Mayfair Advisory Group, LLC Purchases in Q4 2024

Mayfair Advisory Group, LLC

  • $164 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AIQ
Global X Funds Global X Artifi

ETFs
807
+ 12.15%
$36.57 - $40.57 $29.5K - $32.7K
7.45K $287K
VGT
Vanguard Information Technolog

ETFs
26
+ 3.83%
$571.78 - $647.97 $14.9K - $16.8K
705 $438K
AVIV
American Centy ETF Tr Avantis
1.12K
+ 23.2%
$51.24 - $55.81 $57.3K - $62.4K
5.94K $308K
ITA
Ishares Tr

ETFs
290
+ 18.25%
$144.31 - $157.31 $41.8K - $45.6K
1.88K $273K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.5K
+ 148.08%
$18.41 - $40.87 $194K - $430K
17.6K $326K
SPY
Spdr S&P 500 ETF Trust

ETFs
36
+ 5.88%
$567.81 - $607.81 $20.4K - $21.9K
648 $379K
QQQ
Invesco Qqq Trust, Series 1

ETFs
21
+ 2.85%
$481.22 - $538.17 $10.1K - $11.3K
758 $387K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
452
+ 9.09%
$46.48 - $51.32 $21K - $23.2K
5.43K $261K
GL
Globe Life Inc.

Financial Services
5
+ 0.11%
$103.49 - $116.02 $517 - $580
4.42K $492K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
353
+ 1.43%
$65.67 - $69.79 $23.2K - $24.6K
25K $1.68M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.55K
+ 111.55%
$25.33 - $51.16 $141K - $284K
10.5K $272K
AOA
Ishares Tr Core Aggressive All

ETFs
244
+ 8.4%
$76.61 - $79.88 $18.7K - $19.5K
3.15K $241K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
396
+ 4.41%
$80.93 - $85.66 $32K - $33.9K
9.38K $758K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 2.76%
$521.84 - $558.82 $5.74K - $6.15K
410 $220K
MO
Altria Group, Inc.

Consumer Defensive
34
+ 0.5%
$49.06 - $57.74 $1.67K - $1.96K
6.87K $359K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.25%
$225.97 - $266.66 $678 - $800
1.22K $294K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
150
+ 3.49%
$50.62 - $50.97 $7.59K - $7.65K
4.45K $225K
XLE
Energy Sector Spdr

ETFs
176
+ 3.39%
$83.32 - $97.27 $14.7K - $17.1K
5.37K $459K
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.24%
N/A
6.28K $1.14M
CRVL
Corvel Corp

Financial Services
1.36K
+ 194.86%
$111.26 - $370.61 $152K - $506K
2.06K $229K
RSP
Invesco S&P 500 Equal Weight E

ETFs
36
+ 2.58%
$174.22 - $187.62 $6.27K - $6.75K
1.43K $250K
Pimco ETF Tr
19.7K
New
N/A
19.7K $0
J P Morgan Exchange Traded F
17.6K
New
N/A
17.6K $0
Fidelity Covington Trust
4.01K
+ 40.09%
N/A
14K $0
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
60
+ 2.71%
$108.28 - $117.54 $6.5K - $7.05K
2.27K $247K
MCO
Moodys Corp

Financial Services
1
+ 0.1%
$454.04 - $500.88 $454 - $501
1.05K $497K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.17%
$126.68 - $134.74 $1.01K - $1.08K
4.81K $613K
JCPB
J P Morgan Exchange Traded Fd

ETFs
200
+ 3.91%
$46.07 - $48.17 $9.21K - $9.63K
5.32K $244K
MCD
Mcdonalds Corp

Consumer Cyclical
116
+ 4.5%
$288.47 - $316.54 $33.5K - $36.7K
2.7K $781K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
591
+ 15.13%
$45.4 - $56.61 $26.8K - $33.5K
4.5K $207K
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.08%
$118.38 - $133.06 $474 - $532
4.79K $575K
PG
Procter & Gamble CO

Consumer Defensive
50
+ 1.93%
$161.05 - $179.7 $8.05K - $8.99K
2.65K $443K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
522
+ 9.54%
$58.46 - $65.6 $30.5K - $34.2K
5.99K $350K
RTX
Raytheon Technologies Corp

Industrials
7
+ 0.3%
$114.45 - $127.21 $801 - $890
2.38K $275K
PFE
Pfizer Inc

Healthcare
479
+ 4.66%
$24.8 - $30.19 $11.9K - $14.5K
10.8K $285K
ABBV
Abb Vie Inc.

Healthcare
100
+ 6.17%
$164.99 - $203.87 $16.5K - $20.4K
1.72K $305K
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.3K
+ 200.0%
$25.79 - $80.4 $344K - $1.07M
20K $521K
TGT
Target Corp

Consumer Defensive
109
+ 7.68%
$121.59 - $160.69 $13.3K - $17.5K
1.53K $206K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
336
+ 5.32%
$58.88 - $64.8 $19.8K - $21.8K
6.66K $392K
MRK
Merck & Co., Inc.

Healthcare
464
+ 9.42%
$96.31 - $114.76 $44.7K - $53.2K
5.39K $536K
NSC
Norfolk Southern Corp

Industrials
133
+ 2.73%
$230.6 - $277.0 $30.7K - $36.8K
5K $1.17M
MPC
Marathon Petroleum Corp

Energy
6
+ 0.23%
$131.65 - $174.84 $790 - $1.05K
2.57K $358K
SO
Southern CO

Utilities
1.04K
+ 5.19%
$81.5 - $94.15 $84.9K - $98.1K
21.1K $1.74M
LLY
Eli Lilly & CO

Healthcare
64
+ 4.36%
$727.2 - $932.06 $46.5K - $59.7K
1.53K $1.18M
KO
Coca Cola CO

Consumer Defensive
112
+ 0.64%
$61.74 - $71.71 $6.91K - $8.03K
17.5K $1.09M
XOM
Exxon Mobil Corp

Energy
121
+ 0.54%
$105.51 - $125.37 $12.8K - $15.2K
22.4K $2.41M
Activity Summary
Buys All Purchases 97 New Holdings 15 Increased Positions 82 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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