Tolleson Wealth Management, Inc. Purchases in Q4 2024

Tolleson Wealth Management, Inc.

  • $488 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOTE
Engine No 1 ETF Tr

ETFs
54.4K
+ 452.92%
$66.37 - $71.58 $3.61M - $3.89M
66.4K $4.56M
VEA
Vanguard Ftse Developed Market

ETFs
44.4K
New
$47.57 - $52.44 $2.11M - $2.33M
44.4K $2.12M
HYMU
Blackrock ETF Tr Ii High Yield
67.6K
New
$22.59 - $23.2 $1.53M - $1.57M
67.6K $1.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11K
New
$113.92 - $127.38 $1.25M - $1.4M
11K $1.27M
Ishares Bitcoin Trust ETF
21.6K
New
N/A
21.6K $1.15M
AAPL
Apple Inc.

Technology
3.39K
+ 41.41%
$221.69 - $259.02 $751K - $877K
11.6K $2.9M
NVDA
Nvidia Corp

Technology
7.2K
New
$117.0 - $148.88 $842K - $1.07M
7.2K $967K
MSFT
Microsoft Corp

Technology
1.84K
+ 33.49%
$406.35 - $454.46 $749K - $838K
7.35K $3.1M
VXF
Vanguard Extended Market ETF

ETFs
3.42K
New
$179.17 - $207.15 $613K - $708K
3.42K $650K
AMZN
Amazon Com Inc

Consumer Cyclical
2.19K
+ 51.92%
$180.88 - $232.93 $395K - $509K
6.4K $1.4M
META
Meta Platforms, Inc.

Communication Services
778
New
$554.08 - $632.68 $431K - $492K
778 $456K
ORCL
Oracle Corp

Technology
2.71K
New
$165.41 - $192.43 $447K - $521K
2.71K $451K
V
Visa Inc.

Financial Services
746
+ 25.79%
$273.87 - $320.91 $204K - $239K
3.64K $1.15M
QCOM
Qualcomm Inc

Technology
2.19K
New
$150.4 - $178.04 $330K - $391K
2.19K $337K
CSCO
Cisco Systems, Inc.

Technology
5.52K
New
$52.45 - $60.02 $289K - $331K
5.52K $327K
XLP
Consumer Staples Sector Spdr

ETFs
4.05K
New
N/A
4.05K $319K
XLU
Utilities Sector Spdr

ETFs
4.21K
New
$74.89 - $82.93 $316K - $349K
4.21K $319K
XLV
Select Sector Spdr Fund Health

ETFs
2.31K
New
$136.28 - $154.74 $315K - $358K
2.31K $318K
JPM
Jpmorgan Chase & CO

Financial Services
1.33K
New
$205.18 - $250.29 $272K - $332K
1.33K $318K
TSLA
Tesla, Inc.

Consumer Cyclical
738
New
$213.65 - $479.86 $158K - $354K
738 $298K
ADI
Analog Devices Inc

Technology
1.4K
New
$206.35 - $236.48 $288K - $331K
1.4K $297K
WMT
Walmart Inc.

Consumer Defensive
3.26K
New
$79.1 - $95.7 $258K - $312K
3.26K $295K
Impact Shares Affordable Housing Mbs ETF
18.3K
+ 35.48%
N/A
69.8K $1.18M
Blackrock Inc Com
255
New
N/A
255 $261K
BK
Bank Of New York Mellon Corp

Financial Services
3.29K
New
$70.82 - $81.87 $233K - $269K
3.29K $253K
JNJ
Johnson & Johnson

Healthcare
1.68K
New
$143.34 - $165.86 $240K - $278K
1.68K $243K
ALL
Allstate Corp

Financial Services
1.21K
New
$181.25 - $208.2 $219K - $251K
1.21K $234K
HD
Home Depot, Inc.

Consumer Cyclical
555
New
$385.02 - $431.37 $214K - $239K
555 $216K
PG
Procter & Gamble CO

Consumer Defensive
1.25K
New
$161.05 - $179.7 $201K - $225K
1.25K $210K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.39K
New
$148.29 - $166.93 $206K - $231K
1.39K $207K
SBUX
Starbucks Corp

Consumer Cyclical
2.06K
+ 63.73%
$87.44 - $102.5 $180K - $211K
5.29K $483K
ABT
Abbott Laboratories

Healthcare
1.17K
+ 51.43%
$111.93 - $119.39 $130K - $139K
3.43K $388K
SYY
Sysco Corp

Consumer Defensive
1.72K
+ 21.69%
$73.63 - $81.77 $126K - $140K
9.62K $736K
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.9K
+ 11.98%
$75.1 - $82.99 $894K - $988K
111K $8.42M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
52.1K
+ 200.0%
$22.01 - $66.82 $1.15M - $3.48M
78.2K $1.78M
HYG
Ishares Tr

ETFs
331
+ 5.97%
$78.09 - $80.04 $25.8K - $26.5K
5.88K $462K
INTU
Intuit Inc

Technology
6
+ 0.62%
$602.01 - $706.25 $3.61K - $4.24K
975 $613K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1K
+ 3.73%
$50.14 - $52.56 $50.2K - $52.7K
27.9K $1.4M
ADBE
Adobe Inc.

Technology
318
+ 13.92%
$437.39 - $552.96 $139K - $176K
2.6K $1.16M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.04K
+ 1.8%
$36.54 - $37.53 $111K - $114K
172K $6.32M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12
+ 0.12%
$96.64 - $101.23 $1.16K - $1.21K
10K $973K
UNH
Unitedhealth Group Inc

Healthcare
365
+ 12.21%
$485.52 - $625.25 $177K - $228K
3.35K $1.7M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
177
+ 0.49%
$29.02 - $32.11 $5.14K - $5.68K
36.1K $1.05M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.21K
+ 0.4%
$57.29 - $63.1 $69.3K - $76.4K
301K $17.3M
INTF
Ishares Tr

ETFs
26.7K
+ 1.07%
$28.54 - $31.26 $761K - $834K
2.52M $72.5M
Activity Summary
Buys All Purchases 46 New Holdings 25 Increased Positions 21 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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