Sargent Bickham Lagudis LLC Purchases in Q4 2022

Sargent Bickham Lagudis LLC

  • $1.22 Billion
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.2K
+ 6.38%
$327.64 - $374.54 $3.68M - $4.21M
187K $0
VEA
Vanguard Ftse Developed Market

ETFs
323K
+ 35.03%
$36.19 - $43.78 $11.7M - $14.1M
1.25M $0
VTWO
Vanguard Russell 2000 ETF

ETFs
72.8K
+ 16.75%
$67.44 - $75.98 $4.91M - $5.53M
507K $0
ACWI
Ishares Msci Acwi ETF

ETFs
58.5K
+ 27.41%
$77.52 - $89.8 $4.54M - $5.25M
272K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.6K
+ 0.48%
$56.92 - $65.36 $91K - $104K
335K $0
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
98.7K
+ 19.03%
$28.0 - $33.87 $2.76M - $3.34M
617K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.36K
+ 4.03%
$264.0 - $318.6 $623K - $752K
60.9K $0
IBDW
Ishares Tr Ibonds Dec 2031 Ter
920K
+ 108199.76%
$18.9 - $20.59 $17.4M - $18.9M
921K $0
MUB
Ishares National Muni Bond ETF

ETFs
21.6K
+ 16.48%
$101.51 - $106.72 $2.19M - $2.3M
152K $0
VEU
Vanguard Ftse All World Ex Us

ETFs
10.4K
+ 4.24%
$44.03 - $52.21 $457K - $541K
255K $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
47.9K
+ 159.51%
$112.65 - $131.57 $5.39M - $6.3M
77.9K $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.21K
+ 12.13%
$409.49 - $470.66 $905K - $1.04M
20.4K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.74K
+ 5.82%
$69.38 - $73.88 $467K - $498K
122K $0
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.2K
+ 7.0%
$50.02 - $50.42 $558K - $562K
170K $0
ACN
Accenture PLC

Technology
19
+ 0.07%
$252.72 - $302.91 $4.8K - $5.76K
26.9K $0
VO
Vanguard Mid Cap ETF

ETFs
508
+ 1.53%
$186.57 - $217.26 $94.8K - $110K
33.7K $0
VIG
Vanguard Dividend Appreciation

ETFs
6.11K
+ 18.42%
$144.84 - $158.71 $885K - $970K
39.3K $0
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
30.9K
+ 16.07%
$23.73 - $23.95 $733K - $740K
223K $0
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
23.4K
+ 12.14%
$23.05 - $23.48 $538K - $549K
216K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.44K
+ 10.85%
$96.14 - $113.15 $427K - $503K
45.4K $0
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.8K
+ 10.2%
$22.35 - $22.99 $442K - $455K
214K $0
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.27K
+ 5.88%
$23.44 - $50.65 $124K - $267K
94.9K $0
SSO
Proshares Ultra S&P 500

ETFs
8
+ 0.01%
$39.42 - $50.62 $315 - $405
99.9K $0
BLK
Black Rock Inc.

Financial Services
24
+ 0.4%
$530.32 - $774.75 $12.7K - $18.6K
6.05K $0
LLY
Eli Lilly & CO

Healthcare
643
+ 5.89%
$321.55 - $374.67 $207K - $241K
11.6K $0
ABBV
Abb Vie Inc.

Healthcare
27
+ 0.11%
$138.31 - $165.87 $3.73K - $4.48K
24.2K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
715
+ 1.23%
$61.05 - $69.94 $43.7K - $50K
58.9K $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
122
+ 1.8%
$484.71 - $571.37 $59.1K - $69.7K
6.91K $0
KO
Coca Cola CO

Consumer Defensive
696
+ 1.19%
$54.39 - $64.37 $37.9K - $44.8K
59.1K $0
DG
Dollar General Corp

Consumer Defensive
365
+ 2.68%
$236.4 - $260.44 $86.3K - $95.1K
14K $0
DE
Deere & CO

Industrials
5.14K
+ 295.35%
$344.05 - $445.7 $1.77M - $2.29M
6.88K $0
SBUX
Starbucks Corp

Consumer Cyclical
591
+ 2.04%
$83.76 - $105.05 $49.5K - $62.1K
29.5K $0
JNJ
Johnson & Johnson

Healthcare
391
+ 2.42%
$160.2 - $179.79 $62.6K - $70.3K
16.5K $0
STZ
Constellation Brands, Inc.

Consumer Defensive
291
+ 2.37%
$221.24 - $261.02 $64.4K - $76K
12.6K $0
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
123K
+ 16482.17%
$22.55 - $23.67 $2.77M - $2.91M
124K $0
GOOG
Alphabet Inc.

Communication Services
1.14K
+ 3.68%
$85.08 - $104.93 $97.3K - $120K
32.2K $0
HYG
Ishares Tr

ETFs
38.3K
+ 9136.28%
$71.24 - $76.11 $2.73M - $2.91M
38.7K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
71
+ 0.62%
$231.06 - $263.81 $16.4K - $18.7K
11.4K $0
MRK
Merck & Co., Inc.

Healthcare
179
+ 0.73%
$87.44 - $112.11 $15.7K - $20.1K
24.8K $0
IEFA
Ishares Tr

ETFs
14.4K
+ 48.33%
$52.35 - $63.65 $752K - $915K
44.1K $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.04K
+ 2.67%
$55.71 - $67.79 $58K - $70.6K
40K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
13.3K
+ 550.33%
$136.78 - $158.99 $1.82M - $2.11M
15.7K $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.9K
+ 21.56%
$46.71 - $48.22 $416K - $429K
50.2K $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.76K
+ 35.19%
$87.45 - $93.18 $591K - $629K
26K $0
GIS
General Mills Inc

Consumer Defensive
28
+ 0.1%
$74.97 - $87.56 $2.1K - $2.45K
27.5K $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
1K
+ 3.33%
$66.36 - $76.94 $66.5K - $77.1K
31.1K $0
EOG
Eog Resources Inc

Energy
16.5K
+ 2347.65%
$119.93 - $147.3 $1.97M - $2.42M
17.2K $0
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
8.07K
+ 35.4%
$65.53 - $69.38 $529K - $560K
30.9K $0
PG
Procter & Gamble CO

Consumer Defensive
42
+ 0.31%
$123.76 - $153.95 $5.2K - $6.47K
13.6K $0
Activity Summary
Buys All Purchases 298 New Holdings 90 Increased Positions 208 Sells All Sells 222 Reductions 222 Sold out 0 Options Calls 0 Puts 0
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