Nalls Sherbakoff Group, LLC Incresed Positions in Q4 2023

Nalls Sherbakoff Group, LLC

  • $112 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.13K
+ 0.98%
$47.61 - $55.91 $149K - $175K
321K $17.9B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.53K
+ 4.44%
$32.37 - $37.01 $308K - $353K
224K $8.28B
BA
Boeing CO

Industrials
1.73K
+ 3460.0%
$177.73 - $264.27 $307K - $457K
1.78K $464M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.53K
+ 3.5%
$23.61 - $29.53 $59.7K - $74.6K
74.8K $2.18B
VTV
Vanguard Value ETF

ETFs
1.1K
+ 7.66%
$131.82 - $149.95 $144K - $164K
15.4K $2.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
129
+ 0.44%
$70.08 - $83.37 $9.04K - $10.8K
29.5K $2.45B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.05K
+ 9.87%
$22.36 - $24.96 $158K - $176K
78.5K $1.96B
DISV
Dimensional ETF Tr Dimensional

ETFs
4.21K
+ 7.89%
$22.43 - $25.87 $94.4K - $109K
57.5K $1.48B
FNDX
Schwab Fundamental U S Large C

ETFs
117
+ 0.5%
$53.46 - $62.11 $6.25K - $7.27K
23.6K $1.46B
LMT
Lockheed Martin Corp

Industrials
268
+ 68.89%
$397.35 - $458.04 $106K - $123K
657 $298M
AMD
Advanced Micro Devices Inc

Technology
208
+ 10.35%
$93.67 - $148.76 $19.5K - $30.9K
2.22K $327M
TFC
Truist Financial Corp

Financial Services
168
+ 1.42%
$27.03 - $37.64 $4.54K - $6.32K
12K $442M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
262
+ 1.53%
$70.49 - $76.74 $18.5K - $20.1K
17.4K $1.33B
NSC
Norfolk Southern Corp

Industrials
1
+ 0.06%
$184.53 - $236.53 $185 - $237
1.66K $392M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.11K
+ 77.67%
$18.7 - $19.3 $58.2K - $60K
7.11K $137M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
209
+ 0.33%
$23.04 - $24.89 $4.82K - $5.2K
64.2K $1.59B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.83K
+ 223.75%
$18.55 - $19.46 $52.4K - $55K
4.09K $79.6M
T
At&T Inc.

Communication Services
126
+ 0.46%
$14.32 - $17.22 $1.8K - $2.17K
27.3K $458M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
65
+ 0.84%
$66.9 - $76.32 $4.35K - $4.96K
7.77K $592M
IYW
Ishares Dj Us Tech ETF

ETFs
318
+ 159.0%
$101.31 - $123.31 $32.2K - $39.2K
518 $63.6M
SO
Southern CO

Utilities
379
+ 13.69%
$62.71 - $73.08 $23.8K - $27.7K
3.15K $221M
LLY
Eli Lilly & CO

Healthcare
49
+ 19.52%
$525.19 - $619.13 $25.7K - $30.3K
300 $175M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.29K
+ 88.89%
$22.34 - $23.28 $28.8K - $30K
2.74K $63.3M
MO
Altria Group, Inc.

Consumer Defensive
750
+ 120.97%
$39.26 - $43.19 $29.4K - $32.4K
1.37K $55.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
312
+ 4.55%
$24.79 - $28.64 $7.73K - $8.94K
7.18K $205M
BSJR
Invesco Indx Tr

ETFs
1.24K
+ 223.38%
$21.0 - $22.49 $26.1K - $27.9K
1.8K $40.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
411
+ 79.5%
$48.83 - $60.51 $20.1K - $24.9K
928 $55.3M
DUK
Duke Energy Corp

Utilities
19
+ 0.67%
$85.44 - $98.31 $1.62K - $1.87K
2.87K $278M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.17%
$147.64 - $174.21 $295 - $348
1.15K $200M
META
Meta Platforms, Inc.

Communication Services
9
+ 2.69%
$288.35 - $358.32 $2.6K - $3.22K
343 $121M
IGF
Ishares Global Infrastructure

ETFs
5
+ 0.09%
$41.18 - $48.0 $206 - $240
5.48K $258M
MS
Morgan Stanley

Financial Services
89
+ 12.48%
$70.4 - $93.66 $6.27K - $8.34K
802 $74.8M
DFAU
Dimensional ETF Tr

ETFs
19
+ 0.39%
$28.58 - $33.37 $543 - $634
4.84K $161M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.77%
$246.19 - $296.51 $739 - $890
392 $116M
KMI
Kinder Morgan, Inc.

Energy
3
+ 0.02%
$16.03 - $17.85 $48.1 - $53.6
12K $212M
D
Dominion Energy, Inc

Utilities
75
+ 1.97%
$39.53 - $49.47 $2.96K - $3.71K
3.88K $182M
OLN
Olin Corp

Basic Materials
11
+ 0.38%
$42.12 - $55.15 $463 - $607
2.9K $156M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.21%
$203.12 - $238.25 $203 - $238
468 $111M
VZ
Verizon Communications Inc

Communication Services
20
+ 1.08%
$30.67 - $38.65 $613 - $773
1.87K $70.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
67
+ 26.8%
$64.12 - $90.86 $4.3K - $6.09K
317 $28.3M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
32
+ 0.18%
$20.08 - $20.45 $643 - $654
17.7K $362M
WDFC
Wd 40 CO

Basic Materials
1
+ 0.57%
$199.49 - $243.24 $199 - $243
176 $42M
DFAI
Dimensional ETF Tr

ETFs
13
+ 0.61%
$24.88 - $28.69 $323 - $373
2.16K $61.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.26%
$85.66 - $105.12 $85.7 - $105
382 $39.9M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
23
+ 0.11%
$20.67 - $20.89 $475 - $480
20.7K $433M
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 1.08%
$125.51 - $158.2 $251 - $316
187 $29M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
17
+ 13.93%
$72.21 - $84.55 $1.23K - $1.44K
139 $11.7M
IVZ
Invesco Ltd.

Financial Services
9
+ 1.32%
$12.52 - $18.07 $113 - $163
690 $12.3M
WY
Weyerhaeuser CO

Real Estate
3
+ 0.62%
$28.55 - $35.1 $85.7 - $105
490 $17M
Activity Summary
Buys All Purchases 94 New Holdings 27 Increased Positions 67 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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