Valtinson Bruner Financial Planning LLC Purchases in Q3 2024

Valtinson Bruner Financial Planning LLC

  • $231 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
372K
New
$70.73 - $83.52 $26.3M - $31.1M
372K $29.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
216K
New
$50.32 - $50.75 $10.9M - $11M
216K $11M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
114K
+ 34.77%
$28.1 - $29.89 $3.2M - $3.41M
442K $13.2M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
75.4K
+ 37.51%
$28.09 - $30.4 $2.12M - $2.29M
277K $8.39M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31K
+ 14.38%
$33.74 - $37.96 $1.04M - $1.18M
246K $9.25M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.4K
+ 7.09%
$48.51 - $52.86 $700K - $763K
218K $11.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.3K
+ 8.13%
$36.02 - $41.68 $515K - $596K
190K $7.84M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
23.6K
+ 43.58%
$44.9 - $47.55 $1.06M - $1.12M
77.7K $3.67M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.55K
New
$61.11 - $67.85 $522K - $580K
8.55K $579K
VB
Vanguard Small Cap ETF

ETFs
1.09K
+ 8.26%
$214.77 - $237.72 $235K - $260K
14.3K $3.39M
WFC
Wells Fargo & Company

Financial Services
7.45K
+ 67.2%
$51.58 - $60.97 $384K - $454K
18.5K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
396
+ 102.06%
$801.83 - $917.05 $318K - $363K
784 $695K
VUG
Vanguard Growth ETF

ETFs
890
+ 148.33%
$341.08 - $391.94 $304K - $349K
1.49K $572K
TRP
Tc Energy Corp

Energy
6.02K
New
$37.48 - $47.9 $226K - $288K
6.02K $286K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.28K
New
$59.93 - $66.52 $257K - $285K
4.28K $284K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.34K
+ 11.05%
$112.99 - $126.45 $152K - $170K
13.5K $1.7M
XEL
Xcel Energy Inc

Utilities
112
+ 0.52%
$52.11 - $65.3 $5.84K - $7.31K
21.8K $1.42M
IYW
Ishares Dj Us Tech ETF

ETFs
1.7K
New
$133.16 - $158.73 $227K - $270K
1.7K $258K
GLDM
World Gold Trust

ETFs
2.22K
+ 11.12%
$46.2 - $53.01 $103K - $118K
22.2K $1.16M
RY
Royal Bank Of Canada

Financial Services
1.72K
New
$105.65 - $124.73 $182K - $215K
1.72K $214K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
180
+ 7.39%
$405.19 - $478.57 $72.9K - $86.1K
2.62K $1.2M
SBUX
Starbucks Corp

Consumer Cyclical
2.18K
New
$72.51 - $98.6 $158K - $215K
2.18K $212K
LNT
Alliant Energy Corp

Utilities
3.39K
New
$50.74 - $60.74 $172K - $206K
3.39K $205K
IVV
Ishares Core S&P 500 ETF

ETFs
353
New
$520.18 - $576.82 $184K - $204K
353 $203K
TRV
Travelers Companies, Inc.

Financial Services
863
New
$201.87 - $242.35 $174K - $209K
863 $202K
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
New
$182.15 - $182.15 $187K - $187K
1.03K $187K
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.19%
$255.18 - $283.2 $2.55K - $2.83K
5.25K $1.49M
NVDA
Nvidia Corp

Technology
579
+ 12.66%
$98.91 - $134.91 $57.3K - $78.1K
5.15K $625K
JPM
Jpmorgan Chase & CO

Financial Services
111
+ 8.39%
$194.9 - $224.8 $21.6K - $25K
1.43K $302K
GLD
Spdr Gold Trust

ETFs
17
+ 1.67%
$215.56 - $246.98 $3.66K - $4.2K
1.04K $251K
SPYG
Spdr Portfolio

ETFs
139
+ 3.03%
$73.38 - $84.1 $10.2K - $11.7K
4.72K $391K
IWF
Ishares Russell 1000 Gr ETF

ETFs
30
+ 4.94%
$332.02 - $382.76 $9.96K - $11.5K
637 $239K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
16
+ 0.04%
$21.51 - $22.16 $344 - $355
36.7K $812K
BAC
Bank Of America Corp

Financial Services
1
+ 0.02%
$36.65 - $44.13 $36.7 - $44.1
5.9K $234K
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
4.8K
New
N/A
4.8K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
8.98K
New
N/A
8.98K $0
XTWY
Bondbloxx ETF Tr Bloomberg 20
638K
New
N/A
638K $0
AMZN
Amazon Com Inc

Consumer Cyclical
157
+ 2.94%
$161.02 - $200.0 $25.3K - $31.4K
5.5K $1.02M
XLE
Energy Sector Spdr

ETFs
18
+ 0.67%
$84.35 - $93.39 $1.52K - $1.68K
2.71K $237K
GOOGL
Alphabet Inc.

Communication Services
226
+ 7.0%
$148.65 - $191.18 $33.6K - $43.2K
3.46K $573K
MSFT
Microsoft Corp

Technology
126
+ 2.45%
$395.15 - $467.56 $49.8K - $58.9K
5.28K $2.27M
Activity Summary
Buys All Purchases 42 New Holdings 15 Increased Positions 27 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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