Wealth Management Strategies, Inc. New Holdings in Q4 2024

Wealth Management Strategies, Inc.

  • $129 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
59.7K
New
$378.79 - $428.11 $22.6M - $25.5M
59.7K $24.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
458K
New
$33.92 - $36.6 $15.5M - $16.8M
458K $15.8M
VEA
Vanguard Ftse Developed Market

ETFs
268K
New
$47.57 - $52.44 $12.8M - $14.1M
268K $12.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
306K
New
$33.62 - $35.69 $10.3M - $10.9M
306K $10.3M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
352K
New
$23.25 - $23.37 $8.19M - $8.23M
352K $8.21M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
352K
New
$22.72 - $23.0 $8M - $8.09M
352K $8.03M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
351K
New
$22.1 - $22.59 $7.76M - $7.93M
351K $7.8M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
318K
New
$21.81 - $22.48 $6.93M - $7.14M
318K $6.96M
VB
Vanguard Small Cap ETF

ETFs
26K
New
$233.76 - $261.58 $6.09M - $6.81M
26K $6.26M
VTV
Vanguard Value ETF

ETFs
35.1K
New
$168.32 - $181.87 $5.91M - $6.39M
35.1K $5.95M
AAPL
Apple Inc.

Technology
19.3K
New
$221.69 - $259.02 $4.28M - $5M
19.3K $4.83M
VTI
Vanguard Total Stock Market Et

ETFs
7.63K
New
$280.04 - $302.45 $2.14M - $2.31M
7.63K $2.21M
MSFT
Microsoft Corp

Technology
2.51K
New
$406.35 - $454.46 $1.02M - $1.14M
2.51K $1.06M
LLY
Eli Lilly & CO

Healthcare
1.23K
New
$727.2 - $932.06 $892K - $1.14M
1.23K $946K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.63K
New
$521.84 - $558.82 $850K - $910K
1.63K $877K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
27.8K
New
$21.25 - $22.07 $592K - $615K
27.8K $593K
DFAT
Dimensional ETF Tr U S Target

ETFs
10.2K
New
$54.54 - $61.04 $558K - $624K
10.2K $569K
VIG
Vanguard Dividend Appreciation

ETFs
3K
New
N/A
3K $546K
IBM
International Business Machines Corp

Technology
2.31K
New
$204.9 - $238.04 $472K - $549K
2.31K $506K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.22K
New
$178.39 - $215.0 $397K - $478K
2.22K $428K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.06K
New
$124.26 - $134.12 $380K - $410K
3.06K $393K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.96K
New
$126.68 - $134.74 $374K - $398K
2.96K $377K
VO
Vanguard Mid Cap ETF

ETFs
1.31K
New
$261.5 - $284.63 $344K - $374K
1.31K $347K
NVDA
Nvidia Corp

Technology
2.52K
New
$117.0 - $148.88 $295K - $375K
2.52K $338K
SPY
Spdr S&P 500 ETF Trust

ETFs
559
New
$567.81 - $607.81 $317K - $340K
559 $327K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.83K
New
$100.18 - $109.1 $283K - $308K
2.83K $296K
PG
Procter & Gamble CO

Consumer Defensive
1.63K
New
$161.05 - $179.7 $262K - $292K
1.63K $272K
MDT
Medtronic PLC

Healthcare
3.28K
New
$79.61 - $92.24 $261K - $303K
3.28K $262K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.35K
New
$70.54 - $79.61 $236K - $267K
3.35K $254K
WPC
W. P. Carey Inc.

Real Estate
4.31K
New
$53.44 - $61.33 $230K - $264K
4.31K $234K
EXR
Extra Space Storage Inc.

Real Estate
1.52K
New
$142.35 - $178.32 $217K - $272K
1.52K $227K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.64K
New
$56.61 - $61.63 $206K - $224K
3.64K $206K
DFSU
Dimensional ETF Tr Dimen Us Su
37K
New
N/A
37K $0
Brookfield Corp
3.58K
New
N/A
3.58K $0
DFSI
Dimensional ETF Tr Dimen Intl
7.19K
New
N/A
7.19K $0
Activity Summary
Buys All Purchases 36 New Holdings 36 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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