Intelligent Financial Strategies Reduced Holdings in Q4 2024

Intelligent Financial Strategies

  • $175 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.19K
- 0.66%
$442.29 - $483.08 $528K - $577K
180K $81.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.55K
- 1.33%
$40.38 - $44.35 $62.6K - $68.7K
115K $4.71M
HSY
Hershey CO

Consumer Defensive
-190
- 3.55%
$168.67 - $193.65 $32K - $36.8K
5.16K $873K
NKE
Nike, Inc.

Consumer Cyclical
-706
- 17.23%
$73.36 - $89.13 $51.8K - $62.9K
3.39K $256K
VEA
Vanguard Ftse Developed Market

ETFs
-1.24K
- 13.76%
$47.57 - $52.44 $58.9K - $65K
7.76K $371K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-413
- 3.29%
$58.88 - $64.8 $24.3K - $26.8K
12.1K $715K
UNP
Union Pacific Corp

Industrials
-117
- 3.04%
$223.15 - $249.32 $26.1K - $29.2K
3.73K $851K
MCD
Mcdonalds Corp

Consumer Cyclical
-155
- 4.65%
$288.47 - $316.54 $44.7K - $49.1K
3.18K $921K
PEP
Pepsico Inc

Consumer Defensive
-176
- 5.14%
$151.29 - $176.1 $26.6K - $31K
3.25K $493K
MSFT
Microsoft Corp

Technology
-22
- 0.38%
$406.35 - $454.46 $8.94K - $10K
5.71K $2.4M
VIG
Vanguard Dividend Appreciation

ETFs
-180
- 0.8%
N/A
22.4K $4.09M
IVV
Ishares Core S&P 500 ETF

ETFs
-202
- 2.75%
$570.51 - $610.59 $115K - $123K
7.13K $4.2M
ABBV
Abb Vie Inc.

Healthcare
-145
- 68.4%
$164.99 - $203.87 $23.9K - $29.6K
67 $11K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-180
- 5.18%
$71.75 - $75.11 $12.9K - $13.5K
3.3K $236K
FAST
Fastenal CO

Industrials
-312
- 19.83%
$69.99 - $84.35 $21.8K - $26.3K
1.26K $90K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-11
- 0.29%
$563.99 - $620.12 $6.2K - $6.82K
3.85K $2.19M
AVUS
American Centy ETF Tr Avantis

ETFs
-50
- 4.16%
$94.36 - $102.06 $4.72K - $5.1K
1.15K $111K
DFAT
Dimensional ETF Tr U S Target

ETFs
-23
- 3.06%
$54.54 - $61.04 $1.25K - $1.4K
729 $40K
AVGE
American Centy ETF Tr Avantis
-1.59K
- 2.26%
N/A
68.8K $0
DFUS
Dimensional ETF Tr U S Equity

ETFs
-222
- 2.18%
$61.52 - $66.5 $13.7K - $14.8K
9.96K $635K
VV
Vanguard Large Cap ETF

ETFs
-2
- 0.57%
$260.27 - $280.65 $521 - $561
346 $93K
VXF
Vanguard Extended Market ETF

ETFs
-15
- 0.96%
$179.17 - $207.15 $2.69K - $3.11K
1.55K $293K
VTI
Vanguard Total Stock Market Et

ETFs
-730
- 2.08%
$280.04 - $302.45 $204K - $221K
34.4K $9.98M
V
Visa Inc.

Financial Services
-415
- 6.43%
$273.87 - $320.91 $114K - $133K
6.04K $1.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-52
- 0.09%
$521.84 - $558.82 $27.1K - $29.1K
58.7K $31.6M
Activity Summary
Buys All Purchases 9 New Holdings 0 Increased Positions 9 Sells All Sells 27 Reductions 26 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Intelligent Financial Strategies Portfolio

Follow Intelligent Financial Strategies 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 Intelligent Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Intelligent Financial Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email