Ullmann Wealth Partners Group, LLC Incresed Positions in Q4 2024

Ullmann Wealth Partners Group, LLC

  • $774 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LRGF
Ishares Tr

ETFs
14K
+ 0.92%
$58.25 - $63.26 $816K - $886K
1.54M $92.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
39.3K
+ 16.22%
$49.03 - $53.35 $1.93M - $2.1M
282K $14.4M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8.48K
+ 1.52%
$65.31 - $74.15 $554K - $629K
568K $38.3M
HD
Home Depot, Inc.

Consumer Cyclical
1.88K
+ 137.14%
$385.02 - $431.37 $725K - $812K
3.26K $1.27M
AAPL
Apple Inc.

Technology
769
+ 2.83%
$221.69 - $259.02 $170K - $199K
28K $7.01M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
22.4K
+ 18.22%
$55.45 - $61.08 $1.24M - $1.37M
145K $8.06M
JPM
Jpmorgan Chase & CO

Financial Services
227
+ 1.52%
$205.18 - $250.29 $46.6K - $56.8K
15.2K $3.64M
TSLA
Tesla, Inc.

Consumer Cyclical
286
+ 11.63%
$213.65 - $479.86 $61.1K - $137K
2.75K $1.11M
MEAR
Blackrock Short Maturity Munic

ETFs
9.97K
+ 2.95%
$49.94 - $50.28 $498K - $501K
348K $17.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
45.2K
+ 5.38%
$41.17 - $43.34 $1.86M - $1.96M
886K $36.7M
WMT
Walmart Inc.

Consumer Defensive
1.81K
+ 13.85%
$79.1 - $95.7 $143K - $173K
14.8K $1.34M
GOOGL
Alphabet Inc.

Communication Services
483
+ 5.95%
$161.86 - $196.66 $78.2K - $95K
8.6K $1.63M
AVGO
Broadcom Inc.

Technology
356
+ 11.26%
$159.67 - $250.0 $56.8K - $89K
3.52K $815K
CAT
Caterpillar Inc

Industrials
648
+ 32.51%
$360.37 - $416.88 $234K - $270K
2.64K $958K
MSFT
Microsoft Corp

Technology
567
+ 4.56%
$406.35 - $454.46 $230K - $258K
13K $5.48M
COST
Costco Wholesale Corp

Consumer Defensive
67
+ 3.45%
$873.59 - $994.69 $58.5K - $66.6K
2.01K $1.84M
V
Visa Inc.

Financial Services
221
+ 20.04%
$273.87 - $320.91 $60.5K - $70.9K
1.32K $418K
GOOG
Alphabet Inc.

Communication Services
111
+ 2.78%
$163.08 - $198.16 $18.1K - $22K
4.11K $781K
BX
Blackstone Inc.

Financial Services
133
+ 2.9%
$148.45 - $199.05 $19.7K - $26.5K
4.72K $813K
ORCL
Oracle Corp

Technology
628
+ 36.92%
$165.41 - $192.43 $104K - $121K
2.33K $388K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
40
+ 0.37%
$129.96 - $144.97 $5.2K - $5.8K
10.9K $1.53M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
19
+ 0.13%
$70.54 - $79.61 $1.34K - $1.51K
15.2K $1.15M
ABT
Abbott Laboratories

Healthcare
636
+ 27.56%
$111.93 - $119.39 $71.2K - $75.9K
2.94K $332K
NFLX
Netflix Inc

Communication Services
4
+ 1.13%
$687.65 - $936.56 $2.75K - $3.75K
358 $319K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.04%
$481.22 - $538.17 $481 - $538
2.49K $1.27M
MCD
Mcdonalds Corp

Consumer Cyclical
264
+ 17.56%
$288.47 - $316.54 $76.2K - $83.6K
1.77K $512K
MUB
Ishares National Muni Bond ETF

ETFs
1.07K
+ 3.6%
$105.78 - $108.7 $114K - $117K
30.9K $3.29M
META
Meta Platforms, Inc.

Communication Services
24
+ 1.13%
$554.08 - $632.68 $13.3K - $15.2K
2.15K $1.27M
IBM
International Business Machines Corp

Technology
255
+ 4.61%
$204.9 - $238.04 $52.2K - $60.7K
5.79K $1.27M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.08%
$471.27 - $550.62 $471 - $551
1.33K $694K
VTI
Vanguard Total Stock Market Et

ETFs
83
+ 3.36%
$280.04 - $302.45 $23.2K - $25.1K
2.55K $739K
MA
Mastercard Inc

Financial Services
30
+ 4.96%
$491.3 - $536.15 $14.7K - $16.1K
635 $334K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.03%
$116.4 - $138.52 $116 - $139
3.63K $460K
IJS
Ishares S&P Smallcap 600 Value

ETFs
148
+ 0.9%
$104.59 - $118.05 $15.5K - $17.5K
16.6K $1.81M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36.7K
+ 199.99%
$22.01 - $66.82 $807K - $2.45M
55K $1.25M
CSCO
Cisco Systems, Inc.

Technology
73
+ 1.82%
$52.45 - $60.02 $3.83K - $4.38K
4.08K $241K
DFAU
Dimensional ETF Tr

ETFs
29
+ 0.28%
$39.27 - $42.38 $1.14K - $1.23K
10.5K $426K
CVX
Chevron Corp

Energy
90
+ 2.35%
$141.15 - $162.53 $12.7K - $14.6K
3.92K $568K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23
+ 0.28%
$33.92 - $36.6 $780 - $842
8.12K $280K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.27%
$101.22 - $107.72 $1.11K - $1.18K
4.05K $414K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.04%
$216.13 - $242.4 $216 - $242
2.63K $580K
Blackrock ETF Trust Ii
2.54K
+ 16.26%
N/A
18.1K $0
VEA
Vanguard Ftse Developed Market

ETFs
353
+ 8.38%
$47.57 - $52.44 $16.8K - $18.5K
4.57K $218K
VGSH
Vanguard

ETFs
2.59K
+ 1.38%
$58.02 - $58.88 $150K - $152K
190K $11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 0.9%
$442.29 - $483.08 $11.1K - $12.1K
2.79K $1.26M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7
+ 0.18%
$91.94 - $100.02 $644 - $700
3.83K $355K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.2K
+ 200.0%
$26.93 - $84.95 $221K - $696K
12.3K $335K
RGLD
Royal Gold Inc

Basic Materials
17
+ 0.59%
$131.05 - $154.26 $2.23K - $2.62K
2.91K $383K
DFAX
Dimensional ETF Tr
44
+ 0.37%
$24.76 - $27.04 $1.09K - $1.19K
11.8K $293K
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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