Mayfair Advisory Group, LLC Incresed Positions in Q1 2025

Mayfair Advisory Group, LLC

  • $167 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
7.69K
+ 13.39%
$167.73 - $179.21 $1.29M - $1.38M
65.1K $11.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.2K
+ 12.07%
$56.17 - $59.71 $1.14M - $1.21M
188K $10.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
22.9K
+ 41.48%
$51.45 - $58.51 $1.18M - $1.34M
78.3K $4.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
41.1K
+ 113.06%
$21.75 - $24.28 $894K - $998K
77.5K $1.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.01K
+ 16.3%
$67.08 - $76.14 $470K - $534K
50K $3.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18K
+ 3.95%
$27.01 - $28.54 $485K - $513K
473K $13M
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.7K
+ 201.24%
$45.56 - $47.23 $487K - $505K
16K $753K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
3.9K
+ 171.98%
$106.44 - $113.12 $416K - $442K
6.17K $667K
PLTR
Palantir Technologies Inc.

Technology
3.47K
+ 30.07%
$64.98 - $124.62 $226K - $433K
15K $1.27M
IEFA
Ishares Tr

ETFs
3.26K
+ 58.4%
$69.57 - $78.65 $227K - $256K
8.83K $668K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.55K
+ 38.23%
$69.69 - $79.99 $248K - $284K
12.8K $917K
GLD
Spdr Gold Trust

ETFs
36
+ 1.28%
$243.19 - $288.14 $8.75K - $10.4K
2.84K $819K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.6K
+ 58.45%
$50.48 - $51.04 $131K - $133K
7.05K $357K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.97K
+ 9.61%
$53.6 - $58.97 $213K - $234K
45.3K $2.46M
SAMT
Advisors Inn.Circle Fd Iii Str
4.26K
+ 53.45%
$28.43 - $33.08 $121K - $141K
12.2K $356K
ABBV
Abb Vie Inc.

Healthcare
280
+ 16.28%
$169.2 - $216.66 $47.4K - $60.7K
2K $419K
FDVV
Fidelity High Dividend ETF

ETFs
2.4K
+ 14.34%
$48.86 - $52.28 $117K - $125K
19.1K $949K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
205
+ 50.0%
$507.05 - $563.67 $104K - $116K
615 $316K
GL
Globe Life Inc.

Financial Services
4
+ 0.09%
$111.2 - $131.72 $445 - $527
4.42K $582K
AVIV
American Centy ETF Tr Avantis
1.1K
+ 18.45%
$51.51 - $58.54 $56.4K - $64.1K
7.03K $398K
VEA
Vanguard Ftse Developed Market

ETFs
579
+ 4.36%
$47.4 - $52.99 $27.4K - $30.7K
13.9K $710K
MCO
Moodys Corp

Financial Services
173
+ 16.46%
$437.8 - $527.48 $75.7K - $91.3K
1.22K $570K
FNDF
Schwab Fundamental Intl Large

ETFs
26
+ 0.13%
$32.9 - $37.45 $855 - $974
19.6K $715K
FANG
Diamondback Energy, Inc.

Energy
436
+ 21.04%
$139.9 - $180.18 $61K - $78.6K
2.51K $400K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.5K
+ 8.51%
$18.36 - $20.51 $27.5K - $30.8K
19.1K $381K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.8K
+ 9.02%
$25.77 - $27.6 $46.5K - $49.8K
21.8K $574K
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.25%
$114.1 - $135.66 $685 - $814
2.39K $315K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
229
+ 3.44%
$58.01 - $64.46 $13.3K - $14.8K
6.88K $430K
EME
Emcor Group, Inc.

Industrials
209
+ 45.34%
$361.16 - $535.99 $75.5K - $112K
670 $247K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.08K
+ 19.32%
$61.55 - $71.27 $66.7K - $77.2K
6.69K $418K
PRI
Primerica, Inc.

Financial Services
77
+ 7.9%
$271.41 - $296.43 $20.9K - $22.8K
1.05K $299K
AIQ
Global X Funds Global X Artifi

ETFs
1.3K
+ 17.45%
$36.38 - $42.77 $47.3K - $55.6K
8.75K $318K
AVUV
American Centy ETF Tr Avantis

ETFs
4.47K
+ 11.52%
$84.95 - $100.62 $380K - $450K
43.3K $3.77M
CRVL
Corvel Corp

Financial Services
148
+ 7.17%
$103.48 - $128.46 $15.3K - $19K
2.21K $247K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
190
+ 2.75%
$42.5 - $46.71 $8.08K - $8.87K
7.1K $321K
MPC
Marathon Petroleum Corp

Energy
7
+ 0.27%
$134.72 - $159.03 $943 - $1.11K
2.58K $375K
CMPR
Cimpress PLC

Communication Services
2K
+ 70.33%
$41.88 - $74.85 $83.7K - $150K
4.84K $218K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
55
+ 0.74%
$94.87 - $96.11 $5.22K - $5.29K
7.45K $715K
VIG
Vanguard Dividend Appreciation

ETFs
59
+ 0.94%
N/A
6.34K $1.16M
VGT
Vanguard Information Technolog

ETFs
122
+ 17.3%
$542.38 - $646.34 $66.2K - $78.9K
827 $449K
RSP
Invesco S&P 500 Equal Weight E

ETFs
72
+ 5.03%
$169.43 - $182.84 $12.2K - $13.2K
1.5K $260K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
364
+ 8.09%
$42.69 - $52.91 $15.5K - $19.3K
4.86K $210K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
106
+ 6.65%
$154.39 - $176.55 $16.4K - $18.7K
1.7K $267K
SPY
Spdr S&P 500 ETF Trust

ETFs
33
+ 5.09%
$551.42 - $612.93 $18.2K - $20.2K
681 $380K
Pimco ETF Tr
32.2K
+ 163.34%
N/A
51.9K $0
Fidelity Covington Trust
8.15K
+ 58.12%
N/A
22.2K $0
J P Morgan Exchange Traded F
5.31K
+ 30.13%
N/A
22.9K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7
+ 0.15%
$126.11 - $135.06 $883 - $945
4.81K $613K
OKE
Oneok Inc

Energy
14
+ 0.53%
$89.57 - $109.85 $1.25K - $1.54K
2.66K $264K
Activity Summary
Buys All Purchases 82 New Holdings 8 Increased Positions 74 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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