Beta Wealth Group, Inc. Purchases in Q4 2024

Beta Wealth Group, Inc.

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
103
+ 3.03%
$118.59 - $144.02 $12.2K - $14.8K
3.51K $429K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
151
+ 0.38%
$49.79 - $51.14 $7.52K - $7.72K
39.4K $1.97M
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.05%
$87.44 - $102.5 $262 - $308
5.5K $501K
VZ
Verizon Communications Inc

Communication Services
6
+ 0.08%
$39.6 - $45.21 $238 - $271
7.54K $301K
IDV
Ishares Tr

ETFs
2K
+ 5.89%
$27.03 - $29.92 $53.9K - $59.7K
35.8K $981K
SO
Southern CO

Utilities
103
+ 1.56%
$81.5 - $94.15 $8.39K - $9.7K
6.72K $553K
XOM
Exxon Mobil Corp

Energy
101
+ 1.71%
$105.51 - $125.37 $10.7K - $12.7K
6.02K $647K
WDC
Western Digital Corp

Technology
200
+ 2.47%
$59.62 - $73.43 $11.9K - $14.7K
8.3K $494K
QCOM
Qualcomm Inc

Technology
601
+ 6.48%
$150.4 - $178.04 $90.4K - $107K
9.88K $1.52M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.41K
+ 2.91%
$57.53 - $60.83 $369K - $390K
227K $13M
DD
Du Pont De Nemours, Inc.

Basic Materials
102
+ 1.62%
$75.95 - $88.05 $7.75K - $8.98K
6.41K $489K
NKE
Nike, Inc.

Consumer Cyclical
100
+ 1.59%
$73.36 - $89.13 $7.34K - $8.91K
6.41K $484K
DHI
Horton D R Inc

Consumer Cyclical
200
+ 10.0%
$137.24 - $194.56 $27.4K - $38.9K
2.2K $307K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.02%
$96.31 - $114.76 $96.3 - $115
6.11K $608K
MU
Micron Technology Inc

Technology
101
+ 1.66%
$84.16 - $113.41 $8.5K - $11.5K
6.2K $522K
DFAE
Dimensional ETF Tr

ETFs
729
+ 1.13%
$25.36 - $28.15 $18.5K - $20.5K
65K $1.65M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.17K
+ 1.03%
$50.02 - $51.24 $109K - $111K
212K $10.6M
AMD
Advanced Micro Devices Inc

Technology
800
+ 15.09%
$118.88 - $172.8 $95.1K - $138K
6.1K $736K
JPRE
J P Morgan Exchange Traded Fd

ETFs
1.7K
+ 2.74%
$46.45 - $51.64 $79K - $87.8K
63.8K $3.01M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
325
+ 0.87%
$67.29 - $73.38 $21.9K - $23.8K
37.8K $2.57M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.83K
+ 2.92%
$52.1 - $57.26 $95.3K - $105K
64.4K $3.36M
PDI
Pimco Dynamic Income Fund

Financial Services
1.69K
+ 0.82%
$18.33 - $20.85 $31.1K - $35.3K
207K $3.8M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
2.87K
+ 1.45%
$24.04 - $26.75 $69K - $76.8K
201K $4.87M
VHT
Vanguard Health Care ETF

ETFs
386
+ 2.02%
$250.81 - $283.3 $96.8K - $109K
19.5K $4.94M
Activity Summary
Buys All Purchases 75 New Holdings 10 Increased Positions 65 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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