Hemington Wealth Management Purchases in Q4 2024

Hemington Wealth Management

  • $398 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
117K
+ 17.0%
$41.17 - $43.34 $4.8M - $5.06M
803K $33.1M
AAPL
Apple Inc.

Technology
1.13K
+ 0.76%
$221.69 - $259.02 $250K - $292K
149K $37.4M
DFAI
Dimensional ETF Tr

ETFs
118K
+ 45.2%
$29.0 - $31.6 $3.42M - $3.73M
379K $11.1M
DFAU
Dimensional ETF Tr

ETFs
62.4K
+ 12.23%
$39.27 - $42.38 $2.45M - $2.65M
573K $23.2M
DFIP
Dimensional ETF Tr Inflation P

ETFs
63.4K
+ 34.26%
$40.31 - $42.43 $2.56M - $2.69M
248K $10.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
41.2K
+ 20.64%
$46.75 - $47.8 $1.93M - $1.97M
241K $11.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
46.9K
+ 24.05%
$26.16 - $28.82 $1.23M - $1.35M
242K $6.34M
DISV
Dimensional ETF Tr Dimensional

ETFs
33.5K
+ 47.89%
$26.18 - $28.77 $877K - $964K
103K $2.75M
AMZN
Amazon Com Inc

Consumer Cyclical
967
+ 7.17%
$180.88 - $232.93 $175K - $225K
14.5K $3.17M
TSLA
Tesla, Inc.

Consumer Cyclical
114
+ 4.06%
$213.65 - $479.86 $24.4K - $54.7K
2.92K $1.18M
MSFT
Microsoft Corp

Technology
572
+ 4.23%
$406.35 - $454.46 $232K - $260K
14.1K $5.94M
IVV
Ishares Core S&P 500 ETF

ETFs
565
+ 8.95%
$570.51 - $610.59 $322K - $345K
6.88K $4.05M
NVDA
Nvidia Corp

Technology
2.21K
+ 11.29%
$117.0 - $148.88 $259K - $329K
21.8K $2.93M
AVGO
Broadcom Inc.

Technology
381
+ 11.93%
$159.67 - $250.0 $60.8K - $95.3K
3.58K $828K
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.05K
+ 4.99%
$30.18 - $33.87 $213K - $239K
148K $4.57M
JPM
Jpmorgan Chase & CO

Financial Services
365
+ 3.91%
$205.18 - $250.29 $74.9K - $91.4K
9.69K $2.32M
LFST
Life Stance Health Group, Inc.

Healthcare
118
+ 0.03%
$6.67 - $7.75 $787 - $915
376K $2.77M
GOOGL
Alphabet Inc.

Communication Services
698
+ 11.45%
$161.86 - $196.66 $113K - $137K
6.8K $1.29M
GOOG
Alphabet Inc.

Communication Services
431
+ 5.45%
$163.08 - $198.16 $70.3K - $85.4K
8.34K $1.59M
META
Meta Platforms, Inc.

Communication Services
196
+ 11.03%
$554.08 - $632.68 $109K - $124K
1.97K $1.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
247
+ 7.07%
$442.29 - $483.08 $109K - $119K
3.74K $1.7M
Blackrock Inc
116
New
N/A
116 $118K
Dimensional ETF Trust
5.22K
+ 47.0%
N/A
16.3K $416K
Lam Research Corp
1.54K
New
N/A
1.54K $111K
Tidal Tr Ii
4.19K
New
N/A
4.19K $110K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 0.36%
$521.84 - $558.82 $11K - $11.7K
5.87K $3.16M
VV
Vanguard Large Cap ETF

ETFs
373
+ 121.1%
$260.27 - $280.65 $97.1K - $105K
681 $183K
V
Visa Inc.

Financial Services
119
+ 5.58%
$273.87 - $320.91 $32.6K - $38.2K
2.25K $711K
QQQ
Invesco Qqq Trust, Series 1

ETFs
137
+ 18.19%
$481.22 - $538.17 $65.9K - $73.7K
890 $454K
MA
Mastercard Inc

Financial Services
52
+ 2.6%
$491.3 - $536.15 $25.5K - $27.9K
2.05K $1.08M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 3.49%
$873.59 - $994.69 $32.3K - $36.8K
1.1K $1.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
715
+ 84.72%
$94.43 - $105.47 $67.5K - $75.4K
1.56K $158K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.2K
New
$63.27 - $70.31 $75.7K - $84.1K
1.2K $75K
WMT
Walmart Inc.

Consumer Defensive
356
+ 7.42%
$79.1 - $95.7 $28.2K - $34.1K
5.15K $465K
IBM
International Business Machines Corp

Technology
163
+ 7.57%
$204.9 - $238.04 $33.4K - $38.8K
2.32K $509K
AXP
American Express CO

Financial Services
53
+ 3.38%
$267.35 - $305.57 $14.2K - $16.2K
1.62K $481K
MRVL
Marvell Technology, Inc.

Technology
422
+ 121.97%
$70.31 - $124.78 $29.7K - $52.7K
768 $84K
Tidal Tr Ii
4.12K
New
N/A
4.12K $53K
HON
Honeywell International Inc

Industrials
152
+ 17.23%
$202.84 - $236.0 $30.8K - $35.9K
1.03K $233K
BAC
Bank Of America Corp

Financial Services
611
+ 5.52%
$39.22 - $47.77 $24K - $29.2K
11.7K $513K
CRM
Salesforce, Inc.

Technology
46
+ 6.01%
$270.87 - $367.87 $12.5K - $16.9K
811 $271K
VEA
Vanguard Ftse Developed Market

ETFs
1.12K
+ 56.48%
$47.57 - $52.44 $53.5K - $58.9K
3.11K $148K
PLTR
Palantir Technologies Inc.

Technology
307
+ 51.68%
$36.46 - $82.38 $11.2K - $25.3K
901 $68K
HD
Home Depot, Inc.

Consumer Cyclical
135
+ 5.9%
$385.02 - $431.37 $52K - $58.2K
2.42K $942K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
428
+ 79.41%
$91.29 - $91.8 $39.1K - $39.3K
967 $88K
IONQ
Ion Q, Inc.

Technology
903
New
$8.17 - $48.24 $7.38K - $43.6K
903 $37K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
301
+ 16.87%
$113.92 - $127.38 $34.3K - $38.3K
2.09K $240K
Arista Networks Inc
316
New
N/A
316 $34K
CVX
Chevron Corp

Energy
273
+ 18.71%
$141.15 - $162.53 $38.5K - $44.4K
1.73K $250K
Activity Summary
Buys All Purchases 1244 New Holdings 50 Increased Positions 1194 Sells All Sells 261 Reductions 261 Sold out 0 Options Calls 0 Puts 0
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