Hoxton Planning & Management, LLC Purchases in Q3 2024

Hoxton Planning & Management, LLC

  • $256 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
58.5K
New
$41.34 - $43.55 $2.42M - $2.55M
58.5K $2.53M
IWR
Ishares Russell Mid Cap ETF

ETFs
21.6K
+ 29.07%
$79.92 - $88.19 $1.73M - $1.9M
95.9K $8.45M
EFV
Msci Eafe Value ETF

ETFs
39.8K
+ 172.55%
$51.72 - $57.96 $2.06M - $2.31M
62.9K $3.62M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
33.8K
+ 10.0%
$44.83 - $47.42 $1.52M - $1.6M
372K $17.5M
VGT
Vanguard Information Technolog

ETFs
2.59K
New
$514.43 - $606.85 $1.33M - $1.57M
2.59K $1.52M
DFIC
Dimensional ETF Tr Dimensional

ETFs
45.9K
New
$25.36 - $28.37 $1.16M - $1.3M
45.9K $1.29M
IEFA
Ishares Tr

ETFs
13.8K
+ 111.3%
$70.09 - $78.74 $968K - $1.09M
26.2K $2.05M
EEM
Ishares Msci Emerging Markets

ETFs
19.5K
+ 60.13%
$40.42 - $46.7 $787K - $909K
51.9K $2.38M
AAPL
Apple Inc.

Technology
1.75K
+ 6.76%
$207.23 - $234.82 $363K - $411K
27.7K $6.44M
VHT
Vanguard Health Care ETF

ETFs
3.15K
New
$261.88 - $288.1 $824K - $907K
3.15K $888K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.9K
+ 48.6%
$56.04 - $62.99 $608K - $683K
33.2K $2.03M
IWM
Ishares Russell 2000 ETF

ETFs
3.15K
New
$200.87 - $224.6 $633K - $707K
3.15K $695K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.57K
New
$74.26 - $78.84 $637K - $676K
8.57K $671K
VIS
Vanguard Industrial ETF

ETFs
2.43K
New
$232.12 - $260.07 $564K - $631K
2.43K $631K
XLK
Technology Sector Spdr

ETFs
2.59K
New
$197.34 - $237.68 $511K - $615K
2.59K $584K
NSC
Norfolk Southern Corp

Industrials
2.35K
New
$213.75 - $259.69 $502K - $609K
2.35K $582K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.74K
New
$71.45 - $75.64 $553K - $585K
7.74K $581K
IVE
Ishares S&P 500 Value ETF

ETFs
1.77K
+ 11.78%
$181.06 - $197.17 $321K - $350K
16.8K $3.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
553
+ 5.46%
$475.2 - $527.7 $263K - $292K
10.7K $5.64M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.99K
New
$175.0 - $190.72 $522K - $569K
2.99K $569K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
18.2K
New
$25.21 - $28.46 $459K - $518K
18.2K $512K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.92K
+ 15.2%
$96.25 - $101.98 $377K - $399K
29.7K $3M
VOX
Vanguard Communication Service

ETFs
3.27K
New
$129.82 - $145.39 $424K - $475K
3.27K $474K
BNDX
Vanguard Total International B

ETFs
9.05K
New
$48.42 - $50.35 $438K - $456K
9.05K $455K
VFH
Vanguard Financial ETF

ETFs
3.96K
New
$99.27 - $111.21 $393K - $441K
3.96K $435K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.05K
+ 18.56%
$283.28 - $314.39 $297K - $329K
6.69K $2.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.03K
+ 3.91%
$47.18 - $48.74 $237K - $245K
134K $6.51M
LOW
Lowes Companies Inc

Consumer Cyclical
1.49K
New
$213.3 - $270.78 $318K - $404K
1.49K $404K
NEE
Nextera Energy Inc

Utilities
4.71K
New
$69.9 - $84.97 $329K - $400K
4.71K $397K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.73K
New
$75.88 - $83.21 $359K - $393K
4.73K $393K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.3K
New
$49.93 - $51.15 $365K - $374K
7.3K $373K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.9K
New
$31.05 - $34.29 $339K - $374K
10.9K $373K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.73K
New
$93.65 - $97.81 $349K - $365K
3.73K $364K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.97K
+ 14.02%
$113.41 - $125.62 $223K - $247K
16K $2.01M
VCR
Vanguard Consumer Discretionar

ETFs
980
New
$291.88 - $341.94 $286K - $335K
980 $333K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
24.9K
New
$12.67 - $14.36 $315K - $357K
24.9K $333K
QUAL
Ishares Msci Usa Quality Facto

ETFs
547
+ 2.07%
$162.64 - $179.3 $89K - $98.1K
26.9K $4.83M
VDC
Vanguard Consumer Staples ETF

ETFs
1.45K
New
$201.77 - $221.32 $292K - $320K
1.45K $315K
META
Meta Platforms, Inc.

Communication Services
172
+ 5.61%
$453.41 - $572.44 $78K - $98.5K
3.24K $1.85M
IBM
International Business Machines Corp

Technology
273
+ 5.53%
$175.1 - $223.38 $47.8K - $61K
5.21K $1.15M
MCD
Mcdonalds Corp

Consumer Cyclical
977
New
$245.82 - $304.51 $240K - $298K
977 $297K
MSFT
Microsoft Corp

Technology
1.08K
+ 10.84%
$395.15 - $467.56 $425K - $503K
11K $4.74M
UNH
Unitedhealth Group Inc

Healthcare
356
+ 30.8%
$488.01 - $604.18 $174K - $215K
1.51K $884K
VNQ
Vanguard Specialized Funds Van

ETFs
2.87K
New
$82.97 - $98.97 $238K - $284K
2.87K $279K
VO
Vanguard Mid Cap ETF

ETFs
1.04K
New
$237.84 - $263.83 $248K - $275K
1.04K $274K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
866
+ 0.95%
$44.24 - $49.47 $38.3K - $42.8K
91.7K $4.53M
ETN
Eaton Corp PLC

Industrials
815
New
$272.52 - $333.02 $222K - $271K
815 $270K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.52K
+ 3.06%
$51.58 - $53.79 $130K - $136K
84.8K $4.55M
UPS
United Parcel Service Inc

Industrials
1.89K
New
$123.32 - $147.38 $233K - $278K
1.89K $257K
Activity Summary
Buys All Purchases 142 New Holdings 49 Increased Positions 93 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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