Kathleen S. Wright Associates Inc. Incresed Positions in Q3 2024

Kathleen S. Wright Associates Inc.

Stock	Shares change	Price Range	Shares Held
SPGI S&P Global Inc. Financial Services	20 + 25.0%	$446.32 - $527.38 $8.93K - $10.5K	100 $51K
MUB Ishares National Muni Bond ETF ETFs	78 + 3.85%	$106.13 - $108.7 $8.28K - $8.48K	2.11K $228K
F Ford Motor CO Consumer Cyclical	1.12K + 954.7%	$9.71 - $14.55 $10.8K - $16.3K	1.23K $13K
HEFA Ishares Currency Hedged Msci E ETFs	378 + 1.39%	$32.34 - $35.85 $12.2K - $13.6K	27.5K $973K
PRNDY Pernod Ricard S A Consumer Defensive	100 + 5.0%	$26.43 - $31.15 $2.64K - $3.12K	2.1K $63K
JMST Jp Morgan Ultra Short Mun Inco ETFs	3 + 0.01%	$50.61 - $50.96 $152 - $153	44.4K $2.26M
JPST Jp Morgan ETF Tr Ultra Short I ETFs	27 + 0.28%	$50.25 - $50.74 $1.36K - $1.37K	9.54K $484K
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	1 + 0.17%	$27.8 - $29.26 $27.8 - $29.3	590 $17K
AVGO Broadcom Inc. Technology	81 + 900.0%	$136.27 - $1745.86 $11K - $141K	90 $15K
ROSC Hartford Multifactor Small Cap	25 + 0.52%	N/A	4.88K $0
Brookfield Corp	101 + 0.12%	N/A	83.8K $0
Dimensional ETF Trust	1.65K + 25.9%	N/A	8.02K $0
Vaneck Morningstar Wide Moat ETF	19 + 0.8%	N/A	2.4K $0
VIG Vanguard Dividend Appreciation ETFs	4 + 0.11%	$182.15 - $182.15 $729 - $729	3.53K $643K
SCHW Schwab Charles Corp Financial Services	104 + 3.72%	$61.74 - $76.08 $6.42K - $7.91K	2.9K $187K
AMAT Applied Materials Inc Technology	2 + 0.2%	$174.88 - $254.97 $350 - $510	980 $198K
AMZN Amazon Com Inc Consumer Cyclical	70 + 0.51%	$161.02 - $200.0 $11.3K - $14K	13.7K $2.55M

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