Pine Harbor Wealth Management, LLC Incresed Positions in Q4 2024

Pine Harbor Wealth Management, LLC

  • $248 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Pgim ETF Tr
249K
+ 147.39%
N/A
418K $21.4B
PULS
Pgim ETF Tr

ETFs
207K
+ 132.14%
$49.51 - $49.79 $10.2M - $10.3M
363K $18B
AVUV
American Centy ETF Tr Avantis

ETFs
52.5K
+ 53.87%
$94.37 - $106.41 $4.95M - $5.59M
150K $14.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
64.7K
+ 15.08%
$61.52 - $66.5 $3.98M - $4.3M
493K $31.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.14K
+ 28.67%
$481.22 - $538.17 $3.44M - $3.84M
32.1K $16.4B
DFSD
Dimensional ETF Tr Short Durat

ETFs
79.4K
+ 70.45%
$46.75 - $47.8 $3.71M - $3.8M
192K $9.01B
MEAR
Blackrock Short Maturity Munic

ETFs
48.6K
+ 31.69%
$49.94 - $50.28 $2.43M - $2.44M
202K $10.1B
VTI
Vanguard Total Stock Market Et

ETFs
4.64K
+ 9.54%
$280.04 - $302.45 $1.3M - $1.4M
53.3K $15.4B
VUG
Vanguard Growth ETF

ETFs
2.68K
+ 17.71%
$378.79 - $428.11 $1.02M - $1.15M
17.8K $7.31B
SUB
Ishares Short Term National Mu

ETFs
12.3K
+ 57.73%
$104.94 - $106.2 $1.29M - $1.3M
33.6K $3.54B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.89K
+ 92.65%
$50.62 - $50.97 $197K - $198K
8.1K $411M
VMC
Vulcan Materials CO

Basic Materials
498
+ 8.79%
$237.95 - $292.31 $118K - $146K
6.16K $1.59B
VUSB
Vanguard Bd Index Fds
3.69K
+ 3.7%
N/A
104K $5.14B
VT
Vanguard Total World Stk Index

ETFs
1.22K
+ 18.13%
$117.09 - $123.07 $143K - $150K
7.95K $934M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.78K
+ 5.79%
$77.02 - $78.58 $137K - $140K
32.6K $2.52B
GOOG
Alphabet Inc.

Communication Services
1
+ 0.03%
$163.08 - $198.16 $163 - $198
3.68K $702M
V
Visa Inc.

Financial Services
1
+ 0.05%
$273.87 - $320.91 $274 - $321
1.99K $628M
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.27%
$205.18 - $250.29 $1.44K - $1.75K
2.56K $614M
MA
Mastercard Inc

Financial Services
1
+ 0.08%
$491.3 - $536.15 $491 - $536
1.3K $685M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.08%
$79.1 - $95.7 $237 - $287
3.89K $352M
DFSU
Dimensional ETF Tr Dimen Us Su
580
+ 3.77%
N/A
16K $605M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.85%
$521.84 - $558.82 $6.26K - $6.71K
1.43K $771M
META
Meta Platforms, Inc.

Communication Services
16
+ 2.07%
$554.08 - $632.68 $8.87K - $10.1K
789 $462M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.17%
$873.59 - $994.69 $874 - $995
583 $534M
PNC
Pnc Financial Services Group, Inc.

Financial Services
13
+ 0.89%
$178.39 - $215.0 $2.32K - $2.8K
1.47K $283M
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 1.18%
$567.81 - $607.81 $3.97K - $4.25K
602 $353M
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.14%
$112.15 - $127.2 $336 - $382
2.18K $264M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2
+ 0.06%
$63.58 - $71.15 $127 - $142
3.4K $221M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.61K
+ 208.95%
$26.93 - $84.95 $259K - $817K
14.2K $388M
SYK
Stryker Corp

Healthcare
1
+ 0.03%
$345.14 - $392.15 $345 - $392
3.65K $1.32B
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.47%
N/A
3.45K $676M
XLE
Energy Sector Spdr

ETFs
14
+ 0.51%
$83.32 - $97.27 $1.17K - $1.36K
2.75K $236M
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.24%
$285.5 - $335.62 $857 - $1.01K
1.25K $361M
VEU
Vanguard Ftse All World Ex Us

ETFs
295
+ 5.67%
$57.29 - $63.1 $16.9K - $18.6K
5.5K $316M
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 0.17%
$211.27 - $239.8 $634 - $719
1.78K $384M
TXN
Texas Instruments Inc

Technology
8
+ 0.53%
N/A
1.52K $286M
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.31%
$385.02 - $431.37 $2.31K - $2.59K
1.92K $746M
KO
Coca Cola CO

Consumer Defensive
47
+ 1.24%
$61.74 - $71.71 $2.9K - $3.37K
3.84K $239M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
61
+ 1.08%
$99.2 - $108.47 $6.05K - $6.62K
5.69K $566M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.14%
$727.2 - $932.06 $1.45K - $1.86K
1.48K $1.14B
Activity Summary
Buys All Purchases 46 New Holdings 5 Increased Positions 41 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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