Vawter Financial, Ltd. Reduced Holdings in Q4 2024

Vawter Financial, Ltd.

  • $166 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RODM
Hartford Multifactor Developed

ETFs
-19.6K
- 10.35%
$28.36 - $30.42 $557K - $597K
170K $4.83B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-144
- 0.4%
$114.08 - $125.68 $16.4K - $18.1K
35.8K $4.1B
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.68K
- 3.44%
$54.54 - $61.04 $310K - $347K
160K $8.89B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.75K
- 4.95%
$50.67 - $50.9 $139K - $140K
52.8K $2.68B
O
Realty Income Corp

Real Estate
-140
- 1.02%
$51.76 - $64.71 $7.25K - $9.06K
13.5K $723M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.02K
- 5.96%
$26.63 - $30.23 $53.7K - $61K
31.9K $848M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 3.84%
$442.29 - $483.08 $88.5K - $96.6K
5.01K $2.27B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-1.3K
- 19.93%
$76.72 - $82.83 $99.7K - $108K
5.22K $403M
IWN
Ishares Russell2000 Val ETF

ETFs
-335
- 2.79%
$162.69 - $181.35 $54.5K - $60.8K
11.7K $1.92B
JNJ
Johnson & Johnson

Healthcare
-150
- 4.36%
$143.34 - $165.86 $21.5K - $24.9K
3.29K $476M
IWM
Ishares Russell 2000 ETF

ETFs
-337
- 9.64%
$216.13 - $242.4 $72.8K - $81.7K
3.16K $698M
IWD
Ishares Russell 1000 Val ETF

ETFs
-225
- 3.67%
$183.23 - $199.79 $41.2K - $45K
5.91K $1.09B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-421
- 5.86%
$89.9 - $100.66 $37.8K - $42.4K
6.76K $611M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-877
- 3.36%
$61.68 - $67.87 $54.1K - $59.5K
25.2K $1.57B
SPYG
Spdr Portfolio

ETFs
-895
- 13.31%
$81.74 - $91.38 $73.2K - $81.8K
5.83K $512M
VBR
Vanguard Small Cap Value ETF

ETFs
-37
- 0.26%
$197.36 - $217.3 $7.3K - $8.04K
14.1K $2.79B
VTV
Vanguard Value ETF

ETFs
-37
- 0.53%
$168.32 - $181.87 $6.23K - $6.73K
6.89K $1.17B
VTI
Vanguard Total Stock Market Et

ETFs
-295
- 4.49%
$280.04 - $302.45 $82.6K - $89.2K
6.27K $1.82B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-167
- 2.28%
$44.04 - $49.49 $7.35K - $8.26K
7.15K $315M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-198
- 10.05%
$370.24 - $418.94 $73.3K - $83K
1.77K $711M
PG
Procter & Gamble CO

Consumer Defensive
-100
- 6.66%
$161.05 - $179.7 $16.1K - $18K
1.4K $235M
SYK
Stryker Corp

Healthcare
-50
- 2.47%
$345.14 - $392.15 $17.3K - $19.6K
1.97K $710M
TIP
Ishares Tr Tips Bd ETF

ETFs
-75
- 3.54%
$106.33 - $110.69 $7.97K - $8.3K
2.04K $218M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-40
- 0.6%
$51.09 - $55.27 $2.04K - $2.21K
6.6K $338M
CRM
Salesforce, Inc.

Technology
-232
- 20.3%
$270.87 - $367.87 $62.8K - $85.3K
911 $305M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-121
- 2.08%
$69.3 - $74.3 $8.39K - $8.99K
5.7K $407M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-68
- 1.36%
$278.19 - $315.36 $18.9K - $21.4K
4.92K $1.41B
IVV
Ishares Core S&P 500 ETF

ETFs
-181
- 1.98%
$570.51 - $610.59 $103K - $111K
8.94K $5.26B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-68
- 1.93%
$311.11 - $335.64 $21.2K - $22.8K
3.46K $1.11B
AAPL
Apple Inc.

Technology
-414
- 4.2%
$221.69 - $259.02 $91.8K - $107K
9.44K $2.37B
Activity Summary
Buys All Purchases 42 New Holdings 6 Increased Positions 36 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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