Mayfair Advisory Group, LLC Incresed Positions in Q4 2024

Mayfair Advisory Group, LLC

  • $164 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28.5K
+ 106.19%
$53.94 - $58.15 $1.54M - $1.66M
55.3K $3.12M
VUG
Vanguard Growth ETF

ETFs
2.29K
+ 9.56%
$378.79 - $428.11 $868K - $981K
26.3K $10.8M
VTV
Vanguard Value ETF

ETFs
5.68K
+ 10.96%
$168.32 - $181.87 $955K - $1.03M
57.4K $9.72M
SCHG
Schwab Strategic Tr Us Large C

ETFs
177K
+ 315.34%
$25.93 - $105.3 $4.59M - $18.6M
233K $6.5M
PLTR
Palantir Technologies Inc.

Technology
3.88K
+ 50.58%
$36.46 - $82.38 $141K - $320K
11.5K $873K
NVDA
Nvidia Corp

Technology
2.52K
+ 14.07%
$117.0 - $148.88 $295K - $375K
20.4K $2.74M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.8K
+ 9.66%
$57.53 - $60.83 $849K - $898K
168K $9.64M
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.31%
$213.65 - $479.86 $2.14K - $4.8K
3.19K $1.29M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
76.4K
+ 254.8%
$22.01 - $66.82 $1.68M - $5.11M
106K $2.42M
AVUV
American Centy ETF Tr Avantis

ETFs
3.74K
+ 10.68%
$94.37 - $106.41 $353K - $398K
38.8K $3.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
28.3K
+ 351.61%
$22.4 - $68.28 $634K - $1.93M
36.4K $842K
VBK
Vanguard Small Cap Growth ETF

ETFs
874
+ 30.7%
$264.18 - $304.19 $231K - $266K
3.72K $1.04M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.49K
+ 60.02%
$72.18 - $81.41 $252K - $284K
9.29K $701K
VBR
Vanguard Small Cap Value ETF

ETFs
1.23K
+ 58.22%
$197.36 - $217.3 $243K - $268K
3.35K $664K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.92K
+ 13.5%
$56.06 - $61.35 $276K - $302K
41.4K $2.34M
GLD
Spdr Gold Trust

ETFs
918
+ 48.57%
$236.59 - $257.5 $217K - $236K
2.81K $679K
VEA
Vanguard Ftse Developed Market

ETFs
5.22K
+ 64.77%
$47.57 - $52.44 $248K - $274K
13.3K $635K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.15K
+ 19.61%
$63.58 - $71.15 $200K - $224K
19.2K $1.25M
COP
Conocophillips

Energy
1.78K
+ 67.37%
$95.12 - $114.72 $170K - $205K
4.43K $439K
AVGO
Broadcom Inc.

Technology
92
+ 3.98%
$159.67 - $250.0 $14.7K - $23K
2.4K $556K
JPM
Jpmorgan Chase & CO

Financial Services
210
+ 5.92%
$205.18 - $250.29 $43.1K - $52.6K
3.76K $900K
GOOG
Alphabet Inc.

Communication Services
401
+ 13.4%
$163.08 - $198.16 $65.4K - $79.5K
3.39K $646K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
309K
+ 212.73%
$26.93 - $84.95 $8.33M - $26.3M
455K $12.4M
IVV
Ishares Core S&P 500 ETF

ETFs
135
+ 3.52%
$570.51 - $610.59 $77K - $82.4K
3.97K $2.34M
BAC
Bank Of America Corp

Financial Services
1.5K
+ 12.78%
$39.22 - $47.77 $58.8K - $71.7K
13.2K $581K
SOFI
So Fi Technologies, Inc.

Financial Services
450
+ 3.69%
$7.63 - $16.88 $3.43K - $7.6K
12.6K $194K
TFC
Truist Financial Corp

Financial Services
2K
+ 12.82%
$41.51 - $48.1 $83K - $96.2K
17.6K $763K
VTI
Vanguard Total Stock Market Et

ETFs
68
+ 0.62%
$280.04 - $302.45 $19K - $20.6K
11K $3.2M
VT
Vanguard Total World Stk Index

ETFs
837
+ 19.24%
$117.09 - $123.07 $98K - $103K
5.19K $609K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.86K
+ 12.58%
$24.94 - $25.74 $71.3K - $73.6K
25.6K $652K
IWF
Ishares Russell 1000 Gr ETF

ETFs
124
+ 16.87%
$370.24 - $418.94 $45.9K - $51.9K
859 $344K
HON
Honeywell International Inc

Industrials
17
+ 0.63%
$202.84 - $236.0 $3.45K - $4.01K
2.73K $617K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
645
+ 9.55%
$94.79 - $95.69 $61.1K - $61.7K
7.4K $702K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
667
+ 13.5%
$66.67 - $74.08 $44.5K - $49.4K
5.61K $381K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.47K
+ 26.91%
$44.04 - $49.49 $64.5K - $72.5K
6.91K $304K
MSFT
Microsoft Corp

Technology
190
+ 4.45%
$406.35 - $454.46 $77.2K - $86.3K
4.46K $1.88M
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
FANG
Diamondback Energy, Inc.

Energy
204
+ 10.92%
$153.06 - $199.5 $31.2K - $40.7K
2.07K $339K
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
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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