Sanford Advisory Services, LLC Purchases in Q4 2022

Sanford Advisory Services, LLC

  • $420 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
119K
+ 2626.93%
$74.07 - $75.87 $8.82M - $9.03M
124K $9.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
64K
+ 489.11%
$93.63 - $99.69 $5.99M - $6.38M
77K $7.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.2K
+ 172.95%
$327.64 - $374.54 $4.65M - $5.31M
22.4K $7.86M
MUB
Ishares National Muni Bond ETF

ETFs
36K
+ 391.37%
$101.51 - $106.72 $3.65M - $3.84M
45.2K $4.77M
SUB
Ishares Short Term National Mu

ETFs
33.4K
+ 1103.2%
$102.5 - $104.49 $3.43M - $3.49M
36.4K $3.8M
BNDX
Vanguard Total International B

ETFs
73.2K
New
$46.98 - $49.45 $3.44M - $3.62M
73.2K $3.47M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.16K
+ 1.54%
$65.75 - $75.5 $471K - $541K
472K $34M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
32.3K
New
$91.33 - $91.67 $2.95M - $2.96M
32.3K $2.96M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
39.1K
+ 21.25%
$45.98 - $53.17 $1.8M - $2.08M
223K $11.1M
VEA
Vanguard Ftse Developed Market

ETFs
61.2K
New
$36.19 - $43.78 $2.22M - $2.68M
61.2K $2.57M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
43.6K
New
$47.5 - $50.06 $2.07M - $2.18M
43.6K $2.16M
DFIV
Dimensional ETF Tr

ETFs
42.7K
+ 25.87%
$25.88 - $31.1 $1.11M - $1.33M
208K $6.32M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
12.4K
+ 93.23%
$134.21 - $152.76 $1.66M - $1.89M
25.7K $3.75M
VB
Vanguard Small Cap ETF

ETFs
10.7K
New
$172.82 - $196.57 $1.84M - $2.1M
10.7K $1.96M
DVY
Ishares Tr

ETFs
4.9K
+ 5.77%
$107.39 - $125.5 $526K - $614K
89.7K $10.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
32.3K
New
$30.23 - $35.36 $977K - $1.14M
32.3K $1.08M
DUHP
Dimensional ETF Tr Dimensional

ETFs
41.8K
New
$21.59 - $25.35 $903K - $1.06M
41.8K $1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
40.9K
New
$19.06 - $23.03 $780K - $942K
40.9K $914K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.68K
+ 21.83%
$112.65 - $131.57 $527K - $616K
26.1K $3.27M
VTI
Vanguard Total Stock Market Et

ETFs
3.72K
+ 60.56%
$179.3 - $204.18 $667K - $759K
9.86K $1.89M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.98K
+ 2.25%
$87.85 - $98.82 $174K - $196K
89.9K $8.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.8K
New
$35.32 - $40.67 $629K - $724K
17.8K $694K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4K
+ 2.84%
$38.62 - $43.71 $154K - $175K
144K $5.94M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.12K
+ 1.84%
$42.25 - $48.16 $132K - $150K
173K $7.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.21K
+ 20.82%
$264.0 - $318.6 $318K - $384K
7K $2.16M
ETN
Eaton Corp PLC

Industrials
3.91K
New
$134.31 - $166.52 $525K - $650K
3.91K $613K
VO
Vanguard Mid Cap ETF

ETFs
2.57K
+ 59.61%
$186.57 - $217.26 $480K - $559K
6.89K $1.4M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
19.1K
New
$26.9 - $31.76 $514K - $607K
19.1K $588K
DIHP
Dimensional ETF Tr Dimensional

ETFs
25.7K
New
$19.06 - $23.03 $489K - $591K
25.7K $566K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.99K
+ 57.68%
$69.38 - $73.88 $485K - $517K
19.1K $1.37M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.21K
New
$107.0 - $120.86 $451K - $509K
4.21K $461K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.63K
+ 2.94%
$56.92 - $65.36 $93K - $107K
57.3K $3.66M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
10.4K
+ 43.53%
$32.04 - $36.32 $333K - $377K
34.2K $1.18M
EMGF
Ishares Msci Emerging Markets

ETFs
10.2K
New
$38.04 - $43.31 $387K - $440K
10.2K $417K
ISRG
Intuitive Surgical Inc

Healthcare
950
New
$183.06 - $281.74 $174K - $268K
950 $252K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.59K
New
$55.71 - $67.79 $200K - $243K
3.59K $235K
DE
Deere & CO

Industrials
541
New
$344.05 - $445.7 $186K - $241K
541 $231K
ISCB
International Speedway Corp

ETFs
3.09K
+ 13.27%
$43.14 - $48.94 $133K - $151K
26.4K $1.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.1K
+ 7.75%
$62.09 - $71.89 $68.1K - $78.9K
15.2K $1.03M
SOXX
Ishares Semiconductor ETF

ETFs
82
+ 2.81%
$99.56 - $388.03 $8.16K - $31.8K
3K $1.04M
JPM
Jpmorgan Chase & CO

Financial Services
73
+ 2.35%
$101.96 - $137.84 $7.44K - $10.1K
3.18K $425K
MSFT
Microsoft Corp

Technology
363
+ 21.22%
$214.25 - $257.22 $77.8K - $93.4K
2.07K $497K
HDV
Ishares Core High Dividend ETF

ETFs
20
+ 0.26%
$93.56 - $108.19 $1.87K - $2.16K
7.6K $792K
ACN
Accenture PLC

Technology
122
+ 1.99%
$252.72 - $302.91 $30.8K - $37K
6.24K $1.66M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.59K
+ 17.87%
$28.0 - $33.87 $44.5K - $53.8K
10.5K $337K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
508
+ 7.92%
$75.77 - $88.09 $38.5K - $44.7K
6.92K $569K
XLB
Select Sector Spdr Fd Material

ETFs
13
+ 0.17%
$68.18 - $83.76 $886 - $1.09K
7.55K $586K
RTX
Raytheon Technologies Corp

Industrials
113
+ 3.57%
$82.59 - $101.0 $9.33K - $11.4K
3.28K $331K
PG
Procter & Gamble CO

Consumer Defensive
31
+ 1.27%
$123.76 - $153.95 $3.84K - $4.77K
2.47K $374K
Activity Summary
Buys All Purchases 65 New Holdings 18 Increased Positions 47 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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