Hemington Wealth Management Incresed Positions 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
Dimensional ETF Trust
5.22K
+ 47.0%
N/A
16.3K $416K
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
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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
301
+ 16.87%
$113.92 - $127.38 $34.3K - $38.3K
2.09K $240K
CVX
Chevron Corp

Energy
273
+ 18.71%
$141.15 - $162.53 $38.5K - $44.4K
1.73K $250K
EFG
Msci Eafe Growth ETF

ETFs
339
+ 300.0%
$96.83 - $106.88 $32.8K - $36.2K
452 $43K
MS
Morgan Stanley

Financial Services
100
+ 4.9%
$104.42 - $134.99 $10.4K - $13.5K
2.14K $269K
ORCL
Oracle Corp

Technology
203
+ 12.84%
$165.41 - $192.43 $33.6K - $39.1K
1.78K $297K
WFC
Wells Fargo & Company

Financial Services
278
+ 13.33%
$54.98 - $77.35 $15.3K - $21.5K
2.36K $166K
GS
Goldman Sachs Group Inc

Financial Services
26
+ 9.85%
$486.1 - $608.57 $12.6K - $15.8K
290 $166K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.65K
+ 530.13%
$18.41 - $40.87 $30.5K - $67.6K
1.97K $36K
PG
Procter & Gamble CO

Consumer Defensive
125
+ 4.26%
$161.05 - $179.7 $20.1K - $22.5K
3.06K $513K
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
Track This Portfolio

Track Hemington Wealth Management Portfolio

Follow Hemington Wealth Management 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 Hemington Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Hemington Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email