M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-625
- 10.99%
$111.85 - $120.71 $69.9K - $75.4K
5.06K $583K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-346
- 5.38%
$113.92 - $127.38 $39.4K - $44.1K
6.09K $701K
IWN
Ishares Russell2000 Val ETF

ETFs
-258
- 9.42%
$162.69 - $181.35 $42K - $46.8K
2.48K $407K
IEMG
Ishares Inc

ETFs
-882
- 7.97%
N/A
10.2K $546K
IWS
Ishares Russell Midcap Value E

ETFs
-153
- 1.72%
$128.08 - $140.32 $19.6K - $21.5K
8.72K $1.13M
IBM
International Business Machines Corp

Technology
-198
- 14.99%
$204.9 - $238.04 $40.6K - $47.1K
1.12K $246K
VIG
Vanguard Dividend Appreciation

ETFs
-249
- 13.68%
N/A
1.57K $286K
HD
Home Depot, Inc.

Consumer Cyclical
-37
- 1.94%
$385.02 - $431.37 $14.2K - $16K
1.87K $726K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-327
- 4.04%
$51.09 - $55.27 $16.7K - $18.1K
7.76K $396K
IWM
Ishares Russell 2000 ETF

ETFs
-137
- 7.25%
$216.13 - $242.4 $29.6K - $33.2K
1.75K $387K
INTU
Intuit Inc

Technology
-27
- 3.56%
$602.01 - $706.25 $16.3K - $19.1K
732 $460K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-9
- 0.1%
$90.66 - $99.46 $816 - $895
9.02K $820K
META
Meta Platforms, Inc.

Communication Services
-31
- 4.37%
$554.08 - $632.68 $17.2K - $19.6K
678 $399K
COST
Costco Wholesale Corp

Consumer Defensive
-23
- 4.39%
$873.59 - $994.69 $20.1K - $22.9K
501 $459K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-123
- 2.17%
$69.3 - $74.3 $8.52K - $9.14K
5.55K $396K
DFSU
Dimensional ETF Tr Dimen Us Su
-101
- 0.14%
N/A
69.9K $0
VB
Vanguard Small Cap ETF

ETFs
-24
- 0.64%
$233.76 - $261.58 $5.61K - $6.28K
3.72K $894K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-10
- 0.04%
$61.52 - $66.5 $615 - $665
23.8K $1.52M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-66
- 0.99%
$521.84 - $558.82 $34.4K - $36.9K
6.58K $3.55M
NVDA
Nvidia Corp

Technology
-1.15K
- 7.0%
$117.0 - $148.88 $135K - $172K
15.3K $2.06M
V
Visa Inc.

Financial Services
-7
- 0.35%
$273.87 - $320.91 $1.92K - $2.25K
2K $632K
IWV
Ishares Russell 3000 ETF

ETFs
-843
- 1.39%
$323.08 - $349.08 $272K - $294K
59.9K $20M
IVW
Ishares S&P 500 Growth ETF

ETFs
-75
- 0.19%
$94.43 - $105.47 $7.08K - $7.91K
39.4K $4M
Activity Summary
Buys All Purchases 62 New Holdings 13 Increased Positions 49 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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