Mustard Seed Financial, LLC Purchases in Q3 2024

Mustard Seed Financial, LLC

  • $120 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
34.9K
+ 51.04%
$74.26 - $78.84 $2.6M - $2.76M
103K $8.11B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
22.6K
+ 13.34%
$76.38 - $78.87 $1.73M - $1.79M
192K $15.1B
Dimensional ETF Trust
27.5K
+ 28.59%
N/A
124K $3.82B
DFAI
Dimensional ETF Tr

ETFs
26.7K
+ 34.31%
$28.69 - $32.06 $765K - $854K
104K $3.32B
VT
Vanguard Total World Stk Index

ETFs
5.13K
New
$107.72 - $119.96 $552K - $615K
5.13K $614M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.14K
+ 6.08%
$76.94 - $79.54 $396K - $409K
89.7K $7.12B
VUG
Vanguard Growth ETF

ETFs
1K
+ 6.31%
$341.08 - $391.94 $341K - $392K
16.9K $6.48B
VOE
Vanguard Mid Cap Value Index F

ETFs
357
+ 1.66%
$149.02 - $167.67 $53.2K - $59.9K
21.9K $3.67B
DFAE
Dimensional ETF Tr

ETFs
11.3K
+ 23.26%
$24.46 - $27.82 $276K - $314K
59.8K $1.64B
ABBV
Abb Vie Inc.

Healthcare
927
+ 17.69%
$163.84 - $199.33 $152K - $185K
6.17K $1.22B
VBR
Vanguard Small Cap Value ETF

ETFs
553
+ 5.49%
$179.99 - $201.6 $99.5K - $111K
10.6K $2.13B
Ark 21 Shares Bitcoin ETF
3.91K
+ 43.01%
N/A
13K $825M
Fidelity Wise Origin Bitcoin
4.21K
+ 38.68%
N/A
15.1K $839M
XOM
Exxon Mobil Corp

Energy
1.71K
+ 10.12%
$109.72 - $119.0 $188K - $204K
18.6K $2.18B
AXP
American Express CO

Financial Services
863
New
$225.92 - $271.17 $195K - $234K
863 $234M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.23K
+ 18.17%
$28.25 - $31.7 $148K - $166K
34K $1.05B
VOT
Vanguard Mid Cap Growth Index

ETFs
399
+ 4.72%
$218.05 - $243.47 $87K - $97.1K
8.84K $2.15B
MFC
Manulife Financial Corp

Financial Services
6.94K
New
$24.13 - $29.63 $167K - $206K
6.94K $205M
QQQ
Invesco Qqq Trust, Series 1

ETFs
412
New
$434.77 - $502.96 $179K - $207K
412 $201M
VBK
Vanguard Small Cap Growth ETF

ETFs
361
+ 6.67%
$240.48 - $267.94 $86.8K - $96.7K
5.77K $1.54B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
213
+ 10.59%
$475.2 - $527.7 $101K - $112K
2.22K $1.17B
CADE
Cadence Bank

Financial Services
51
+ 0.14%
$27.64 - $33.58 $1.41K - $1.71K
35.2K $1.12B
CAT
Caterpillar Inc

Industrials
51
+ 2.78%
$316.8 - $391.12 $16.2K - $19.9K
1.89K $738M
ORCL
Oracle Corp

Technology
1
+ 0.03%
$125.9 - $170.35 $126 - $170
3.78K $644M
PG
Procter & Gamble CO

Consumer Defensive
40
+ 0.33%
$160.76 - $177.82 $6.43K - $7.11K
12K $2.08B
MSFT
Microsoft Corp

Technology
319
+ 16.96%
$395.15 - $467.56 $126K - $149K
2.2K $947M
VB
Vanguard Small Cap ETF

ETFs
135
+ 3.94%
$214.77 - $237.72 $29K - $32.1K
3.56K $845M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
553
+ 1.14%
$49.93 - $51.15 $27.6K - $28.3K
49.2K $2.52B
PEP
Pepsico Inc

Consumer Defensive
318
+ 7.35%
$161.9 - $179.3 $51.5K - $57K
4.65K $790M
ABT
Abbott Laboratories

Healthcare
62
+ 1.27%
$100.07 - $118.13 $6.2K - $7.32K
4.96K $565M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3
+ 0.01%
$38.51 - $41.69 $116 - $125
22.2K $926M
VGT
Vanguard Information Technolog

ETFs
65
+ 13.1%
$514.43 - $606.85 $33.4K - $39.4K
561 $329M
DFAS
Dimensional ETF Tr U S Small C

ETFs
235
+ 4.92%
$59.25 - $65.33 $13.9K - $15.4K
5.02K $325M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
57
+ 0.83%
$48.51 - $52.86 $2.77K - $3.01K
6.91K $365M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
244
+ 0.99%
$48.06 - $49.39 $11.7K - $12.1K
24.9K $1.23B
SPSB
Spdr Portfolio Short Term Corp

ETFs
527
+ 2.66%
$29.58 - $30.31 $15.6K - $16K
20.4K $617M
JPM
Jpmorgan Chase & CO

Financial Services
26
+ 1.56%
$194.9 - $224.8 $5.07K - $5.84K
1.69K $356M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.81%
$517.38 - $573.86 $2.07K - $2.3K
499 $286M
SCHX
Schwab Strategic Tr Us Large C

ETFs
23
+ 0.56%
$61.11 - $67.85 $1.41K - $1.56K
4.16K $282M
SPYG
Spdr Portfolio

ETFs
79
+ 3.06%
$73.38 - $84.1 $5.8K - $6.64K
2.66K $221M
XYL
Xylem Inc.

Industrials
4
+ 0.24%
$126.14 - $141.53 $505 - $566
1.67K $226M
CVX
Chevron Corp

Energy
153
+ 4.13%
$137.88 - $161.97 $21.1K - $24.8K
3.86K $569M
MRK
Merck & Co., Inc.

Healthcare
36
+ 1.94%
$111.15 - $128.97 $4K - $4.64K
1.9K $215M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.04%
$772.14 - $960.02 $772 - $960
2.3K $2.03B
NVDA
Nvidia Corp

Technology
34
+ 0.12%
$98.91 - $134.91 $3.36K - $4.59K
28.9K $3.52B
Activity Summary
Buys All Purchases 46 New Holdings 5 Increased Positions 41 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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