Tilson Financial Group, Inc. Purchases in Q4 2024

Tilson Financial Group, Inc.

  • $245 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
163K
+ 70.18%
N/A
395K $29.9M
VEA
Vanguard Ftse Developed Market

ETFs
132K
+ 104.07%
$47.57 - $52.44 $6.27M - $6.92M
259K $12.4M
VUG
Vanguard Growth ETF

ETFs
9.76K
+ 18.99%
$378.79 - $428.11 $3.7M - $4.18M
61.2K $25.1M
Dimensional ETF Trust
174K
+ 39.16%
N/A
618K $18.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
85.9K
+ 68.73%
$49.79 - $51.14 $4.28M - $4.39M
211K $10.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
108K
+ 125.05%
$25.61 - $28.0 $2.77M - $3.03M
195K $5.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.16K
New
$521.84 - $558.82 $2.17M - $2.32M
4.16K $2.26M
DFAS
Dimensional ETF Tr U S Small C

ETFs
11.1K
+ 4.08%
$63.58 - $71.15 $705K - $789K
283K $18.4M
VTI
Vanguard Total Stock Market Et

ETFs
5.39K
+ 277.5%
$280.04 - $302.45 $1.51M - $1.63M
7.33K $2.14M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18.2K
+ 37.41%
$66.77 - $71.52 $1.22M - $1.3M
67K $4.62M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.75K
+ 3.03%
$126.68 - $134.74 $221K - $235K
59.3K $7.57M
Dimensional ETF Trust
24.8K
+ 14.12%
N/A
200K $5.11M
Safehold Inc
34.5K
New
N/A
34.5K $640K
DFIV
Dimensional ETF Tr

ETFs
16.1K
+ 19.5%
$34.86 - $37.97 $563K - $613K
99K $3.51M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
19.8K
+ 6.35%
$27.8 - $29.05 $550K - $575K
331K $9.24M
SPTS
Spdr Portfolio Short Term Trea

ETFs
14.2K
+ 5.15%
$28.88 - $29.33 $409K - $416K
290K $8.4M
DFIS
Dimensional ETF Tr Dimensional

ETFs
18.1K
+ 15.02%
$24.25 - $26.7 $438K - $482K
138K $3.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.5K
+ 19.72%
$34.13 - $37.35 $359K - $393K
63.8K $2.18M
VGSH
Vanguard

ETFs
4.7K
New
$58.02 - $58.88 $272K - $277K
4.7K $273K
PEG
Public Service Enterprise Group Inc

Utilities
1.77K
+ 16.96%
$81.87 - $94.51 $145K - $168K
12.2K $1.03M
NVDA
Nvidia Corp

Technology
1.69K
New
$117.0 - $148.88 $198K - $251K
1.69K $227K
RGEN
Repligen Corp

Healthcare
1.5K
New
$123.41 - $160.92 $185K - $241K
1.5K $216K
MUB
Ishares National Muni Bond ETF

ETFs
1.94K
+ 6.64%
$105.78 - $108.7 $205K - $211K
31.2K $3.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
402
New
$481.22 - $538.17 $193K - $216K
402 $206K
RLY
Ssga Active ETF Tr

ETFs
12.9K
+ 5.24%
$26.85 - $29.18 $346K - $376K
259K $7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.61K
+ 18.43%
$96.64 - $101.23 $156K - $163K
10.4K $1M
ORCL
Oracle Corp

Technology
375
+ 12.25%
$165.41 - $192.43 $62K - $72.2K
3.44K $572K
VZ
Verizon Communications Inc

Communication Services
3.54K
+ 51.27%
$39.6 - $45.21 $140K - $160K
10.4K $418K
Star Hldgs
14.2K
New
N/A
14.2K $132K
CNOB
Connect One Bancorp, Inc.

Financial Services
391
+ 1.39%
$22.65 - $28.66 $8.86K - $11.2K
28.6K $655K
BMY
Bristol Myers Squibb CO

Healthcare
135
+ 2.26%
$51.92 - $59.94 $7.01K - $8.09K
6.12K $346K
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 3.59%
$570.51 - $610.59 $22.8K - $24.4K
1.15K $679K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.31%
$205.18 - $250.29 $821 - $1K
1.29K $309K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.13K
+ 6.8%
$45.38 - $46.88 $51.1K - $52.8K
17.7K $808K
META
Meta Platforms, Inc.

Communication Services
3
+ 0.61%
$554.08 - $632.68 $1.66K - $1.9K
497 $291K
VTV
Vanguard Value ETF

ETFs
18
+ 0.49%
$168.32 - $181.87 $3.03K - $3.27K
3.68K $623K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.04%
$148.14 - $166.23 $148 - $166
2.34K $373K
Dimensional ETF Trust
132
+ 3.94%
N/A
3.48K $218K
EFA
Ishares Tr Msci Eafe ETF

ETFs
433
+ 6.63%
$75.1 - $82.99 $32.5K - $35.9K
6.96K $526K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
308
+ 2.85%
$58.88 - $64.8 $18.1K - $20K
11.1K $655K
MRK
Merck & Co., Inc.

Healthcare
16
+ 0.33%
$96.31 - $114.76 $1.54K - $1.84K
4.83K $481K
XOM
Exxon Mobil Corp

Energy
438
+ 1.32%
$105.51 - $125.37 $46.2K - $54.9K
33.6K $3.61M
UPS
United Parcel Service Inc

Industrials
15
+ 0.07%
$122.65 - $138.35 $1.84K - $2.08K
22.9K $2.89M
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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