Weinberger Asset Management, Inc Reduced Holdings in Q4 2024

Weinberger Asset Management, Inc

  • $239 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
-267
- 2.16%
$159.95 - $194.23 $42.7K - $51.9K
12.1K $2.02B
PM
Philip Morris International Inc.

Consumer Defensive
-904
- 0.7%
$118.38 - $133.06 $107K - $120K
129K $15.5B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.51K
- 3.09%
$90.66 - $99.46 $137K - $150K
47.3K $4.3B
UNH
Unitedhealth Group Inc

Healthcare
-16
- 0.72%
$485.52 - $625.25 $7.77K - $10K
2.22K $1.12B
ELV
Elevance Health, Inc.

Healthcare
-5
- 0.42%
$365.96 - $514.62 $1.83K - $2.57K
1.17K $433M
KO
Coca Cola CO

Consumer Defensive
-70
- 0.51%
$61.74 - $71.71 $4.32K - $5.02K
13.8K $857M
ATI
Allegheny Technologies Inc

Industrials
-24
- 0.27%
$52.71 - $65.96 $1.27K - $1.58K
8.8K $484M
BP
Bp PLC

Energy
-1.96K
- 14.16%
$28.16 - $33.14 $55.2K - $65K
11.9K $352M
JNJ
Johnson & Johnson

Healthcare
-128
- 4.09%
$143.34 - $165.86 $18.3K - $21.2K
3K $434M
VIG
Vanguard Dividend Appreciation

ETFs
-238
- 2.07%
N/A
11.3K $2.2B
IWN
Ishares Russell2000 Val ETF

ETFs
-132
- 0.81%
$162.69 - $181.35 $21.5K - $23.9K
16.3K $2.67B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-899
- 6.65%
$78.43 - $87.17 $70.5K - $78.4K
12.6K $1.01B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-946
- 2.28%
$61.68 - $67.87 $58.3K - $64.2K
40.6K $2.53B
XOM
Exxon Mobil Corp

Energy
-112
- 2.45%
$105.51 - $125.37 $11.8K - $14K
4.46K $480M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-346
- 11.18%
$79.93 - $88.06 $27.7K - $30.5K
2.75K $220M
PFE
Pfizer Inc

Healthcare
-45
- 0.26%
$24.8 - $30.19 $1.12K - $1.36K
17.1K $454M
SPY
Spdr S&P 500 ETF Trust

ETFs
-232
- 2.93%
$567.81 - $607.81 $132K - $141K
7.69K $4.51B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-168
- 2.78%
$121.89 - $135.52 $20.5K - $22.8K
5.87K $733M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.21%
$442.29 - $483.08 $1.33K - $1.45K
1.45K $658M
WFC
Wells Fargo & Company

Financial Services
-1.09K
- 19.83%
$54.98 - $77.35 $60K - $84.4K
4.41K $310M
VOT
Vanguard Mid Cap Growth Index

ETFs
-395
- 3.93%
$241.48 - $274.89 $95.4K - $109K
9.66K $2.45B
PCG
Pg&E Corp

Utilities
-1.03K
- 1.25%
$19.2 - $21.63 $19.8K - $22.3K
81.7K $1.65B
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.23%
$873.59 - $994.69 $1.75K - $1.99K
885 $811M
NVDA
Nvidia Corp

Technology
-1.35K
- 8.0%
$117.0 - $148.88 $157K - $200K
15.5K $2.08B
GOOGL
Alphabet Inc.

Communication Services
-222
- 5.67%
$161.86 - $196.66 $35.9K - $43.7K
3.69K $699M
TSLA
Tesla, Inc.

Consumer Cyclical
-198
- 20.41%
$213.65 - $479.86 $42.3K - $95K
772 $312M
AVGO
Broadcom Inc.

Technology
-12
- 0.78%
$159.67 - $250.0 $1.92K - $3K
1.53K $354M
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 0.84%
$180.88 - $232.93 $4.52K - $5.82K
2.94K $645M
JPM
Jpmorgan Chase & CO

Financial Services
-2
- 0.04%
$205.18 - $250.29 $410 - $501
4.84K $1.16B
RBLX
Roblox Corp

Communication Services
-27
- 0.19%
$39.86 - $61.45 $1.08K - $1.66K
14.4K $835M
AAPL
Apple Inc.

Technology
-2
- 0.02%
$221.69 - $259.02 $443 - $518
12.1K $3.03B
KMI
Kinder Morgan, Inc.

Energy
-6
- 0.01%
$22.59 - $28.54 $136 - $171
46.9K $1.28B
BAC
Bank Of America Corp

Financial Services
-467
- 0.46%
$39.22 - $47.77 $18.3K - $22.3K
101K $4.42B
VTI
Vanguard Total Stock Market Et

ETFs
-837
- 0.72%
$280.04 - $302.45 $234K - $253K
116K $33.5B
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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