Market Street Wealth Management Advisors LLC Incresed Positions in Q4 2024

Market Street Wealth Management Advisors LLC

  • $545 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.83K
+ 14.99%
$221.69 - $259.02 $406K - $475K
14.1K $3.52M
DFSD
Dimensional ETF Tr Short Durat

ETFs
34.6K
+ 3.13%
$46.75 - $47.8 $1.62M - $1.65M
1.14M $53.5M
NVDA
Nvidia Corp

Technology
3.4K
+ 32.99%
$117.0 - $148.88 $398K - $506K
13.7K $1.84M
BNDX
Vanguard Total International B

ETFs
29.4K
+ 3.49%
$48.91 - $50.61 $1.44M - $1.49M
874K $42.9M
AMZN
Amazon Com Inc

Consumer Cyclical
918
+ 19.75%
$180.88 - $232.93 $166K - $214K
5.57K $1.22M
TSLA
Tesla, Inc.

Consumer Cyclical
123
+ 11.68%
$213.65 - $479.86 $26.3K - $59K
1.18K $474K
MSFT
Microsoft Corp

Technology
539
+ 14.87%
$406.35 - $454.46 $219K - $245K
4.16K $1.76M
DFAX
Dimensional ETF Tr
9.24K
+ 34.57%
$24.76 - $27.04 $229K - $250K
35.9K $893K
GOOGL
Alphabet Inc.

Communication Services
408
+ 10.69%
$161.86 - $196.66 $66K - $80.2K
4.23K $799K
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 3.52%
$205.18 - $250.29 $21.3K - $26K
3.06K $733K
DFIP
Dimensional ETF Tr Inflation P

ETFs
13.6K
+ 5.05%
$40.31 - $42.43 $549K - $578K
283K $11.5M
WCC
Wesco International Inc

Industrials
1
+ 0.03%
$164.11 - $213.19 $164 - $213
3.57K $646K
SPG
Simon Property Group Inc

Real Estate
77
+ 2.7%
$167.23 - $183.84 $12.9K - $14.2K
2.93K $503K
SCHX
Schwab Strategic Tr Us Large C

ETFs
53.2K
+ 195.72%
$22.4 - $68.28 $1.19M - $3.63M
80.4K $1.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51
+ 8.49%
$442.29 - $483.08 $22.6K - $24.6K
652 $295K
ICSH
Blackrock Ultra Short Term Bon

ETFs
272
+ 2.54%
$50.35 - $50.69 $13.7K - $13.8K
11K $553K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.65K
+ 199.97%
$22.01 - $66.82 $168K - $511K
11.5K $260K
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 6.27%
$385.02 - $431.37 $15.4K - $17.3K
678 $263K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
45
+ 1.39%
$100.24 - $101.35 $4.51K - $4.56K
3.28K $329K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
69
+ 2.63%
$81.68 - $82.93 $5.64K - $5.72K
2.69K $220K
Dimensional ETF Trust
747
+ 1.53%
N/A
49.6K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.59K
+ 1.78%
$77.86 - $79.27 $358K - $364K
262K $20.5M
PG
Procter & Gamble CO

Consumer Defensive
53
+ 1.83%
$161.05 - $179.7 $8.54K - $9.52K
2.94K $493K
SCHA
Schwab Strategic Tr Us Small C

ETFs
17.8K
+ 94.2%
$25.33 - $51.16 $451K - $911K
36.7K $949K
VEA
Vanguard Ftse Developed Market

ETFs
7
+ 0.11%
$47.57 - $52.44 $333 - $367
6.3K $301K
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.9K
+ 194.44%
$25.79 - $80.4 $590K - $1.84M
34.7K $903K
EFG
Msci Eafe Growth ETF

ETFs
1.85K
+ 7.73%
$96.83 - $106.88 $179K - $198K
25.8K $2.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14K
+ 85.98%
$18.41 - $40.87 $258K - $573K
30.3K $560K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4
+ 0.01%
$44.04 - $49.49 $176 - $198
38.2K $1.68M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
40.4K
+ 3.73%
$41.17 - $43.34 $1.66M - $1.75M
1.13M $46.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
36.8K
+ 4.53%
$25.61 - $28.0 $943K - $1.03M
849K $22M
DFIV
Dimensional ETF Tr

ETFs
4.18K
+ 0.92%
$34.86 - $37.97 $146K - $159K
457K $16.2M
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.11K
+ 1.41%
$25.15 - $27.57 $179K - $196K
511K $12.9M
DFAE
Dimensional ETF Tr

ETFs
12.4K
+ 1.58%
$25.36 - $28.15 $315K - $349K
797K $20.2M
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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