Parkshore Wealth Management, Inc. New Holdings in Q4 2024

Parkshore Wealth Management, Inc.

  • $166 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.25M
New
$33.92 - $36.6 $42.3M - $45.6M
1.25M $43.1B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
281K
New
$41.17 - $43.34 $11.6M - $12.2M
281K $11.6B
AAPL
Apple Inc.

Technology
39.4K
New
$221.69 - $259.02 $8.74M - $10.2M
39.4K $9.87B
DFAI
Dimensional ETF Tr

ETFs
271K
New
$29.0 - $31.6 $7.86M - $8.56M
271K $7.91B
AVUS
American Centy ETF Tr Avantis

ETFs
73K
New
$94.36 - $102.06 $6.89M - $7.45M
73K $7.08B
AVUV
American Centy ETF Tr Avantis

ETFs
65.3K
New
$94.37 - $106.41 $6.16M - $6.95M
65.3K $6.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
95K
New
$54.54 - $61.04 $5.18M - $5.8M
95K $5.29B
AVDV
American Centy ETF Tr Avantis

ETFs
79.7K
New
$63.85 - $70.4 $5.09M - $5.61M
79.7K $5.19B
Dimensional ETF Trust
197K
New
N/A
197K $5.04B
DUHP
Dimensional ETF Tr Dimensional

ETFs
139K
New
$33.62 - $35.69 $4.67M - $4.95M
139K $4.69B
TSLA
Tesla, Inc.

Consumer Cyclical
9.02K
New
$213.65 - $479.86 $1.93M - $4.33M
9.02K $3.64B
DFSD
Dimensional ETF Tr Short Durat

ETFs
77.2K
New
$46.75 - $47.8 $3.61M - $3.69M
77.2K $3.62B
AVES
American Centy ETF Tr Avantis

ETFs
71.3K
New
$46.2 - $53.09 $3.29M - $3.79M
71.3K $3.29B
AVRE
American Centy ETF Tr Avantis
73.7K
New
$41.03 - $46.91 $3.02M - $3.46M
73.7K $3.09B
DFSB
Dimensional ETF Tr Dimensional
59K
New
N/A
59K $3B
DFAE
Dimensional ETF Tr

ETFs
113K
New
$25.36 - $28.15 $2.87M - $3.18M
113K $2.87B
AXP
American Express CO

Financial Services
9.48K
New
$267.35 - $305.57 $2.53M - $2.9M
9.48K $2.81B
MSI
Motorola Solutions, Inc.

Technology
4.62K
New
$449.08 - $504.6 $2.08M - $2.33M
4.62K $2.14B
DFAU
Dimensional ETF Tr

ETFs
50.7K
New
$39.27 - $42.38 $1.99M - $2.15M
50.7K $2.05B
LMT
Lockheed Martin Corp

Industrials
3.91K
New
$479.66 - $614.62 $1.87M - $2.4M
3.91K $1.9B
PG
Procter & Gamble CO

Consumer Defensive
11.2K
New
$161.05 - $179.7 $1.8M - $2.01M
11.2K $1.87B
AVLV
American Centy ETF Tr Avantis
27.9K
New
$65.51 - $71.22 $1.82M - $1.98M
27.9K $1.86B
Dimensional ETF Trust
23.1K
New
N/A
23.1K $1.44B
CDZI
Cadiz Inc

Utilities
247K
New
$2.92 - $5.2 $723K - $1.29M
247K $1.29B
VTI
Vanguard Total Stock Market Et

ETFs
4.12K
New
$280.04 - $302.45 $1.15M - $1.25M
4.12K $1.19B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.82K
New
$370.24 - $418.94 $1.05M - $1.18M
2.82K $1.13B
IWD
Ishares Russell 1000 Val ETF

ETFs
5.86K
New
$183.23 - $199.79 $1.07M - $1.17M
5.86K $1.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.38K
New
$442.29 - $483.08 $1.05M - $1.15M
2.38K $1.08B
NVDA
Nvidia Corp

Technology
7K
New
$117.0 - $148.88 $819K - $1.04M
7K $940M
AMP
Ameriprise Financial Inc

Financial Services
1.6K
New
$473.15 - $574.01 $755K - $916K
1.6K $850M
IWS
Ishares Russell Midcap Value E

ETFs
6.54K
New
$128.08 - $140.32 $838K - $918K
6.54K $846M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.4K
New
$567.81 - $607.81 $796K - $852K
1.4K $821M
MSFT
Microsoft Corp

Technology
1.92K
New
$406.35 - $454.46 $780K - $873K
1.92K $809M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.52K
New
$481.22 - $538.17 $733K - $820K
1.52K $779M
TNA
Direxion Daily Small Cap Bull

ETFs
16.4K
New
$41.4 - $56.28 $680K - $925K
16.4K $688M
BAC
Bank Of America Corp

Financial Services
13.5K
New
$39.22 - $47.77 $529K - $645K
13.5K $593M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
20.5K
New
$27.54 - $83.04 $565K - $1.7M
20.5K $568M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.87K
New
$278.19 - $315.36 $521K - $590K
1.87K $539M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.49K
New
$71.75 - $75.11 $537K - $562K
7.49K $539M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.95K
New
$58.88 - $64.8 $527K - $580K
8.95K $527M
VUG
Vanguard Growth ETF

ETFs
1.27K
New
$378.79 - $428.11 $482K - $545K
1.27K $522M
PWZ
Invesco California Amt Free Mu

ETFs
20.6K
New
$24.49 - $25.25 $504K - $519K
20.6K $508M
Dimensional ETF Trust
16.5K
New
N/A
16.5K $494M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.46K
New
$116.4 - $138.52 $403K - $479K
3.46K $439M
MPC
Marathon Petroleum Corp

Energy
3.07K
New
$131.65 - $174.84 $404K - $537K
3.07K $428M
CVX
Chevron Corp

Energy
2.69K
New
$141.15 - $162.53 $379K - $436K
2.69K $389M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
646
New
$521.84 - $558.82 $337K - $361K
646 $348M
MKC
Mccormick & CO Inc

Consumer Defensive
4.4K
New
$73.97 - $84.09 $325K - $370K
4.4K $335M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.4K
New
$18.41 - $40.87 $321K - $713K
17.4K $323M
Activity Summary
Buys All Purchases 67 New Holdings 67 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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