Heirloom Wealth Management Purchases in Q3 2024

Heirloom Wealth Management

  • $308 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIP
Dimensional ETF Tr Inflation P

ETFs
40.2K
+ 4.23%
$40.69 - $42.46 $1.64M - $1.71M
991K $41.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
45.2K
+ 2.64%
$22.38 - $23.66 $1.01M - $1.07M
1.76M $41.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
794
+ 2.37%
$405.19 - $478.57 $322K - $380K
34.3K $15.8M
PH
Parker Hannifin Corp

Industrials
221
+ 1.58%
$501.01 - $635.92 $111K - $141K
14.3K $9M
MCD
Mcdonalds Corp

Consumer Cyclical
698
+ 2.56%
$245.82 - $304.51 $172K - $213K
27.9K $8.5M
MELI
Mercadolibre Inc

Consumer Cyclical
57
+ 1.7%
$1591.44 - $2140.1 $90.7K - $122K
3.41K $6.99M
V
Visa Inc.

Financial Services
1.16K
+ 1.72%
$253.74 - $291.56 $295K - $339K
68.6K $18.9M
AAPL
Apple Inc.

Technology
744
+ 1.84%
$207.23 - $234.82 $154K - $175K
41.3K $9.61M
BRO
Brown & Brown, Inc.

Financial Services
2.44K
+ 5.35%
$89.11 - $105.82 $217K - $258K
48K $4.97M
RSG
Republic Services, Inc.

Industrials
1.5K
+ 2.02%
$189.34 - $208.21 $283K - $312K
75.5K $15.2M
TSLA
Tesla, Inc.

Consumer Cyclical
885
New
$191.76 - $263.26 $170K - $233K
885 $231K
XOM
Exxon Mobil Corp

Energy
862
+ 1.52%
$109.72 - $119.0 $94.6K - $103K
57.7K $6.76M
LLY
Eli Lilly & CO

Healthcare
319
+ 4.12%
$772.14 - $960.02 $246K - $306K
8.06K $7.14M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
321
+ 1.86%
$460.0 - $505.78 $148K - $162K
17.6K $8.19M
DFSV
Dimensional ETF Tr Dimensional

ETFs
402
+ 1.22%
$28.25 - $31.7 $11.4K - $12.7K
33.4K $1.03M
NVDA
Nvidia Corp

Technology
3.46K
+ 2.05%
$98.91 - $134.91 $342K - $467K
172K $20.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27
+ 0.54%
$77.02 - $85.06 $2.08K - $2.3K
5.03K $425K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
18
+ 0.21%
$47.54 - $52.58 $856 - $946
8.49K $446K
BBCP
Concrete Pumping Holdings, Inc.

Industrials
5.72K
+ 8.8%
$5.17 - $6.96 $29.6K - $39.8K
70.7K $409K
Linde PLC
599
+ 2.33%
N/A
26.3K $0
CVX
Chevron Corp

Energy
39
+ 1.48%
$137.88 - $161.97 $5.38K - $6.32K
2.68K $394K
MSFT
Microsoft Corp

Technology
1.26K
+ 2.41%
$395.15 - $467.56 $499K - $591K
53.6K $23.1M
NVO
Novo Nordisk A S

Healthcare
1.33K
+ 1.81%
$119.07 - $145.42 $158K - $193K
74.6K $8.88M
GOOG
Alphabet Inc.

Communication Services
1.52K
+ 1.2%
$149.54 - $192.66 $227K - $292K
128K $21.4M
ASML
Asml Holding Nv

Technology
357
+ 2.01%
$749.82 - $1098.95 $268K - $392K
18.1K $15.1M
Activity Summary
Buys All Purchases 26 New Holdings 1 Increased Positions 25 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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