Jmg Financial Group, Ltd. Purchases in Q1 2025

Jmg Financial Group, Ltd.

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
189K
+ 3.15%
$47.4 - $52.99 $8.94M - $10M
6.17M $314M
DFIC
Dimensional ETF Tr Dimensional

ETFs
599K
+ 17.08%
$25.54 - $28.79 $15.3M - $17.2M
4.1M $114M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
137K
+ 5.01%
$42.5 - $46.71 $5.84M - $6.41M
2.88M $130M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
210K
+ 12.06%
$25.35 - $27.46 $5.33M - $5.78M
1.95M $51.7M
VO
Vanguard Mid Cap ETF

ETFs
41.7K
+ 3.2%
$251.87 - $277.95 $10.5M - $11.6M
1.35M $348M
VNQ
Vanguard Specialized Funds Van

ETFs
22.8K
+ 9.94%
$85.55 - $94.34 $1.95M - $2.15M
252K $22.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
12.6K
+ 87.22%
$92.45 - $106.69 $1.16M - $1.34M
27K $2.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.35K
+ 1.93%
$56.51 - $62.98 $246K - $274K
230K $14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
342
+ 8.7%
$442.66 - $534.52 $151K - $183K
4.27K $2.28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.97K
+ 84.43%
$71.17 - $73.66 $354K - $366K
10.9K $797K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12.5K
+ 11.55%
$20.2 - $22.24 $253K - $279K
121K $2.6M
META
Meta Platforms, Inc.

Communication Services
493
New
$576.36 - $736.67 $284K - $363K
493 $284K
MGK
Vanguard Mega Cap Growth ETF

ETFs
826
New
$307.43 - $357.48 $254K - $295K
826 $255K
VPU
Vanguard Utilities ETF

ETFs
1.34K
New
$161.24 - $173.33 $216K - $233K
1.34K $229K
NVDA
Nvidia Corp

Technology
1.95K
New
$106.98 - $149.43 $209K - $291K
1.95K $211K
VHT
Vanguard Health Care ETF

ETFs
783
New
$254.06 - $273.83 $199K - $214K
783 $207K
ADP
Automatic Data Processing Inc

Industrials
675
New
$286.85 - $318.64 $194K - $215K
675 $206K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.33K
New
$30.35 - $33.16 $192K - $210K
6.33K $202K
GOOG
Alphabet Inc.

Communication Services
995
+ 81.56%
$156.06 - $207.71 $155K - $207K
2.22K $346K
XLF
Financial Sector Spdr

ETFs
1.79K
+ 26.44%
$47.32 - $52.19 $84.7K - $93.4K
8.55K $426K
QQQ
Invesco Qqq Trust, Series 1

ETFs
806
+ 10.65%
$468.34 - $539.52 $377K - $435K
8.37K $3.93M
FNDA
Schwab Fundamental U S Small C

ETFs
3.56K
+ 18.6%
$26.87 - $30.99 $95.5K - $110K
22.7K $621K
RSP
Invesco S&P 500 Equal Weight E

ETFs
244
+ 4.33%
$169.43 - $182.84 $41.3K - $44.6K
5.88K $1.02M
BNDX
Vanguard Total International B

ETFs
615
+ 1.52%
$48.33 - $49.5 $29.7K - $30.4K
41.1K $2.01M
TIP
Ishares Tr Tips Bd ETF

ETFs
10
+ 0.26%
$106.22 - $111.09 $1.06K - $1.11K
3.83K $425K
FNDX
Schwab Fundamental U S Large C

ETFs
732
+ 4.12%
$23.03 - $25.01 $16.9K - $18.3K
18.5K $437K
IEMG
Ishares Inc

ETFs
293
+ 1.07%
N/A
27.6K $1.48M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
55
+ 0.9%
$93.32 - $95.35 $5.13K - $5.24K
6.17K $577K
Dimensional Global Real Estate
803K
+ 20.1%
N/A
4.8M $0
Vantage Drilling Company
37K
New
N/A
37K $0
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.02%
$115.08 - $123.97 $115 - $124
4.49K $520K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3
+ 0.08%
$108.02 - $120.45 $324 - $361
3.83K $421K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
487
+ 4.04%
$120.24 - $134.3 $58.6K - $65.4K
12.5K $1.53M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.88K
+ 6.35%
$23.16 - $27.04 $66.7K - $77.9K
48.3K $1.13M
AMZN
Amazon Com Inc

Consumer Cyclical
45
+ 1.97%
$190.26 - $242.06 $8.56K - $10.9K
2.33K $444K
VOE
Vanguard Mid Cap Value Index F

ETFs
61
+ 0.1%
$156.61 - $168.02 $9.55K - $10.2K
60.3K $9.68M
AAPL
Apple Inc.

Technology
129
+ 2.48%
$209.68 - $247.1 $27K - $31.9K
5.33K $1.18M
MSFT
Microsoft Corp

Technology
179
+ 3.19%
$375.39 - $447.2 $67.2K - $80K
5.8K $2.18M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
60
+ 0.84%
$522.96 - $601.18 $31.4K - $36.1K
7.23K $3.86M
IWS
Ishares Russell Midcap Value E

ETFs
299
+ 0.38%
$122.59 - $135.24 $36.7K - $40.4K
78.8K $9.93M
VUG
Vanguard Growth ETF

ETFs
63
+ 0.21%
$369.1 - $427.61 $23.3K - $26.9K
29.7K $11M
VBR
Vanguard Small Cap Value ETF

ETFs
4.42K
+ 1.57%
$183.02 - $207.75 $809K - $918K
286K $53.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
379K
+ 6.96%
$27.56 - $32.1 $10.4M - $12.1M
5.82M $164M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40.2K
+ 2.97%
$507.05 - $563.67 $20.4M - $22.6M
1.39M $715M
Activity Summary
Buys All Purchases 45 New Holdings 9 Increased Positions 36 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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