Henrickson Nauta Wealth Advisors, Inc. Incresed Positions in Q3 2024

Henrickson Nauta Wealth Advisors, Inc.

  • $248 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.96K
+ 0.11%
$31.05 - $34.29 $60.9K - $67.2K
1.77M $60.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
22.9K
+ 4.41%
$25.36 - $28.37 $580K - $648K
541K $15.2M
AVDE
American Centy ETF Tr Avantis

ETFs
1.37K
+ 0.59%
$60.09 - $67.67 $82.1K - $92.5K
233K $15.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.62K
+ 0.7%
$51.0 - $57.07 $82.4K - $92.2K
232K $12.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.7K
+ 5.01%
$25.21 - $28.46 $319K - $361K
266K $7.48M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.16K
+ 4.17%
$26.06 - $29.18 $213K - $238K
204K $5.93M
ITW
Illinois Tool Works Inc

Industrials
21
+ 0.12%
$233.14 - $263.97 $4.9K - $5.54K
18K $4.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
452
+ 7.84%
$517.38 - $573.86 $234K - $259K
6.22K $3.57M
AAPL
Apple Inc.

Technology
194
+ 4.47%
$207.23 - $234.82 $40.2K - $45.6K
4.53K $1.06M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.64K
+ 5.07%
$40.69 - $42.46 $66.9K - $69.8K
34.1K $1.44M
OXBR
Oxbridge Re Holdings LTD

Financial Services
31.8K
+ 212.0%
$1.88 - $3.43 $59.8K - $109K
46.8K $130K
ORCL
Oracle Corp

Technology
17
+ 0.56%
$125.9 - $170.35 $2.14K - $2.9K
3.07K $523K
ACN
Accenture PLC

Technology
6
+ 0.43%
$295.44 - $355.81 $1.77K - $2.13K
1.39K $491K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
676
+ 19.03%
$85.84 - $85.84 $58K - $58K
4.23K $363K
TRV
Travelers Companies, Inc.

Financial Services
14
+ 1.02%
$201.87 - $242.35 $2.83K - $3.39K
1.38K $324K
CMS
Cms Energy Corp

Utilities
39
+ 1.12%
$58.7 - $70.62 $2.29K - $2.75K
3.51K $247K
JPM
Jpmorgan Chase & CO

Financial Services
45
+ 1.33%
$194.9 - $224.8 $8.77K - $10.1K
3.44K $724K
JNJ
Johnson & Johnson

Healthcare
53
+ 3.34%
$145.48 - $167.38 $7.71K - $8.87K
1.64K $265K
TSCO
Tractor Supply CO

Consumer Cyclical
35
+ 3.21%
$251.95 - $290.93 $8.82K - $10.2K
1.13K $327K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
62
+ 0.65%
$81.31 - $83.29 $5.04K - $5.16K
9.64K $801K
PG
Procter & Gamble CO

Consumer Defensive
50
+ 3.66%
$160.76 - $177.82 $8.04K - $8.89K
1.42K $245K
PEP
Pepsico Inc

Consumer Defensive
32
+ 1.79%
$161.9 - $179.3 $5.18K - $5.74K
1.82K $308K
TXN
Texas Instruments Inc

Technology
16
+ 1.28%
$194.6 - $194.6 $3.11K - $3.11K
1.27K $246K
DFSE
Dimensional ETF Tr Dimen Emrgn
266
+ 2.59%
N/A
10.5K $0
DFSU
Dimensional ETF Tr Dimen Us Su
783
+ 4.41%
N/A
18.5K $0
Dimensional ETF Trust
21K
+ 37.29%
N/A
77.2K $0
DFSI
Dimensional ETF Tr Dimen Intl
1.67K
+ 7.5%
N/A
24K $0
GOOG
Alphabet Inc.

Communication Services
43
+ 2.72%
$149.54 - $192.66 $6.43K - $8.28K
1.62K $271K
KLAC
Kla Corp

Technology
2
+ 0.28%
$696.17 - $892.35 $1.39K - $1.78K
708 $548K
MPC
Marathon Petroleum Corp

Energy
17
+ 0.38%
$158.61 - $180.75 $2.7K - $3.07K
4.46K $726K
GOOGL
Alphabet Inc.

Communication Services
20
+ 0.61%
$148.65 - $191.18 $2.97K - $3.82K
3.29K $546K
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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