Sanford Advisory Services, LLC Incresed Positions 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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.16K
+ 1.54%
$65.75 - $75.5 $471K - $541K
472K $34M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
39.1K
+ 21.25%
$45.98 - $53.17 $1.8M - $2.08M
223K $11.1M
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
DVY
Ishares Tr

ETFs
4.9K
+ 5.77%
$107.39 - $125.5 $526K - $614K
89.7K $10.8M
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
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4K
+ 2.84%
$38.62 - $43.71 $154K - $175K
144K $5.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.21K
+ 20.82%
$264.0 - $318.6 $318K - $384K
7K $2.16M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.12K
+ 1.84%
$42.25 - $48.16 $132K - $150K
173K $7.79M
VO
Vanguard Mid Cap ETF

ETFs
2.57K
+ 59.61%
$186.57 - $217.26 $480K - $559K
6.89K $1.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.99K
+ 57.68%
$69.38 - $73.88 $485K - $517K
19.1K $1.37M
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
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
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.43%
$161.61 - $185.9 $2.42K - $2.79K
3.54K $639K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
357
+ 5.39%
$81.63 - $93.6 $29.1K - $33.4K
6.99K $627K
AMGN
Amgen Inc

Healthcare
42
+ 3.17%
$229.03 - $291.01 $9.62K - $12.2K
1.37K $359K
GOOGL
Alphabet Inc.

Communication Services
1.01K
+ 23.43%
$83.43 - $104.48 $83.8K - $105K
5.29K $467K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
899
+ 21.87%
$48.51 - $49.72 $43.6K - $44.7K
5.01K $246K
IDU
Ishares Tr U S Utils ETF

ETFs
131
+ 2.15%
$76.38 - $89.16 $10K - $11.7K
6.23K $538K
CMS
Cms Energy Corp

Utilities
6
+ 0.09%
$53.97 - $64.31 $324 - $386
6.93K $439K
CWB
Spdr Bloomberg Convertible Sec

ETFs
257
+ 1.6%
$62.9 - $67.01 $16.2K - $17.2K
16.3K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
77
+ 13.14%
$452.99 - $539.25 $34.9K - $41.5K
663 $302K
VNLA
Janus Henderson Short Duration

ETFs
794
+ 3.85%
$47.38 - $48.74 $37.6K - $38.7K
21.4K $1.02M
HRL
Hormel Foods Corp

Consumer Defensive
57
+ 0.52%
$44.54 - $49.41 $2.54K - $2.82K
11K $502K
BX
Blackstone Inc.

Financial Services
317
+ 6.6%
$72.15 - $108.77 $22.9K - $34.5K
5.12K $380K
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 0.81%
$81.82 - $121.09 $12.3K - $18.2K
18.6K $1.57M
TSLA
Tesla, Inc.

Consumer Cyclical
3.09K
+ 38.23%
$109.1 - $249.44 $337K - $770K
11.2K $1.37M
AAPL
Apple Inc.

Technology
2.46K
+ 1.32%
$126.04 - $155.74 $311K - $384K
189K $24.6M
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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