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
VGIT Vanguard Intermediate Term Tre ETFs	4.03K New	$57.8 - $60.8 $233K - $245K	4.03K $244M
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 All Purchases 80 New Holdings 19 Increased Positions 61 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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