Wealth Architects, LLC Sells in Q3 2024

Wealth Architects, LLC

  • $848 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LRCX
Lam Research Corp

Technology
-3.72K
- 12.3%
$731.56 - $1127.3 $2.72M - $4.19M
26.5K $21.7M
ISRG
Intuitive Surgical Inc

Healthcare
-1.62K
- 77.69%
$416.14 - $494.01 $672K - $798K
464 $227K
SNOW
Snowflake Inc.

Technology
-1.2K
- 9.04%
$108.56 - $143.02 $130K - $171K
12.1K $1.38M
MSFT
Microsoft Corp

Technology
-218
- 1.34%
$395.15 - $467.56 $86.1K - $102K
16K $6.89M
INTC
Intel Corp

Technology
-2.35K
- 7.48%
$18.9 - $34.87 $44.4K - $81.8K
29K $680K
PLTR
Palantir Technologies Inc.

Technology
-24.3K
- 43.39%
$24.09 - $37.95 $586K - $923K
31.7K $1.18M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.39K
- 39.49%
$97.81 - $108.79 $234K - $260K
3.66K $398K
GOOGL
Alphabet Inc.

Communication Services
-84
- 0.64%
$148.65 - $191.18 $12.5K - $16.1K
13K $2.16M
MGRC
Mcgrath Rentcorp

Industrials
-2K
- 19.23%
$98.13 - $115.62 $196K - $231K
8.4K $884K
AMZN
Amazon Com Inc

Consumer Cyclical
-383
- 1.9%
$161.02 - $200.0 $61.7K - $76.6K
19.8K $3.69M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-337
- 30.58%
$523.84 - $572.02 $177K - $193K
765 $435K
IWM
Ishares Russell 2000 ETF

ETFs
-924
- 25.29%
$200.87 - $224.6 $186K - $208K
2.73K $602K
AMAT
Applied Materials Inc

Technology
-81
- 2.33%
$174.88 - $254.97 $14.2K - $20.7K
3.39K $685K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-751
- 16.48%
$147.95 - $191.05 $111K - $143K
3.81K $660K
SUB
Ishares Short Term National Mu

ETFs
-1.25K
- 4.42%
$104.3 - $106.3 $130K - $133K
27K $2.87M
ABNB
Airbnb, Inc.

Consumer Cyclical
-33
- 1.15%
$113.01 - $154.34 $3.73K - $5.09K
2.84K $360K
MU
Micron Technology Inc

Technology
-40
- 1.59%
$86.27 - $136.82 $3.45K - $5.47K
2.47K $255K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-182
- 7.11%
$434.77 - $502.96 $79.1K - $91.5K
2.38K $1.16M
STLA
Stellantis N.V.

Consumer Cyclical
-61
- 0.6%
$14.05 - $20.71 $857 - $1.26K
10.1K $141K
KLAC
Kla Corp

Technology
-11
- 1.18%
$696.17 - $892.35 $7.66K - $9.82K
922 $713K
LLY
Eli Lilly & CO

Healthcare
-37
- 3.21%
$772.14 - $960.02 $28.6K - $35.5K
1.12K $988K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-782
- 8.89%
$92.63 - $105.69 $72.4K - $82.6K
8.01K $834K
CVX
Chevron Corp

Energy
-160
- 5.34%
$137.88 - $161.97 $22.1K - $25.9K
2.84K $418K
AMGN
Amgen Inc

Healthcare
-206
- 10.83%
$309.38 - $337.38 $63.7K - $69.5K
1.7K $546K
DIS
Walt Disney CO

Communication Services
-355
- 7.76%
$85.6 - $98.61 $30.4K - $35K
4.22K $406K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.09K
- 16.42%
$41.9 - $48.26 $87.7K - $101K
10.6K $509K
ADBE
Adobe Inc.

Technology
-10
- 0.99%
$508.13 - $586.55 $5.08K - $5.87K
1K $517K
MRVL
Marvell Technology, Inc.

Technology
-699
- 9.54%
$56.15 - $76.24 $39.2K - $53.3K
6.63K $478K
PANW
Palo Alto Networks Inc

Technology
-106
- 11.99%
$294.18 - $368.01 $31.2K - $39K
778 $265K
PEP
Pepsico Inc

Consumer Defensive
-256
- 6.15%
$161.9 - $179.3 $41.4K - $45.9K
3.91K $664K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-140
- 16.17%
$256.4 - $289.78 $35.9K - $40.6K
726 $206K
MPC
Marathon Petroleum Corp

Energy
-5
- 0.28%
$158.61 - $180.75 $793 - $904
1.79K $291K
ABC
Amerisourcebergen Corp

Healthcare
-106
- 7.15%
N/A
1.38K $254K
HON
Honeywell International Inc

Industrials
-36
- 3.46%
$196.73 - $220.21 $7.08K - $7.93K
1K $207K
PFE
Pfizer Inc

Healthcare
-965
- 7.4%
$27.7 - $31.39 $26.7K - $30.3K
12.1K $349K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.33K
- 2.84%
$76.38 - $78.87 $102K - $105K
45.6K $3.59M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-454
- 8.42%
$75.32 - $84.37 $34.2K - $38.3K
4.94K $412K
CMA
Comerica Inc

Financial Services
-975
- 17.35%
$49.93 - $61.49 $48.7K - $60K
4.65K $278K
UMC
United Microelectronics Corp

Technology
-171
- 1.13%
$7.43 - $8.89 $1.27K - $1.52K
14.9K $125K
VNQ
Vanguard Specialized Funds Van

ETFs
-576
- 14.69%
$82.97 - $98.97 $47.8K - $57K
3.35K $325K
FCX
Freeport Mcmoran Inc

Basic Materials
-27
- 0.65%
$39.52 - $51.92 $1.07K - $1.4K
4.14K $206K
XOM
Exxon Mobil Corp

Energy
-198
- 1.42%
$109.72 - $119.0 $21.7K - $23.6K
13.8K $1.61M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.21K
- 6.72%
$34.48 - $38.87 $76K - $85.7K
30.6K $1.18M
TGT
Target Corp

Consumer Defensive
-48
- 1.89%
$133.47 - $159.25 $6.41K - $7.64K
2.5K $388K
NFLX
Netflix Inc

Communication Services
-2
- 0.35%
$598.55 - $722.26 $1.2K - $1.44K
569 $403K
V
Visa Inc.

Financial Services
-64
- 2.17%
$253.74 - $291.56 $16.2K - $18.7K
2.89K $794K
VZ
Verizon Communications Inc

Communication Services
-585
- 4.62%
$38.89 - $45.0 $22.8K - $26.3K
12.1K $542K
MCD
Mcdonalds Corp

Consumer Cyclical
-145
- 11.18%
$245.82 - $304.51 $35.6K - $44.2K
1.15K $350K
TLTE
Flexshares Tr Morningstar Emer

ETFs
-868
- 4.68%
$50.61 - $57.87 $43.9K - $50.2K
17.7K $1.01M
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
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