Reston Wealth Management LLC Incresed Positions 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
BND
Vanguard Bd Index Fd Inc Total

ETFs
553
+ 1.46%
$71.45 - $75.64 $39.5K - $41.8K
38.4K $2.89M
AAPL
Apple Inc.

Technology
109
+ 2.51%
$207.23 - $234.82 $22.6K - $25.6K
4.46K $1.04M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.57K
+ 4.61%
$39.37 - $41.68 $61.7K - $65.4K
35.6K $1.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
114
+ 4.95%
$332.02 - $382.76 $37.9K - $43.6K
2.42K $906K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.2%
$460.3 - $584.56 $460 - $585
510 $298K
JPM
Jpmorgan Chase & CO

Financial Services
127
+ 3.44%
$194.9 - $224.8 $24.8K - $28.5K
3.82K $805K
VXF
Vanguard Extended Market ETF

ETFs
13
+ 0.32%
$163.98 - $182.92 $2.13K - $2.38K
4.03K $733K
IWR
Ishares Russell Mid Cap ETF

ETFs
25
+ 0.4%
$79.92 - $88.19 $2K - $2.2K
6.35K $559K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.71%
$163.84 - $199.33 $1.64K - $1.99K
1.41K $278K
UNP
Union Pacific Corp

Industrials
26
+ 1.83%
$221.78 - $256.09 $5.77K - $6.66K
1.45K $357K
KO
Coca Cola CO

Consumer Defensive
28
+ 0.69%
$62.69 - $73.01 $1.76K - $2.04K
4.09K $293K
ITOT
Ishares Core S&P Total U.S. St

ETFs
14
+ 0.37%
$113.41 - $125.62 $1.59K - $1.76K
3.79K $475K
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.47%
$517.38 - $573.86 $1.55K - $1.72K
636 $364K
XOM
Exxon Mobil Corp

Energy
136
+ 6.88%
$109.72 - $119.0 $14.9K - $16.2K
2.11K $247K
MSFT
Microsoft Corp

Technology
186
+ 4.86%
$395.15 - $467.56 $73.5K - $87K
4.01K $1.73M
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.1%
$211.35 - $255.11 $423 - $510
2.06K $512K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13
+ 0.38%
$57.32 - $62.65 $745 - $814
3.46K $215K
BGT
Blackrock Floating Rate Income Trust

Financial Services
433
+ 2.82%
$12.37 - $13.2 $5.36K - $5.72K
15.8K $204K
MPC
Marathon Petroleum Corp

Energy
90
+ 6.62%
$158.61 - $180.75 $14.3K - $16.3K
1.45K $236K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.16%
$772.14 - $960.02 $772 - $960
634 $561K
GOOG
Alphabet Inc.

Communication Services
207
+ 3.26%
$149.54 - $192.66 $31K - $39.9K
6.55K $1.09M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.11%
$148.65 - $191.18 $743 - $956
4.42K $733K
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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