Wealth Dimensions Group, Ltd. Purchases in Q4 2024

Wealth Dimensions Group, Ltd.

  • $408 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
673
+ 34.73%
$114.45 - $127.21 $77K - $85.6K
2.61K $302K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
724
+ 8.17%
$113.92 - $127.38 $82.5K - $92.2K
9.58K $1.1M
ABT
Abbott Laboratories

Healthcare
466
+ 12.3%
$111.93 - $119.39 $52.2K - $55.6K
4.26K $481K
DE
Deere & CO

Industrials
99
+ 9.98%
$389.45 - $466.0 $38.6K - $46.1K
1.09K $462K
BMY
Bristol Myers Squibb CO

Healthcare
42
+ 0.46%
$51.92 - $59.94 $2.18K - $2.52K
9.13K $516K
VO
Vanguard Mid Cap ETF

ETFs
157
+ 2.01%
$261.5 - $284.63 $41.1K - $44.7K
7.97K $2.1M
CAT
Caterpillar Inc

Industrials
159
+ 20.33%
$360.37 - $416.88 $57.3K - $66.3K
941 $341K
PFE
Pfizer Inc

Healthcare
3.55K
+ 14.62%
$24.8 - $30.19 $88.1K - $107K
27.8K $738K
EFA
Ishares Tr Msci Eafe ETF

ETFs
889
+ 19.08%
$75.1 - $82.99 $66.8K - $73.8K
5.55K $419K
TJX
Tjx Companies Inc

Consumer Cyclical
166
+ 6.2%
$112.15 - $127.2 $18.6K - $21.1K
2.84K $343K
CVX
Chevron Corp

Energy
208
+ 3.47%
$141.15 - $162.53 $29.4K - $33.8K
6.2K $898K
ACN
Accenture PLC

Technology
47
+ 4.69%
$343.9 - $376.86 $16.2K - $17.7K
1.05K $369K
VXF
Vanguard Extended Market ETF

ETFs
3
+ 0.23%
$179.17 - $207.15 $538 - $621
1.29K $245K
SBUX
Starbucks Corp

Consumer Cyclical
276
+ 11.2%
$87.44 - $102.5 $24.1K - $28.3K
2.74K $249K
IBM
International Business Machines Corp

Technology
40
+ 1.02%
$204.9 - $238.04 $8.2K - $9.52K
3.97K $873K
VTWO
Vanguard Russell 2000 ETF

ETFs
51
+ 0.17%
$87.42 - $98.06 $4.46K - $5K
30.2K $2.7M
Ge Vernova Inc
86
+ 5.67%
N/A
1.6K $0
BP
Bp PLC

Energy
197
+ 2.54%
$28.16 - $33.14 $5.55K - $6.53K
7.95K $235K
UNH
Unitedhealth Group Inc

Healthcare
85
+ 13.2%
$485.52 - $625.25 $41.3K - $53.1K
729 $368K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
287
+ 4.17%
$67.29 - $73.38 $19.3K - $21.1K
7.16K $486K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
494
+ 1.05%
$47.58 - $48.56 $23.5K - $24K
47.6K $2.27M
MCD
Mcdonalds Corp

Consumer Cyclical
120
+ 3.08%
$288.47 - $316.54 $34.6K - $38K
4.02K $1.17M
VEU
Vanguard Ftse All World Ex Us

ETFs
20
+ 0.48%
$57.29 - $63.1 $1.15K - $1.26K
4.2K $241K
NEE
Nextera Energy Inc

Utilities
161
+ 4.33%
$69.77 - $85.43 $11.2K - $13.8K
3.88K $277K
PEP
Pepsico Inc

Consumer Defensive
128
+ 4.14%
$151.29 - $176.1 $19.4K - $22.5K
3.22K $489K
ROP
Roper Technologies Inc

Industrials
10
+ 0.85%
$519.85 - $575.95 $5.2K - $5.76K
1.19K $616K
NVS
Novartis Ag

Healthcare
7
+ 0.31%
$96.78 - $117.18 $677 - $820
2.24K $217K
LOW
Lowes Companies Inc

Consumer Cyclical
19
+ 0.77%
$244.52 - $284.07 $4.65K - $5.4K
2.49K $614K
SO
Southern CO

Utilities
78
+ 1.0%
$81.5 - $94.15 $6.36K - $7.34K
7.91K $650K
HUM
Humana Inc

Healthcare
3
+ 0.33%
$233.89 - $304.18 $702 - $913
913 $231K
KO
Coca Cola CO

Consumer Defensive
109
+ 1.51%
$61.74 - $71.71 $6.73K - $7.82K
7.31K $455K
QCOM
Qualcomm Inc

Technology
22
+ 0.47%
$150.4 - $178.04 $3.31K - $3.92K
4.73K $726K
VNQ
Vanguard Specialized Funds Van

ETFs
310
+ 2.43%
$87.85 - $98.6 $27.2K - $30.6K
13.1K $1.16M
DUK
Duke Energy Corp

Utilities
53
+ 0.37%
$105.76 - $120.76 $5.61K - $6.4K
14.5K $1.56M
GE
General Electric CO

Industrials
142
+ 1.95%
$159.95 - $194.23 $22.7K - $27.6K
7.43K $1.24M
AMGN
Amgen Inc

Healthcare
175
+ 5.04%
$258.78 - $328.31 $45.3K - $57.5K
3.65K $951K
LLY
Eli Lilly & CO

Healthcare
260
+ 7.98%
$727.2 - $932.06 $189K - $242K
3.52K $2.72M
MRK
Merck & Co., Inc.

Healthcare
456
+ 2.81%
$96.31 - $114.76 $43.9K - $52.3K
16.7K $1.66M
DFAR
Dimensional ETF Tr Dimensional

ETFs
31.6K
+ 7.99%
$22.72 - $25.76 $718K - $814K
427K $9.94M
IEFA
Ishares Tr

ETFs
1.2K
+ 1.58%
$70.06 - $77.43 $84.1K - $93K
77.1K $5.42M
DFAI
Dimensional ETF Tr

ETFs
62.4K
+ 5.82%
$29.0 - $31.6 $1.81M - $1.97M
1.13M $33.1M
Activity Summary
Buys All Purchases 92 New Holdings 9 Increased Positions 83 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 1 Puts 0
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