Girard Partners Ltd. Reduced Holdings in Q2 2024

Girard Partners Ltd.

  • $1.06 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
-1.11K
- 22.91%
$120.47 - $125.94 $133K - $139K
3.72K $453K
HYG
Ishares Tr

ETFs
-1.92K
- 23.28%
$75.68 - $77.45 $145K - $149K
6.33K $488K
BAC
Bank Of America Corp

Financial Services
-4.64K
- 23.66%
$34.68 - $40.02 $161K - $186K
15K $595K
VTI
Vanguard Total Stock Market Et

ETFs
-1.23K
- 4.99%
$245.23 - $269.4 $302K - $332K
23.4K $6.27M
VBR
Vanguard Small Cap Value ETF

ETFs
-500
- 9.45%
$177.65 - $191.11 $88.8K - $95.6K
4.79K $874K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4.73K
- 9.59%
$30.09 - $32.37 $142K - $153K
44.6K $1.44M
ABBV
Abb Vie Inc.

Healthcare
-238
- 2.66%
$154.79 - $180.76 $36.8K - $43K
8.71K $1.49M
VOE
Vanguard Mid Cap Value Index F

ETFs
-411
- 3.33%
$146.82 - $155.77 $60.3K - $64K
11.9K $1.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.56K
- 28.9%
$44.66 - $45.99 $114K - $118K
6.29K $286K
ICE
Intercontinental Exchange, Inc.

Financial Services
-764
- 2.74%
$126.54 - $138.72 $96.7K - $106K
27.1K $3.71M
IVV
Ishares Core S&P 500 ETF

ETFs
-407
- 7.97%
$497.53 - $549.64 $202K - $224K
4.7K $2.57M
DGX
Quest Diagnostics Inc

Healthcare
-870
- 34.36%
$125.91 - $144.34 $110K - $126K
1.66K $227K
WM
Waste Management Inc

Industrials
-511
- 4.97%
$200.55 - $213.34 $102K - $109K
9.76K $2.08M
RMD
Resmed Inc

Healthcare
-182
- 1.71%
$173.83 - $220.63 $31.6K - $40.2K
10.5K $2.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-48
- 0.78%
$396.73 - $420.24 $19K - $20.2K
6.1K $2.48M
EFV
Msci Eafe Value ETF

ETFs
-994
- 3.19%
$52.34 - $56.41 $52K - $56.1K
30.2K $1.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-282
- 11.42%
$245.29 - $268.7 $69.2K - $75.8K
2.19K $574K
VZ
Verizon Communications Inc

Communication Services
-1.63K
- 4.69%
$38.6 - $42.84 $62.7K - $69.6K
33K $1.36M
CDW
Cdw Corp

Technology
-81
- 4.22%
$214.61 - $255.76 $17.4K - $20.7K
1.84K $411K
UPS
United Parcel Service Inc

Industrials
-208
- 5.17%
$134.2 - $152.27 $27.9K - $31.7K
3.81K $521K
DFAI
Dimensional ETF Tr

ETFs
-2.31K
- 15.5%
$28.93 - $30.91 $66.8K - $71.3K
12.6K $373K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-192
- 16.3%
$455.1 - $504.28 $87.4K - $96.8K
986 $493K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-499
- 10.46%
$114.71 - $121.51 $57.2K - $60.6K
4.27K $506K
MDT
Medtronic PLC

Healthcare
-401
- 8.4%
$78.71 - $87.02 $31.6K - $34.9K
4.37K $344K
CVX
Chevron Corp

Energy
-346
- 2.85%
$152.57 - $166.33 $52.8K - $57.6K
11.8K $1.84M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-20
- 2.99%
$956.61 - $1140.21 $19.1K - $22.8K
650 $686K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.51K
- 13.24%
$37.62 - $40.69 $56.8K - $61.4K
9.89K $386K
VNQ
Vanguard Specialized Funds Van

ETFs
-580
- 12.16%
$78.61 - $85.97 $45.6K - $49.9K
4.19K $350K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-619
- 4.32%
$60.46 - $64.81 $37.4K - $40.1K
13.7K $844K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.17K
- 20.3%
$79.31 - $93.31 $92.6K - $109K
4.59K $424K
CIEN
Ciena Corp

Technology
-1.01K
- 13.99%
$43.56 - $49.56 $43.8K - $49.8K
6.18K $297K
NSC
Norfolk Southern Corp

Industrials
-24
- 1.97%
$209.9 - $253.39 $5.04K - $6.08K
1.19K $255K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-535
- 6.0%
$56.43 - $60.79 $30.2K - $32.5K
8.38K $490K
SYK
Stryker Corp

Healthcare
-7
- 0.26%
$324.3 - $354.67 $2.27K - $2.48K
2.69K $913K
EFG
Msci Eafe Growth ETF

ETFs
-363
- 4.34%
$97.17 - $106.25 $35.3K - $38.6K
8.01K $819K
IEMG
Ishares Inc

ETFs
-1.41K
- 9.83%
$50.02 - $54.95 $70.4K - $77.4K
12.9K $691K
XLY
Select Sector Spdr Consumer Di

ETFs
-223
- 7.64%
$169.76 - $184.45 $37.9K - $41.1K
2.7K $491K
RPM
Rpm International Inc

Basic Materials
-186
- 8.78%
$106.57 - $118.52 $19.8K - $22K
1.93K $208K
DUK
Duke Energy Corp

Utilities
-568
- 13.29%
$92.87 - $104.6 $52.8K - $59.4K
3.71K $371K
IEFA
Ishares Tr

ETFs
-352
- 4.08%
$70.77 - $76.19 $24.9K - $26.8K
8.27K $600K
XLU
Utilities Sector Spdr

ETFs
-774
- 13.55%
$62.77 - $72.87 $48.6K - $56.4K
4.94K $336K
COP
Conocophillips

Energy
-29
- 1.24%
$109.39 - $133.52 $3.17K - $3.87K
2.3K $263K
AVY
Avery Dennison Corp

Industrials
-78
- 2.25%
$208.92 - $229.52 $16.3K - $17.9K
3.39K $741K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-398
- 3.76%
$196.29 - $215.75 $78.1K - $85.9K
10.2K $2.15M
DFAX
Dimensional ETF Tr
-1.17K
- 7.48%
$24.57 - $26.36 $28.8K - $30.9K
14.5K $368K
IBM
International Business Machines Corp

Technology
-11
- 0.75%
$164.43 - $190.9 $1.81K - $2.1K
1.45K $251K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-248
- 10.71%
$154.56 - $173.19 $38.3K - $43K
2.07K $352K
ETR
Entergy Corp

Utilities
-330
- 4.06%
$100.61 - $114.22 $33.2K - $37.7K
7.8K $834K
BNDX
Vanguard Total International B

ETFs
-119
- 0.32%
$48.24 - $49.07 $5.74K - $5.84K
36.5K $1.78M
Activity Summary
Buys All Purchases 79 New Holdings 6 Increased Positions 73 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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