Apcm Wealth Management For Individuals Sells in Q3 2024

Apcm Wealth Management For Individuals

  • $664 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QAI
Iq Hedge Multi Strategy Compos

ETFs
-237K
- 36.58%
$30.5 - $32.13 $7.22M - $7.61M
410K $13.2M
DBE
Invesco Db Energy Fund

ETFs
-283K
- 91.18%
$17.78 - $21.31 $5.04M - $6.04M
27.4K $509K
IEMG
Ishares Inc

ETFs
-13.6K
- 2.77%
$53.64 - $53.64 $730K - $730K
478K $25.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-16K
- 5.54%
$517.38 - $573.86 $8.28M - $9.19M
273K $157M
MSFT
Microsoft Corp

Technology
-334
- 10.58%
$395.15 - $467.56 $132K - $156K
2.82K $1.21M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.33K
- 25.95%
$69.31 - $77.34 $161K - $180K
6.64K $508K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-4.83K
- 16.85%
$23.04 - $24.06 $111K - $116K
23.8K $572K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.91K
- 64.74%
$42.22 - $48.62 $80.8K - $93K
1.04K $48K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.49K
- 44.5%
$54.98 - $59.51 $81.9K - $88.7K
1.86K $110K
AMZN
Amazon Com Inc

Consumer Cyclical
-294
- 8.67%
$161.02 - $200.0 $47.3K - $58.8K
3.1K $577K
XOM
Exxon Mobil Corp

Energy
-148
- 2.69%
$109.72 - $119.0 $16.2K - $17.6K
5.35K $626K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.36K
- 4.43%
$45.2 - $47.87 $61.4K - $65.1K
29.3K $1.39M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-389
- 9.93%
$57.83 - $67.29 $22.5K - $26.2K
3.53K $234K
EFG
Msci Eafe Growth ETF

ETFs
-28
- 20.14%
$96.84 - $108.77 $2.71K - $3.05K
111 $11K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-60
- 4.89%
$81.31 - $83.29 $4.88K - $5K
1.17K $97K
BAC
Bank Of America Corp

Financial Services
-1
- 0.02%
$36.65 - $44.13 $36.7 - $44.1
5.18K $205K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1
- 0.5%
$36.06 - $37.66 $36.1 - $37.7
200 $7K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-145
- 7.67%
$83.76 - $91.82 $12.1K - $13.3K
1.75K $159K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-1
- 0.65%
$64.0 - $72.54 $64 - $72.5
154 $11K
VV
Vanguard Large Cap ETF

ETFs
-14
- 2.85%
$236.92 - $263.4 $3.32K - $3.69K
477 $125K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-342
- 4.41%
$59.93 - $66.52 $20.5K - $22.7K
7.42K $493K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-3
- 0.15%
$55.51 - $61.51 $167 - $185
1.99K $121K
VTI
Vanguard Total Stock Market Et

ETFs
-100
- 4.0%
$255.18 - $283.2 $25.5K - $28.3K
2.4K $679K
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 1.52%
$801.83 - $917.05 $6.41K - $7.34K
520 $460K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.27K
- 1.43%
$48.06 - $49.39 $157K - $161K
225K $11.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1
- 0.12%
$240.48 - $267.94 $240 - $268
855 $228K
VUG
Vanguard Growth ETF

ETFs
-1
- 0.04%
$341.08 - $391.94 $341 - $392
2.44K $936K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.7K
- 3.9%
$60.84 - $67.51 $104K - $115K
41.9K $2.83M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-199
- 1.43%
$41.02 - $46.01 $8.16K - $9.16K
13.7K $622K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-573
- 2.06%
$36.98 - $41.55 $21.2K - $23.8K
27.2K $1.12M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-313
- 1.34%
$25.45 - $29.53 $7.97K - $9.24K
23K $671K
SPMD
Spdr Portfolio

ETFs
-187
- 0.76%
$50.29 - $54.92 $9.4K - $10.3K
24.3K $1.33M
VTV
Vanguard Value ETF

ETFs
-3
- 0.05%
$159.75 - $174.57 $479 - $524
5.56K $971K
TSLA
Tesla, Inc.

Consumer Cyclical
-60
- 3.63%
$191.76 - $263.26 $11.5K - $15.8K
1.59K $416K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.51K
- 4.18%
$61.47 - $67.36 $400K - $439K
149K $10M
AAPL
Apple Inc.

Technology
-400
- 2.99%
$207.23 - $234.82 $82.9K - $93.9K
13K $3.02M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-749
- 0.44%
$76.38 - $78.87 $57.2K - $59.1K
171K $13.5M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-97
- 0.06%
$47.54 - $52.58 $4.61K - $5.1K
167K $8.78M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.41K
- 1.19%
$94.31 - $103.26 $133K - $145K
116K $11.9M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-3.51K
- 1.97%
$37.42 - $44.1 $131K - $155K
175K $7.58M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-29.3K
- 2.85%
$71.45 - $75.64 $2.1M - $2.22M
1M $75.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.14K
- 3.3%
$105.53 - $118.34 $859K - $964K
238K $27.9M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-4.79K
- 2.85%
$86.85 - $102.45 $416K - $491K
163K $16.5M
IEFA
Ishares Tr

ETFs
-12.5K
- 2.33%
$70.09 - $78.74 $879K - $987K
526K $41M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-24.4K
- 2.62%
$57.32 - $62.65 $1.4M - $1.53M
907K $56.5M
NFRA
Flexshares Stoxx Global Broad

ETFs
-14.7K
- 2.07%
$53.04 - $59.95 $779K - $880K
693K $41.2M
Activity Summary
Buys All Purchases 38 New Holdings 9 Increased Positions 29 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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