Warner Financial, Inc Incresed Positions in Q4 2024

Warner Financial, Inc

  • $233 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
696
+ 1.06%
$378.79 - $428.11 $264K - $298K
66.6K $27.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
231K
+ 365.15%
$25.93 - $105.3 $6M - $24.4M
295K $8.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
95.3K
+ 363.19%
$26.93 - $84.95 $2.57M - $8.1M
122K $3.32M
AAPL
Apple Inc.

Technology
2.61K
+ 19.83%
$221.69 - $259.02 $578K - $676K
15.8K $3.95M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.04K
+ 16.96%
$176.42 - $186.91 $712K - $755K
27.8K $4.96M
SCHV
Schwab Strategic Tr Us Large C

ETFs
94.4K
+ 275.1%
$25.79 - $80.4 $2.43M - $7.59M
129K $3.36M
IEF
Ishares Barclays

ETFs
6.1K
+ 32.1%
$92.08 - $98.18 $561K - $598K
25.1K $2.32M
FNDX
Schwab Fundamental U S Large C

ETFs
83.3K
+ 260.93%
$23.49 - $71.77 $1.96M - $5.98M
115K $2.73M
XLF
Financial Sector Spdr

ETFs
3.92K
+ 5.09%
$44.89 - $51.34 $176K - $201K
80.8K $3.91M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.88K
+ 36.45%
$34.49 - $39.24 $306K - $348K
33.2K $1.24M
VOT
Vanguard Mid Cap Growth Index

ETFs
904
+ 29.22%
$241.48 - $274.89 $218K - $249K
4K $1.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.01K
+ 14.5%
$71.75 - $75.11 $359K - $376K
39.5K $2.84M
VXF
Vanguard Extended Market ETF

ETFs
658
+ 4.24%
$179.17 - $207.15 $118K - $136K
16.2K $3.07M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.45K
+ 34.53%
$160.89 - $176.18 $233K - $255K
5.64K $912K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
89
+ 0.69%
$521.84 - $558.82 $46.4K - $49.7K
12.9K $6.96M
VBR
Vanguard Small Cap Value ETF

ETFs
1.14K
+ 6.8%
$197.36 - $217.3 $226K - $249K
18K $3.56M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.87K
+ 18.31%
$115.08 - $119.55 $215K - $224K
12.1K $1.4M
T. Rowe Price Capital Appreciation Equity ETF
5.21K
+ 17.01%
N/A
35.8K $1.19M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.01K
+ 15.12%
$58.88 - $64.8 $472K - $519K
61K $3.59M
VO
Vanguard Mid Cap ETF

ETFs
584
+ 1.98%
$261.5 - $284.63 $153K - $166K
30.1K $7.94M
VB
Vanguard Small Cap ETF

ETFs
370
+ 2.11%
$233.76 - $261.58 $86.5K - $96.8K
17.9K $4.31M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.54K
+ 34.39%
$64.62 - $71.43 $164K - $181K
9.92K $641K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
123K
+ 128.19%
$18.41 - $40.87 $2.27M - $5.04M
220K $4.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.54K
+ 14.81%
$61.68 - $67.87 $94.9K - $104K
11.9K $743K
XLK
Technology Sector Spdr

ETFs
208
+ 5.11%
$220.26 - $241.44 $45.8K - $50.2K
4.28K $996K
FNDF
Schwab Fundamental Intl Large

ETFs
4.58K
+ 22.9%
$32.92 - $37.15 $151K - $170K
24.6K $817K
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.1K
+ 117.94%
$25.33 - $51.16 $357K - $722K
26.1K $674K
FVCB
Fvc Bankcorp, Inc.

Financial Services
4.88K
+ 26.67%
$12.1 - $14.38 $59.1K - $70.2K
23.2K $291K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.06%
$370.24 - $418.94 $370 - $419
1.8K $721K
VGIT
Vanguard Intermediate Term Tre

ETFs
941
+ 19.13%
$57.78 - $60.4 $54.4K - $56.8K
5.86K $340K
VTI
Vanguard Total Stock Market Et

ETFs
73
+ 2.39%
$280.04 - $302.45 $20.4K - $22.1K
3.12K $905K
CGDV
Capital Group Divid Value ETF

ETFs
1.15K
+ 13.1%
$35.16 - $37.12 $40.3K - $42.6K
9.9K $349K
VOX
Vanguard Communication Service

ETFs
5
+ 0.18%
$144.31 - $163.57 $722 - $818
2.84K $440K
IFRA
Ishares Tr

ETFs
1.06K
+ 2.87%
$45.94 - $51.71 $48.7K - $54.8K
37.9K $1.76M
VHT
Vanguard Health Care ETF

ETFs
410
+ 14.37%
$250.81 - $283.3 $103K - $116K
3.26K $828K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
39
+ 1.76%
$563.99 - $620.12 $22K - $24.2K
2.26K $1.29M
IJS
Ishares S&P Smallcap 600 Value

ETFs
169
+ 6.7%
$104.59 - $118.05 $17.7K - $20K
2.69K $292K
PG
Procter & Gamble CO

Consumer Defensive
193
+ 7.49%
$161.05 - $179.7 $31.1K - $34.7K
2.77K $464K
VTV
Vanguard Value ETF

ETFs
5.04K
+ 3.18%
$168.32 - $181.87 $848K - $916K
164K $27.7M
SPYG
Spdr Portfolio

ETFs
6
+ 0.2%
$81.74 - $91.38 $490 - $548
3.03K $266K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
702
+ 5.56%
N/A
13.3K $1.24M
VNQ
Vanguard Specialized Funds Van

ETFs
1.29K
+ 10.32%
$87.85 - $98.6 $113K - $127K
13.8K $1.23M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
9
+ 0.14%
$118.0 - $127.04 $1.06K - $1.14K
6.52K $793K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
164
+ 0.72%
$126.68 - $134.74 $20.8K - $22.1K
22.8K $2.91M
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.29%
$204.21 - $220.18 $613 - $661
1.02K $217K
MSFT
Microsoft Corp

Technology
75
+ 2.71%
$406.35 - $454.46 $30.5K - $34.1K
2.84K $1.2M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
95
+ 1.11%
$47.66 - $51.97 $4.53K - $4.94K
8.69K $424K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
37.7K
+ 200.65%
$27.54 - $83.04 $1.04M - $3.13M
56.5K $1.57M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.09%
$417.69 - $450.94 $418 - $451
1.08K $458K
Activity Summary
Buys All Purchases 86 New Holdings 5 Increased Positions 81 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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