Hmv Wealth Advisors, LLC New Holdings in Q4 2024

Hmv Wealth Advisors, LLC

  • $99.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
162K
New
$33.92 - $36.6 $5.5M - $5.93M
162K $5.6B
DFAT
Dimensional ETF Tr U S Target

ETFs
99.4K
New
$54.54 - $61.04 $5.42M - $6.07M
99.4K $5.53B
AVUV
American Centy ETF Tr Avantis

ETFs
55.3K
New
$94.37 - $106.41 $5.22M - $5.88M
55.3K $5.34B
Ea Series Trust
207K
New
N/A
207K $4.48B
DFIV
Dimensional ETF Tr

ETFs
124K
New
$34.86 - $37.97 $4.34M - $4.73M
124K $4.42B
AAPL
Apple Inc.

Technology
15.6K
New
$221.69 - $259.02 $3.45M - $4.03M
15.6K $3.89B
NVDA
Nvidia Corp

Technology
24.5K
New
$117.0 - $148.88 $2.87M - $3.65M
24.5K $3.29B
VGIT
Vanguard Intermediate Term Tre

ETFs
55.6K
New
$57.78 - $60.4 $3.21M - $3.36M
55.6K $3.23B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
76.3K
New
$40.38 - $44.35 $3.08M - $3.38M
76.3K $3.12B
AMZN
Amazon Com Inc

Consumer Cyclical
13.7K
New
$180.88 - $232.93 $2.48M - $3.2M
13.7K $3.01B
VTI
Vanguard Total Stock Market Et

ETFs
9.53K
New
$280.04 - $302.45 $2.67M - $2.88M
9.53K $2.76B
ITOT
Ishares Core S&P Total U.S. St

ETFs
20K
New
$124.26 - $134.12 $2.48M - $2.68M
20K $2.57B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
78.7K
New
$26.16 - $28.82 $2.06M - $2.27M
78.7K $2.06B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
26.6K
New
$77.02 - $78.58 $2.05M - $2.09M
26.6K $2.06B
BBUS
J P Morgan Exchg Traded Fd

ETFs
18.6K
New
$102.46 - $110.17 $1.9M - $2.04M
18.6K $1.96B
DFAX
Dimensional ETF Tr
78.7K
New
$24.76 - $27.04 $1.95M - $2.13M
78.7K $1.96B
MSFT
Microsoft Corp

Technology
4.6K
New
$406.35 - $454.46 $1.87M - $2.09M
4.6K $1.94B
SCHG
Schwab Strategic Tr Us Large C

ETFs
68.1K
New
$25.93 - $105.3 $1.77M - $7.17M
68.1K $1.9B
META
Meta Platforms, Inc.

Communication Services
3.17K
New
$554.08 - $632.68 $1.76M - $2M
3.17K $1.85B
JPM
Jpmorgan Chase & CO

Financial Services
6.39K
New
$205.18 - $250.29 $1.31M - $1.6M
6.39K $1.53B
AVDV
American Centy ETF Tr Avantis

ETFs
21K
New
$63.85 - $70.4 $1.34M - $1.48M
21K $1.37B
V
Visa Inc.

Financial Services
4.29K
New
$273.87 - $320.91 $1.17M - $1.38M
4.29K $1.36B
DFSV
Dimensional ETF Tr Dimensional

ETFs
43K
New
$30.18 - $33.87 $1.3M - $1.46M
43K $1.32B
HD
Home Depot, Inc.

Consumer Cyclical
3.36K
New
$385.02 - $431.37 $1.29M - $1.45M
3.36K $1.31B
MA
Mastercard Inc

Financial Services
2.47K
New
$491.3 - $536.15 $1.21M - $1.32M
2.47K $1.3B
GOOGL
Alphabet Inc.

Communication Services
6.87K
New
$161.86 - $196.66 $1.11M - $1.35M
6.87K $1.3B
DISV
Dimensional ETF Tr Dimensional

ETFs
47.8K
New
$26.18 - $28.77 $1.25M - $1.38M
47.8K $1.27B
LLY
Eli Lilly & CO

Healthcare
1.6K
New
$727.2 - $932.06 $1.17M - $1.5M
1.6K $1.24B
UNH
Unitedhealth Group Inc

Healthcare
1.86K
New
$485.52 - $625.25 $902K - $1.16M
1.86K $939M
FISV
Fiserv Inc

Technology
4.23K
New
N/A
4.23K $869M
AEP
American Electric Power CO Inc

Utilities
9.33K
New
$90.91 - $102.21 $848K - $953K
9.33K $860M
SYK
Stryker Corp

Healthcare
2.34K
New
$345.14 - $392.15 $806K - $916K
2.34K $841M
MPC
Marathon Petroleum Corp

Energy
5.97K
New
$131.65 - $174.84 $786K - $1.04M
5.97K $832M
ACN
Accenture PLC

Technology
2.32K
New
$343.9 - $376.86 $799K - $875K
2.32K $817M
Lam Research Corp
11.3K
New
N/A
11.3K $815M
DUHP
Dimensional ETF Tr Dimensional

ETFs
22.7K
New
$33.62 - $35.69 $763K - $810K
22.7K $767M
ROP
Roper Technologies Inc

Industrials
1.43K
New
$519.85 - $575.95 $745K - $826K
1.43K $745M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.4K
New
$64.18 - $70.42 $733K - $805K
11.4K $737M
CSCO
Cisco Systems, Inc.

Technology
11.5K
New
$52.45 - $60.02 $604K - $691K
11.5K $681M
DIHP
Dimensional ETF Tr Dimensional

ETFs
26.1K
New
$25.15 - $27.57 $656K - $720K
26.1K $659M
AVGO
Broadcom Inc.

Technology
2.76K
New
$159.67 - $250.0 $441K - $691K
2.76K $640M
SCHW
Schwab Charles Corp

Financial Services
8.49K
New
$63.31 - $82.85 $538K - $703K
8.49K $628M
ABT
Abbott Laboratories

Healthcare
5.37K
New
$111.93 - $119.39 $601K - $641K
5.37K $608M
TXN
Texas Instruments Inc

Technology
3.22K
New
N/A
3.22K $603M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
New
$442.29 - $483.08 $585K - $639K
1.32K $599M
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.7K
New
$25.79 - $80.4 $586K - $1.83M
22.7K $592M
T
At&T Inc.

Communication Services
25.7K
New
$21.22 - $23.88 $546K - $614K
25.7K $586M
UNP
Union Pacific Corp

Industrials
2.55K
New
$223.15 - $249.32 $569K - $636K
2.55K $582M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
10.7K
New
$52.19 - $52.87 $556K - $563K
10.7K $557M
Activity Summary
Buys All Purchases 78 New Holdings 78 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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