Hemington Wealth Management Sells in Q3 2024

Hemington Wealth Management

  • $371 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-381
- 2.74%
$395.15 - $467.56 $151K - $178K
13.5K $5.49M
CG
Carlyle Group Inc.

Financial Services
-10K
- 99.05%
$37.24 - $49.74 $373K - $499K
96 $4K
VT
Vanguard Total World Stk Index

ETFs
-3.42K
- 10.0%
$107.72 - $119.96 $369K - $410K
30.8K $3.61M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-8.69K
- 8.4%
$56.04 - $62.2 $487K - $541K
94.8K $5.85M
AMZN
Amazon Com Inc

Consumer Cyclical
-636
- 4.5%
$161.02 - $200.0 $102K - $127K
13.5K $2.51M
MRK
Merck & Co., Inc.

Healthcare
-773
- 16.45%
$111.15 - $128.97 $85.9K - $99.7K
3.93K $401K
ASML
Asml Holding Nv

Technology
-101
- 36.59%
$749.82 - $1098.95 $75.7K - $111K
175 $117K
QCOM
Qualcomm Inc

Technology
-318
- 12.69%
$156.12 - $209.64 $49.6K - $66.7K
2.19K $356K
UNH
Unitedhealth Group Inc

Healthcare
-316
- 22.92%
$488.01 - $604.18 $154K - $191K
1.06K $599K
LLY
Eli Lilly & CO

Healthcare
-33
- 3.7%
$772.14 - $960.02 $25.5K - $31.7K
858 $711K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-583
- 14.3%
$405.19 - $478.57 $236K - $279K
3.49K $1.58M
MPC
Marathon Petroleum Corp

Energy
-169
- 12.19%
$158.61 - $180.75 $26.8K - $30.5K
1.22K $177K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.91K
- 8.96%
$59.25 - $65.33 $172K - $190K
29.5K $1.89M
ACWI
Ishares Msci Acwi ETF

ETFs
-685
- 14.76%
$107.24 - $119.84 $73.5K - $82.1K
3.96K $462K
CSCO
Cisco Systems, Inc.

Technology
-1.93K
- 29.57%
$44.74 - $53.22 $86.3K - $103K
4.6K $251K
NUE
Nucor Corp

Basic Materials
-166
- 8.22%
$137.77 - $166.14 $22.9K - $27.6K
1.85K $262K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-530
- 12.41%
$91.37 - $101.65 $48.4K - $53.9K
3.74K $376K
INTU
Intuit Inc

Technology
-33
- 10.34%
$602.97 - $670.49 $19.9K - $22.1K
286 $174K
COST
Costco Wholesale Corp

Consumer Defensive
-66
- 5.86%
$801.83 - $917.05 $52.9K - $60.5K
1.06K $927K
BAC
Bank Of America Corp

Financial Services
-1.04K
- 8.61%
$36.65 - $44.13 $38.2K - $46K
11.1K $463K
DHR
Danaher Corp

Healthcare
-46
- 5.17%
$239.25 - $280.76 $11K - $12.9K
844 $207K
XOM
Exxon Mobil Corp

Energy
-136
- 5.14%
$109.72 - $119.0 $14.9K - $16.2K
2.51K $293K
TXN
Texas Instruments Inc

Technology
-91
- 6.94%
$194.6 - $194.6 $17.7K - $17.7K
1.22K $247K
MCD
Mcdonalds Corp

Consumer Cyclical
-164
- 14.49%
$245.82 - $304.51 $40.3K - $49.9K
968 $282K
PG
Procter & Gamble CO

Consumer Defensive
-24
- 0.81%
$160.76 - $177.82 $3.86K - $4.27K
2.94K $484K
AMT
American Tower Corp

Real Estate
-128
- 10.06%
$192.27 - $242.73 $24.6K - $31.1K
1.14K $244K
DFIV
Dimensional ETF Tr

ETFs
-260
- 2.09%
$34.66 - $38.38 $9.01K - $9.98K
12.2K $446K
ORCL
Oracle Corp

Technology
-289
- 15.45%
$125.9 - $170.35 $36.4K - $49.2K
1.58K $265K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-27
- 0.15%
$48.06 - $49.39 $1.3K - $1.33K
18.1K $883K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-67
- 2.21%
$332.02 - $382.76 $22.2K - $25.6K
2.97K $1.11M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.18K
- 2.49%
$26.43 - $29.86 $31.1K - $35.1K
46K $1.3M
KO
Coca Cola CO

Consumer Defensive
-14
- 0.42%
$62.69 - $73.01 $878 - $1.02K
3.29K $214K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7.48K
- 2.45%
$58.03 - $65.37 $434K - $489K
298K $18.4M
Manager Directed Portfolios
-13K
- 9.05%
N/A
130K $1.39M
DFAT
Dimensional ETF Tr U S Target

ETFs
-34
- 0.38%
$51.0 - $57.07 $1.73K - $1.94K
8.81K $481K
DFAX
Dimensional ETF Tr
-3.48K
- 0.99%
$24.29 - $27.25 $84.5K - $94.8K
346K $8.92M
MS
Morgan Stanley

Financial Services
-51
- 2.44%
$92.07 - $106.96 $4.7K - $5.45K
2.04K $237K
NFLX
Netflix Inc

Communication Services
-12
- 2.15%
$598.55 - $722.26 $7.18K - $8.67K
547 $413K
Dimensional ETF Trust
-150
- 0.92%
N/A
16.1K $1.01M
IBM
International Business Machines Corp

Technology
-97
- 4.31%
$175.1 - $223.38 $17K - $21.7K
2.15K $445K
ABBV
Abb Vie Inc.

Healthcare
-105
- 4.22%
$163.84 - $199.33 $17.2K - $20.9K
2.39K $486K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-31
- 0.12%
$112.99 - $126.45 $3.5K - $3.92K
26.9K $3.23M
NEE
Nextera Energy Inc

Utilities
-519
- 4.01%
$69.9 - $84.97 $36.3K - $44.1K
12.4K $984K
HD
Home Depot, Inc.

Consumer Cyclical
-127
- 5.26%
$333.64 - $405.2 $42.4K - $51.5K
2.29K $900K
TSLA
Tesla, Inc.

Consumer Cyclical
-370
- 11.64%
$191.76 - $263.26 $71K - $97.4K
2.81K $701K
ADP
Automatic Data Processing Inc

Industrials
-55
- 3.14%
$233.44 - $279.45 $12.8K - $15.4K
1.7K $491K
ISRG
Intuitive Surgical Inc

Healthcare
-20
- 0.94%
$416.14 - $494.01 $8.32K - $9.88K
2.11K $1.06M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.31K
- 2.65%
$38.51 - $41.69 $127K - $138K
122K $5.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.47K
- 3.24%
$41.9 - $48.26 $145K - $168K
104K $4.83M
Activity Summary
Buys All Purchases 1738 New Holdings 1695 Increased Positions 43 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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