Mather Group, Llc. Purchases in Q4 2024

Mather Group, Llc.

  • $7.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
4.37M
+ 139.19%
$39.84 - $43.92 $174M - $192M
7.5M $299M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29.4M
+ 301.39%
$25.93 - $105.3 $763M - $3.1B
39.2M $1.09B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.72M
+ 45.39%
$27.8 - $29.05 $75.7M - $79.1M
8.73M $243M
DFAE
Dimensional ETF Tr

ETFs
2.81M
+ 45.79%
$25.36 - $28.15 $71.3M - $79.1M
8.94M $227M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.2M
+ 40.57%
$30.18 - $33.87 $36.4M - $40.8M
4.17M $129M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.58M
+ 38.1%
$26.05 - $29.17 $41.1M - $46M
5.72M $150M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
279K
+ 15.48%
$77.86 - $79.27 $21.7M - $22.1M
2.08M $162M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
144K
+ 64.26%
$96.64 - $101.23 $13.9M - $14.5M
367K $35.5M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
575K
+ 6.4%
$26.55 - $27.32 $15.3M - $15.7M
9.57M $256M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
194K
+ 7.15%
$74.5 - $78.37 $14.5M - $15.2M
2.91M $217M
AMZN
Amazon Com Inc

Consumer Cyclical
3.77K
+ 8.28%
$180.88 - $232.93 $682K - $878K
49.3K $10.8M
NVDA
Nvidia Corp

Technology
848
+ 0.51%
$117.0 - $148.88 $99.2K - $126K
166K $22.2M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
27.1K
+ 3.44%
N/A
813K $50.7M
TSLA
Tesla, Inc.

Consumer Cyclical
142
+ 1.25%
$213.65 - $479.86 $30.3K - $68.1K
11.5K $4.63M
VXF
Vanguard Extended Market ETF

ETFs
1.52K
+ 1.06%
$179.17 - $207.15 $273K - $315K
145K $27.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.83K
+ 1.44%
$100.18 - $109.1 $383K - $417K
270K $28.3M
IOO
Ishares Tr Global 100 ETF

ETFs
6.84K
+ 2.56%
$97.46 - $103.45 $667K - $708K
274K $27.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
22.5K
+ 21.48%
$50.02 - $51.24 $1.13M - $1.15M
127K $6.39M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
281
+ 0.45%
$521.84 - $558.82 $147K - $157K
62.3K $33.6M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
34.7K
+ 18.59%
$21.02 - $21.57 $730K - $749K
222K $4.68M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
38K
+ 7.34%
$25.3 - $26.31 $961K - $1M
556K $14.2M
JPM
Jpmorgan Chase & CO

Financial Services
256
+ 1.43%
$205.18 - $250.29 $52.5K - $64.1K
18.2K $4.37M
NFLX
Netflix Inc

Communication Services
127
+ 5.13%
$687.65 - $936.56 $87.3K - $119K
2.6K $2.32M
DOW
Dow Inc.

Basic Materials
15.3K
+ 261.23%
$39.1 - $55.34 $598K - $846K
21.1K $848K
CDC
Victory Portfolios Ii Shs Inco

ETFs
9.59K
+ 31.76%
$61.65 - $67.55 $591K - $648K
39.8K $2.49M
ETN
Eaton Corp PLC

Industrials
1.55K
+ 50.54%
$326.96 - $377.52 $508K - $587K
4.63K $1.54M
BEN
Franklin Resources Inc

Financial Services
21.6K
+ 3.59%
$19.35 - $22.76 $418K - $491K
622K $12.6M
OUNZ
Van Eck Merk Gold Trust

ETFs
20.4K
+ 151.21%
$24.72 - $26.9 $504K - $549K
33.9K $857K
SGOL
Abrdn Gold ETF Trust

ETFs
18.7K
+ 63.09%
$24.46 - $26.62 $458K - $498K
48.4K $1.21M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
20.6K
+ 13.13%
$24.61 - $25.12 $506K - $517K
177K $4.38M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.98K
+ 317.28%
$201.32 - $217.44 $399K - $431K
2.61K $539K
PG
Procter & Gamble CO

Consumer Defensive
7.43K
+ 4.59%
$161.05 - $179.7 $1.2M - $1.33M
169K $28.4M
VV
Vanguard Large Cap ETF

ETFs
761
+ 3.42%
$260.27 - $280.65 $198K - $214K
23K $6.21M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.9K
New
$87.1 - $98.49 $340K - $384K
3.9K $340K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
5.42K
+ 9.14%
$68.71 - $73.91 $372K - $401K
64.7K $4.46M
WFC
Wells Fargo & Company

Financial Services
610
+ 3.03%
$54.98 - $77.35 $33.5K - $47.2K
20.7K $1.46M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.19K
+ 3.69%
$94.43 - $105.47 $112K - $125K
33.3K $3.38M
CRM
Salesforce, Inc.

Technology
357
+ 11.63%
$270.87 - $367.87 $96.7K - $131K
3.43K $1.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13K
+ 6.61%
$71.75 - $75.11 $929K - $973K
209K $15M
IAU
Ishares Gold Trust

ETFs
5.91K
+ 60.05%
$48.37 - $52.65 $286K - $311K
15.8K $780K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
822
+ 16.25%
$172.07 - $207.36 $141K - $170K
5.88K $1.16M
MS
Morgan Stanley

Financial Services
285
+ 2.58%
$104.42 - $134.99 $29.8K - $38.5K
11.3K $1.42M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.73K
+ 75.77%
$40.15 - $42.9 $270K - $289K
15.6K $629K
BSX
Boston Scientific Corp

Healthcare
2.42K
+ 36.55%
$83.62 - $91.5 $202K - $221K
9.04K $807K
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.71K
+ 272.24%
$47.96 - $55.17 $226K - $260K
6.44K $330K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23.4K
+ 2.49%
$49.79 - $51.14 $1.16M - $1.2M
963K $48.3M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
22.4K
+ 12.28%
$75.65 - $83.47 $1.7M - $1.87M
205K $15.6M
EQT
Eqt Corp

Energy
4.69K
+ 533.83%
$35.62 - $46.89 $167K - $220K
5.57K $256K
BKR
Baker Hughes CO

Energy
4.05K
+ 47.73%
$35.98 - $44.88 $146K - $182K
12.5K $514K
Activity Summary
Buys All Purchases 709 New Holdings 108 Increased Positions 601 Sells All Sells 457 Reductions 456 Sold out 1 Options Calls 0 Puts 0
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