Master'S Wealth Management Inc. New Holdings in Q4 2024

Master'S Wealth Management Inc.

  • $187 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.63M
New
$33.92 - $36.6 $55.1M - $59.5M
1.63M $56.2B
DFAX
Dimensional ETF Tr
1.26M
New
$24.76 - $27.04 $31.2M - $34.1M
1.26M $31.4B
DUHP
Dimensional ETF Tr Dimensional

ETFs
475K
New
$33.62 - $35.69 $16M - $16.9M
475K $16B
DFAT
Dimensional ETF Tr U S Target

ETFs
284K
New
$54.54 - $61.04 $15.5M - $17.4M
284K $15.8B
Dimensional ETF Trust
275K
New
N/A
275K $14.5B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
300K
New
$41.17 - $43.34 $12.4M - $13M
300K $12.4B
BWZ
Spdr Bloomberg Short Term Inte

ETFs
286K
New
$25.34 - $27.3 $7.25M - $7.81M
286K $7.25B
Dimensional ETF Trust
133K
New
N/A
133K $6.7B
Dimensional ETF Trust
248K
New
N/A
248K $6.32B
Dimensional ETF Trust
75.7K
New
N/A
75.7K $3.98B
AAPL
Apple Inc.

Technology
10.4K
New
$221.69 - $259.02 $2.3M - $2.68M
10.4K $2.59B
RF
Regions Financial Corp

Financial Services
39.4K
New
$22.45 - $27.47 $885K - $1.08M
39.4K $927M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.91K
New
$278.49 - $315.16 $810K - $917K
2.91K $826M
TPHD
Timothy Plan High Divid Stk Et

ETFs
16.6K
New
$35.89 - $39.51 $597K - $658K
16.6K $605M
PRK
Park National Corp

Financial Services
3.08K
New
$160.0 - $206.49 $493K - $636K
3.08K $528M
HD
Home Depot, Inc.

Consumer Cyclical
1.25K
New
$385.02 - $431.37 $480K - $538K
1.25K $485M
PH
Parker Hannifin Corp

Industrials
726
New
$621.74 - $709.46 $451K - $515K
726 $462M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
844
New
$521.84 - $558.82 $440K - $472K
844 $455M
PLD
Prologis, Inc.

Real Estate
4.19K
New
$101.4 - $126.96 $425K - $532K
4.19K $443M
PAYX
Paychex Inc

Industrials
3.12K
New
$135.86 - $148.73 $423K - $464K
3.12K $437M
VZ
Verizon Communications Inc

Communication Services
10.6K
New
$39.6 - $45.21 $421K - $480K
10.6K $425M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.07K
New
$178.39 - $215.0 $369K - $444K
2.07K $399M
CAT
Caterpillar Inc

Industrials
971
New
$360.37 - $416.88 $350K - $405K
971 $352M
SNA
Snap On Inc

Industrials
1.02K
New
$285.44 - $371.35 $290K - $377K
1.02K $345M
UNP
Union Pacific Corp

Industrials
1.46K
New
$223.15 - $249.32 $326K - $364K
1.46K $333M
PG
Procter & Gamble CO

Consumer Defensive
1.96K
New
$161.05 - $179.7 $316K - $353K
1.96K $329M
KMI
Kinder Morgan, Inc.

Energy
11.2K
New
$22.59 - $28.54 $252K - $319K
11.2K $306M
CMCSA
Comcast Corp

Communication Services
7.53K
New
$37.39 - $45.14 $282K - $340K
7.53K $283M
NEE
Nextera Energy Inc

Utilities
3.92K
New
$69.77 - $85.43 $273K - $335K
3.92K $281M
PSX
Phillips 66

Energy
2.39K
New
$110.35 - $138.93 $264K - $332K
2.39K $272M
AVGO
Broadcom Inc.

Technology
1.08K
New
$159.67 - $250.0 $172K - $270K
1.08K $250M
XOM
Exxon Mobil Corp

Energy
2.1K
New
$105.51 - $125.37 $221K - $263K
2.1K $226M
LAMR
Lamar Advertising CO

Real Estate
1.74K
New
$121.37 - $138.11 $211K - $240K
1.74K $212M
CCI
Crown Castle International Corp

Real Estate
2.32K
New
$89.78 - $119.11 $209K - $277K
2.32K $211M
PEG
Public Service Enterprise Group Inc

Utilities
2.47K
New
$81.87 - $94.51 $202K - $234K
2.47K $209M
CSX
Csx Corp

Industrials
6.45K
New
$31.58 - $36.88 $204K - $238K
6.45K $208M
GD
General Dynamics Corp

Industrials
770
New
$260.28 - $314.03 $200K - $242K
770 $203M
JCI
Johnson Controls International PLC

Industrials
2.56K
New
$74.23 - $86.6 $190K - $222K
2.56K $202M
COP
Conocophillips

Energy
2.03K
New
$95.12 - $114.72 $193K - $233K
2.03K $201M
Activity Summary
Buys All Purchases 40 New Holdings 40 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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