Mayfair Advisory Group, LLC Incresed Positions in Q3 2024

Mayfair Advisory Group, LLC

  • $155 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.81K
+ 4.91%
$77.02 - $85.06 $525K - $579K
145K $12.3M
VTV
Vanguard Value ETF

ETFs
2.18K
+ 4.39%
$159.75 - $174.57 $348K - $380K
51.8K $9.04M
AVUV
American Centy ETF Tr Avantis

ETFs
8.95K
+ 34.25%
$88.24 - $99.7 $789K - $892K
35.1K $3.36M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.1K
+ 7.11%
$44.65 - $47.21 $538K - $569K
182K $8.49M
AAPL
Apple Inc.

Technology
289
+ 0.96%
$207.23 - $234.82 $59.9K - $67.9K
30.4K $7.08M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.55K
+ 33.66%
$59.93 - $66.52 $453K - $502K
30K $1.99M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.65K
+ 1.09%
$54.98 - $59.51 $90.7K - $98.2K
153K $9.09M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.51K
+ 11.6%
$66.31 - $74.08 $299K - $334K
43.4K $3.19M
FDVV
Fidelity High Dividend ETF

ETFs
9.34K
+ 126.29%
$46.26 - $50.65 $432K - $473K
16.7K $847K
VUG
Vanguard Growth ETF

ETFs
406
+ 1.72%
$341.08 - $391.94 $138K - $159K
24K $9.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
614
+ 3.49%
$162.64 - $179.3 $99.9K - $110K
18.2K $3.26M
SO
Southern CO

Utilities
15
+ 0.07%
$77.0 - $90.52 $1.16K - $1.36K
20.1K $1.81M
SCHG
Schwab Strategic Tr Us Large C

ETFs
442
+ 0.79%
$92.63 - $105.69 $40.9K - $46.7K
56.1K $5.85M
IVV
Ishares Core S&P 500 ETF

ETFs
198
+ 5.45%
$520.18 - $576.82 $103K - $114K
3.83K $2.21M
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 0.47%
$191.76 - $263.26 $2.88K - $3.95K
3.18K $831K
VTI
Vanguard Total Stock Market Et

ETFs
46
+ 0.42%
$255.18 - $283.2 $11.7K - $13K
11K $3.11M
BX
Blackstone Inc.

Financial Services
188
+ 4.53%
$120.77 - $159.66 $22.7K - $30K
4.34K $663K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
425
+ 1.18%
$53.41 - $57.9 $22.7K - $24.6K
36.5K $2.11M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.01%
$62.69 - $73.01 $62.7 - $73
17.4K $1.25M
AMZN
Amazon Com Inc

Consumer Cyclical
889
+ 21.49%
$161.02 - $200.0 $143K - $178K
5.03K $936K
VEA
Vanguard Ftse Developed Market

ETFs
2.23K
+ 38.24%
$47.6 - $53.31 $106K - $119K
8.06K $425K
VBK
Vanguard Small Cap Growth ETF

ETFs
298
+ 11.69%
$240.48 - $267.94 $71.7K - $79.8K
2.85K $761K
VBR
Vanguard Small Cap Value ETF

ETFs
404
+ 23.57%
$179.99 - $201.6 $72.7K - $81.4K
2.12K $425K
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 0.83%
$213.3 - $270.78 $3.63K - $4.6K
2.06K $557K
DFAS
Dimensional ETF Tr U S Small C

ETFs
490
+ 3.15%
$59.25 - $65.33 $29K - $32K
16.1K $1.04M
ALL
Allstate Corp

Financial Services
320
+ 22.44%
$158.43 - $192.86 $50.7K - $61.7K
1.75K $331K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
128
+ 0.52%
$61.47 - $67.36 $7.87K - $8.62K
24.7K $1.66M
MA
Mastercard Inc

Financial Services
118
+ 18.67%
$429.6 - $500.99 $50.7K - $59.1K
750 $370K
GLD
Spdr Gold Trust

ETFs
168
+ 9.76%
$215.56 - $246.98 $36.2K - $41.5K
1.89K $459K
PFE
Pfizer Inc

Healthcare
2.41K
+ 30.69%
$27.7 - $31.39 $66.9K - $75.8K
10.3K $297K
META
Meta Platforms, Inc.

Communication Services
82
+ 19.71%
$453.41 - $572.44 $37.2K - $46.9K
498 $285K
BAC
Bank Of America Corp

Financial Services
1.91K
+ 19.45%
$36.65 - $44.13 $70K - $84.3K
11.7K $465K
AME
Ametek Inc

Industrials
133
+ 1.55%
$152.74 - $176.01 $20.3K - $23.4K
8.7K $1.49M
XOM
Exxon Mobil Corp

Energy
150
+ 0.68%
$109.72 - $119.0 $16.5K - $17.9K
22.3K $2.61M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
870
+ 19.02%
$41.9 - $48.26 $36.5K - $42K
5.45K $260K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
92
+ 1.96%
$117.9 - $128.2 $10.8K - $11.8K
4.8K $614K
CAT
Caterpillar Inc

Industrials
1
+ 0.11%
$316.8 - $391.12 $317 - $391
873 $341K
RTX
Raytheon Technologies Corp

Industrials
7
+ 0.3%
$99.55 - $123.34 $697 - $863
2.37K $287K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
420
+ 6.63%
$94.39 - $96.15 $39.6K - $40.4K
6.75K $647K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6
+ 0.07%
$75.88 - $83.21 $455 - $499
8.98K $747K
IWF
Ishares Russell 1000 Gr ETF

ETFs
92
+ 14.31%
$332.02 - $382.76 $30.5K - $35.2K
735 $275K
FANG
Diamondback Energy, Inc.

Energy
459
+ 32.58%
$168.46 - $210.94 $77.3K - $96.8K
1.87K $322K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
144
+ 2.54%
$65.15 - $72.97 $9.38K - $10.5K
5.81K $423K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
195
+ 4.11%
$61.71 - $68.15 $12K - $13.3K
4.94K $334K
ITA
Ishares Tr

ETFs
62
+ 4.06%
$131.58 - $149.64 $8.16K - $9.28K
1.59K $237K
SCHA
Schwab Strategic Tr Us Small C

ETFs
339
+ 7.31%
$46.9 - $51.96 $15.9K - $17.6K
4.98K $256K
BOND
Pimco Active Bond Exchange Tra

ETFs
160
+ 2.82%
$90.01 - $95.32 $14.4K - $15.3K
5.83K $551K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
84
+ 1.35%
$58.03 - $65.37 $4.87K - $5.49K
6.32K $409K
VT
Vanguard Total World Stk Index

ETFs
11
+ 0.25%
$107.72 - $119.96 $1.18K - $1.32K
4.35K $520K
Activity Summary
Buys All Purchases 88 New Holdings 23 Increased Positions 65 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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