Delap Wealth Advisory, LLC Purchases and Sells in Q4 2024

Delap Wealth Advisory, LLC

$167 Billion
Q4 2024

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	2.64K + 263.44%	$213.65 - $479.86 $563K - $1.27M	3.64K $1.47B
VGIT	23.5K + 18.86%	$57.78 - $60.4 $1.36M - $1.42M	148K $8.6B
IVV	1.51K + 96.55%	$570.51 - $610.59 $862K - $923K	3.08K $1.81B
DFSD	19.9K + 42.31%	$46.75 - $47.8 $928K - $949K	66.8K $3.13B
IDEV	30.7K + 16.27%	$64.18 - $70.42 $1.97M - $2.16M	220K $14.2B
DFSU	11.4K + 32.74%	N/A	46.2K $1.75B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	1.46K New	$481.22 - $538.17 $700K - $783K	1.46K $744M
SCHD	23.2K New	$26.93 - $84.95 $625K - $1.97M	23.2K $634M
VOO	1.15K New	$521.84 - $558.82 $599K - $642K	1.15K $618M
VB	1.88K New	$233.76 - $261.58 $440K - $493K	1.88K $452M
SPY	754 New	$567.81 - $607.81 $428K - $458K	754 $442M
DFSB	8.24K New	N/A	8.24K $420M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	-5.46K - 2.51%	$47.57 - $52.44 $259K - $286K	212K $10.1B
DFAX	-12.5K - 5.17%	$24.76 - $27.04 $309K - $338K	229K $5.69B
DFAC	-18.2K - 4.53%	$33.92 - $36.6 $618K - $667K	384K $13.3B
SPDW	-2.9K - 3.24%	$34.13 - $37.35 $99K - $108K	86.6K $2.96B
BSV	-653 - 1.26%	$77.02 - $78.58 $50.3K - $51.3K	51.3K $3.96B
IEI	-235 - 1.02%	$115.08 - $119.55 $27K - $28.1K	22.7K $2.63B

Activity Summary All Purchases 49 New Holdings 16 Increased Positions 33 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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