Conquis Financial LLC New Holdings in Q4 2024

Conquis Financial LLC

  • $97.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
73.1K
New
$521.84 - $558.82 $38.1M - $40.9M
73.1K $39.4B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
165K
New
$74.5 - $78.37 $12.3M - $12.9M
165K $12.3B
DFAX
Dimensional ETF Tr
382K
New
$24.76 - $27.04 $9.45M - $10.3M
382K $9.49B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
232K
New
$33.92 - $36.6 $7.87M - $8.49M
232K $8.02B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
389K
New
$18.41 - $40.87 $7.16M - $15.9M
389K $7.19B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
35.2K
New
$113.92 - $127.38 $4.01M - $4.48M
35.2K $4.06B
VIG
Vanguard Dividend Appreciation

ETFs
15.6K
New
N/A
15.6K $3.06B
VOE
Vanguard Mid Cap Value Index F

ETFs
16.7K
New
$160.89 - $176.18 $2.69M - $2.94M
16.7K $2.7B
ADBE
Adobe Inc.

Technology
5.54K
New
$437.39 - $552.96 $2.42M - $3.06M
5.54K $2.46B
BND
Vanguard Bd Index Fd Inc Total

ETFs
18.3K
New
$71.75 - $75.11 $1.32M - $1.38M
18.3K $1.32B
VEA
Vanguard Ftse Developed Market

ETFs
13.7K
New
$47.57 - $52.44 $651K - $718K
13.7K $655M
NYF
Ishares New York Muni Bond ETF

ETFs
12K
New
$52.85 - $54.34 $637K - $655K
12K $641M
ADSK
Autodesk, Inc.

Technology
1.6K
New
N/A
1.6K $473M
VTI
Vanguard Total Stock Market Et

ETFs
1.63K
New
$280.04 - $302.45 $457K - $493K
1.63K $473M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.94K
New
$49.79 - $51.14 $445K - $457K
8.94K $448M
MSFT
Microsoft Corp

Technology
630
New
$406.35 - $454.46 $256K - $286K
630 $266M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.78K
New
$77.02 - $78.58 $214K - $219K
2.78K $215M
VT
Vanguard Total World Stk Index

ETFs
1.81K
New
$117.09 - $123.07 $212K - $222K
1.81K $212M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.69K
New
$42.33 - $43.3 $198K - $203K
4.69K $200M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.83K
New
$63.58 - $71.15 $180K - $201K
2.83K $184M
SPY
Spdr S&P 500 ETF Trust

ETFs
253
New
$567.81 - $607.81 $144K - $154K
253 $148M
PG
Procter & Gamble CO

Consumer Defensive
834
New
$161.05 - $179.7 $134K - $150K
834 $140M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.28K
New
$58.88 - $64.8 $134K - $148K
2.28K $134M
FIVN
Five9, Inc.

Technology
3K
New
$27.26 - $43.41 $81.8K - $130K
3K $122M
GOOGL
Alphabet Inc.

Communication Services
636
New
$161.86 - $196.66 $103K - $125K
636 $120M
WMT
Walmart Inc.

Consumer Defensive
1.33K
New
$79.1 - $95.7 $105K - $127K
1.33K $120M
GOOG
Alphabet Inc.

Communication Services
600
New
$163.08 - $198.16 $97.8K - $119K
600 $114M
MMM
3 M CO

Industrials
848
New
$124.74 - $137.12 $106K - $116K
848 $109M
VB
Vanguard Small Cap ETF

ETFs
446
New
$233.76 - $261.58 $104K - $117K
446 $107M
IBM
International Business Machines Corp

Technology
427
New
$204.9 - $238.04 $87.5K - $102K
427 $93.9M
AMGN
Amgen Inc

Healthcare
354
New
$258.78 - $328.31 $91.6K - $116K
354 $92.3M
KO
Coca Cola CO

Consumer Defensive
1.45K
New
$61.74 - $71.71 $89.2K - $104K
1.45K $90M
MRK
Merck & Co., Inc.

Healthcare
887
New
$96.31 - $114.76 $85.4K - $102K
887 $88.9M
DFAU
Dimensional ETF Tr

ETFs
1.65K
New
$39.27 - $42.38 $64.6K - $69.8K
1.65K $66.6M
AAPL
Apple Inc.

Technology
251
New
$221.69 - $259.02 $55.6K - $65K
251 $62.9M
HPQ
Hp Inc

Technology
1.9K
New
$32.46 - $39.3 $61.6K - $74.6K
1.9K $62.4M
META
Meta Platforms, Inc.

Communication Services
100
New
$554.08 - $632.68 $55.4K - $63.3K
100 $58.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
847
New
$64.18 - $70.42 $54.4K - $59.6K
847 $54.6M
CSCO
Cisco Systems, Inc.

Technology
792
New
$52.45 - $60.02 $41.5K - $47.5K
792 $46.9M
HPE
Hewlett Packard Enterprise CO

Technology
1.9K
New
$19.31 - $23.95 $36.6K - $45.4K
1.9K $40.5M
JNJ
Johnson & Johnson

Healthcare
227
New
$143.34 - $165.86 $32.5K - $37.7K
227 $32.8M
INTC
Intel Corp

Technology
1.6K
New
$19.07 - $26.23 $30.5K - $42K
1.6K $32.1M
IWM
Ishares Russell 2000 ETF

ETFs
135
New
$216.13 - $242.4 $29.2K - $32.7K
135 $29.8M
ACHR
Archer Aviation Inc.

Industrials
3K
New
$2.94 - $11.33 $8.82K - $34K
3K $29.3M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
267
New
$100.18 - $109.1 $26.7K - $29.1K
267 $28M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.07K
New
$25.61 - $28.0 $27.3K - $29.8K
1.07K $27.5M
GE
General Electric CO

Industrials
134
New
$159.95 - $194.23 $21.4K - $26K
134 $22.4M
WFC
Wells Fargo & Company

Financial Services
296
New
$54.98 - $77.35 $16.3K - $22.9K
296 $20.8M
DFAI
Dimensional ETF Tr

ETFs
656
New
$29.0 - $31.6 $19K - $20.7K
656 $19.2M
Activity Summary
Buys All Purchases 199 New Holdings 199 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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