Client 1 St Advisory Group, LLC Incresed Positions in Q4 2024

Client 1 St Advisory Group, LLC

  • $256 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.2K
+ 1.79%
$33.92 - $36.6 $786K - $848K
1.32M $45.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.8K
+ 1.67%
$66.77 - $71.52 $521K - $558K
475K $32.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
39.9K
+ 112.75%
$49.03 - $53.35 $1.95M - $2.13M
75.2K $3.86M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
43.5K
+ 33.41%
$45.07 - $47.1 $1.96M - $2.05M
174K $7.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.93K
+ 37.18%
$176.42 - $186.91 $1.57M - $1.67M
32.9K $5.87M
IVW
Ishares S&P 500 Growth ETF

ETFs
13.5K
+ 93.36%
$94.43 - $105.47 $1.27M - $1.42M
27.9K $2.84M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
180K
+ 146.64%
$22.63 - $47.53 $4.06M - $8.54M
302K $6.86M
MBB
Ishares Tr

ETFs
13.3K
+ 52.94%
$91.26 - $95.82 $1.22M - $1.28M
38.5K $3.53M
DFSD
Dimensional ETF Tr Short Durat

ETFs
26.1K
+ 9.81%
$46.75 - $47.8 $1.22M - $1.25M
292K $13.7M
IXC
Ishares Tr Global Energy ETF

ETFs
24.1K
+ 379.22%
$36.95 - $43.06 $889K - $1.04M
30.4K $1.16M
AAPL
Apple Inc.

Technology
592
+ 4.93%
$221.69 - $259.02 $131K - $153K
12.6K $3.16M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.9K
+ 117.89%
$55.45 - $61.08 $660K - $727K
22K $1.22M
EFV
Msci Eafe Value ETF

ETFs
12.5K
+ 12.96%
$51.78 - $57.15 $645K - $712K
109K $5.69M
IFRA
Ishares Tr

ETFs
9.93K
+ 94.54%
$45.94 - $51.71 $456K - $513K
20.4K $945K
HD
Home Depot, Inc.

Consumer Cyclical
1.18K
+ 176.27%
$385.02 - $431.37 $455K - $509K
1.85K $720K
IYW
Ishares Dj Us Tech ETF

ETFs
2.36K
+ 20.96%
$148.14 - $166.23 $350K - $393K
13.6K $2.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.67K
+ 190.06%
$96.64 - $101.23 $451K - $472K
7.12K $690K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.8K
+ 3.46%
$41.17 - $43.34 $487K - $513K
354K $14.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.22K
+ 46.29%
$87.1 - $98.49 $454K - $514K
16.5K $1.44M
IVV
Ishares Core S&P 500 ETF

ETFs
442
+ 13.33%
$570.51 - $610.59 $252K - $270K
3.76K $2.21M
JPM
Jpmorgan Chase & CO

Financial Services
822
+ 49.82%
$205.18 - $250.29 $169K - $206K
2.47K $592K
EFG
Msci Eafe Growth ETF

ETFs
5.48K
+ 10.39%
$96.83 - $106.88 $530K - $585K
58.2K $5.63M
AMZN
Amazon Com Inc

Consumer Cyclical
44
+ 0.58%
$180.88 - $232.93 $7.96K - $10.2K
7.63K $1.67M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3K
+ 37.14%
$51.54 - $52.55 $155K - $158K
11.1K $572K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.4K
+ 4.7%
$26.16 - $28.82 $272K - $299K
231K $6.06M
ACWI
Ishares Msci Acwi ETF

ETFs
1.08K
+ 29.0%
$117.05 - $123.03 $127K - $133K
4.82K $565K
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.02K
+ 61.56%
$32.65 - $33.68 $131K - $135K
10.6K $345K
MSFT
Microsoft Corp

Technology
464
+ 18.99%
$406.35 - $454.46 $189K - $211K
2.91K $1.23M
GOOGL
Alphabet Inc.

Communication Services
560
+ 45.05%
$161.86 - $196.66 $90.6K - $110K
1.8K $341K
DIS
Walt Disney CO

Communication Services
708
+ 33.71%
$92.39 - $117.6 $65.4K - $83.3K
2.81K $312K
CVX
Chevron Corp

Energy
959
+ 26.73%
$141.15 - $162.53 $135K - $156K
4.55K $658K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.82K
+ 20.3%
$34.42 - $35.88 $97.2K - $101K
16.7K $581K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
68
+ 5.76%
$442.29 - $483.08 $30.1K - $32.8K
1.25K $566K
ORCL
Oracle Corp

Technology
250
+ 16.97%
$165.41 - $192.43 $41.4K - $48.1K
1.72K $287K
SO
Southern CO

Utilities
158
+ 2.32%
$81.5 - $94.15 $12.9K - $14.9K
6.96K $573K
BWX
Spdr Bloomberg International T

ETFs
1.47K
+ 10.46%
$21.39 - $23.3 $31.5K - $34.3K
15.5K $332K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
178
+ 12.8%
$125.5 - $148.67 $22.3K - $26.5K
1.57K $207K
Blackrock ETF Trust Ii
16.6K
+ 179.23%
N/A
25.8K $0
QCOM
Qualcomm Inc

Technology
225
+ 19.08%
$150.4 - $178.04 $33.8K - $40.1K
1.4K $215K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.01K
+ 22.19%
$25.33 - $51.16 $50.9K - $103K
11.1K $286K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.85K
+ 16.65%
$22.02 - $46.16 $40.7K - $85.4K
13K $286K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.17K
+ 12.48%
$25.74 - $53.78 $30.1K - $62.9K
10.5K $272K
XOM
Exxon Mobil Corp

Energy
105
+ 0.29%
$105.51 - $125.37 $11.1K - $13.2K
35.8K $3.85M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
7.1K
+ 38.39%
$24.31 - $49.53 $172K - $351K
25.6K $623K
LRCX
Lam Research Corp

Technology
3.65K
+ 678.81%
$70.05 - $814.09 $256K - $2.97M
4.19K $302K
Activity Summary
Buys All Purchases 68 New Holdings 22 Increased Positions 46 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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