Kwmg, LLC Incresed Positions in Q3 2024

Kwmg, LLC

  • $986 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
11.2K
+ 1.2%
$47.6 - $53.31 $532K - $596K
940K $49.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
660
+ 0.36%
$149.02 - $167.67 $98.4K - $111K
184K $30.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.8K
+ 0.88%
$59.25 - $65.33 $225K - $248K
436K $28.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.22K
+ 0.91%
$218.05 - $243.47 $266K - $297K
134K $32.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.62K
+ 1.03%
$41.9 - $48.26 $194K - $223K
455K $21.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.5K
+ 3.55%
$71.45 - $75.64 $892K - $945K
364K $27.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
8.94K
+ 3.43%
$105.92 - $110.83 $947K - $991K
270K $29.8M
HYG
Ishares Tr

ETFs
8.79K
+ 3.55%
$76.72 - $80.36 $675K - $707K
256K $20.6M
DVY
Ishares Tr

ETFs
303
+ 0.31%
$119.99 - $135.74 $36.4K - $41.1K
99.5K $13.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.5K
+ 3.65%
$76.38 - $78.87 $799K - $826K
297K $23.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.52K
+ 1.87%
$66.31 - $74.08 $233K - $260K
191K $14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.12K
+ 3.59%
$76.94 - $79.54 $624K - $646K
234K $18.6M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.01%
$333.64 - $405.2 $334 - $405
17K $6.88M
PB
Prosperity Bancshares Inc

Financial Services
170
+ 0.19%
$59.22 - $74.29 $10.1K - $12.6K
90.4K $6.51M
AON
Aon PLC

Financial Services
15
+ 0.08%
$293.16 - $351.06 $4.4K - $5.27K
19K $6.56M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
191
+ 0.16%
$83.76 - $91.82 $16K - $17.5K
119K $10.9M
T
At&T Inc.

Communication Services
3.93K
+ 1.41%
$18.21 - $22.28 $71.6K - $87.6K
283K $6.23M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.74K
+ 3.81%
$98.99 - $101.51 $568K - $582K
156K $15.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.18K
+ 3.53%
$51.02 - $52.74 $468K - $484K
269K $14.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.16K
+ 3.29%
$90.01 - $95.32 $375K - $397K
131K $12.4M
KR
Kroger CO

Consumer Defensive
24
+ 0.02%
$50.43 - $57.3 $1.21K - $1.38K
112K $6.4M
EMN
Eastman Chemical CO

Basic Materials
1.16K
+ 2.38%
$93.82 - $113.74 $108K - $131K
49.6K $5.55M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.38K
+ 4.37%
$100.09 - $100.69 $738K - $743K
176K $17.7M
NEAR
Blackrock Short Maturity Bond

ETFs
10K
+ 3.87%
$50.09 - $51.31 $503K - $515K
269K $13.8M
NFG
National Fuel Gas CO

Energy
755
+ 0.73%
$54.14 - $61.22 $40.9K - $46.2K
104K $6.29M
DD
Du Pont De Nemours, Inc.

Basic Materials
570
+ 0.83%
$77.22 - $89.49 $44K - $51K
69.5K $6.19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.8K
+ 4.17%
$50.25 - $50.74 $545K - $550K
271K $13.7M
AVUS
American Centy ETF Tr Avantis

ETFs
272
+ 0.23%
$86.27 - $95.15 $23.5K - $25.9K
117K $11.1M
AAPL
Apple Inc.

Technology
189
+ 0.77%
$207.23 - $234.82 $39.2K - $44.4K
24.7K $5.76M
IGF
Ishares Global Infrastructure

ETFs
969
+ 1.18%
$47.97 - $54.56 $46.5K - $52.9K
83.1K $4.53M
DAL
Delta Air Lines, Inc.

Industrials
3.09K
+ 2.56%
$37.32 - $51.8 $115K - $160K
123K $6.27M
COF
Capital One Financial Corp

Financial Services
133
+ 0.33%
$131.42 - $153.05 $17.5K - $20.4K
40.5K $6.06M
SHV
Ishares Tr

ETFs
4.15K
+ 4.19%
$110.05 - $110.63 $457K - $459K
103K $11.4M
WHR
Whirlpool Corp

Consumer Cyclical
1.9K
+ 4.31%
$90.25 - $112.34 $171K - $213K
45.9K $4.91M
VCR
Vanguard Consumer Discretionar

ETFs
98
+ 0.72%
$291.88 - $341.94 $28.6K - $33.5K
13.6K $4.64M
SEE
Sealed Air Corp

Consumer Cyclical
5.27K
+ 4.22%
$32.27 - $38.05 $170K - $200K
130K $4.72M
XITK
Spdr Ser Tr Factset Innovative

ETFs
400
+ 1.45%
$133.46 - $155.93 $53.4K - $62.4K
28K $4.32M
PFE
Pfizer Inc

Healthcare
4.39K
+ 2.77%
$27.7 - $31.39 $122K - $138K
163K $4.71M
KMB
Kimberly Clark Corp

Consumer Defensive
190
+ 0.42%
$135.05 - $148.35 $25.7K - $28.2K
45.3K $6.44M
AAL
American Airlines Group Inc.

Industrials
27.3K
+ 7.37%
$11.04 - $11.04 $302K - $302K
398K $4.4M
LOW
Lowes Companies Inc

Consumer Cyclical
332
+ 18.97%
$213.3 - $270.78 $70.8K - $89.9K
2.08K $563K
MUB
Ishares National Muni Bond ETF

ETFs
955
+ 3.32%
$106.13 - $108.7 $101K - $104K
29.7K $3.23M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.63K
+ 2.0%
$47.01 - $48.2 $76.5K - $78.5K
83.2K $4.01M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
783
+ 2.07%
$42.41 - $47.94 $33.2K - $37.5K
38.6K $1.84M
MEAR
Blackrock Short Maturity Munic

ETFs
2.2K
+ 4.59%
$49.99 - $50.34 $110K - $111K
50.1K $2.52M
SUB
Ishares Short Term National Mu

ETFs
678
+ 2.39%
$104.3 - $106.3 $70.7K - $72.1K
29K $3.08M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.1K
+ 2.05%
$92.56 - $99.46 $102K - $110K
54.8K $5.26M
JPM
Jpmorgan Chase & CO

Financial Services
385
+ 29.37%
$194.9 - $224.8 $75K - $86.5K
1.7K $357K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8
+ 0.01%
$25.38 - $26.27 $203 - $210
94.1K $2.47M
Activity Summary
Buys All Purchases 77 New Holdings 6 Increased Positions 71 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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