Newman & Schimel, LLC Purchases in Q4 2022

Newman & Schimel, LLC

  • $221 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.65K
+ 1.44%
$74.07 - $75.87 $418K - $428K
398K $0
VTI
Vanguard Total Stock Market Et

ETFs
3.97K
+ 3.06%
$179.3 - $204.18 $712K - $811K
134K $0
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.3K
+ 4.87%
$79.44 - $90.48 $816K - $930K
221K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 0.26%
$264.0 - $318.6 $29K - $35K
42.7K $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.44K
+ 3.82%
$45.45 - $53.83 $247K - $293K
148K $0
SCHO
Schwab Short Term Us Treasury

ETFs
26.4K
+ 24.78%
$47.89 - $48.47 $1.27M - $1.28M
133K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.51K
+ 6.86%
$41.94 - $47.81 $273K - $311K
101K $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
43.8K
+ 77.04%
$41.93 - $47.9 $1.83M - $2.1M
101K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10K
+ 20.17%
$67.16 - $79.06 $672K - $791K
59.6K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.8K
+ 24.62%
$73.35 - $75.8 $791K - $818K
54.6K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
688
+ 9.56%
$327.64 - $374.54 $225K - $258K
7.89K $0
AAPL
Apple Inc.

Technology
4.02K
+ 32.66%
$126.04 - $155.74 $507K - $626K
16.3K $0
NVDA
Nvidia Corp

Technology
6.94K
New
$112.27 - $180.72 $779K - $1.25M
6.94K $0
VTV
Vanguard Value ETF

ETFs
117
+ 1.66%
$124.69 - $146.24 $14.6K - $17.1K
7.17K $0
MSFT
Microsoft Corp

Technology
756
+ 22.02%
$214.25 - $257.22 $162K - $194K
4.19K $0
AMZN
Amazon Com Inc

Consumer Cyclical
5.13K
+ 162.81%
$81.82 - $121.09 $420K - $621K
8.28K $0
V
Visa Inc.

Financial Services
1.99K
New
$179.14 - $217.69 $357K - $434K
1.99K $0
HD
Home Depot, Inc.

Consumer Cyclical
550
+ 75.34%
$269.46 - $333.38 $148K - $183K
1.28K $0
NFLX
Netflix Inc

Communication Services
1.16K
New
$214.29 - $320.41 $249K - $372K
1.16K $0
COST
Costco Wholesale Corp

Consumer Defensive
741
New
$452.99 - $539.25 $336K - $400K
741 $0
AMAT
Applied Materials Inc

Technology
3.2K
New
$74.41 - $111.87 $238K - $358K
3.2K $0
I Shares Gold Trust
1.18K
+ 15.79%
N/A
8.62K $0
GOOGL
Alphabet Inc.

Communication Services
3.35K
New
$83.43 - $104.48 $279K - $349K
3.35K $0
GOOG
Alphabet Inc.

Communication Services
250
+ 9.38%
$85.08 - $104.93 $21.3K - $26.2K
2.92K $0
IJT
Ishares S&P Small Cap 600 Grow

ETFs
15
+ 0.65%
$102.93 - $117.14 $1.54K - $1.76K
2.32K $0
SPYG
Spdr Portfolio

ETFs
13
+ 0.28%
$49.14 - $55.07 $639 - $716
4.58K $0
SONY
Sony Group Corp

Technology
3.03K
New
$63.46 - $83.94 $192K - $254K
3.03K $0
TSLA
Tesla, Inc.

Consumer Cyclical
1.86K
New
$109.1 - $249.44 $203K - $463K
1.86K $0
ADSK
Autodesk, Inc.

Technology
1.2K
New
$181.9 - $232.3 $218K - $279K
1.2K $0
NVTA
Invitae Corp

Healthcare
14.5K
New
$1.71 - $3.61 $24.8K - $52.3K
14.5K $0
Activity Summary
Buys All Purchases 31 New Holdings 10 Increased Positions 21 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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