Wealth Architects, LLC Reduced Holdings in Q4 2024

Wealth Architects, LLC

  • $827 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-88
- 1.78%
$75.1 - $82.99 $6.61K - $7.3K
4.85K $366K
QCOM
Qualcomm Inc

Technology
-51
- 2.26%
$150.4 - $178.04 $7.67K - $9.08K
2.21K $339K
CRM
Salesforce, Inc.

Technology
-351
- 28.68%
$270.87 - $367.87 $95.1K - $129K
873 $291K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-74
- 0.69%
$44.04 - $49.49 $3.26K - $3.66K
10.6K $465K
VNQ
Vanguard Specialized Funds Van

ETFs
-136
- 4.07%
$87.85 - $98.6 $11.9K - $13.4K
3.21K $285K
UNP
Union Pacific Corp

Industrials
-77
- 7.92%
$223.15 - $249.32 $17.2K - $19.2K
895 $204K
SYK
Stryker Corp

Healthcare
-82
- 12.2%
$345.14 - $392.15 $28.3K - $32.2K
590 $212K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.89K
- 0.85%
$41.09 - $45.94 $77.6K - $86.7K
220K $9.26M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.13K
- 1.11%
$104.59 - $118.05 $119K - $134K
101K $10.9M
AFL
Aflac Inc

Financial Services
-78
- 3.37%
$100.37 - $115.27 $7.83K - $8.99K
2.24K $231K
WM
Waste Management Inc

Industrials
-54
- 3.12%
$201.79 - $228.46 $10.9K - $12.3K
1.68K $338K
SPGI
S&P Global Inc.

Financial Services
-14
- 2.02%
$480.36 - $529.17 $6.73K - $7.41K
679 $338K
PGR
Progressive Corp

Financial Services
-12
- 1.02%
$239.6 - $268.88 $2.88K - $3.23K
1.16K $278K
MA
Mastercard Inc

Financial Services
-127
- 8.37%
$491.3 - $536.15 $62.4K - $68.1K
1.39K $731K
MRVL
Marvell Technology, Inc.

Technology
-2.45K
- 36.9%
$70.31 - $124.78 $172K - $305K
4.18K $461K
MMM
3 M CO

Industrials
-3
- 0.17%
$124.74 - $137.12 $374 - $411
1.75K $225K
IBM
International Business Machines Corp

Technology
-36
- 0.95%
$204.9 - $238.04 $7.38K - $8.57K
3.74K $822K
PM
Philip Morris International Inc.

Consumer Defensive
-50
- 0.82%
$118.38 - $133.06 $5.92K - $6.65K
6.05K $728K
ETN
Eaton Corp PLC

Industrials
-22
- 1.66%
$326.96 - $377.52 $7.19K - $8.31K
1.31K $433K
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 3.73%
$873.59 - $994.69 $43.7K - $49.7K
1.29K $1.18M
ABC
Amerisourcebergen Corp

Healthcare
-1
- 0.07%
N/A
1.38K $254K
FDX
Fedex Corp

Industrials
-19
- 2.58%
$260.5 - $305.15 $4.95K - $5.8K
717 $201K
VB
Vanguard Small Cap ETF

ETFs
-750
- 1.26%
$233.76 - $261.58 $175K - $196K
58.9K $14.2M
TILT
Flexshares Tr

ETFs
-6
- 0.35%
$210.31 - $227.39 $1.26K - $1.36K
1.69K $364K
TRV
Travelers Companies, Inc.

Financial Services
-13
- 1.06%
$225.97 - $266.66 $2.94K - $3.47K
1.21K $291K
HON
Honeywell International Inc

Industrials
-57
- 5.68%
$202.84 - $236.0 $11.6K - $13.5K
947 $213K
MO
Altria Group, Inc.

Consumer Defensive
-145
- 1.34%
$49.06 - $57.74 $7.11K - $8.37K
10.7K $558K
CMA
Comerica Inc

Financial Services
-45
- 0.97%
$57.88 - $72.73 $2.6K - $3.27K
4.6K $284K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-102
- 0.21%
$1.55 - $2.65 $158 - $270
48.7K $89K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-138
- 5.3%
$370.24 - $418.94 $51.1K - $57.8K
2.47K $991K
BCS
Barclays PLC

Financial Services
-1.07K
- 4.17%
$11.65 - $13.67 $12.4K - $14.6K
24.5K $325K
TQQQ
Proshares Ultrapro Qqq

ETFs
-790
- 6.71%
$69.42 - $93.29 $54.8K - $73.7K
11K $869K
DIS
Walt Disney CO

Communication Services
-417
- 9.88%
$92.39 - $117.6 $38.5K - $49K
3.81K $423K
CDNS
Cadence Design Systems Inc

Technology
-55
- 3.87%
$249.1 - $324.54 $13.7K - $17.8K
1.37K $410K
NFLX
Netflix Inc

Communication Services
-85
- 14.94%
$687.65 - $936.56 $58.5K - $79.6K
484 $431K
AXP
American Express CO

Financial Services
-69
- 3.13%
$267.35 - $305.57 $18.4K - $21.1K
2.14K $633K
GILD
Gilead Sciences, Inc.

Healthcare
-198
- 3.11%
$83.95 - $97.9 $16.6K - $19.4K
6.16K $568K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-254
- 6.67%
$172.07 - $207.36 $43.7K - $52.7K
3.55K $701K
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.03%
$280.08 - $307.97 $280 - $308
3.18K $931K
V
Visa Inc.

Financial Services
-98
- 3.39%
$273.87 - $320.91 $26.8K - $31.4K
2.79K $881K
BAC
Bank Of America Corp

Financial Services
-869
- 2.91%
$39.22 - $47.77 $34.1K - $41.5K
29K $1.27M
WFC
Wells Fargo & Company

Financial Services
-214
- 2.57%
$54.98 - $77.35 $11.8K - $16.6K
8.13K $570K
SHOP
Shopify Inc.

Technology
-13
- 0.28%
$78.14 - $119.49 $1.02K - $1.55K
4.61K $489K
NVDA
Nvidia Corp

Technology
-1.68K
- 5.28%
$117.0 - $148.88 $196K - $249K
30.1K $4.04M
GOOGL
Alphabet Inc.

Communication Services
-184
- 1.41%
$161.86 - $196.66 $29.8K - $36.2K
12.8K $2.43M
GOOG
Alphabet Inc.

Communication Services
-162
- 1.03%
$163.08 - $198.16 $26.4K - $32.1K
15.6K $2.97M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.18K
- 5.94%
$180.88 - $232.93 $213K - $274K
18.6K $4.08M
SNOW
Snowflake Inc.

Technology
-406
- 3.37%
$109.65 - $186.51 $44.5K - $75.7K
11.7K $1.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.43K
- 1.15%
$570.51 - $610.59 $815K - $872K
123K $72.4M
Activity Summary
Buys All Purchases 77 New Holdings 11 Increased Positions 66 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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