Briggs Advisory Group, Inc. Reduced Holdings in Q3 2023

Briggs Advisory Group, Inc.

  • $174 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-288
- 0.38%
$427.76 - $460.18 $123K - $133K
74.9K $32.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.26K
- 0.54%
$71.19 - $81.84 $89.5K - $103K
234K $16.9M
VTI
Vanguard Total Stock Market Et

ETFs
-4.14K
- 12.32%
$211.41 - $228.35 $874K - $944K
29.4K $6.25M
IWM
Ishares Russell 2000 ETF

ETFs
-1.74K
- 2.86%
$174.36 - $198.71 $303K - $346K
59.2K $10.5M
AAPL
Apple Inc.

Technology
-507
- 1.99%
$170.43 - $196.45 $86.4K - $99.6K
25K $4.28M
AXP
American Express CO

Financial Services
-1.14K
- 6.51%
$149.19 - $178.04 $169K - $202K
16.3K $2.43M
HONE
Harbor One Bancorp, Inc.

Financial Services
-70K
- 70.82%
$8.89 - $10.54 $622K - $738K
28.8K $274K
RTX
Raytheon Technologies Corp

Industrials
-25
- 0.18%
$71.58 - $98.39 $1.79K - $2.46K
13.6K $978K
VEA
Vanguard Ftse Developed Market

ETFs
-774
- 0.74%
$43.5 - $47.63 $33.7K - $36.9K
104K $4.55M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4.91K
- 5.97%
$26.05 - $28.22 $128K - $139K
77.4K $2.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.28K
- 5.74%
$39.04 - $43.07 $88.9K - $98.1K
37.4K $1.47M
MSFT
Microsoft Corp

Technology
-100
- 2.42%
$312.14 - $359.49 $31.2K - $35.9K
4.03K $1.27M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-4.17K
- 12.93%
$24.89 - $26.5 $104K - $111K
28.1K $712K
IXUS
Ishares Tr

ETFs
-75
- 0.22%
$59.72 - $65.1 $4.48K - $4.88K
34.1K $2.05M
VNQ
Vanguard Specialized Funds Van

ETFs
-91
- 0.9%
$75.44 - $86.89 $6.87K - $7.91K
10K $757K
EEM
Ishares Msci Emerging Markets

ETFs
-1.71K
- 17.11%
$37.76 - $41.95 $64.7K - $71.9K
8.3K $315K
IVE
Ishares S&P 500 Value ETF

ETFs
-223
- 4.56%
$153.33 - $166.75 $34.2K - $37.2K
4.67K $718K
IVW
Ishares S&P 500 Growth ETF

ETFs
-408
- 2.6%
$68.05 - $72.66 $27.8K - $29.6K
15.3K $1.05M
MRK
Merck & Co., Inc.

Healthcare
-90
- 2.8%
$102.95 - $114.33 $9.27K - $10.3K
3.13K $322K
MUB
Ishares National Muni Bond ETF

ETFs
-190
- 3.78%
$102.54 - $107.39 $19.5K - $20.4K
4.84K $496K
T
At&T Inc.

Communication Services
-335
- 1.15%
$13.45 - $16.12 $4.51K - $5.4K
28.7K $431K
AVUV
American Centy ETF Tr Avantis

ETFs
-288
- 9.72%
$75.9 - $84.23 $21.9K - $24.3K
2.67K $208K
WMT
Walmart Inc.

Consumer Defensive
-50
- 2.19%
$153.49 - $165.25 $7.67K - $8.26K
2.23K $356K
Ea Series Trust
-4.83K
- 18.6%
N/A
21.2K $0
UNH
Unitedhealth Group Inc

Healthcare
-24
- 1.08%
$447.75 - $510.93 $10.7K - $12.3K
2.2K $1.11M
Activity Summary
Buys All Purchases 16 New Holdings 4 Increased Positions 12 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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