Annapolis Financial Services, LLC Incresed Positions in Q3 2024

Annapolis Financial Services, LLC

  • $323 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
49.3K
+ 15.95%
$60.09 - $67.67 $2.96M - $3.34M
358K $24M
MGC
Vanguard Mega Cap ETF

ETFs
8.12K
+ 13.46%
$185.93 - $206.64 $1.51M - $1.68M
68.4K $14.1M
VO
Vanguard Mid Cap ETF

ETFs
3.49K
+ 5.8%
$237.84 - $263.83 $830K - $921K
63.6K $16.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.96K
+ 5.09%
$149.02 - $167.67 $590K - $664K
81.8K $13.7M
MGV
Vanguard Mega Cap Value

ETFs
11K
+ 19.17%
$118.0 - $128.28 $1.29M - $1.41M
68.1K $8.74M
DFAS
Dimensional ETF Tr U S Small C

ETFs
16.1K
+ 11.1%
$59.25 - $65.33 $956K - $1.05M
161K $10.5M
AVEM
American Centy ETF Tr Avantis

ETFs
17.3K
+ 12.77%
$57.2 - $65.59 $987K - $1.13M
152K $9.84M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
22.5K
+ 14.32%
$41.34 - $43.55 $930K - $980K
180K $7.76M
DFSV
Dimensional ETF Tr Dimensional

ETFs
29.1K
+ 19.86%
$28.25 - $31.7 $822K - $922K
175K $5.41M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.1K
+ 5.86%
$51.58 - $53.79 $572K - $596K
200K $10.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
540
+ 0.36%
$76.94 - $79.54 $41.5K - $43K
150K $11.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
118
+ 0.24%
$71.9 - $79.86 $8.48K - $9.42K
49.9K $3.96M
JPIE
J P Morgan Exchange Traded Fd
6.16K
+ 30.04%
$45.17 - $46.39 $278K - $286K
26.7K $1.24M
SPMD
Spdr Portfolio

ETFs
68
+ 0.11%
$50.29 - $54.92 $3.42K - $3.73K
62.8K $3.44M
SCHV
Schwab Strategic Tr Us Large C

ETFs
126
+ 0.42%
$73.43 - $80.37 $9.25K - $10.1K
29.8K $2.39M
IWS
Ishares Russell Midcap Value E

ETFs
46
+ 0.28%
$119.52 - $132.25 $5.5K - $6.08K
16.6K $2.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
91
+ 0.19%
$41.02 - $46.01 $3.73K - $4.19K
47.3K $2.15M
AAPL
Apple Inc.

Technology
30
+ 0.47%
$207.23 - $234.82 $6.22K - $7.04K
6.4K $1.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 1.33%
$405.19 - $478.57 $10.5K - $12.4K
1.99K $913K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
460
+ 1.19%
$31.05 - $34.29 $14.3K - $15.8K
39.2K $1.35M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.82K
+ 16.23%
$40.69 - $42.46 $74.2K - $77.4K
13.1K $552K
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 0.16%
$156.14 - $187.2 $625 - $749
2.44K $450K
XOM
Exxon Mobil Corp

Energy
567
+ 284.92%
$109.72 - $119.0 $62.2K - $67.5K
766 $89K
WMT
Walmart Inc.

Consumer Defensive
35
+ 0.89%
$66.91 - $81.4 $2.34K - $2.85K
3.98K $321K
AVUV
American Centy ETF Tr Avantis

ETFs
114
+ 1.71%
$88.24 - $99.7 $10.1K - $11.4K
6.77K $649K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.24%
$333.64 - $405.2 $667 - $810
837 $339K
MTB
M&T Bank Corp

Financial Services
226
+ 150.67%
$146.49 - $179.85 $33.1K - $40.6K
376 $66K
NEE
Nextera Energy Inc

Utilities
4
+ 0.15%
$69.9 - $84.97 $280 - $340
2.73K $230K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
54
+ 0.18%
$49.93 - $51.15 $2.7K - $2.76K
29.5K $1.51M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.54%
$201.87 - $242.35 $807 - $969
747 $174K
CRM
Salesforce, Inc.

Technology
80
+ 135.59%
$238.42 - $276.53 $19.1K - $22.1K
139 $38K
ABBV
Abb Vie Inc.

Healthcare
42
+ 9.25%
$163.84 - $199.33 $6.88K - $8.37K
496 $97K
IWF
Ishares Russell 1000 Gr ETF

ETFs
38
+ 6.91%
$332.02 - $382.76 $12.6K - $14.5K
588 $220K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.08%
$82.97 - $98.97 $83 - $99
1.28K $124K
DHR
Danaher Corp

Healthcare
35
+ 15.09%
$239.25 - $280.76 $8.37K - $9.83K
267 $74K
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 1.21%
$194.9 - $224.8 $3.31K - $3.82K
1.43K $300K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
93
+ 7.3%
$96.25 - $101.98 $8.95K - $9.48K
1.37K $138K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.47%
$145.48 - $167.38 $582 - $670
861 $139K
AVGO
Broadcom Inc.

Technology
990
+ 908.26%
$136.27 - $1745.86 $135K - $1.73M
1.1K $189K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
9
+ 0.18%
$28.08 - $32.61 $253 - $293
4.95K $156K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 6.67%
$488.01 - $604.18 $3.9K - $4.83K
128 $74K
BLK
Black Rock Inc.

Financial Services
1
+ 1.33%
$782.27 - $949.51 $782 - $950
76 $72K
SYY
Sysco Corp

Consumer Defensive
4
+ 0.23%
$69.16 - $78.98 $277 - $316
1.77K $138K
VT
Vanguard Total World Stk Index

ETFs
73
+ 20.51%
$107.72 - $119.96 $7.86K - $8.76K
429 $51K
ZTS
Zoetis Inc.

Healthcare
2
+ 0.49%
$172.58 - $196.48 $345 - $393
411 $80K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 2.87%
$245.82 - $304.51 $1.23K - $1.52K
179 $54K
QUAL
Ishares Msci Usa Quality Facto

ETFs
41
+ 18.3%
$162.64 - $179.3 $6.67K - $7.35K
265 $47K
GE
General Electric CO

Industrials
12
+ 4.74%
$156.66 - $189.66 $1.88K - $2.28K
265 $49K
CSCO
Cisco Systems, Inc.

Technology
11
+ 0.92%
$44.74 - $53.22 $492 - $585
1.2K $64K
Activity Summary
Buys All Purchases 239 New Holdings 129 Increased Positions 110 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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