Fairman Group, LLC Purchases in Q4 2024

Fairman Group, LLC

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
22.1K
+ 26.44%
$343.9 - $376.86 $7.61M - $8.34M
106K $37.3B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
97.8K
+ 710.58%
$26.01 - $28.19 $2.54M - $2.76M
112K $2.92B
ACCD
Accolade, Inc.

Healthcare
665K
+ 58.48%
$3.15 - $4.04 $2.1M - $2.69M
1.8M $6.16B
IVV
Ishares Core S&P 500 ETF

ETFs
1.09K
+ 4.57%
$570.51 - $610.59 $622K - $666K
25K $14.7B
VERX
Vertex, Inc.

Technology
6.13K
New
$39.21 - $56.92 $240K - $349K
6.13K $327M
IEFA
Ishares Tr

ETFs
4.32K
+ 278.04%
$70.06 - $77.43 $303K - $334K
5.87K $413M
VBK
Vanguard Small Cap Growth ETF

ETFs
619
+ 52.37%
$264.18 - $304.19 $164K - $188K
1.8K $504M
VTV
Vanguard Value ETF

ETFs
1.17K
+ 28.6%
$168.32 - $181.87 $196K - $212K
5.25K $889M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.81K
+ 6.01%
$61.68 - $67.87 $173K - $191K
49.6K $3.09B
VTWO
Vanguard Russell 2000 ETF

ETFs
1.12K
+ 8.04%
$87.42 - $98.06 $98K - $110K
15.1K $1.35B
NVDA
Nvidia Corp

Technology
1
+ 0.02%
$117.0 - $148.88 $117 - $149
4.52K $607M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
1.75K
+ 49.65%
$28.25 - $28.72 $49.4K - $50.3K
5.28K $150M
Blackrock Inc
40
New
N/A
40 $41M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.1K
+ 10.92%
$23.29 - $23.93 $48.9K - $50.3K
21.3K $501M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.07%
$161.86 - $196.66 $162 - $197
1.38K $262M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.1K
+ 300.37%
$25.93 - $105.3 $314K - $1.27M
16.1K $449M
STRV
Ea Ser Tr Strive 500 ETF
69
+ 0.31%
N/A
22.2K $840M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.3%
$521.84 - $558.82 $3.13K - $3.35K
2K $1.08B
KEY
Keycorp

Financial Services
900
New
$16.21 - $19.97 $14.6K - $18K
900 $15.4M
VXF
Vanguard Extended Market ETF

ETFs
4
+ 0.57%
$179.17 - $207.15 $717 - $829
703 $134M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.74K
+ 197.76%
$22.4 - $68.28 $196K - $597K
13.2K $305M
VO
Vanguard Mid Cap ETF

ETFs
18
+ 1.47%
$261.5 - $284.63 $4.71K - $5.12K
1.24K $327M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
31
+ 0.3%
$33.92 - $36.6 $1.05K - $1.13K
10.5K $364M
TQQQ
Proshares Ultrapro Qqq

ETFs
3
+ 0.8%
$69.42 - $93.29 $208 - $280
378 $29.9M
FUBO
Fubo Tv Inc.

Communication Services
2K
New
$1.25 - $1.81 $2.5K - $3.62K
2K $2.52M
Aptiv PLC
26
New
N/A
26 $1.57M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.45%
$124.26 - $134.12 $249 - $268
443 $57M
IP
International Paper CO

Consumer Cyclical
2
+ 0.93%
$46.64 - $59.57 $93.3 - $119
217 $11.7M
Onestream Inc
34
New
N/A
34 $970K
Brookfield Infrastructure CO
24
New
N/A
24 $960K
T
At&T Inc.

Communication Services
4
+ 0.41%
$21.22 - $23.88 $84.9 - $95.5
978 $22.3M
PHO
Invesco Exchange Traded Fd Tr

ETFs
13
+ 260.0%
$65.79 - $72.14 $855 - $938
18 $1.2M
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.27%
$216.13 - $242.4 $648 - $727
1.13K $249M
ACVF
ETF Opportunities Tr American

ETFs
8
+ 0.16%
$43.12 - $46.1 $345 - $369
4.95K $216M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4
+ 0.26%
$63.58 - $71.15 $254 - $285
1.55K $101M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.33%
$563.99 - $620.12 $564 - $620
306 $175M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.49K
+ 100.47%
$25.33 - $51.16 $37.8K - $76.4K
2.98K $77.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.16K
+ 200.58%
$27.54 - $83.04 $115K - $346K
6.24K $173M
IBM
International Business Machines Corp

Technology
1
+ 2.13%
$204.9 - $238.04 $205 - $238
48 $10.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14
+ 200.0%
$26.93 - $84.95 $377 - $1.19K
21 $579K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
39
+ 1.76%
$48.33 - $49.08 $1.88K - $1.91K
2.26K $109M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 1.43%
$162.69 - $181.35 $163 - $181
71 $11.6M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.93%
$197.36 - $217.3 $197 - $217
109 $21.6M
PPL
Ppl Corp

Utilities
4
+ 0.87%
$31.47 - $35.0 $126 - $140
464 $15.2M
PRU
Prudential Financial Inc

Financial Services
4
+ 1.06%
$114.59 - $129.52 $458 - $518
382 $45.3M
EFV
Msci Eafe Value ETF

ETFs
1
+ 0.79%
$51.78 - $57.15 $51.8 - $57.2
128 $6.74M
VT
Vanguard Total World Stk Index

ETFs
4
+ 0.74%
$117.09 - $123.07 $468 - $492
541 $63.5M
CPB
Campbell Soup CO

Consumer Defensive
1
+ 0.82%
$41.42 - $48.71 $41.4 - $48.7
123 $5.15M
DVY
Ishares Tr

ETFs
2
+ 0.54%
$129.55 - $143.41 $259 - $287
375 $49.2M
Activity Summary
Buys All Purchases 67 New Holdings 7 Increased Positions 60 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fairman Group, LLC Portfolio

Follow Fairman Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fairman Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fairman Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email