Almanack Investment Partners, Llc. Incresed Positions in Q3 2024

Almanack Investment Partners, Llc.

  • $612 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
89.9K
+ 2617.3%
$89.91 - $101.33 $8.08M - $9.11M
93.3K $9.15M
GDMA
Ea Series Trust Gadsen Dynamic

ETFs
61.3K
+ 1.75%
$30.37 - $33.14 $1.86M - $2.03M
3.56M $118M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
67.3K
+ 31.74%
$100.3 - $100.74 $6.75M - $6.78M
279K $28.1M
SGOL
Abrdn Gold ETF Trust

ETFs
165K
+ 21.6%
$22.26 - $25.51 $3.67M - $4.21M
929K $23.3M
VZ
Verizon Communications Inc

Communication Services
112
+ 0.01%
$38.89 - $45.0 $4.36K - $5.04K
937K $42.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.4K
+ 6.5%
$475.2 - $527.7 $1.14M - $1.27M
39.3K $20.7M
PCT
Pure Cycle Technologies, Inc.

Industrials
82.4K
+ 38.75%
$4.69 - $10.17 $386K - $838K
295K $2.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
29.8K
+ 21.39%
$50.2 - $50.48 $1.5M - $1.5M
169K $8.49M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.82K
+ 3.99%
$75.32 - $84.37 $513K - $575K
178K $14.9M
VO
Vanguard Mid Cap ETF

ETFs
1.61K
+ 5.03%
$237.84 - $263.83 $383K - $425K
33.6K $8.87M
VT
Vanguard Total World Stk Index

ETFs
956
+ 1.29%
$107.72 - $119.96 $103K - $115K
74.8K $8.96M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.84K
+ 0.66%
$51.58 - $53.79 $95K - $99K
282K $15.1M
AAPL
Apple Inc.

Technology
35
+ 0.15%
$207.23 - $234.82 $7.25K - $8.22K
23.7K $5.52M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
142
+ 0.11%
$53.17 - $58.71 $7.55K - $8.34K
131K $7.54M
SYLD
Cambria Shareholder Yld ETF

ETFs
3.75K
+ 7.88%
$66.68 - $72.81 $250K - $273K
51.4K $3.72M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.5K
+ 3.24%
$56.04 - $62.99 $196K - $221K
112K $6.83M
IEF
Ishares Barclays

ETFs
420
+ 0.76%
$92.67 - $99.14 $38.9K - $41.6K
55.7K $5.46M
VNQ
Vanguard Specialized Funds Van

ETFs
1.12K
+ 11.51%
$82.97 - $98.97 $92.8K - $111K
10.8K $1.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 1.3%
$405.19 - $478.57 $16.2K - $19.1K
3.12K $1.44M
ACN
Accenture PLC

Technology
125
+ 5.9%
$295.44 - $355.81 $36.9K - $44.5K
2.24K $793K
BK
Bank Of New York Mellon Corp

Financial Services
84
+ 0.72%
$59.54 - $72.17 $5K - $6.06K
11.7K $843K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
212
+ 1.81%
$105.53 - $118.34 $22.4K - $25.1K
11.9K $1.39M
JNJ
Johnson & Johnson

Healthcare
166
+ 2.56%
$145.48 - $167.38 $24.1K - $27.8K
6.66K $1.08M
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 6.25%
$245.82 - $304.51 $26.3K - $32.6K
1.82K $553K
IBM
International Business Machines Corp

Technology
97
+ 4.89%
$175.1 - $223.38 $17K - $21.7K
2.08K $460K
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 8.35%
$333.64 - $405.2 $34K - $41.3K
1.32K $536K
EDV
Vanguard Extended Duration Tre

ETFs
146
+ 1.02%
$70.73 - $83.52 $10.3K - $12.2K
14.4K $1.15M
ORCL
Oracle Corp

Technology
250
+ 14.01%
$125.9 - $170.35 $31.5K - $42.6K
2.03K $346K
KO
Coca Cola CO

Consumer Defensive
351
+ 4.3%
$62.69 - $73.01 $22K - $25.6K
8.51K $611K
IXUS
Ishares Tr

ETFs
872
+ 17.49%
$64.9 - $73.35 $56.6K - $64K
5.86K $425K
BMY
Bristol Myers Squibb CO

Healthcare
601
+ 10.52%
$39.66 - $51.75 $23.8K - $31.1K
6.32K $326K
ABT
Abbott Laboratories

Healthcare
495
+ 16.86%
$100.07 - $118.13 $49.5K - $58.5K
3.43K $391K
VRT
Vertiv Holdings CO

Industrials
973
+ 34.42%
$86.66 - $86.66 $84.3K - $84.3K
3.8K $329K
TMO
Thermo Fisher Scientific Inc.

Healthcare
43
+ 4.88%
$531.86 - $624.21 $22.9K - $26.8K
924 $571K
WRB
Berkley W R Corp

Financial Services
6.1K
+ 49.99%
$51.54 - $79.62 $314K - $486K
18.3K $1.04M
JPM
Jpmorgan Chase & CO

Financial Services
164
+ 3.32%
$194.9 - $224.8 $32K - $36.9K
5.1K $1.08M
WMT
Walmart Inc.

Consumer Defensive
245
+ 5.87%
$66.91 - $81.4 $16.4K - $19.9K
4.42K $356K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7
+ 0.02%
$31.05 - $34.29 $217 - $240
35.3K $1.21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
260
+ 2.15%
$46.9 - $51.96 $12.2K - $13.5K
12.4K $637K
BAR
Granite Shares Gold Trust

ETFs
50
+ 0.25%
$23.01 - $26.37 $1.15K - $1.32K
20.4K $529K
DUK
Duke Energy Corp

Utilities
34
+ 0.88%
$99.35 - $117.71 $3.38K - $4K
3.89K $448K
ITA
Ishares Tr

ETFs
1
+ 0.03%
$131.58 - $149.64 $132 - $150
3.48K $520K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
589
+ 13.79%
$81.98 - $86.24 $48.3K - $50.8K
4.86K $419K
MOOD
Alpha Architect ETF Tr Rel Sen

ETFs
100
+ 0.34%
$28.1 - $30.6 $2.81K - $3.06K
29.9K $915K
XOM
Exxon Mobil Corp

Energy
67
+ 0.42%
$109.72 - $119.0 $7.35K - $7.97K
16K $1.87M
NVS
Novartis Ag

Healthcare
13
+ 0.43%
$106.13 - $120.89 $1.38K - $1.57K
3.01K $346K
IVW
Ishares S&P 500 Growth ETF

ETFs
85
+ 1.58%
$84.77 - $97.13 $7.21K - $8.26K
5.48K $524K
BAC
Bank Of America Corp

Financial Services
608
+ 6.92%
$36.65 - $44.13 $22.3K - $26.8K
9.4K $372K
FSK
Fs Kkr Capital Corp

Financial Services
1.05K
+ 2.12%
$18.74 - $20.43 $19.6K - $21.4K
50.6K $998K
Activity Summary
Buys All Purchases 82 New Holdings 14 Increased Positions 68 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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