Henrickson Nauta Wealth Advisors, Inc. Reduced Holdings in Q4 2024

Henrickson Nauta Wealth Advisors, Inc.

  • $242 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UFPI
Ufp Industries Inc

Basic Materials
-23.6K
- 9.78%
$112.19 - $139.02 $2.64M - $3.28M
217K $24.5M
AVDE
American Centy ETF Tr Avantis

ETFs
-171
- 0.07%
$60.9 - $66.69 $10.4K - $11.4K
232K $14.3M
AVDV
American Centy ETF Tr Avantis

ETFs
-622
- 0.4%
$63.85 - $70.4 $39.7K - $43.8K
157K $10.2M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.91K
- 1.6%
$58.59 - $66.14 $112K - $127K
118K $6.91M
DFAX
Dimensional ETF Tr
-1.15K
- 0.42%
$24.76 - $27.04 $28.4K - $31K
272K $6.75M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.44K
- 3.53%
$94.37 - $106.41 $325K - $366K
94.1K $9.08M
KLAC
Kla Corp

Technology
-2
- 0.28%
$614.46 - $829.55 $1.23K - $1.66K
706 $444K
AAPL
Apple Inc.

Technology
-674
- 14.87%
$221.69 - $259.02 $149K - $175K
3.86K $966K
MSFT
Microsoft Corp

Technology
-143
- 4.69%
$406.35 - $454.46 $58.1K - $65K
2.91K $1.23M
EWG
Ishares Msci Germany ETF

ETFs
-2.11K
- 21.17%
$31.27 - $33.44 $66K - $70.6K
7.86K $250K
JNJ
Johnson & Johnson

Healthcare
-179
- 10.91%
$143.34 - $165.86 $25.7K - $29.7K
1.46K $211K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-454
- 6.11%
$100.24 - $101.35 $45.5K - $46K
6.97K $701K
PEP
Pepsico Inc

Consumer Defensive
-32
- 1.76%
$151.29 - $176.1 $4.84K - $5.64K
1.78K $271K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-140
- 1.45%
$81.68 - $82.93 $11.4K - $11.6K
9.5K $778K
DVY
Ishares Tr

ETFs
-75
- 2.57%
$129.55 - $143.41 $9.72K - $10.8K
2.84K $372K
PG
Procter & Gamble CO

Consumer Defensive
-21
- 1.48%
$161.05 - $179.7 $3.38K - $3.77K
1.4K $233K
TXN
Texas Instruments Inc

Technology
-8
- 0.63%
N/A
1.26K $244K
DFSU
Dimensional ETF Tr Dimen Us Su
-3.4K
- 18.36%
N/A
15.1K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-42
- 1.84%
$570.51 - $610.59 $24K - $25.6K
2.24K $1.32M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-9
- 0.8%
$225.16 - $265.16 $2.03K - $2.39K
1.12K $277K
HBAN
Huntington Bancshares Inc

Financial Services
-588
- 4.65%
$14.18 - $18.2 $8.34K - $10.7K
12.1K $196K
VUG
Vanguard Growth ETF

ETFs
-14
- 2.06%
$378.79 - $428.11 $5.3K - $5.99K
665 $272K
SPY
Spdr S&P 500 ETF Trust

ETFs
-61
- 0.98%
$567.81 - $607.81 $34.6K - $37.1K
6.16K $3.61M
AVUS
American Centy ETF Tr Avantis

ETFs
-1.6K
- 0.86%
$94.36 - $102.06 $151K - $163K
185K $17.9M
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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