Newman & Schimel, LLC Purchases and Sells in Q4 2022

Newman & Schimel, LLC

$221 Million
Q4 2022

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	5.65K + 1.44%	$74.07 - $75.87 $418K - $428K	398K $0
VTI	3.97K + 3.06%	$179.3 - $204.18 $712K - $811K	134K $0
ITOT	10.3K + 4.87%	$79.44 - $90.48 $816K - $930K	221K $0
BRK-B	110 + 0.26%	$264.0 - $318.6 $29K - $35K	42.7K $0
VXUS	5.44K + 3.82%	$45.45 - $53.83 $247K - $293K	148K $0
SCHO	26.4K + 24.78%	$47.89 - $48.47 $1.27M - $1.28M	133K $0

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	6.94K New	$112.27 - $180.72 $779K - $1.25M	6.94K $0
V	1.99K New	$179.14 - $217.69 $357K - $434K	1.99K $0
NFLX	1.16K New	$214.29 - $320.41 $249K - $372K	1.16K $0
COST	741 New	$452.99 - $539.25 $336K - $400K	741 $0
AMAT	3.2K New	$74.41 - $111.87 $238K - $358K	3.2K $0
GOOGL	3.35K New	$83.43 - $104.48 $279K - $349K	3.35K $0

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF	-4.6K - 33.21%	$28.0 - $33.87 $129K - $156K	9.26K $0
IJS	-20 - 0.5%	$84.57 - $97.98 $1.69K - $1.96K	3.97K $0
SCHV	-466 - 5.99%	$59.13 - $69.24 $27.6K - $32.3K	7.32K $0
SPDW	-799 - 4.26%	$25.7 - $31.02 $20.5K - $24.8K	17.9K $0
VO	-396 - 11.53%	$186.57 - $217.26 $73.9K - $86K	3.04K $0
SCHG	-1.16K - 8.49%	$54.31 - $60.76 $62.9K - $70.4K	12.5K $0

Activity Summary All Purchases 31 New Holdings 10 Increased Positions 21 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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