Beta Wealth Group, Inc. Reduced Holdings in Q3 2024

Beta Wealth Group, Inc.

  • $203 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-4.76K
- 19.95%
$261.88 - $288.1 $1.25M - $1.37M
19.1K $5.39M
AMZN
Amazon Com Inc

Consumer Cyclical
-616
- 1.66%
$161.02 - $200.0 $99.2K - $123K
36.5K $6.8M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-30.8K
- 39.39%
$11.52 - $12.52 $355K - $386K
47.4K $585K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-6.49K
- 2.99%
$50.15 - $51.27 $325K - $333K
210K $10.8M
DHI
Horton D R Inc

Consumer Cyclical
-1.4K
- 41.19%
$135.21 - $197.06 $189K - $276K
2K $381K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-4.59K
- 21.65%
$20.69 - $21.17 $95K - $97.3K
16.6K $349K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.69K
- 2.86%
$47.0 - $47.84 $126K - $128K
91.4K $4.36M
KLAC
Kla Corp

Technology
-40
- 7.49%
$696.17 - $892.35 $27.8K - $35.7K
494 $382K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.37K
- 7.04%
$25.38 - $26.27 $60K - $62.2K
31.3K $821K
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
-2.43K
- 3.73%
$27.32 - $28.07 $66.4K - $68.2K
62.7K $1.76M
CBSE
Listed Fds Tr Changebridge Cap
-1
- -0.0%
N/A
20.4K $0
MUB
Ishares National Muni Bond ETF

ETFs
-87
- 1.7%
$106.13 - $108.7 $9.23K - $9.46K
5.03K $545K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-136
- 2.59%
$56.04 - $62.2 $7.62K - $8.46K
5.11K $317K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-273
- 4.6%
$34.35 - $39.16 $9.38K - $10.7K
5.66K $217K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.42K
- 6.07%
$66.31 - $74.08 $160K - $179K
37.5K $2.75M
EMLP
First Tr Exchange Traded Iv

ETFs
-48
- 0.68%
$30.38 - $34.0 $1.46K - $1.63K
7.03K $236K
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.91%
$801.83 - $917.05 $6.41K - $7.34K
874 $774K
VGLT
Vanguard Long Term Treasury Et

ETFs
-2.47K
- 4.83%
$56.52 - $63.23 $139K - $156K
48.6K $2.99M
AVUV
American Centy ETF Tr Avantis

ETFs
-24
- 0.27%
$88.24 - $99.7 $2.12K - $2.39K
8.99K $862K
PML
Pimco Municipal Income Fund Ii

Financial Services
-956
- 1.25%
$8.4 - $9.39 $8.03K - $8.98K
75.8K $711K
SO
Southern CO

Utilities
-200
- 2.93%
$77.0 - $90.52 $15.4K - $18.1K
6.62K $596K
REZ
Ishares Tr Residential And Mul

ETFs
-465
- 5.03%
$76.42 - $91.19 $35.5K - $42.4K
8.78K $779K
SPY
Spdr S&P 500 ETF Trust

ETFs
-33
- 1.1%
$517.38 - $573.86 $17.1K - $18.9K
2.96K $1.7M
IDV
Ishares Tr

ETFs
-463
- 1.35%
$27.62 - $30.64 $12.8K - $14.2K
33.9K $1.02M
DFAE
Dimensional ETF Tr

ETFs
-851
- 1.31%
$24.46 - $27.82 $20.8K - $23.7K
64.2K $1.76M
ORCL
Oracle Corp

Technology
-299
- 4.9%
$125.9 - $170.35 $37.6K - $50.9K
5.81K $988K
AAPL
Apple Inc.

Technology
-1.09K
- 4.97%
$207.23 - $234.82 $225K - $255K
20.8K $4.83M
HD
Home Depot, Inc.

Consumer Cyclical
-307
- 4.2%
$333.64 - $405.2 $102K - $124K
7K $2.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.24K
- 1.99%
$60.84 - $67.51 $197K - $218K
160K $10.8M
BX
Blackstone Inc.

Financial Services
-4.23K
- 8.76%
$120.77 - $159.66 $511K - $675K
44K $6.74M
Activity Summary
Buys All Purchases 68 New Holdings 8 Increased Positions 60 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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