Aegis Wealth Management LLC Purchases in Q1 2025

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.03K
+ 278.02%
$507.05 - $563.67 $3.57M - $3.96M
9.56K $4.91B
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19B
SHV
Ishares Tr

ETFs
28.5K
New
$110.11 - $110.51 $3.13M - $3.15M
28.5K $3.14B
VEA
Vanguard Ftse Developed Market

ETFs
34.3K
+ 52.62%
$47.4 - $52.99 $1.63M - $1.82M
99.5K $5.06B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15.8K
New
$58.01 - $64.46 $918K - $1.02M
15.8K $982M
IWV
Ishares Russell 3000 ETF

ETFs
2.75K
New
$313.1 - $349.83 $861K - $962K
2.75K $874M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.77K
+ 195.67%
$81.83 - $82.73 $800K - $808K
14.8K $1.22B
MMM
3 M CO

Industrials
4.41K
+ 50.76%
$129.7 - $155.12 $572K - $684K
13.1K $1.92B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.3K
+ 29.7%
$42.5 - $46.71 $649K - $713K
66.7K $3.02B
DFAI
Dimensional ETF Tr

ETFs
5.68K
+ 2.08%
$28.88 - $32.4 $164K - $184K
279K $8.71B
VB
Vanguard Small Cap ETF

ETFs
4.32K
+ 27.17%
$217.89 - $252.64 $941K - $1.09M
20.2K $4.48B
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.7K
New
$59.61 - $66.71 $639K - $715K
10.7K $648M
IEFA
Ishares Tr

ETFs
6.7K
+ 32.84%
$69.57 - $78.65 $466K - $527K
27.1K $2.05B
Dimensional ETF Trust
18.1K
+ 30.25%
N/A
78.1K $2.05B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.77K
New
$102.49 - $119.96 $489K - $572K
4.77K $499M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.9K
+ 41.77%
$74.85 - $84.89 $367K - $416K
16.6K $1.36B
T
At&T Inc.

Communication Services
15.6K
New
$21.56 - $28.28 $336K - $441K
15.6K $441M
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.67K
+ 12.01%
$25.54 - $28.79 $221K - $250K
80.9K $2.25B
MDT
Medtronic PLC

Healthcare
3.5K
+ 104.35%
$79.84 - $94.5 $279K - $331K
6.85K $616M
DYN
Dyne Therapeutics, Inc.

Healthcare
33.2K
New
$10.46 - $25.46 $348K - $846K
33.2K $348M
KMB
Kimberly Clark Corp

Consumer Defensive
2.31K
New
$124.46 - $147.4 $287K - $340K
2.31K $328M
WY
Weyerhaeuser CO

Real Estate
10.8K
New
$27.29 - $31.39 $295K - $339K
10.8K $316M
GPC
Genuine Parts CO

Consumer Cyclical
2.4K
+ 81.67%
$115.91 - $129.02 $278K - $309K
5.33K $635M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.85K
New
$57.21 - $65.8 $277K - $319K
4.85K $283M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.5K
New
$80.08 - $92.93 $280K - $325K
3.5K $282M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.39K
+ 17.81%
$71.17 - $73.66 $241K - $249K
22.4K $1.65B
Dimensional ETF Trust
8.53K
+ 74.13%
N/A
20K $613M
VUSB
Vanguard Bd Index Fds
5.33K
New
N/A
5.33K $266M
TMO
Thermo Fisher Scientific Inc.

Healthcare
494
New
$497.6 - $606.74 $246K - $300K
494 $246M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.13K
New
$25.69 - $26.89 $235K - $246K
9.13K $246M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.6K
+ 13.23%
$32.42 - $36.13 $377K - $421K
99.7K $3.29B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.64K
+ 20.5%
$25.35 - $27.46 $219K - $237K
50.8K $1.34B
PM
Philip Morris International Inc.

Consumer Defensive
398
+ 9.39%
$117.15 - $158.79 $46.6K - $63.2K
4.64K $736M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4K
New
$54.25 - $57.64 $217K - $231K
4K $220M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.14K
New
$100.34 - $100.68 $215K - $215K
2.14K $215M
DFAU
Dimensional ETF Tr

ETFs
12.6K
+ 8.49%
$37.84 - $42.29 $477K - $534K
161K $6.2B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.39K
+ 13.9%
$63.07 - $73.5 $87.7K - $102K
11.4K $800M
EEM
Ishares Msci Emerging Markets

ETFs
3.5K
+ 68.72%
$40.81 - $45.34 $143K - $159K
8.59K $376M
VGSH
Vanguard

ETFs
2.05K
+ 2.7%
$58.07 - $58.69 $119K - $120K
77.8K $4.57B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.18K
+ 6.57%
$48.43 - $49.9 $105K - $109K
35.3K $1.76B
JNJ
Johnson & Johnson

Healthcare
330
+ 9.75%
$142.06 - $167.7 $46.9K - $55.3K
3.72K $616M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.44K
+ 16.45%
$76.94 - $78.28 $111K - $113K
10.2K $797M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
994
+ 1.29%
$18.36 - $20.51 $18.2K - $20.4K
78.3K $1.55B
VTV
Vanguard Value ETF

ETFs
80
+ 0.36%
$167.73 - $179.21 $13.4K - $14.3K
22.4K $3.87B
Dimensional ETF Trust
1.63K
+ 39.93%
N/A
5.71K $305M
VBR
Vanguard Small Cap Value ETF

ETFs
1.07K
+ 10.61%
$183.02 - $207.75 $195K - $222K
11.1K $2.07B
REET
Ishares Global Reit ETF

ETFs
2.11K
+ 4.01%
$23.24 - $25.16 $49.1K - $53.1K
54.8K $1.33B
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.38K
+ 2.74%
$22.35 - $24.52 $30.9K - $33.9K
51.7K $1.23B
MO
Altria Group, Inc.

Consumer Defensive
4
+ 0.06%
$50.81 - $60.02 $203 - $240
6.42K $386M
Activity Summary
Buys All Purchases 64 New Holdings 17 Increased Positions 47 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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