Voisard Asset Management Group, Inc. Incresed Positions in Q3 2024

Voisard Asset Management Group, Inc.

  • $240 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
19.7K
+ 2.39%
$45.87 - $48.53 $902K - $954K
841K $40.6B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
38.1K
+ 16.54%
$36.98 - $41.55 $1.41M - $1.58M
268K $11B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.61K
+ 1.89%
$96.25 - $101.98 $637K - $674K
357K $36.1B
DFAE
Dimensional ETF Tr

ETFs
36.2K
+ 8.38%
$24.46 - $27.82 $886K - $1.01M
468K $12.8B
VGSH
Vanguard

ETFs
19.4K
+ 7.52%
$57.74 - $59.13 $1.12M - $1.15M
278K $16.4B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.2K
+ 3.58%
$162.83 - $179.16 $359K - $395K
63.8K $11.4B
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.63K
+ 6.51%
$61.11 - $67.85 $527K - $585K
141K $9.58B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.5K
+ 14.13%
$60.84 - $67.51 $638K - $708K
84.7K $5.72B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.5K
+ 230.36%
$76.94 - $79.54 $887K - $917K
16.5K $1.31B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
27.9K
+ 376.44%
$25.45 - $29.53 $709K - $823K
35.3K $1.03B
IVV
Ishares Core S&P 500 ETF

ETFs
1.27K
+ 66.27%
$520.18 - $576.82 $658K - $730K
3.17K $1.83B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
9.67K
+ 345.38%
$65.15 - $72.97 $630K - $706K
12.5K $910M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.55K
+ 2.99%
$75.47 - $83.18 $192K - $212K
87.8K $7.29B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.8K
+ 2761.9%
$110.06 - $128.44 $638K - $745K
6.01K $553M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.8K
+ 2.28%
$41.9 - $48.26 $75.4K - $86.8K
80.7K $3.86B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.78K
+ 75.24%
$113.41 - $125.62 $316K - $350K
6.48K $815M
AAPL
Apple Inc.

Technology
835
+ 10.67%
$207.23 - $234.82 $173K - $196K
8.66K $2.02B
IEMG
Ishares Inc

ETFs
5.71K
+ 252.08%
$53.64 - $53.64 $306K - $306K
7.97K $458M
SYK
Stryker Corp

Healthcare
852
+ 1981.4%
$315.94 - $371.96 $269K - $317K
895 $323M
IEFA
Ishares Tr

ETFs
2.47K
+ 44.2%
$70.09 - $78.74 $173K - $194K
8.04K $628M
MUB
Ishares National Muni Bond ETF

ETFs
1.89K
+ 409.11%
$106.13 - $108.7 $200K - $205K
2.35K $255M
VTI
Vanguard Total Stock Market Et

ETFs
697
+ 143.71%
$255.18 - $283.2 $178K - $197K
1.18K $335M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
380
+ 2533.33%
$475.2 - $527.7 $181K - $201K
395 $208M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
967
+ 57.29%
$105.53 - $118.34 $102K - $114K
2.66K $311M
META
Meta Platforms, Inc.

Communication Services
99
+ 13.69%
$453.41 - $572.44 $44.9K - $56.7K
822 $471M
VEA
Vanguard Ftse Developed Market

ETFs
1.76K
+ 94.92%
$47.6 - $53.31 $83.7K - $93.7K
3.61K $191M
UNH
Unitedhealth Group Inc

Healthcare
67
+ 9.17%
$488.01 - $604.18 $32.7K - $40.5K
798 $467M
JPM
Jpmorgan Chase & CO

Financial Services
173
+ 3.53%
$194.9 - $224.8 $33.7K - $38.9K
5.07K $1.07B
MCD
Mcdonalds Corp

Consumer Cyclical
56
+ 4.68%
$245.82 - $304.51 $13.8K - $17.1K
1.25K $381M
QQQ
Invesco Qqq Trust, Series 1

ETFs
155
+ 180.23%
$434.77 - $502.96 $67.4K - $78K
241 $118M
RSPE
Invesco Exchange Traded Fd Tr

ETFs
1.05K
+ 39.59%
$24.84 - $27.54 $26K - $28.9K
3.7K $135M
GE
General Electric CO

Industrials
13
+ 0.58%
$156.66 - $189.66 $2.04K - $2.47K
2.24K $422M
DELL
Dell Technologies Inc.

Technology
499
+ 49900.0%
$87.89 - $145.97 $43.9K - $72.8K
500 $59.3M
KMX
Carmax Inc

Consumer Cyclical
600
+ 43.48%
$71.21 - $85.78 $42.7K - $51.5K
1.98K $153M
AMD
Advanced Micro Devices Inc

Technology
301
+ 31.85%
$128.67 - $183.96 $38.7K - $55.4K
1.25K $204M
Linde PLC
104
+ 1733.33%
N/A
110 $52.6M
Ge Vernova Inc
4
+ 0.77%
N/A
526 $134M
AVGO
Broadcom Inc.

Technology
2.63K
+ 920.98%
$136.27 - $1745.86 $359K - $4.6M
2.92K $504M
PG
Procter & Gamble CO

Consumer Defensive
197
+ 20.25%
$160.76 - $177.82 $31.7K - $35K
1.17K $203M
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 2.95%
$333.64 - $405.2 $5.67K - $6.89K
593 $240M
NVDA
Nvidia Corp

Technology
404
+ 6.94%
$98.91 - $134.91 $40K - $54.5K
6.22K $756M
IBM
International Business Machines Corp

Technology
16
+ 2.46%
$175.1 - $223.38 $2.8K - $3.57K
666 $147M
T
At&T Inc.

Communication Services
84
+ 0.77%
$18.21 - $22.28 $1.53K - $1.87K
10.9K $240M
F
Ford Motor CO

Consumer Cyclical
3.41K
+ 155.19%
$9.71 - $14.55 $33.1K - $49.6K
5.61K $59.2M
ORCL
Oracle Corp

Technology
14
+ 1.41%
$125.9 - $170.35 $1.76K - $2.38K
1.01K $172M
PVH
Pvh Corp.

Consumer Cyclical
300
+ 65.93%
$92.46 - $108.88 $27.7K - $32.7K
755 $76.1M
XOM
Exxon Mobil Corp

Energy
147
+ 3.28%
$109.72 - $119.0 $16.1K - $17.5K
4.63K $543M
ABBV
Abb Vie Inc.

Healthcare
64
+ 13.56%
$163.84 - $199.33 $10.5K - $12.8K
536 $106M
MDT
Medtronic PLC

Healthcare
35
+ 1.85%
$76.84 - $91.03 $2.69K - $3.19K
1.93K $174M
Activity Summary
Buys All Purchases 539 New Holdings 368 Increased Positions 171 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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