Blueprint Investment Partners LLC Sells in Q3 2024

Blueprint Investment Partners LLC

  • $458 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-242K
- 24.89%
$63.28 - $70.06 $15.3M - $16.9M
729K $51.1M
OPER
ETF Ser Solutions Clearshares

ETFs
-123K
- 93.84%
$100.1 - $100.58 $12.3M - $12.3M
8.05K $806K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-109K
- 89.74%
$91.42 - $91.82 $9.93M - $9.97M
12.4K $1.14M
MSFT
Microsoft Corp

Technology
-7.69K
- 20.49%
$395.15 - $467.56 $3.04M - $3.6M
29.9K $12.8M
GOOGL
Alphabet Inc.

Communication Services
-14.6K
- 42.41%
$148.65 - $191.18 $2.17M - $2.78M
19.8K $3.28M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.54K
- 16.15%
$520.18 - $576.82 $2.36M - $2.62M
23.6K $13.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.76K
- 18.48%
$161.02 - $200.0 $1.25M - $1.55M
34.2K $6.38M
GOOG
Alphabet Inc.

Communication Services
-6.63K
- 47.64%
$149.54 - $192.66 $991K - $1.28M
7.29K $1.22M
MRK
Merck & Co., Inc.

Healthcare
-9.88K
- 83.06%
$111.15 - $128.97 $1.1M - $1.27M
2.02K $228K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10.4K
- 22.29%
$75.32 - $84.37 $786K - $880K
36.4K $3.04M
VTI
Vanguard Total Stock Market Et

ETFs
-2.06K
- 31.06%
$255.18 - $283.2 $526K - $584K
4.58K $1.3M
CVX
Chevron Corp

Energy
-2.78K
- 50.59%
$137.88 - $161.97 $384K - $451K
2.72K $400K
WFC
Wells Fargo & Company

Financial Services
-4.57K
- 47.99%
$51.58 - $60.97 $236K - $279K
4.95K $279K
QCOM
Qualcomm Inc

Technology
-946
- 35.75%
$156.12 - $209.64 $148K - $198K
1.7K $289K
XOM
Exxon Mobil Corp

Energy
-2.25K
- 11.48%
$109.72 - $119.0 $247K - $267K
17.3K $2.03M
TXN
Texas Instruments Inc

Technology
-1.09K
- 27.66%
$194.6 - $194.6 $213K - $213K
2.86K $556K
BLK
Black Rock Inc.

Financial Services
-317
- 47.81%
$782.27 - $949.51 $248K - $301K
346 $328K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.26K
- 15.14%
$113.41 - $125.62 $257K - $284K
12.7K $1.59M
MS
Morgan Stanley

Financial Services
-2.08K
- 39.26%
$92.07 - $106.96 $191K - $222K
3.21K $335K
AMGN
Amgen Inc

Healthcare
-554
- 25.37%
$309.38 - $337.38 $171K - $187K
1.63K $525K
DHR
Danaher Corp

Healthcare
-789
- 32.13%
$239.25 - $280.76 $189K - $222K
1.67K $463K
HON
Honeywell International Inc

Industrials
-641
- 30.61%
$196.73 - $220.21 $126K - $141K
1.45K $300K
KO
Coca Cola CO

Consumer Defensive
-4.17K
- 21.52%
$62.69 - $73.01 $261K - $304K
15.2K $1.09M
BIBL
Northern Lts Fd Tr Iv

ETFs
-4.61K
- 22.95%
$36.61 - $40.67 $169K - $188K
15.5K $629K
ECL
Ecolab Inc.

Basic Materials
-580
- 36.99%
$228.86 - $255.76 $133K - $148K
988 $252K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-8.23K
- 12.42%
$41.02 - $46.01 $337K - $379K
58K $2.64M
AXP
American Express CO

Financial Services
-543
- 29.66%
$225.92 - $271.17 $123K - $147K
1.29K $349K
META
Meta Platforms, Inc.

Communication Services
-1.18K
- 13.33%
$453.41 - $572.44 $536K - $677K
7.68K $4.4M
AMD
Advanced Micro Devices Inc

Technology
-456
- 12.39%
$128.67 - $183.96 $58.7K - $83.9K
3.22K $528K
CL
Colgate Palmolive CO

Consumer Defensive
-806
- 24.69%
$95.54 - $108.77 $77K - $87.7K
2.46K $255K
GD
General Dynamics Corp

Industrials
-238
- 23.45%
$279.51 - $308.09 $66.5K - $73.3K
777 $234K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-855
- 11.59%
$81.31 - $83.29 $69.5K - $71.2K
6.52K $542K
C
Citigroup Inc

Financial Services
-765
- 13.0%
$56.11 - $67.61 $42.9K - $51.7K
5.12K $320K
BAC
Bank Of America Corp

Financial Services
-1.15K
- 4.42%
$36.65 - $44.13 $42K - $50.5K
24.8K $983K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-288
- 0.89%
$44.66 - $49.15 $12.9K - $14.2K
32.2K $1.52M
VZ
Verizon Communications Inc

Communication Services
-2.84K
- 11.2%
$38.89 - $45.0 $111K - $128K
22.5K $1.01M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-941
- 22.0%
$58.35 - $66.29 $54.9K - $62.4K
3.34K $221K
SO
Southern CO

Utilities
-824
- 20.58%
$77.0 - $90.52 $63.4K - $74.6K
3.18K $286K
HD
Home Depot, Inc.

Consumer Cyclical
-542
- 15.86%
$333.64 - $405.2 $181K - $220K
2.88K $1.17M
GS
Goldman Sachs Group Inc

Financial Services
-90
- 9.43%
$459.02 - $510.25 $41.3K - $45.9K
864 $427K
IWD
Ishares Russell 1000 Val ETF

ETFs
-245
- 7.28%
$173.36 - $189.8 $42.5K - $46.5K
3.12K $592K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-322
- 3.64%
$96.25 - $101.98 $31K - $32.8K
8.51K $862K
VB
Vanguard Small Cap ETF

ETFs
-49
- 4.28%
$214.77 - $237.72 $10.5K - $11.6K
1.1K $259K
TMUS
T Mobile Us, Inc.

Communication Services
-222
- 11.6%
$175.14 - $206.36 $38.9K - $45.8K
1.69K $348K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-234
- 2.94%
$28.91 - $32.54 $6.76K - $7.61K
7.72K $249K
COST
Costco Wholesale Corp

Consumer Defensive
-56
- 3.1%
$801.83 - $917.05 $44.9K - $51.4K
1.75K $1.55M
IEFA
Ishares Tr

ETFs
-1.15K
- 5.76%
$70.09 - $78.74 $80.5K - $90.5K
18.8K $1.47M
MO
Altria Group, Inc.

Consumer Defensive
-296
- 4.64%
$45.95 - $54.71 $13.6K - $16.2K
6.09K $310K
T
At&T Inc.

Communication Services
-3.68K
- 10.57%
$18.21 - $22.28 $67K - $82K
31.1K $684K
Activity Summary
Buys All Purchases 96 New Holdings 51 Increased Positions 45 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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