Reston Wealth Management LLC Purchases in Q3 2024

Reston Wealth Management LLC

  • $275 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
19.2K
+ 2.94%
$65.36 - $71.76 $1.26M - $1.38M
674K $48.4M
SPYG
Spdr Portfolio

ETFs
6.03K
+ 0.9%
$73.38 - $84.1 $442K - $507K
676K $56.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.7K
+ 1.58%
$33.74 - $37.96 $395K - $444K
751K $28.2M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8.02K
+ 3.35%
$60.1 - $66.57 $482K - $534K
247K $16.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
15.8K
+ 1.49%
$24.86 - $26.33 $392K - $415K
1.08M $28.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.74K
+ 1.1%
$48.51 - $52.86 $133K - $145K
252K $13.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.03K
+ 5.09%
$36.98 - $41.55 $223K - $251K
125K $5.12M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.73K
+ 4.45%
$45.2 - $47.87 $259K - $274K
135K $6.39M
FNDA
Schwab Fundamental U S Small C

ETFs
3.05K
+ 5.4%
$54.26 - $60.01 $166K - $183K
59.6K $3.55M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.28K
+ 5.1%
$75.47 - $83.18 $172K - $190K
47.1K $3.91M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
714
+ 2.56%
$60.13 - $68.17 $42.9K - $48.7K
28.6K $1.94M
ISRG
Intuitive Surgical Inc

Healthcare
417
New
$416.14 - $494.01 $174K - $206K
417 $204K
MCD
Mcdonalds Corp

Consumer Cyclical
636
New
$245.82 - $304.51 $156K - $194K
636 $193K
OEF
Ishares S&P 100 ETF

ETFs
694
New
$266.03 - $266.03 $185K - $185K
694 $184K
MELI
Mercadolibre Inc

Consumer Cyclical
90
New
$1591.44 - $2140.1 $143K - $193K
90 $184K
PG
Procter & Gamble CO

Consumer Defensive
1.05K
New
$160.76 - $177.82 $168K - $186K
1.05K $181K
HD
Home Depot, Inc.

Consumer Cyclical
415
New
$333.64 - $405.2 $138K - $168K
415 $168K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.62K
New
$96.25 - $101.98 $156K - $165K
1.62K $163K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
352
New
$460.0 - $505.78 $162K - $178K
352 $163K
BND
Vanguard Bd Index Fd Inc Total

ETFs
553
+ 1.46%
$71.45 - $75.64 $39.5K - $41.8K
38.4K $2.89M
XLE
Energy Sector Spdr

ETFs
1.78K
New
$84.35 - $93.39 $150K - $166K
1.78K $156K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6.65K
New
$23.08 - $23.52 $153K - $156K
6.65K $155K
PEG
Public Service Enterprise Group Inc

Utilities
1.75K
New
$73.58 - $89.21 $129K - $156K
1.75K $155K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
6.68K
New
$22.94 - $23.16 $153K - $155K
6.68K $154K
MCK
Mckesson Corp

Healthcare
301
New
$479.06 - $630.38 $144K - $190K
301 $148K
AMAT
Applied Materials Inc

Technology
715
New
$174.88 - $254.97 $125K - $182K
715 $144K
BX
Blackstone Inc.

Financial Services
917
New
$120.77 - $159.66 $111K - $146K
917 $140K
MS
Morgan Stanley

Financial Services
1.28K
New
$92.07 - $106.96 $118K - $137K
1.28K $133K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.93K
New
$41.02 - $46.01 $120K - $135K
2.93K $133K
SHOP
Shopify Inc.

Technology
1.6K
New
$52.26 - $80.75 $83.5K - $129K
1.6K $127K
AVGO
Broadcom Inc.

Technology
735
New
$136.27 - $1745.86 $100K - $1.28M
735 $126K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
708
New
$138.85 - $182.81 $98.3K - $129K
708 $125K
AAPL
Apple Inc.

Technology
109
+ 2.51%
$207.23 - $234.82 $22.6K - $25.6K
4.46K $1.04M
CAT
Caterpillar Inc

Industrials
313
New
$316.8 - $391.12 $99.2K - $122K
313 $122K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.57K
+ 4.61%
$39.37 - $41.68 $61.7K - $65.4K
35.6K $1.47M
JNJ
Johnson & Johnson

Healthcare
746
New
$145.48 - $167.38 $109K - $125K
746 $120K
UNH
Unitedhealth Group Inc

Healthcare
203
New
$488.01 - $604.18 $99.1K - $123K
203 $118K
NFLX
Netflix Inc

Communication Services
165
New
$598.55 - $722.26 $98.8K - $119K
165 $117K
CSCO
Cisco Systems, Inc.

Technology
2.16K
New
$44.74 - $53.22 $96.8K - $115K
2.16K $115K
EEM
Ishares Msci Emerging Markets

ETFs
2.42K
New
$40.42 - $46.7 $97.9K - $113K
2.42K $111K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.75K
New
$37.33 - $40.63 $103K - $112K
2.75K $111K
MA
Mastercard Inc

Financial Services
220
New
$429.6 - $500.99 $94.5K - $110K
220 $108K
GRMN
Garmin LTD

Technology
612
New
$161.1 - $183.29 $98.6K - $112K
612 $107K
BA
Boeing CO

Industrials
700
New
$152.04 - $190.6 $106K - $133K
700 $106K
BSEP
Innovator U.S. Equity Buffer E

ETFs
2.46K
New
$39.49 - $42.12 $97.1K - $104K
2.46K $103K
VLO
Valero Energy Corp

Energy
770
New
$132.81 - $163.48 $102K - $126K
770 $103K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.64K
New
$56.04 - $62.99 $91.7K - $103K
1.64K $100K
BAC
Bank Of America Corp

Financial Services
2.5K
New
$36.65 - $44.13 $91.7K - $110K
2.5K $99K
BALL
Ball Corp

Consumer Cyclical
1.46K
New
$58.86 - $67.91 $85.8K - $99K
1.46K $99K
Activity Summary
Buys All Purchases 435 New Holdings 401 Increased Positions 34 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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