Hartmann Taylor Wealth Management, LLC Purchases in Q1 2025

Hartmann Taylor Wealth Management, LLC

  • $112 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
88.8K
New
$167.73 - $179.21 $14.9M - $15.9M
88.8K $15.3B
CGGR
Capital Group Growth ETF Shs C

ETFs
282K
New
$33.98 - $39.84 $9.57M - $11.2M
282K $9.65B
CGDV
Capital Group Divid Value ETF

ETFs
266K
New
$34.95 - $37.36 $9.3M - $9.94M
266K $9.48B
Capital Group Core Balanced
292K
New
N/A
292K $9.03B
CGMU
Capital Group Core Plus Income
210K
New
N/A
210K $5.63B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
87.8K
New
$58.01 - $64.46 $5.1M - $5.66M
87.8K $5.45B
VEU
Vanguard Ftse All World Ex Us

ETFs
83.2K
New
$56.51 - $62.98 $4.7M - $5.24M
83.2K $5.05B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
228K
New
$21.23 - $23.75 $4.83M - $5.41M
228K $4.9B
VB
Vanguard Small Cap ETF

ETFs
18.7K
New
$217.89 - $252.64 $4.07M - $4.72M
18.7K $4.14B
VV
Vanguard Large Cap ETF

ETFs
14.8K
New
$253.32 - $282.66 $3.75M - $4.18M
14.8K $3.8B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
83.2K
New
$32.42 - $36.13 $2.7M - $3.01M
83.2K $2.74B
DFSD
Dimensional ETF Tr Short Durat

ETFs
56.4K
New
$46.74 - $47.55 $2.64M - $2.68M
56.4K $2.68B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
51.5K
New
$47.35 - $48.24 $2.44M - $2.48M
51.5K $2.45B
Capital Grp Fixed Incm ETF T
89.1K
New
N/A
89.1K $2.32B
VT
Vanguard Total World Stk Index

ETFs
18.7K
New
$115.08 - $123.97 $2.15M - $2.32M
18.7K $2.17B
AAPL
Apple Inc.

Technology
9.73K
New
$209.68 - $247.1 $2.04M - $2.4M
9.73K $2.16B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
41.7K
New
$44.41 - $45.98 $1.85M - $1.92M
41.7K $1.91B
VIG
Vanguard Dividend Appreciation

ETFs
8.27K
New
N/A
8.27K $1.6B
MSFT
Microsoft Corp

Technology
4.03K
New
$375.39 - $447.2 $1.51M - $1.8M
4.03K $1.51B
DUHP
Dimensional ETF Tr Dimensional

ETFs
44.8K
New
$32.57 - $35.82 $1.46M - $1.6M
44.8K $1.48B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
34.9K
New
$40.79 - $42.32 $1.42M - $1.48M
34.9K $1.47B
DFAS
Dimensional ETF Tr U S Small C

ETFs
21.3K
New
$58.81 - $68.2 $1.25M - $1.45M
21.3K $1.27B
NVDA
Nvidia Corp

Technology
10.1K
New
$106.98 - $149.43 $1.08M - $1.51M
10.1K $1.1B
AMZN
Amazon Com Inc

Consumer Cyclical
5.7K
New
$190.26 - $242.06 $1.08M - $1.38M
5.7K $1.08B
BFST
Business First Bancshares, Inc.

Financial Services
33.5K
New
$23.34 - $27.96 $782K - $937K
33.5K $816M
Dimensional ETF Trust
14.9K
New
N/A
14.9K $755M
PLTR
Palantir Technologies Inc.

Technology
8.66K
New
$64.98 - $124.62 $562K - $1.08M
8.66K $731M
NFLX
Netflix Inc

Communication Services
682
New
$828.4 - $1058.6 $565K - $722K
682 $636M
COST
Costco Wholesale Corp

Consumer Defensive
668
New
$890.62 - $1076.86 $595K - $719K
668 $632M
MA
Mastercard Inc

Financial Services
887
New
$504.67 - $576.31 $448K - $511K
887 $486M
TSLA
Tesla, Inc.

Consumer Cyclical
1.76K
New
$222.15 - $428.22 $390K - $752K
1.76K $455M
QQQ
Invesco Qqq Trust, Series 1

ETFs
943
New
$468.34 - $539.52 $442K - $509K
943 $442M
GOOGL
Alphabet Inc.

Communication Services
2.58K
New
$154.33 - $206.19 $398K - $531K
2.58K $399M
LLY
Eli Lilly & CO

Healthcare
452
New
$725.72 - $929.72 $328K - $420K
452 $373M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.15K
New
$142.8 - $176.36 $307K - $379K
2.15K $370M
VTI
Vanguard Total Stock Market Et

ETFs
1.27K
New
$271.18 - $303.12 $343K - $383K
1.27K $348M
UNH
Unitedhealth Group Inc

Healthcare
564
New
$461.52 - $548.18 $260K - $309K
564 $295M
GOOG
Alphabet Inc.

Communication Services
1.74K
New
$156.06 - $207.71 $272K - $362K
1.74K $272M
DFIC
Dimensional ETF Tr Dimensional

ETFs
9.56K
New
$25.54 - $28.79 $244K - $275K
9.56K $265M
PGR
Progressive Corp

Financial Services
934
New
$235.61 - $291.22 $220K - $272K
934 $264M
CGSD
Capital Grp Core Plus Income E
10K
New
N/A
10K $258M
CGCP
Capital Group Core Plus Income

ETFs
11.4K
New
$21.94 - $22.64 $250K - $258K
11.4K $256M
V
Visa Inc.

Financial Services
689
New
$306.92 - $362.71 $211K - $250K
689 $241M
INTU
Intuit Inc

Technology
380
New
$555.63 - $630.23 $211K - $239K
380 $233M
DFAI
Dimensional ETF Tr

ETFs
7.21K
New
$28.88 - $32.4 $208K - $233K
7.21K $225M
Capital Grp Fixed Incm ETF T
7.91K
New
N/A
7.91K $208M
TXN
Texas Instruments Inc

Technology
1.13K
New
N/A
1.13K $203M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.92K
New
$50.44 - $58.1 $198K - $228K
3.92K $202M
Lithium Amers Corp New
12.1K
New
N/A
12.1K $32.7M
Activity Summary
Buys All Purchases 51 New Holdings 51 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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