Apcm Wealth Management For Individuals Sells in Q2 2024

Apcm Wealth Management For Individuals

  • $644 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CCOR
Listed Fds Tr Core Alternative

ETFs
-401K
- 55.76%
$24.92 - $26.46 $10M - $10.6M
318K $7.93M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-95.3K
- 91.41%
$67.82 - $72.36 $6.46M - $6.9M
8.96K $621K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-38.9K
- 4.01%
$56.43 - $60.79 $2.2M - $2.37M
932K $54.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-872
- 0.74%
$96.76 - $109.6 $84.4K - $95.6K
118K $11.4M
IEFA
Ishares Tr

ETFs
-6.71K
- 1.23%
$70.77 - $76.19 $475K - $511K
538K $39.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-13.5K
- 4.46%
$495.16 - $548.49 $6.68M - $7.4M
289K $157M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-22.1K
- 11.66%
$45.18 - $50.64 $996K - $1.12M
167K $8.36M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-7.73K
- 6.41%
$36.99 - $39.96 $286K - $309K
113K $4.35M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-8.86K
- 7.09%
$45.65 - $47.02 $404K - $416K
116K $5.41M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.01K
- 7.28%
$76.22 - $82.36 $153K - $165K
25.5K $2.01M
COST
Costco Wholesale Corp

Consumer Defensive
-282
- 34.81%
$704.88 - $870.75 $199K - $246K
528 $448K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.69K
- 2.44%
$47.74 - $48.54 $272K - $276K
228K $11.1M
SPMD
Spdr Portfolio

ETFs
-1.22K
- 4.73%
$49.54 - $53.39 $60.2K - $64.9K
24.5K $1.26M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.46K
- 0.84%
$75.81 - $76.76 $111K - $112K
172K $13.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-94
- 8.37%
$396.73 - $420.24 $37.3K - $39.5K
1.03K $418K
VTV
Vanguard Value ETF

ETFs
-226
- 3.9%
$154.57 - $163.65 $34.9K - $37K
5.57K $893K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.46K
- 2.39%
$18.53 - $20.2 $27K - $29.5K
59.5K $1.19M
BX
Blackstone Inc.

Financial Services
-161
- 5.09%
$116.13 - $132.0 $18.7K - $21.3K
3K $371K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 1.21%
$249.37 - $280.22 $3.74K - $4.2K
1.23K $312K
MSFT
Microsoft Corp

Technology
-282
- 8.2%
$389.33 - $452.85 $110K - $128K
3.16K $1.41M
BAC
Bank Of America Corp

Financial Services
-1.2K
- 18.84%
$34.68 - $40.02 $41.7K - $48.1K
5.18K $206K
IDV
Ishares Tr

ETFs
-1.16K
- 18.12%
$26.94 - $30.1 $31.2K - $34.9K
5.23K $144K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-8.63K
- 5.25%
$57.33 - $65.34 $495K - $564K
156K $9.89M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.13K
- 3.78%
$22.82 - $23.32 $25.7K - $26.2K
28.6K $665K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-1.06K
- 10.0%
$23.33 - $23.97 $24.7K - $25.4K
9.54K $225K
VTI
Vanguard Total Stock Market Et

ETFs
-136
- 5.16%
$245.23 - $269.4 $33.4K - $36.6K
2.5K $668K
WFC
Wells Fargo & Company

Financial Services
-417
- 6.9%
$56.41 - $62.34 $23.5K - $26K
5.63K $334K
K
Kellogg CO

Consumer Defensive
-650
- 1.21%
$55.4 - $62.56 $36K - $40.7K
53.1K $3.06M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-252
- 9.49%
$45.15 - $46.21 $11.4K - $11.6K
2.4K $109K
TFLO
Ishares Treasury Floating Rate

ETFs
-248
- 9.54%
$50.44 - $50.7 $12.5K - $12.6K
2.35K $119K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-345
- 10.3%
$26.06 - $27.96 $8.99K - $9.65K
3.01K $81K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-55
- 1.39%
$59.59 - $63.02 $3.28K - $3.47K
3.92K $239K
VNQ
Vanguard Specialized Funds Van

ETFs
-80
- 4.16%
$78.61 - $85.97 $6.29K - $6.88K
1.84K $154K
XOM
Exxon Mobil Corp

Energy
-45
- 0.81%
$108.36 - $122.2 $4.88K - $5.5K
5.49K $632K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.94K
- 4.25%
$58.24 - $64.51 $113K - $125K
43.6K $2.79M
VBK
Vanguard Small Cap Growth ETF

ETFs
-9
- 1.04%
$237.63 - $258.31 $2.14K - $2.32K
856 $214K
VBR
Vanguard Small Cap Value ETF

ETFs
-12
- 1.89%
$177.65 - $191.11 $2.13K - $2.29K
624 $113K
VOT
Vanguard Mid Cap Growth Index

ETFs
-21
- 3.46%
$218.75 - $234.97 $4.59K - $4.93K
586 $134K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-316
- 68.7%
$22.12 - $22.75 $6.99K - $7.19K
144 $3K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-27
- 0.8%
$55.45 - $57.39 $1.5K - $1.55K
3.35K $189K
VOE
Vanguard Mid Cap Value Index F

ETFs
-32
- 10.06%
$146.82 - $155.77 $4.7K - $4.98K
286 $43K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-61
- 2.97%
$55.42 - $60.55 $3.38K - $3.69K
1.99K $113K
MBB
Ishares Tr

ETFs
-46
- 10.98%
$89.41 - $92.64 $4.11K - $4.26K
373 $34K
RWR
Spdr Dow Jones Reit ETF

ETFs
-33
- 21.29%
$86.34 - $93.97 $2.85K - $3.1K
122 $11K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-27
- 5.99%
$95.11 - $97.92 $2.57K - $2.64K
424 $41K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-98
- 9.83%
$27.5 - $28.16 $2.7K - $2.76K
899 $25K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-97
- 11.8%
$28.65 - $28.88 $2.78K - $2.8K
725 $20K
EFG
Msci Eafe Growth ETF

ETFs
-6
- 4.14%
$97.17 - $106.25 $583 - $638
139 $14K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-235
- 2.94%
$57.57 - $63.3 $13.5K - $14.9K
7.76K $487K
Activity Summary
Buys All Purchases 28 New Holdings 7 Increased Positions 21 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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