Fonville Wealth Management LLC Purchases in Q3 2024

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
622
+ 1.08%
$76.38 - $78.87 $47.5K - $49.1K
58K $4.56B
VGT
Vanguard Information Technolog

ETFs
230
+ 11.44%
$514.43 - $606.85 $118K - $140K
2.24K $1.31B
SHV
Ishares Tr

ETFs
1.2K
+ 45.96%
$110.05 - $110.63 $132K - $132K
3.8K $420M
GOOG
Alphabet Inc.

Communication Services
959
+ 52.63%
$149.54 - $192.66 $143K - $185K
2.78K $465M
AMZN
Amazon Com Inc

Consumer Cyclical
1.01K
+ 12.03%
$161.02 - $200.0 $163K - $202K
9.4K $1.75B
META
Meta Platforms, Inc.

Communication Services
130
+ 26.53%
$453.41 - $572.44 $58.9K - $74.4K
620 $355M
WMT
Walmart Inc.

Consumer Defensive
684
+ 20.49%
$66.91 - $81.4 $45.8K - $55.7K
4.02K $325M
ABBV
Abb Vie Inc.

Healthcare
245
+ 12.64%
$163.84 - $199.33 $40.1K - $48.8K
2.18K $431M
GOOGL
Alphabet Inc.

Communication Services
986
+ 24.6%
$148.65 - $191.18 $147K - $189K
4.99K $828M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
945
+ 2.47%
$49.07 - $50.44 $46.4K - $47.7K
39.2K $1.98B
SPY
Spdr S&P 500 ETF Trust

ETFs
133
+ 29.42%
$517.38 - $573.86 $68.8K - $76.3K
585 $336M
BX
Blackstone Inc.

Financial Services
219
+ 11.83%
$120.77 - $159.66 $26.4K - $35K
2.07K $317M
EEM
Ishares Msci Emerging Markets

ETFs
973
+ 7.78%
$40.42 - $46.7 $39.3K - $45.4K
13.5K $618M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.04%
$520.18 - $576.82 $520 - $577
2.81K $1.62B
SO
Southern CO

Utilities
265
+ 6.15%
$77.0 - $90.52 $20.4K - $24K
4.58K $413M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
232
+ 1.15%
$19.78 - $23.53 $4.59K - $5.46K
20.5K $474M
PG
Procter & Gamble CO

Consumer Defensive
282
+ 19.18%
$160.76 - $177.82 $45.3K - $50.1K
1.75K $303M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
47
+ 6.98%
$405.19 - $478.57 $19K - $22.5K
720 $331M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7
+ 0.09%
$73.43 - $80.37 $514 - $563
7.63K $613M
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 6.11%
$801.83 - $917.05 $21.6K - $24.8K
469 $416M
SPTS
Spdr Portfolio Short Term Trea

ETFs
95
+ 0.15%
$28.75 - $29.46 $2.73K - $2.8K
63.8K $1.88B
LQD
Ishares Iboxx $ Investment Gra

ETFs
7
+ 0.13%
$106.11 - $113.72 $743 - $796
5.56K $628M
CSCO
Cisco Systems, Inc.

Technology
135
+ 2.97%
$44.74 - $53.22 $6.04K - $7.18K
4.68K $249M
TFC
Truist Financial Corp

Financial Services
10
+ 0.13%
$38.22 - $44.94 $382 - $449
7.71K $330M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
56
+ 1.08%
$66.31 - $74.08 $3.71K - $4.15K
5.22K $383M
XOM
Exxon Mobil Corp

Energy
148
+ 2.97%
$109.72 - $119.0 $16.2K - $17.6K
5.14K $602M
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.14%
$179.99 - $201.6 $360 - $403
1.39K $279M
PANW
Palo Alto Networks Inc

Technology
35
+ 1.84%
$294.18 - $368.01 $10.3K - $12.9K
1.94K $662M
MUB
Ishares National Muni Bond ETF

ETFs
9
+ 0.45%
$106.13 - $108.7 $955 - $978
2K $217M
Activity Summary
Buys All Purchases 80 New Holdings 19 Increased Positions 61 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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