Arlington Financial Advisors, LLC Reduced Holdings in Q3 2024

Arlington Financial Advisors, LLC

  • $394 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
APPF
Appfolio Inc

Technology
-2.5K
- 72.42%
$204.33 - $270.02 $511K - $675K
952 $223K
GOOGL
Alphabet Inc.

Communication Services
-240
- 0.87%
$148.65 - $191.18 $35.7K - $45.9K
27.4K $4.54M
GOOG
Alphabet Inc.

Communication Services
-253
- 0.92%
$149.54 - $192.66 $37.8K - $48.7K
27.1K $4.53M
PCOR
Procore Technologies, Inc.

Technology
-5K
- 48.83%
$51.74 - $71.71 $259K - $359K
5.24K $323K
AMZN
Amazon Com Inc

Consumer Cyclical
-391
- 1.0%
$161.02 - $200.0 $63K - $78.2K
38.7K $7.22M
CRWD
Crowd Strike Holdings, Inc.

Technology
-30
- 1.48%
$217.89 - $392.15 $6.54K - $11.8K
2K $560K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-35
- 6.54%
$460.0 - $505.78 $16.1K - $17.7K
500 $232K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-171
- 5.46%
$75.47 - $83.18 $12.9K - $14.2K
2.96K $245K
VEU
Vanguard Ftse All World Ex Us

ETFs
-364
- 5.68%
$56.47 - $63.69 $20.6K - $23.2K
6.05K $380K
JPM
Jpmorgan Chase & CO

Financial Services
-518
- 2.02%
$194.9 - $224.8 $101K - $116K
25.2K $5.3M
COST
Costco Wholesale Corp

Consumer Defensive
-118
- 1.19%
$801.83 - $917.05 $94.6K - $108K
9.8K $8.69M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-4.55K
- 2.16%
$37.33 - $40.63 $170K - $185K
206K $8.38M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-4.65K
- 2.65%
$37.68 - $42.0 $175K - $195K
171K $7.11M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.2K
- 0.91%
$65.36 - $71.76 $78.2K - $85.8K
130K $9.35M
ISRG
Intuitive Surgical Inc

Healthcare
-191
- 1.36%
$416.14 - $494.01 $79.5K - $94.4K
13.9K $6.83M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.29K
- 0.7%
$46.96 - $52.62 $60.5K - $67.8K
182K $9.48M
SBUX
Starbucks Corp

Consumer Cyclical
-946
- 2.71%
$72.51 - $98.6 $68.6K - $93.3K
34K $3.31M
FNDA
Schwab Fundamental U S Small C

ETFs
-122
- 0.08%
$54.26 - $60.01 $6.62K - $7.32K
150K $8.91M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.27K
- 7.23%
$191.76 - $263.26 $243K - $334K
16.3K $4.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-315
- 1.42%
$405.19 - $478.57 $128K - $151K
21.9K $10.1M
AAPL
Apple Inc.

Technology
-1.38K
- 1.44%
$207.23 - $234.82 $286K - $324K
94.2K $21.9M
Activity Summary
Buys All Purchases 40 New Holdings 4 Increased Positions 36 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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