Strategent Financial, LLC Purchases in Q4 2024

Strategent Financial, LLC

  • $101 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
38.4K
New
$521.84 - $558.82 $20M - $21.5M
38.4K $20.7B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
313K
New
$55.86 - $60.21 $17.5M - $18.9M
313K $17.9B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
326K
New
$50.37 - $50.6 $16.4M - $16.5M
326K $16.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
27.7K
New
$481.22 - $538.17 $13.3M - $14.9M
27.7K $14.2B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
39.1K
New
$131.66 - $144.0 $5.15M - $5.63M
39.1K $5.17B
VEA
Vanguard Ftse Developed Market

ETFs
71K
New
$47.57 - $52.44 $3.38M - $3.72M
71K $3.4B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
31.4K
New
$91.29 - $91.8 $2.87M - $2.88M
31.4K $2.87B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
66.3K
New
$33.92 - $36.6 $2.25M - $2.42M
66.3K $2.29B
DFAS
Dimensional ETF Tr U S Small C

ETFs
34.8K
New
$63.58 - $71.15 $2.21M - $2.47M
34.8K $2.26B
DFAT
Dimensional ETF Tr U S Target

ETFs
34.3K
New
$54.54 - $61.04 $1.87M - $2.09M
34.3K $1.91B
DFIC
Dimensional ETF Tr Dimensional

ETFs
58.7K
New
$25.61 - $28.0 $1.5M - $1.64M
58.7K $1.52B
VTI
Vanguard Total Stock Market Et

ETFs
4.82K
New
$280.04 - $302.45 $1.35M - $1.46M
4.82K $1.4B
MKL
Markel Corp

Financial Services
737
New
$1542.01 - $1785.11 $1.14M - $1.32M
737 $1.27B
DUHP
Dimensional ETF Tr Dimensional

ETFs
26.5K
New
$33.62 - $35.69 $891K - $946K
26.5K $895M
MSFT
Microsoft Corp

Technology
1.82K
New
$406.35 - $454.46 $739K - $827K
1.82K $767M
DFAI
Dimensional ETF Tr

ETFs
23K
New
$29.0 - $31.6 $668K - $728K
23K $673M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.25K
New
$442.29 - $483.08 $552K - $603K
1.25K $566M
DIHP
Dimensional ETF Tr Dimensional

ETFs
21.6K
New
$25.15 - $27.57 $544K - $596K
21.6K $545M
AAPL
Apple Inc.

Technology
1.76K
New
$221.69 - $259.02 $391K - $456K
1.76K $441M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.34K
New
$77.86 - $79.27 $416K - $423K
5.34K $416M
IVV
Ishares Core S&P 500 ETF

ETFs
706
New
$570.51 - $610.59 $403K - $431K
706 $416M
SPY
Spdr S&P 500 ETF Trust

ETFs
617
New
$567.81 - $607.81 $350K - $375K
617 $362M
MRK
Merck & Co., Inc.

Healthcare
3.6K
New
$96.31 - $114.76 $347K - $413K
3.6K $358M
DFAX
Dimensional ETF Tr
13K
New
$24.76 - $27.04 $323K - $353K
13K $324M
JNJ
Johnson & Johnson

Healthcare
2.24K
New
$143.34 - $165.86 $321K - $371K
2.24K $324M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.1K
New
$26.16 - $28.82 $264K - $290K
10.1K $264M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.66K
New
$96.64 - $101.23 $257K - $269K
2.66K $257M
GOOGL
Alphabet Inc.

Communication Services
1.33K
New
$161.86 - $196.66 $215K - $261K
1.33K $251M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.09K
New
$77.02 - $78.58 $238K - $243K
3.09K $239M
MCK
Mckesson Corp

Healthcare
368
New
$482.27 - $628.5 $177K - $231K
368 $210M
VIG
Vanguard Dividend Appreciation

ETFs
1.06K
New
N/A
1.06K $208M
Activity Summary
Buys All Purchases 32 New Holdings 32 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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