Highland Financial Advisors, LLC Incresed Positions in Q4 2024

Highland Financial Advisors, LLC

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
8.51K
+ 3.21%
$94.36 - $102.06 $803K - $869K
273K $26.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.87K
+ 1.72%
$66.77 - $71.52 $525K - $563K
464K $32M
DFAU
Dimensional ETF Tr

ETFs
11.5K
+ 1.85%
$39.27 - $42.38 $453K - $489K
636K $25.8M
AMZN
Amazon Com Inc

Consumer Cyclical
1.48K
+ 32.95%
$180.88 - $232.93 $268K - $345K
5.97K $1.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.01K
+ 178.31%
$442.29 - $483.08 $447K - $488K
1.58K $715K
AVUV
American Centy ETF Tr Avantis

ETFs
3.17K
+ 1.98%
$94.37 - $106.41 $299K - $338K
164K $15.8M
AVSU
American Centy ETF Tr Avantis

ETFs
3.91K
+ 4.07%
$64.29 - $69.59 $251K - $272K
100K $6.62M
AAPL
Apple Inc.

Technology
663
+ 10.66%
$221.69 - $259.02 $147K - $172K
6.88K $1.72M
JPM
Jpmorgan Chase & CO

Financial Services
287
+ 4.11%
$205.18 - $250.29 $58.9K - $71.8K
7.27K $1.74M
V
Visa Inc.

Financial Services
687
+ 72.39%
$273.87 - $320.91 $188K - $220K
1.64K $517K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
1.68K
+ 0.71%
$60.34 - $65.34 $102K - $110K
240K $14.8M
MSFT
Microsoft Corp

Technology
474
+ 60.85%
$406.35 - $454.46 $193K - $215K
1.25K $528K
IVV
Ishares Core S&P 500 ETF

ETFs
125
+ 22.36%
$570.51 - $610.59 $71.3K - $76.3K
684 $403K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.05K
+ 10.3%
$43.67 - $47.04 $45.7K - $49.2K
11.2K $508K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
887
+ 0.9%
$100.16 - $100.7 $88.8K - $89.3K
99.6K $10M
VGT
Vanguard Information Technolog

ETFs
39
+ 11.05%
$571.78 - $647.97 $22.3K - $25.3K
392 $244K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
329
+ 5.54%
$41.09 - $45.94 $13.5K - $15.1K
6.27K $264K
VTV
Vanguard Value ETF

ETFs
57
+ 2.11%
$168.32 - $181.87 $9.59K - $10.4K
2.76K $468K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
78
+ 1.24%
$46.33 - $48.6 $3.61K - $3.79K
6.39K $297K
MEAR
Blackrock Short Maturity Munic

ETFs
29
+ 0.07%
$49.94 - $50.28 $1.45K - $1.46K
39.8K $1.99M
SDG
Ishares Trust Ishares Msci Glo

ETFs
195
+ 6.84%
$71.56 - $85.77 $14K - $16.7K
3.05K $218K
AVSE
American Centy ETF Tr Avantis

ETFs
254
+ 1.4%
$50.47 - $56.52 $12.8K - $14.4K
18.3K $925K
SMIN
Ishares Msci India Small Cap I

ETFs
2.21K
+ 7.63%
$75.68 - $86.0 $167K - $190K
31.2K $2.39M
AVSD
American Centy ETF Tr Avantis

ETFs
187
+ 0.58%
$55.57 - $59.89 $10.4K - $11.2K
32.2K $1.79M
XCEM
Columbia ETF Tr Ii

ETFs
9.64K
+ 6.78%
$29.6 - $32.67 $285K - $315K
152K $4.5M
AVIG
American Centy ETF Tr Avantis

ETFs
17.3K
+ 3.65%
$40.48 - $42.48 $702K - $737K
492K $20M
AVEM
American Centy ETF Tr Avantis

ETFs
2.91K
+ 3.08%
$58.59 - $66.14 $170K - $192K
97.4K $5.72M
AVDE
American Centy ETF Tr Avantis

ETFs
15.6K
+ 5.03%
$60.9 - $66.69 $952K - $1.04M
326K $20M
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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