Savant Capital, LLC Reduced Holdings in Q3 2024

Savant Capital, LLC

  • $11.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-4.21K
- 1.94%
$38.03 - $42.06 $160K - $177K
213K $8.9M
AON
Aon PLC

Financial Services
-66
- 0.61%
$293.16 - $351.06 $19.3K - $23.2K
10.8K $3.74M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-3.02K
- 1.82%
$91.9 - $103.31 $278K - $312K
163K $16.8M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-663
- 1.27%
$132.06 - $150.96 $87.6K - $100K
51.4K $7.57M
PSA
Public Storage

Real Estate
-54
- 0.65%
$283.13 - $365.01 $15.3K - $19.7K
8.23K $2.99M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-143
- 0.87%
$109.16 - $155.35 $15.6K - $22.2K
16.2K $2.51M
T
At&T Inc.

Communication Services
-12.4K
- 3.85%
$18.21 - $22.28 $226K - $276K
310K $6.81M
FNDA
Schwab Fundamental U S Small C

ETFs
-179
- 0.12%
$54.26 - $60.01 $9.71K - $10.7K
155K $9.21M
FNDF
Schwab Fundamental Intl Large

ETFs
-6.07K
- 1.42%
$33.67 - $37.71 $204K - $229K
421K $15.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.75K
- 0.99%
$75.47 - $83.18 $132K - $145K
175K $14.5M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-9.97K
- 1.33%
$42.76 - $45.16 $426K - $450K
742K $33.2M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-17.5K
- 6.08%
$97.19 - $109.09 $1.7M - $1.91M
270K $29.2M
DFAX
Dimensional ETF Tr
-1.16K
- 0.17%
$24.29 - $27.25 $28.2K - $31.6K
688K $18.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.5K
- 2.61%
$125.95 - $142.04 $314K - $355K
93.1K $13.2M
SFBS
Servis First Bancshares, Inc.

Financial Services
-460
- 0.72%
$60.39 - $86.36 $27.8K - $39.7K
63.6K $5.12M
SO
Southern CO

Utilities
-22.3K
- 9.06%
$77.0 - $90.52 $1.72M - $2.02M
224K $20.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-16.8K
- 3.09%
$75.88 - $83.21 $1.27M - $1.39M
525K $43.7M
IWN
Ishares Russell2000 Val ETF

ETFs
-993
- 0.91%
$150.05 - $171.34 $149K - $170K
108K $18M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-134K
- 9.58%
$21.91 - $26.03 $2.93M - $3.48M
1.26M $32.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.27K
- 1.26%
$59.93 - $66.52 $436K - $484K
570K $37.9M
EMB
Ishares Tr

ETFs
-4.42K
- 1.08%
$87.75 - $93.74 $388K - $415K
404K $37.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.34K
- 1.09%
$61.11 - $67.85 $571K - $634K
849K $57.6M
IWM
Ishares Russell 2000 ETF

ETFs
-5.76K
- 2.69%
$200.87 - $224.6 $1.16M - $1.29M
209K $46.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-90.6K
- 3.75%
$33.74 - $37.96 $3.06M - $3.44M
2.33M $87.4M
MHK
Mohawk Industries Inc

Consumer Cyclical
-4.64K
- 5.61%
$108.83 - $162.7 $505K - $755K
78K $12.5M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-14.6K
- 1.75%
$61.97 - $69.37 $908K - $1.02M
822K $56.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-49.1K
- 3.92%
$73.43 - $80.37 $3.6M - $3.94M
1.2M $96.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-873
- 0.18%
$162.64 - $179.3 $142K - $157K
491K $88M
EFV
Msci Eafe Value ETF

ETFs
-7.02K
- 0.63%
$51.72 - $57.96 $363K - $407K
1.11M $64M
REET
Ishares Global Reit ETF

ETFs
-49.3K
- 2.02%
$23.07 - $27.17 $1.14M - $1.34M
2.39M $63.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-107K
- 1.1%
$31.05 - $34.29 $3.32M - $3.67M
9.65M $331M
Activity Summary
Buys All Purchases 962 New Holdings 231 Increased Positions 731 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 4
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