Warburton Capital Management, LLC New Holdings in Q4 2024

Warburton Capital Management, LLC

  • $134 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.26M
New
$33.92 - $36.6 $76.8M - $82.8M
2.26M $78.3M
DFAX
Dimensional ETF Tr
1.05M
New
$24.76 - $27.04 $26.1M - $28.5M
1.05M $26.2M
Dimensional ETF Trust
99K
New
N/A
99K $5.01M
DUHP
Dimensional ETF Tr Dimensional

ETFs
67.7K
New
$33.62 - $35.69 $2.27M - $2.41M
67.7K $2.29M
PLTR
Palantir Technologies Inc.

Technology
27.7K
New
$36.46 - $82.38 $1.01M - $2.29M
27.7K $2.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.8K
New
$567.81 - $607.81 $1.59M - $1.7M
2.8K $1.64M
Dimensional ETF Trust
22.1K
New
N/A
22.1K $1.38M
AAPL
Apple Inc.

Technology
5.17K
New
$221.69 - $259.02 $1.15M - $1.34M
5.17K $1.29M
WMB
Williams Companies, Inc.

Energy
23.3K
New
$46.37 - $59.74 $1.08M - $1.39M
23.3K $1.26M
MSFT
Microsoft Corp

Technology
2.63K
New
$406.35 - $454.46 $1.07M - $1.2M
2.63K $1.11M
NVDA
Nvidia Corp

Technology
7.63K
New
$117.0 - $148.88 $892K - $1.14M
7.63K $1.02M
DFIC
Dimensional ETF Tr Dimensional

ETFs
38.2K
New
$25.61 - $28.0 $978K - $1.07M
38.2K $987K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.04K
New
$442.29 - $483.08 $902K - $985K
2.04K $924K
BAC
Bank Of America Corp

Financial Services
14.8K
New
$39.22 - $47.77 $579K - $705K
14.8K $648K
AMZN
Amazon Com Inc

Consumer Cyclical
2.86K
New
$180.88 - $232.93 $517K - $666K
2.86K $627K
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.97K
New
$61.52 - $66.5 $552K - $597K
8.97K $572K
GOOG
Alphabet Inc.

Communication Services
2.78K
New
$163.08 - $198.16 $453K - $551K
2.78K $529K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
9.87K
New
$47.65 - $48.6 $470K - $480K
9.87K $471K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17.6K
New
$26.16 - $28.82 $461K - $508K
17.6K $461K
GOOGL
Alphabet Inc.

Communication Services
2.31K
New
$161.86 - $196.66 $375K - $455K
2.31K $438K
XOM
Exxon Mobil Corp

Energy
3.67K
New
$105.51 - $125.37 $387K - $460K
3.67K $394K
WMT
Walmart Inc.

Consumer Defensive
4.06K
New
$79.1 - $95.7 $321K - $389K
4.06K $367K
DFAU
Dimensional ETF Tr

ETFs
8.48K
New
$39.27 - $42.38 $333K - $359K
8.48K $343K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8.23K
New
$40.38 - $44.35 $332K - $365K
8.23K $336K
DFSU
Dimensional ETF Tr Dimen Us Su
8.6K
New
N/A
8.6K $325K
Intuitive Machines Inc
40.6K
New
N/A
40.6K $320K
CBSH
Commerce Bancshares Inc

Financial Services
4.86K
New
$57.04 - $74.36 $277K - $362K
4.86K $303K
TSLA
Tesla, Inc.

Consumer Cyclical
706
New
$213.65 - $479.86 $151K - $339K
706 $285K
ACWI
Ishares Msci Acwi ETF

ETFs
2.38K
New
$117.05 - $123.03 $279K - $293K
2.38K $279K
FIZZ
National Beverage Corp

Consumer Defensive
6.5K
New
$42.5 - $50.03 $276K - $325K
6.5K $277K
META
Meta Platforms, Inc.

Communication Services
447
New
$554.08 - $632.68 $248K - $283K
447 $261K
CSCO
Cisco Systems, Inc.

Technology
4.41K
New
$52.45 - $60.02 $231K - $265K
4.41K $261K
WY
Weyerhaeuser CO

Real Estate
8.08K
New
$27.21 - $33.7 $220K - $272K
8.08K $227K
IVV
Ishares Core S&P 500 ETF

ETFs
368
New
$570.51 - $610.59 $210K - $225K
368 $216K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.59K
New
$46.75 - $47.8 $215K - $219K
4.59K $215K
NFLX
Netflix Inc

Communication Services
233
New
$687.65 - $936.56 $160K - $218K
233 $207K
VTI
Vanguard Total Stock Market Et

ETFs
702
New
$280.04 - $302.45 $197K - $212K
702 $203K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.27K
New
$87.25 - $95.52 $198K - $217K
2.27K $200K
QQQ
Invesco Qqq Trust, Series 1

ETFs
393
New
$481.22 - $538.17 $189K - $212K
393 $200K
Activity Summary
Buys All Purchases 40 New Holdings 40 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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