Hemington Wealth Management Sells in Q4 2024

Hemington Wealth Management

  • $398 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-4.32K
- 4.1%
$168.32 - $181.87 $728K - $786K
101K $17.1M
DFAX
Dimensional ETF Tr
-2.03K
- 0.59%
$24.76 - $27.04 $50.3K - $54.9K
344K $8.56M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-788
- 2.93%
$114.08 - $125.68 $89.9K - $99K
26.1K $2.99M
VT
Vanguard Total World Stk Index

ETFs
-1.63K
- 5.3%
$117.09 - $123.07 $191K - $201K
29.2K $3.43M
AMGN
Amgen Inc

Healthcare
-15
- 0.58%
$258.78 - $328.31 $3.88K - $4.92K
2.58K $672K
NEE
Nextera Energy Inc

Utilities
-410
- 3.3%
$69.77 - $85.43 $28.6K - $35K
12K $861K
Manager Directed Portfolios
-4.44K
- 3.41%
N/A
126K $1.27M
GWW
W.W. Grainger, Inc.

Industrials
-54
- 4.56%
$1023.06 - $1220.93 $55.2K - $65.9K
1.13K $1.19M
CVNA
Carvana Co.

Consumer Cyclical
-189
- 10.65%
$175.8 - $260.8 $33.2K - $49.3K
1.59K $322K
QCOM
Qualcomm Inc

Technology
-284
- 12.98%
$150.4 - $178.04 $42.7K - $50.6K
1.9K $292K
AMT
American Tower Corp

Real Estate
-117
- 10.23%
$179.4 - $232.01 $21K - $27.1K
1.03K $188K
PEP
Pepsico Inc

Consumer Defensive
-179
- 22.02%
$151.29 - $176.1 $27.1K - $31.5K
634 $96K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-257
- 1.54%
$71.75 - $75.11 $18.4K - $19.3K
16.4K $1.18M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-199
- 0.64%
$25.61 - $28.0 $5.1K - $5.57K
30.7K $793K
ACWI
Ishares Msci Acwi ETF

ETFs
-293
- 7.41%
$117.05 - $123.03 $34.3K - $36K
3.66K $430K
NVO
Novo Nordisk A S

Healthcare
-117
- 34.93%
$85.0 - $120.04 $9.95K - $14K
218 $18K
KBH
Kb Home

Consumer Cyclical
-13
- 0.94%
$65.58 - $85.3 $853 - $1.11K
1.38K $90K
RLJ
Rlj Lodging Trust

Real Estate
-6.56K
- 17.96%
$8.77 - $10.68 $57.5K - $70.1K
30K $305K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-61
- 4.28%
$59.25 - $72.99 $3.61K - $4.45K
1.36K $81K
AMAT
Applied Materials Inc

Technology
-8
- 1.13%
$161.44 - $213.89 $1.29K - $1.71K
697 $113K
MCHP
Microchip Technology Inc

Technology
-20
- 2.35%
$55.51 - $79.05 $1.11K - $1.58K
832 $47K
PFE
Pfizer Inc

Healthcare
-301
- 9.46%
$24.8 - $30.19 $7.46K - $9.09K
2.88K $76K
DHR
Danaher Corp

Healthcare
-3
- 0.36%
$226.16 - $274.52 $678 - $824
841 $193K
DOW
Dow Inc.

Basic Materials
-81
- 7.56%
$39.1 - $55.34 $3.17K - $4.48K
990 $39K
ADI
Analog Devices Inc

Technology
-30
- 5.85%
$206.35 - $236.48 $6.19K - $7.09K
483 $102K
Gsk PLC
-141
- 6.86%
N/A
1.92K $64K
CE
Celanese Corp

Basic Materials
-35
- 25.36%
$67.03 - $136.68 $2.35K - $4.78K
103 $7K
RH
Rh

Consumer Cyclical
-38
- 50.0%
$311.9 - $446.04 $11.9K - $16.9K
38 $14K
INTC
Intel Corp

Technology
-309
- 12.88%
$19.07 - $26.23 $5.89K - $8.11K
2.09K $41K
PLD
Prologis, Inc.

Real Estate
-27
- 2.89%
$101.4 - $126.96 $2.74K - $3.43K
907 $95K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-103
- 43.28%
$72.97 - $96.75 $7.52K - $9.97K
135 $10K
ELV
Elevance Health, Inc.

Healthcare
-5
- 2.4%
$365.96 - $514.62 $1.83K - $2.57K
203 $74K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-229
- 6.12%
$100.18 - $109.1 $22.9K - $25K
3.51K $368K
CSGP
Costar Group, Inc.

Real Estate
-98
- 34.63%
$69.7 - $81.97 $6.83K - $8.03K
185 $13K
CACI
Caci International Inc

Technology
-1
- 2.86%
N/A
34 $13K
TDG
Trans Digm Group Inc

Industrials
-3
- 4.62%
$1239.0 - $1442.53 $3.72K - $4.33K
62 $78K
BAX
Baxter International Inc

Healthcare
-107
- 30.92%
$28.63 - $37.84 $3.06K - $4.05K
239 $6K
AWK
American Water Works Company, Inc.

Utilities
-41
- 50.0%
$123.83 - $146.07 $5.08K - $5.99K
41 $5K
TTD
Trade Desk, Inc.

Technology
-41
- 10.73%
$108.7 - $139.51 $4.46K - $5.72K
341 $40K
IFF
International Flavors & Fragrances Inc

Basic Materials
-7
- 2.26%
$83.96 - $106.19 $588 - $743
303 $25K
NI
Nisource Inc.

Utilities
-179
- 13.85%
$33.74 - $38.25 $6.04K - $6.85K
1.11K $40K
KMB
Kimberly Clark Corp

Consumer Defensive
-26
- 11.61%
$130.37 - $146.09 $3.39K - $3.8K
198 $25K
MAR
Marriott International Inc

Consumer Cyclical
-60
- 9.51%
$246.06 - $292.59 $14.8K - $17.6K
571 $159K
ROKU
Roku, Inc

Communication Services
-77
- 77.0%
$64.08 - $84.12 $4.93K - $6.48K
23 $1K
NWE
Northwestern Corp

Utilities
-67
- 23.84%
$50.44 - $57.24 $3.38K - $3.84K
214 $11K
IQV
Iqvia Holdings Inc.

Healthcare
-10
- 4.81%
$190.97 - $236.63 $1.91K - $2.37K
198 $38K
TGT
Target Corp

Consumer Defensive
-3
- 1.24%
$121.59 - $160.69 $365 - $482
238 $32K
MPWR
Monolithic Power Systems Inc

Technology
-3
- 25.0%
$560.06 - $942.58 $1.68K - $2.83K
9 $5K
TFX
Teleflex Inc

Healthcare
-8
- 12.7%
$172.66 - $245.13 $1.38K - $1.96K
55 $9K
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