Reston Wealth Management LLC Incresed Positions in Q4 2024

Reston Wealth Management LLC

  • $268 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
2.64K
+ 0.39%
$81.74 - $91.38 $216K - $242K
679K $59.7M
FNDX
Schwab Fundamental U S Large C

ETFs
1.41M
+ 209.53%
$23.49 - $71.77 $33.2M - $101M
2.09M $49.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
172K
+ 127.69%
$22.63 - $47.53 $3.89M - $8.16M
306K $6.95M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.28K
+ 0.92%
$65.31 - $74.15 $149K - $169K
250K $16.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
110K
+ 233.15%
$27.54 - $83.04 $3.02M - $9.11M
157K $4.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
66.1K
+ 352.09%
$25.93 - $105.3 $1.71M - $6.96M
84.9K $2.36M
FNDA
Schwab Fundamental U S Small C

ETFs
73.3K
+ 123.06%
$29.26 - $59.11 $2.15M - $4.34M
133K $3.95M
RTX
Raytheon Technologies Corp

Industrials
2.61K
+ 3888.06%
$114.45 - $127.21 $298K - $331K
2.67K $309K
SPMD
Spdr Portfolio

ETFs
4.34K
+ 1.22%
$54.13 - $59.56 $235K - $258K
359K $19.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.19K
+ 42.5%
$26.63 - $30.23 $245K - $278K
30.8K $820K
MUB
Ishares National Muni Bond ETF

ETFs
2.49K
+ 3.04%
$105.78 - $108.7 $263K - $271K
84.4K $8.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
220
+ 32.54%
$442.29 - $483.08 $97.3K - $106K
896 $406K
MAR
Marriott International Inc

Consumer Cyclical
9
+ 0.44%
$246.06 - $292.59 $2.21K - $2.63K
2.07K $577K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
156K
+ 124.84%
$18.41 - $40.87 $2.86M - $6.36M
280K $5.18M
VXF
Vanguard Extended Market ETF

ETFs
23
+ 0.57%
$179.17 - $207.15 $4.12K - $4.76K
4.05K $769K
ITOT
Ishares Core S&P Total U.S. St

ETFs
14
+ 0.37%
$124.26 - $134.12 $1.74K - $1.88K
3.8K $489K
IWR
Ishares Russell Mid Cap ETF

ETFs
22
+ 0.35%
$87.25 - $95.52 $1.92K - $2.1K
6.37K $563K
BGT
Blackrock Floating Rate Income Trust

Financial Services
442
+ 2.8%
$12.69 - $13.4 $5.61K - $5.92K
16.2K $208K
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.14%
N/A
695 $184K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.91K
+ 10.16%
$60.13 - $67.31 $175K - $196K
31.5K $1.91M
MPC
Marathon Petroleum Corp

Energy
9
+ 0.62%
$131.65 - $174.84 $1.18K - $1.57K
1.46K $203K
EFA
Ishares Tr Msci Eafe ETF

ETFs
115
+ 1.4%
$75.1 - $82.99 $8.64K - $9.54K
8.33K $630K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
131
+ 0.37%
$39.3 - $41.34 $5.15K - $5.42K
35.7K $1.41M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.47%
$727.2 - $932.06 $2.18K - $2.8K
637 $491K
BND
Vanguard Bd Index Fd Inc Total

ETFs
392
+ 1.02%
$71.75 - $75.11 $28.1K - $29.4K
38.8K $2.79M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
234
+ 0.09%
$51.09 - $55.27 $12K - $12.9K
252K $12.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.7K
+ 1.09%
$24.94 - $26.14 $291K - $305K
1.09M $27.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.3K
+ 3.63%
$34.13 - $37.35 $932K - $1.02M
779K $26.6M
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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