Arlington Financial Advisors, LLC Purchases in Q4 2024

Arlington Financial Advisors, LLC

  • $427 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
443K
New
$47.57 - $52.44 $21.1M - $23.2M
443K $21.2M
GVI
Ishares Tr

ETFs
55K
New
$103.89 - $107.05 $5.71M - $5.89M
55K $5.73M
IBB
Ishares Biotechnology ETF

ETFs
15.5K
New
$131.21 - $148.85 $2.04M - $2.31M
15.5K $2.05M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
46.6K
+ 25.62%
$47.66 - $51.84 $2.22M - $2.42M
229K $10.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
17K
New
$80.13 - $83.77 $1.36M - $1.42M
17K $1.36M
IEMG
Ishares Inc

ETFs
23K
New
N/A
23K $1.23M
VTV
Vanguard Value ETF

ETFs
4.3K
New
$168.32 - $181.87 $724K - $782K
4.3K $727K
EEM
Ishares Msci Emerging Markets

ETFs
16K
New
$41.82 - $47.36 $670K - $759K
16K $669K
VUG
Vanguard Growth ETF

ETFs
1.61K
New
$378.79 - $428.11 $611K - $690K
1.61K $661K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
12.6K
New
$46.33 - $48.6 $584K - $613K
12.6K $585K
MCD
Mcdonalds Corp

Consumer Cyclical
1.91K
New
$288.47 - $316.54 $551K - $605K
1.91K $553K
AVUV
American Centy ETF Tr Avantis

ETFs
4.28K
+ 2.86%
$94.37 - $106.41 $403K - $455K
153K $14.8M
GILD
Gilead Sciences, Inc.

Healthcare
915
+ 1.98%
$83.95 - $97.9 $76.8K - $89.6K
47K $4.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.19K
New
$370.24 - $418.94 $441K - $499K
1.19K $477K
CGGO
Capital Group Global Growth Eq

ETFs
50.7K
+ 4.61%
$29.21 - $30.67 $1.48M - $1.55M
1.15M $33.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.9K
New
$22.4 - $68.28 $402K - $1.22M
17.9K $415K
DUHP
Dimensional ETF Tr Dimensional

ETFs
15.3K
+ 3.34%
$33.62 - $35.69 $514K - $546K
473K $16M
XLC
Select Sector Spdr Tr Communic

ETFs
3.55K
New
$89.66 - $102.16 $318K - $363K
3.55K $343K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
6.76K
New
$42.71 - $48.29 $289K - $327K
6.76K $290K
AVGO
Broadcom Inc.

Technology
1.25K
New
$159.67 - $250.0 $200K - $313K
1.25K $289K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.43K
New
$183.23 - $199.79 $263K - $286K
1.43K $265K
DWM
Wisdomtree Tr

ETFs
4.89K
New
$52.54 - $57.11 $257K - $279K
4.89K $257K
XOM
Exxon Mobil Corp

Energy
2.69K
+ 44.36%
$105.51 - $125.37 $283K - $337K
8.74K $939K
IOO
Ishares Tr Global 100 ETF

ETFs
2.18K
New
$97.46 - $103.45 $212K - $225K
2.18K $219K
MSCI
Msci Inc.

Financial Services
350
New
$569.09 - $635.99 $199K - $223K
350 $210K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
922
New
$193.7 - $235.05 $179K - $217K
922 $210K
MSFT
Microsoft Corp

Technology
501
+ 9.56%
$406.35 - $454.46 $204K - $228K
5.74K $2.42M
VRSK
Verisk Analytics, Inc.

Industrials
400
+ 38.54%
$262.86 - $294.75 $105K - $118K
1.44K $396K
DE
Deere & CO

Industrials
89
+ 0.86%
$389.45 - $466.0 $34.7K - $41.5K
10.5K $4.43M
DSI
Ishares Msci Kld 400 Social Et

ETFs
655
+ 3.45%
$107.41 - $115.71 $70.4K - $75.8K
19.6K $2.16M
META
Meta Platforms, Inc.

Communication Services
129
+ 24.81%
$554.08 - $632.68 $71.5K - $81.6K
649 $382K
KMI
Kinder Morgan, Inc.

Energy
63
+ 0.48%
$22.59 - $28.54 $1.42K - $1.8K
13.3K $364K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.7K
+ 3.49%
$24.61 - $25.12 $140K - $143K
169K $4.17M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
4.81K
+ 3.79%
$36.21 - $38.2 $174K - $184K
132K $4.79M
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.93K
+ 3.67%
$41.74 - $46.2 $80.4K - $89K
54.4K $2.28M
LLY
Eli Lilly & CO

Healthcare
75
+ 17.32%
$727.2 - $932.06 $54.5K - $69.9K
508 $392K
URTH
Ishares Msci World ETF

ETFs
73
+ 1.77%
$153.73 - $162.67 $11.2K - $11.9K
4.19K $651K
JGRO
J P Morgan Exchange Traded Fd
1.71K
+ 1.02%
N/A
168K $0
Dimensional ETF Trust
16.7K
+ 3.35%
N/A
514K $0
Blackrock Inc
4.73K
New
N/A
4.73K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
10.3K
New
N/A
10.3K $0
Calamos ETF Tr
6.29K
+ 4.14%
N/A
158K $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
35
+ 7.0%
$396.64 - $516.74 $13.9K - $18.1K
535 $215K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.29K
+ 178.61%
$27.54 - $83.04 $146K - $439K
8.24K $228K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.88K
+ 1.11%
$63.01 - $68.55 $181K - $197K
263K $16.7M
FNDA
Schwab Fundamental U S Small C

ETFs
149K
+ 99.44%
$29.26 - $59.11 $4.35M - $8.79M
298K $8.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.05%
$442.29 - $483.08 $4.87K - $5.31K
21.9K $9.92M
FNDX
Schwab Fundamental U S Large C

ETFs
257K
+ 197.49%
$23.49 - $71.77 $6.04M - $18.5M
387K $9.18M
DSTL
ETF Ser Solution Distillate Us

ETFs
6.42K
+ 1.44%
$54.74 - $58.88 $351K - $378K
452K $24.8M
Activity Summary
Buys All Purchases 52 New Holdings 22 Increased Positions 30 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Arlington Financial Advisors, LLC Portfolio

Follow Arlington Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arlington Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arlington Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email