Wealth Architects, LLC Reduced Holdings in Q3 2024

Wealth Architects, LLC

  • $848 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.39K
- 5.02%
$517.38 - $573.86 $720K - $799K
26.3K $15.1M
FSLR
First Solar, Inc.

Technology
-80
- 4.3%
$205.36 - $255.78 $16.4K - $20.5K
1.78K $444K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-66
- 1.74%
$64.35 - $75.71 $4.25K - $5K
3.72K $274K
T
At&T Inc.

Communication Services
-355
- 2.81%
$18.21 - $22.28 $6.46K - $7.91K
12.3K $270K
DHR
Danaher Corp

Healthcare
-9
- 0.75%
$239.25 - $280.76 $2.15K - $2.53K
1.19K $331K
NKE
Nike, Inc.

Consumer Cyclical
-196
- 4.81%
$71.09 - $89.44 $13.9K - $17.5K
3.88K $343K
APD
Air Products & Chemicals, Inc.

Basic Materials
-107
- 6.15%
$247.34 - $300.11 $26.5K - $32.1K
1.63K $486K
CSCO
Cisco Systems, Inc.

Technology
-923
- 5.96%
$44.74 - $53.22 $41.3K - $49.1K
14.6K $775K
NUDM
Nuveen Esg International Devel

ETFs
-2
- 0.01%
$30.15 - $34.01 $60.3 - $68
16.4K $551K
VEU
Vanguard Ftse All World Ex Us

ETFs
-12
- 0.12%
$56.47 - $63.69 $678 - $764
10.4K $655K
KBH
Kb Home

Consumer Cyclical
-3
- 0.09%
$65.35 - $89.63 $196 - $269
3.16K $270K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.14%
$446.32 - $527.38 $446 - $527
693 $358K
ACWI
Ishares Msci Acwi ETF

ETFs
-46
- 0.59%
$107.24 - $119.84 $4.93K - $5.51K
7.69K $919K
KO
Coca Cola CO

Consumer Defensive
-74
- 1.1%
$62.69 - $73.01 $4.64K - $5.4K
6.64K $477K
ABT
Abbott Laboratories

Healthcare
-4
- 0.08%
$100.07 - $118.13 $400 - $473
5.15K $586K
AFL
Aflac Inc

Financial Services
-1
- 0.04%
$88.52 - $111.8 $88.5 - $112
2.32K $258K
PGR
Progressive Corp

Financial Services
-1
- 0.09%
$209.46 - $259.24 $209 - $259
1.18K $298K
PG
Procter & Gamble CO

Consumer Defensive
-58
- 0.73%
$160.76 - $177.82 $9.32K - $10.3K
7.89K $1.37M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-40
- 0.91%
$162.83 - $179.16 $6.51K - $7.17K
4.34K $777K
NEE
Nextera Energy Inc

Utilities
-38
- 0.81%
$69.9 - $84.97 $2.66K - $3.23K
4.63K $391K
GE
General Electric CO

Industrials
-11
- 0.49%
$156.66 - $189.66 $1.72K - $2.09K
2.25K $423K
AXP
American Express CO

Financial Services
-21
- 0.94%
$225.92 - $271.17 $4.74K - $5.69K
2.2K $597K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-12
- 0.88%
$531.86 - $624.21 $6.38K - $7.49K
1.35K $832K
JPM
Jpmorgan Chase & CO

Financial Services
-15
- 0.14%
$194.9 - $224.8 $2.92K - $3.37K
10.4K $2.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8
- 0.23%
$475.2 - $527.7 $3.8K - $4.22K
3.55K $1.87M
GILD
Gilead Sciences, Inc.

Healthcare
-21
- 0.33%
$66.59 - $83.99 $1.4K - $1.76K
6.36K $532K
JNJ
Johnson & Johnson

Healthcare
-177
- 2.02%
$145.48 - $167.38 $25.7K - $29.6K
8.6K $1.39M
ABBV
Abb Vie Inc.

Healthcare
-16
- 0.34%
$163.84 - $199.33 $2.62K - $3.19K
4.62K $913K
IBM
International Business Machines Corp

Technology
-4
- 0.11%
$175.1 - $223.38 $700 - $894
3.78K $835K
VTI
Vanguard Total Stock Market Et

ETFs
-401
- 2.1%
$255.18 - $283.2 $102K - $114K
18.7K $5.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.83K
- 3.93%
$36.98 - $41.55 $253K - $284K
167K $6.88M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-188
- 0.51%
$61.97 - $69.37 $11.7K - $13K
36.6K $2.53M
CAT
Caterpillar Inc

Industrials
-8
- 0.23%
$316.8 - $391.12 $2.53K - $3.13K
3.51K $1.37M
IGF
Ishares Global Infrastructure

ETFs
-835
- 1.99%
$47.97 - $54.56 $40.1K - $45.6K
41.1K $2.24M
TOLZ
Dj Brookfield Global

ETFs
-2.46K
- 3.68%
$44.92 - $51.35 $111K - $126K
64.3K $3.25M
NFRA
Flexshares Stoxx Global Broad

ETFs
-588
- 1.04%
$53.04 - $59.95 $31.2K - $35.3K
55.7K $3.31M
TSLA
Tesla, Inc.

Consumer Cyclical
-390
- 5.29%
$191.76 - $263.26 $74.8K - $103K
6.98K $1.83M
EFV
Msci Eafe Value ETF

ETFs
-58
- 0.07%
$51.72 - $57.96 $3K - $3.36K
85.3K $4.9M
VV
Vanguard Large Cap ETF

ETFs
-2.22K
- 3.07%
$236.92 - $263.4 $526K - $584K
70.1K $18.5M
VB
Vanguard Small Cap ETF

ETFs
-1.71K
- 2.79%
$214.77 - $237.72 $368K - $407K
59.6K $14.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-5.29K
- 2.75%
$60.13 - $68.17 $318K - $360K
187K $12.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.6K
- 1.55%
$95.81 - $109.03 $154K - $175K
102K $11M
IEFA
Ishares Tr

ETFs
-4.81K
- 2.01%
$70.09 - $78.74 $337K - $379K
234K $18.3M
META
Meta Platforms, Inc.

Communication Services
-168
- 0.95%
$453.41 - $572.44 $76.2K - $96.2K
17.4K $9.99M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10.8K
- 1.52%
$38.51 - $41.69 $416K - $450K
702K $29.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-70
- 0.26%
$405.19 - $478.57 $28.4K - $33.5K
26.4K $12.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-348
- 0.26%
$179.99 - $201.6 $62.6K - $70.2K
132K $26.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.71K
- 1.36%
$520.18 - $576.82 $891K - $988K
124K $71.8M
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email