Taylor, Cottrill, Erickson & Associates, Inc. Purchases in Q3 2024

Taylor, Cottrill, Erickson & Associates, Inc.

  • $359 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
31.6K
New
$50.61 - $50.96 $1.6M - $1.61M
31.6K $1.61M
VEA
Vanguard Ftse Developed Market

ETFs
4.39K
+ 1.33%
$47.6 - $53.31 $209K - $234K
334K $17.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18K
+ 468.91%
$59.93 - $66.52 $1.08M - $1.19M
21.8K $1.45M
VBR
Vanguard Small Cap Value ETF

ETFs
141
+ 0.25%
$179.99 - $201.6 $25.4K - $28.4K
56K $11.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.2K
+ 10.57%
$96.25 - $101.98 $693K - $734K
75.3K $7.62M
IWP
Ishares Russell Mid Cap Growth

ETFs
46
+ 0.05%
$103.87 - $117.59 $4.78K - $5.41K
97.9K $11.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.47K
+ 2.46%
$48.06 - $49.39 $263K - $270K
228K $11.2M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
82
+ 0.17%
$85.03 - $94.56 $6.97K - $7.75K
48.6K $4.52M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
293
+ 0.2%
$76.94 - $79.54 $22.5K - $23.3K
147K $11.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
32
+ 0.27%
$218.05 - $243.47 $6.98K - $7.79K
11.8K $2.88M
TREX
Trex CO Inc

Industrials
2K
+ 32.79%
$59.17 - $85.82 $118K - $172K
8.1K $539K
AAPL
Apple Inc.

Technology
4
+ 0.11%
$207.23 - $234.82 $829 - $939
3.6K $839K
VEU
Vanguard Ftse All World Ex Us

ETFs
109
+ 0.68%
$56.47 - $63.69 $6.16K - $6.94K
16.2K $1.02M
LMAT
Lemaitre Vascular Inc

Healthcare
6
+ 0.18%
$80.3 - $92.89 $482 - $557
3.27K $303K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 1.56%
$475.2 - $527.7 $4.75K - $5.28K
649 $342K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.11%
$41.9 - $48.26 $210 - $241
4.76K $227K
XOM
Exxon Mobil Corp

Energy
12
+ 0.18%
$109.72 - $119.0 $1.32K - $1.43K
6.75K $790K
Broadcom Inc
1.7K
+ 878.76%
N/A
1.89K $0
MSFT
Microsoft Corp

Technology
3
+ 0.22%
$395.15 - $467.56 $1.19K - $1.4K
1.36K $586K
MRK
Merck & Co., Inc.

Healthcare
13
+ 0.49%
$111.15 - $128.97 $1.44K - $1.68K
2.68K $303K
MPC
Marathon Petroleum Corp

Energy
26
+ 0.52%
$158.61 - $180.75 $4.12K - $4.7K
5.01K $815K
Activity Summary
Buys All Purchases 22 New Holdings 1 Increased Positions 21 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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