Parkwoods Wealth Partners, LLC New Holdings in Q3 2024

Parkwoods Wealth Partners, LLC

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
567K
New
$51.0 - $57.07 $28.9M - $32.4M
567K $31.5B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
633K
New
$38.51 - $41.69 $24.4M - $26.4M
633K $26.4B
DFUS
Dimensional ETF Tr U S Equity

ETFs
378K
New
$56.04 - $62.2 $21.2M - $23.5M
378K $23.5B
DFIV
Dimensional ETF Tr

ETFs
399K
New
$34.66 - $38.38 $13.8M - $15.3M
399K $15.2B
DFAS
Dimensional ETF Tr U S Small C

ETFs
213K
New
$59.25 - $65.33 $12.6M - $13.9M
213K $13.8B
MSFT
Microsoft Corp

Technology
3.51K
New
$395.15 - $467.56 $1.39M - $1.64M
3.51K $1.51B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
36K
New
$31.05 - $34.29 $1.12M - $1.23M
36K $1.23B
BRO
Brown & Brown, Inc.

Financial Services
10.5K
New
$89.11 - $105.82 $938K - $1.11M
10.5K $1.09B
DISV
Dimensional ETF Tr Dimensional

ETFs
23.1K
New
$26.06 - $29.18 $601K - $673K
23.1K $670M
CET
Central Securities Corp

Financial Services
13.7K
New
$41.96 - $45.9 $574K - $628K
13.7K $627M
LLY
Eli Lilly & CO

Healthcare
591
New
$772.14 - $960.02 $456K - $567K
591 $524M
DFAE
Dimensional ETF Tr

ETFs
18.6K
New
$24.46 - $27.82 $454K - $517K
18.6K $509M
SPY
Spdr S&P 500 ETF Trust

ETFs
723
New
$517.38 - $573.86 $374K - $415K
723 $415M
AAPL
Apple Inc.

Technology
1.58K
New
$207.23 - $234.82 $327K - $370K
1.58K $367M
MNST
Monster Beverage Corp

Consumer Defensive
6K
New
$45.01 - $52.47 $270K - $315K
6K $313M
NEE
Nextera Energy Inc

Utilities
3.36K
New
$69.9 - $84.97 $235K - $285K
3.36K $284M
V
Visa Inc.

Financial Services
1.02K
New
$253.74 - $291.56 $258K - $296K
1.02K $279M
ACN
Accenture PLC

Technology
767
New
$295.44 - $355.81 $227K - $273K
767 $271M
DCO
Ducommun Inc

Industrials
4K
New
$56.94 - $66.59 $228K - $266K
4K $263M
AFL
Aflac Inc

Financial Services
2.35K
New
$88.52 - $111.8 $208K - $262K
2.35K $262M
ADP
Automatic Data Processing Inc

Industrials
928
New
$233.44 - $279.45 $217K - $259K
928 $257M
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
New
$194.9 - $224.8 $216K - $250K
1.11K $234M
XOM
Exxon Mobil Corp

Energy
1.91K
New
$109.72 - $119.0 $210K - $228K
1.91K $224M
TJX
Tjx Companies Inc

Consumer Cyclical
1.86K
New
$107.93 - $120.23 $201K - $224K
1.86K $219M
MCD
Mcdonalds Corp

Consumer Cyclical
710
New
$245.82 - $304.51 $175K - $216K
710 $216M
COST
Costco Wholesale Corp

Consumer Defensive
232
New
$801.83 - $917.05 $186K - $213K
232 $206M
GWW
W.W. Grainger, Inc.

Industrials
194
New
$896.19 - $1044.18 $174K - $203K
194 $202M
JKHY
Henry Jack & Associates Inc

Technology
1.14K
New
$160.87 - $177.06 $183K - $202K
1.14K $201M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.47K
New
$24.06 - $26.97 $180K - $201K
7.47K $200M
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
53K
New
$0.5 - $0.79 $26.5K - $41.9K
53K $32.3M
Activity Summary
Buys All Purchases 31 New Holdings 31 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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