Fonville Wealth Management LLC New Holdings in Q3 2024

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
2.01K
New
$197.34 - $237.68 $396K - $477K
2.01K $453M
AVGO
Broadcom Inc.

Technology
2.26K
New
$136.27 - $1745.86 $309K - $3.95M
2.26K $390M
XLV
Select Sector Spdr Fund Health

ETFs
2.28K
New
$143.3 - $157.24 $327K - $358K
2.28K $351M
LLY
Eli Lilly & CO

Healthcare
388
New
$772.14 - $960.02 $300K - $372K
388 $343M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.12K
New
$96.25 - $101.98 $300K - $318K
3.12K $316M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.46K
New
$75.32 - $84.37 $261K - $292K
3.46K $290M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.45K
New
$81.31 - $83.29 $280K - $287K
3.45K $286M
XLF
Financial Sector Spdr

ETFs
5.81K
New
$40.84 - $45.74 $237K - $266K
5.81K $263M
HD
Home Depot, Inc.

Consumer Cyclical
639
New
$333.64 - $405.2 $213K - $259K
639 $259M
Rbb Fd Inc
5.14K
New
N/A
5.14K $258M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.39K
New
$27.8 - $29.26 $233K - $245K
8.39K $244M
NFLX
Netflix Inc

Communication Services
343
New
$598.55 - $722.26 $205K - $248K
343 $243M
CVX
Chevron Corp

Energy
1.58K
New
$137.88 - $161.97 $218K - $257K
1.58K $233M
MORN
Morningstar, Inc.

Financial Services
676
New
$295.85 - $326.31 $200K - $221K
676 $216M
MCD
Mcdonalds Corp

Consumer Cyclical
706
New
$245.82 - $304.51 $174K - $215K
706 $215M
JPM
Jpmorgan Chase & CO

Financial Services
989
New
$194.9 - $224.8 $193K - $222K
989 $209M
CAT
Caterpillar Inc

Industrials
527
New
$316.8 - $391.12 $167K - $206K
527 $206M
SAIC
Science Applications International Corp

Technology
1.46K
New
$113.4 - $139.27 $165K - $203K
1.46K $203M
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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