Jfg Wealth Management, LLC New Holdings in Q3 2024

Jfg Wealth Management, LLC

  • $364 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
13.2K
New
$56.04 - $62.2 $742K - $823K
13.2K $823K
DFAI
Dimensional ETF Tr

ETFs
25.5K
New
$28.69 - $32.06 $733K - $819K
25.5K $811K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.66K
New
$83.76 - $91.82 $725K - $795K
8.66K $790K
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
13.2K
New
$41.51 - $46.29 $549K - $612K
13.2K $612K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
10.6K
New
$53.41 - $57.9 $565K - $613K
10.6K $611K
VGT
Vanguard Information Technolog

ETFs
1.03K
New
$514.43 - $606.85 $529K - $624K
1.03K $602K
XLK
Technology Sector Spdr

ETFs
2.25K
New
$197.34 - $237.68 $445K - $535K
2.25K $508K
IEMG
Ishares Inc

ETFs
8.29K
New
$53.64 - $53.64 $445K - $445K
8.29K $444K
RDVY
First Trust Rising Dividend Ac

ETFs
6.59K
New
$53.68 - $59.24 $354K - $390K
6.59K $390K
UNP
Union Pacific Corp

Industrials
1.48K
New
$221.78 - $256.09 $327K - $378K
1.48K $363K
GOOG
Alphabet Inc.

Communication Services
2.06K
New
$149.54 - $192.66 $308K - $396K
2.06K $343K
JPM
Jpmorgan Chase & CO

Financial Services
1.52K
New
$194.9 - $224.8 $296K - $342K
1.52K $320K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.56K
New
$61.11 - $67.85 $279K - $309K
4.56K $309K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.64K
New
$162.83 - $179.16 $268K - $295K
1.64K $294K
VONE
Vanguard Russell 1000 ETF

ETFs
1.11K
New
$234.0 - $260.07 $259K - $288K
1.11K $287K
LMT
Lockheed Martin Corp

Industrials
400
New
$460.3 - $584.56 $184K - $234K
400 $233K
NUDM
Nuveen Esg International Devel

ETFs
6.91K
New
$30.15 - $34.01 $208K - $235K
6.91K $232K
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
New
$200.87 - $224.6 $207K - $232K
1.03K $228K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.16K
New
$162.64 - $179.3 $188K - $207K
1.16K $207K
Activity Summary
Buys All Purchases 49 New Holdings 20 Increased Positions 29 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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