Ullmann Wealth Partners Group, LLC Incresed Positions in Q3 2024

Ullmann Wealth Partners Group, LLC

  • $772 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
8.14K
+ 3.41%
$520.18 - $576.82 $4.24M - $4.7M
247K $142M
LRGF
Ishares Tr

ETFs
57.8K
+ 3.94%
$52.89 - $58.77 $3.06M - $3.4M
1.53M $89.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.23K
+ 0.19%
$113.41 - $125.62 $139K - $154K
652K $82M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
23.7K
+ 4.42%
$60.1 - $66.57 $1.42M - $1.58M
560K $37.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
78K
+ 47.49%
$44.24 - $49.47 $3.45M - $3.86M
242K $12M
DUHP
Dimensional ETF Tr Dimensional

ETFs
45.7K
+ 3.92%
$30.74 - $34.07 $1.41M - $1.56M
1.21M $41.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
26.1K
+ 2.18%
$25.36 - $28.37 $662K - $741K
1.22M $34.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
34K
+ 4.21%
$41.34 - $43.55 $1.41M - $1.48M
841K $36.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
36.8K
+ 42.65%
$56.04 - $62.99 $2.06M - $2.32M
123K $7.51M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.38K
+ 15.08%
$517.38 - $573.86 $1.23M - $1.37M
18.2K $10.4M
JPM
Jpmorgan Chase & CO

Financial Services
4.61K
+ 44.46%
$194.9 - $224.8 $898K - $1.04M
15K $3.15M
MEAR
Blackrock Short Maturity Munic

ETFs
15.5K
+ 4.81%
$49.99 - $50.34 $775K - $781K
338K $17M
BAC
Bank Of America Corp

Financial Services
20.5K
+ 65.01%
$36.65 - $44.13 $753K - $907K
52.1K $2.07M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.24K
+ 96.12%
$523.84 - $572.02 $649K - $708K
2.53K $1.44M
AAPL
Apple Inc.

Technology
640
+ 2.41%
$207.23 - $234.82 $133K - $150K
27.2K $6.34M
ABBV
Abb Vie Inc.

Healthcare
3.3K
+ 109.12%
$163.84 - $199.33 $541K - $658K
6.33K $1.25M
IBM
International Business Machines Corp

Technology
2.55K
+ 85.56%
$175.1 - $223.38 $447K - $570K
5.54K $1.22M
VGSH
Vanguard

ETFs
7.83K
+ 4.36%
$57.74 - $59.13 $452K - $463K
187K $11M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.38K
+ 145.8%
$84.77 - $97.13 $541K - $620K
10.8K $1.03M
HCA
Hca Healthcare, Inc.

Healthcare
17
+ 0.25%
$315.12 - $406.43 $5.36K - $6.91K
6.84K $2.78M
PWV
Invesco Exchange Traded Fd Tr

ETFs
2.11K
+ 1.74%
$54.33 - $59.01 $115K - $125K
124K $7.23M
KO
Coca Cola CO

Consumer Defensive
5.91K
+ 74.78%
$62.69 - $73.01 $370K - $431K
13.8K $992K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.4K
+ 8.44%
$127.29 - $141.5 $178K - $198K
18K $2.51M
CVX
Chevron Corp

Energy
2.31K
+ 151.08%
$137.88 - $161.97 $318K - $374K
3.83K $564K
JNJ
Johnson & Johnson

Healthcare
1.45K
+ 29.81%
$145.48 - $167.38 $210K - $242K
6.29K $1.02M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.27K
+ 8.36%
$95.81 - $109.03 $122K - $139K
16.5K $1.77M
TSLA
Tesla, Inc.

Consumer Cyclical
594
+ 31.83%
$191.76 - $263.26 $114K - $156K
2.46K $643K
IRM
Iron Mountain Inc

Real Estate
51
+ 0.57%
$89.69 - $119.32 $4.57K - $6.09K
9.08K $1.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
317
+ 1.41%
$105.53 - $118.34 $33.5K - $37.5K
22.7K $2.66M
IWN
Ishares Russell2000 Val ETF

ETFs
1.21K
+ 26.17%
$150.05 - $171.34 $181K - $206K
5.81K $969K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.81K
+ 7.26%
$84.81 - $93.54 $154K - $170K
26.8K $2.46M
META
Meta Platforms, Inc.

Communication Services
210
+ 10.95%
$453.41 - $572.44 $95.2K - $120K
2.13K $1.22M
CINF
Cincinnati Financial Corp

Financial Services
51
+ 0.45%
$115.7 - $138.2 $5.9K - $7.05K
11.5K $1.56M
CTAS
Cintas Corp

Industrials
6.56K
+ 281.91%
$201.38 - $819.83 $1.32M - $5.38M
8.89K $1.83M
WMT
Walmart Inc.

Consumer Defensive
147
+ 1.14%
$66.91 - $81.4 $9.84K - $12K
13K $1.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51
+ 1.88%
$405.19 - $478.57 $20.7K - $24.4K
2.76K $1.27M
UNH
Unitedhealth Group Inc

Healthcare
117
+ 9.69%
$488.01 - $604.18 $57.1K - $70.7K
1.32K $774K
HD
Home Depot, Inc.

Consumer Cyclical
142
+ 11.54%
$333.64 - $405.2 $47.4K - $57.5K
1.37K $556K
NEE
Nextera Energy Inc

Utilities
366
+ 5.26%
$69.9 - $84.97 $25.6K - $31.1K
7.32K $618K
MCD
Mcdonalds Corp

Consumer Cyclical
60
+ 4.16%
$245.82 - $304.51 $14.7K - $18.3K
1.5K $457K
GOOG
Alphabet Inc.

Communication Services
821
+ 25.87%
$149.54 - $192.66 $123K - $158K
3.99K $667K
AVGO
Broadcom Inc.

Technology
2.87K
+ 982.53%
$136.27 - $1745.86 $391K - $5.01M
3.16K $545K
MA
Mastercard Inc

Financial Services
100
+ 19.8%
$429.6 - $500.99 $43K - $50.1K
605 $298K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.05%
$801.83 - $917.05 $802 - $917
1.94K $1.72M
ISRG
Intuitive Surgical Inc

Healthcare
21
+ 1.61%
$416.14 - $494.01 $8.74K - $10.4K
1.33K $652K
XOM
Exxon Mobil Corp

Energy
370
+ 4.89%
$109.72 - $119.0 $40.6K - $44K
7.93K $929K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.02%
$116.79 - $133.54 $234 - $267
10.9K $1.44M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.08%
$255.18 - $283.2 $510 - $566
2.47K $698K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.08%
$94.31 - $103.26 $472 - $516
6.48K $664K
Activity Summary
Buys All Purchases 90 New Holdings 24 Increased Positions 66 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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