North Berkeley Wealth Management, LLC Purchases in Q4 2024

North Berkeley Wealth Management, LLC

  • $98.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
79.4K
New
$165.45 - $196.93 $13.1M - $15.6M
79.4K $13.2B
NUSC
Nuveen Esg Small Cap ETF

ETFs
246K
New
$41.74 - $46.2 $10.3M - $11.4M
246K $10.3B
ACWI
Ishares Msci Acwi ETF

ETFs
80.1K
New
$117.05 - $123.03 $9.37M - $9.85M
80.1K $9.41B
IVW
Ishares S&P 500 Growth ETF

ETFs
81.1K
New
$94.43 - $105.47 $7.66M - $8.56M
81.1K $8.24B
IEMG
Ishares Inc

ETFs
145K
New
N/A
145K $7.59B
AAPL
Apple Inc.

Technology
30.1K
New
$221.69 - $259.02 $6.68M - $7.81M
30.1K $7.55B
Manager Directed Portfolios
456K
New
N/A
456K $4.62B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.81K
New
$442.29 - $483.08 $2.57M - $2.81M
5.81K $2.63B
IVV
Ishares Core S&P 500 ETF

ETFs
3.96K
New
$570.51 - $610.59 $2.26M - $2.42M
3.96K $2.33B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.4K
New
$96.64 - $101.23 $1.68M - $1.76M
17.4K $1.68B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.4K
New
$113.92 - $127.38 $1.42M - $1.58M
12.4K $1.43B
GOOG
Alphabet Inc.

Communication Services
7.26K
New
$163.08 - $198.16 $1.18M - $1.44M
7.26K $1.38B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$664750.0 - $724132.5 $1.33M - $1.45M
2 $1.36B
MSFT
Microsoft Corp

Technology
2.89K
New
$406.35 - $454.46 $1.18M - $1.32M
2.89K $1.22B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.9K
New
$61.68 - $67.87 $1.17M - $1.29M
18.9K $1.18B
NVDA
Nvidia Corp

Technology
8.52K
New
$117.0 - $148.88 $997K - $1.27M
8.52K $1.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.92K
New
$567.81 - $607.81 $1.09M - $1.17M
1.92K $1.13B
VNQ
Vanguard Specialized Funds Van

ETFs
11.9K
New
$87.85 - $98.6 $1.05M - $1.18M
11.9K $1.06B
Vanguard Calif Tax Free Fds
8.32K
New
N/A
8.32K $828M
GOOGL
Alphabet Inc.

Communication Services
4.31K
New
$161.86 - $196.66 $698K - $848K
4.31K $816M
VTI
Vanguard Total Stock Market Et

ETFs
2.79K
New
$280.04 - $302.45 $781K - $844K
2.79K $809M
NVO
Novo Nordisk A S

Healthcare
8.5K
New
$85.0 - $120.04 $723K - $1.02M
8.5K $731M
CNC
Centene Corp

Healthcare
11.3K
New
$56.71 - $73.94 $643K - $838K
11.3K $687M
CAT
Caterpillar Inc

Industrials
1.8K
New
$360.37 - $416.88 $649K - $750K
1.8K $653M
AMZN
Amazon Com Inc

Consumer Cyclical
2.84K
New
$180.88 - $232.93 $514K - $662K
2.84K $624M
GE
General Electric CO

Industrials
3.55K
New
$159.95 - $194.23 $567K - $689K
3.55K $592M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
3.03K
New
$192.71 - $203.05 $584K - $616K
3.03K $587M
NOW
Service Now, Inc.

Technology
550
New
$867.18 - $1148.42 $477K - $632K
550 $583M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.45K
New
$370.24 - $418.94 $537K - $607K
1.45K $582M
COST
Costco Wholesale Corp

Consumer Defensive
589
New
$873.59 - $994.69 $515K - $586K
589 $540M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.66K
New
$311.11 - $335.64 $516K - $556K
1.66K $534M
LUV
Southwest Airlines CO

Industrials
15.6K
New
$28.99 - $34.84 $454K - $545K
15.6K $526M
WFC
Wells Fargo & Company

Financial Services
7.29K
New
$54.98 - $77.35 $401K - $564K
7.29K $512M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
27K
New
$18.36 - $19.53 $495K - $527K
27K $495M
TSLA
Tesla, Inc.

Consumer Cyclical
1.21K
New
$213.65 - $479.86 $259K - $583K
1.21K $490M
AMAT
Applied Materials Inc

Technology
2.96K
New
$161.44 - $213.89 $478K - $633K
2.96K $482M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.23K
New
$75.65 - $83.47 $472K - $520K
6.23K $475M
VEA
Vanguard Ftse Developed Market

ETFs
9.54K
New
$47.57 - $52.44 $454K - $500K
9.54K $456M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.2K
New
$46.33 - $48.6 $426K - $447K
9.2K $427M
CMF
Ishares California Muni Bond E

ETFs
7.15K
New
$56.66 - $58.1 $405K - $416K
7.15K $410M
ABBV
Abb Vie Inc.

Healthcare
2.14K
New
$164.99 - $203.87 $353K - $437K
2.14K $381M
QQQ
Invesco Qqq Trust, Series 1

ETFs
690
New
$481.22 - $538.17 $332K - $371K
690 $353M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.42K
New
$75.1 - $82.99 $332K - $367K
4.42K $334M
MSI
Motorola Solutions, Inc.

Technology
714
New
$449.08 - $504.6 $321K - $360K
714 $330M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.4K
New
$22.01 - $66.82 $317K - $961K
14.4K $326M
XOM
Exxon Mobil Corp

Energy
2.93K
New
$105.51 - $125.37 $309K - $367K
2.93K $315M
JNJ
Johnson & Johnson

Healthcare
2.15K
New
$143.34 - $165.86 $308K - $356K
2.15K $310M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.31K
New
$125.36 - $147.37 $290K - $341K
2.31K $304M
HUBB
Hubbell Inc

Industrials
714
New
$418.89 - $472.12 $299K - $337K
714 $299M
Activity Summary
Buys All Purchases 68 New Holdings 68 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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