Hart & Patterson Financial Group LLC Sells in Q4 2024

Hart & Patterson Financial Group LLC

  • $206 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.81K
- 2.02%
$44.04 - $49.49 $168K - $189K
185K $8.14B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.16K
- 2.34%
$108.6 - $115.42 $126K - $134K
48.3K $5.27B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-24.9K
- 10.51%
$35.84 - $41.12 $892K - $1.02M
212K $8.19B
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-12.1K
- 4.79%
$32.51 - $34.98 $394K - $424K
241K $7.97B
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.62K
- 5.36%
$64.18 - $70.42 $104K - $114K
28.6K $1.84B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.75K
- 6.29%
$124.61 - $133.96 $343K - $368K
41K $5.28B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-5.26K
- 11.78%
$41.09 - $45.94 $216K - $242K
39.4K $1.66B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-476
- 2.49%
$174.22 - $187.62 $82.9K - $89.3K
18.6K $3.27B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-214
- 0.46%
$33.39 - $37.66 $7.15K - $8.06K
46.5K $1.55B
IEFA
Ishares Tr

ETFs
-89
- 0.52%
$70.06 - $77.43 $6.24K - $6.89K
17K $1.2B
LLY
Eli Lilly & CO

Healthcare
-13
- 1.62%
$727.2 - $932.06 $9.45K - $12.1K
789 $609M
HYD
Vaneck High Yield Muni ETF

ETFs
-1.18K
- 3.78%
$51.09 - $53.06 $60.5K - $62.8K
30.1K $1.56B
MSFT
Microsoft Corp

Technology
-106
- 2.74%
$406.35 - $454.46 $43.1K - $48.2K
3.76K $1.58B
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-2.47K
- 2.07%
$34.1 - $36.82 $84.3K - $91K
117K $4.09B
MRK
Merck & Co., Inc.

Healthcare
-70
- 1.56%
$96.31 - $114.76 $6.74K - $8.03K
4.42K $439M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
-1.54K
- 4.46%
$28.96 - $30.87 $44.6K - $47.5K
33K $962M
XOM
Exxon Mobil Corp

Energy
-83
- 1.52%
$105.51 - $125.37 $8.76K - $10.4K
5.38K $579M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-544
- 1.22%
$25.3 - $26.31 $13.8K - $14.3K
44K $1.12B
EBND
Spdr Bloomberg Emerging Market

ETFs
-65
- 0.4%
$19.53 - $21.1 $1.27K - $1.37K
16.1K $315M
HD
Home Depot, Inc.

Consumer Cyclical
-1
- 0.09%
$385.02 - $431.37 $385 - $431
1.08K $421M
EMB
Ishares Tr

ETFs
-22
- 0.67%
$88.94 - $93.46 $1.96K - $2.06K
3.25K $289M
VBR
Vanguard Small Cap Value ETF

ETFs
-17
- 0.37%
$197.36 - $217.3 $3.36K - $3.69K
4.52K $896M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-62
- 6.5%
$278.19 - $315.36 $17.2K - $19.6K
892 $257M
IWN
Ishares Russell2000 Val ETF

ETFs
-36
- 2.17%
$162.69 - $181.35 $5.86K - $6.53K
1.62K $266M
META
Meta Platforms, Inc.

Communication Services
-24
- 5.52%
$554.08 - $632.68 $13.3K - $15.2K
411 $241M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.33%
$442.29 - $483.08 $885 - $966
604 $274M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-68
- 3.31%
$107.41 - $115.71 $7.3K - $7.87K
1.99K $219M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-11
- 0.23%
$50.37 - $50.6 $554 - $557
4.81K $242M
NVDA
Nvidia Corp

Technology
-348
- 9.68%
$117.0 - $148.88 $40.7K - $51.8K
3.25K $436M
VBK
Vanguard Small Cap Growth ETF

ETFs
-127
- 4.19%
$264.18 - $304.19 $33.6K - $38.6K
2.91K $814M
GOOGL
Alphabet Inc.

Communication Services
-80
- 6.07%
$161.86 - $196.66 $12.9K - $15.7K
1.24K $234M
AAPL
Apple Inc.

Technology
-192
- 5.1%
$221.69 - $259.02 $42.6K - $49.7K
3.57K $895M
AMZN
Amazon Com Inc

Consumer Cyclical
-127
- 8.64%
$180.88 - $232.93 $23K - $29.6K
1.34K $295M
VUG
Vanguard Growth ETF

ETFs
-358
- 3.56%
$378.79 - $428.11 $136K - $153K
9.7K $3.98B
Activity Summary
Buys All Purchases 33 New Holdings 1 Increased Positions 32 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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