Wealthspan Partners, LLC Reduced Holdings in Q4 2024

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
-15.2K
- 14.62%
$32.92 - $37.15 $502K - $566K
89.1K $2.96M
DFAI
Dimensional ETF Tr

ETFs
-8.09K
- 4.76%
$29.0 - $31.6 $234K - $255K
162K $4.73M
MSFT
Microsoft Corp

Technology
-786
- 5.91%
$406.35 - $454.46 $319K - $357K
12.5K $5.27M
DE
Deere & CO

Industrials
-1.27K
- 4.27%
$389.45 - $466.0 $495K - $592K
28.5K $12.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-724
- 9.27%
$288.47 - $316.54 $209K - $229K
7.09K $2.06M
VIG
Vanguard Dividend Appreciation

ETFs
-1.61K
- 3.45%
N/A
45K $8.2M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-9.31K
- 38.09%
$24.25 - $26.7 $226K - $249K
15.1K $371K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-3.64K
- 33.25%
$71.55 - $82.8 $261K - $301K
7.31K $548K
VO
Vanguard Mid Cap ETF

ETFs
-713
- 5.73%
$261.5 - $284.63 $186K - $203K
11.7K $3.1M
HD
Home Depot, Inc.

Consumer Cyclical
-372
- 17.95%
$385.02 - $431.37 $143K - $160K
1.7K $661K
CAT
Caterpillar Inc

Industrials
-1
- 0.02%
$360.37 - $416.88 $360 - $417
4.24K $1.54M
VHT
Vanguard Health Care ETF

ETFs
-90
- 2.78%
$250.81 - $283.3 $22.6K - $25.5K
3.14K $797K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4.13K
- 4.37%
$33.92 - $36.6 $140K - $151K
90.3K $3.12M
JNJ
Johnson & Johnson

Healthcare
-114
- 2.28%
$143.34 - $165.86 $16.3K - $18.9K
4.88K $705K
VBR
Vanguard Small Cap Value ETF

ETFs
-348
- 3.49%
$197.36 - $217.3 $68.7K - $75.6K
9.63K $1.91M
COP
Conocophillips

Energy
-259
- 2.41%
$95.12 - $114.72 $24.6K - $29.7K
10.5K $1.04M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-257
- 2.58%
$65.79 - $72.14 $16.9K - $18.5K
9.72K $639K
PEP
Pepsico Inc

Consumer Defensive
-14
- 0.43%
$151.29 - $176.1 $2.12K - $2.47K
3.27K $496K
DNP
Dnp Select Income Fund Inc

Financial Services
-3.09K
- 12.34%
$8.82 - $9.96 $27.3K - $30.8K
22K $193K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-119
- 9.32%
$417.69 - $450.94 $49.7K - $53.7K
1.16K $492K
SO
Southern CO

Utilities
-52
- 1.19%
$81.5 - $94.15 $4.24K - $4.9K
4.33K $356K
DFIV
Dimensional ETF Tr

ETFs
-198
- 1.97%
$34.86 - $37.97 $6.9K - $7.52K
9.84K $349K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-206
- 4.41%
$91.94 - $100.02 $18.9K - $20.6K
4.46K $413K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-237
- 4.07%
$100.24 - $101.35 $23.8K - $24K
5.59K $562K
XLE
Energy Sector Spdr

ETFs
-104
- 2.98%
$83.32 - $97.27 $8.67K - $10.1K
3.39K $290K
VOT
Vanguard Mid Cap Growth Index

ETFs
-124
- 6.11%
$241.48 - $274.89 $29.9K - $34.1K
1.91K $483K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-66
- 0.11%
$61.68 - $67.87 $4.07K - $4.48K
58K $3.61M
VGT
Vanguard Information Technolog

ETFs
-8
- 2.16%
$571.78 - $647.97 $4.57K - $5.18K
362 $225K
V
Visa Inc.

Financial Services
-13
- 1.44%
$273.87 - $320.91 $3.56K - $4.17K
890 $281K
JPM
Jpmorgan Chase & CO

Financial Services
-36
- 1.89%
$205.18 - $250.29 $7.39K - $9.01K
1.87K $448K
NVDA
Nvidia Corp

Technology
-294
- 3.58%
$117.0 - $148.88 $34.4K - $43.8K
7.92K $1.06M
WFC
Wells Fargo & Company

Financial Services
-1.46K
- 10.41%
$54.98 - $77.35 $80K - $113K
12.5K $879K
AXON
Axon Enterprise, Inc.

Industrials
-125
- 12.63%
$399.22 - $689.78 $49.9K - $86.2K
865 $514K
IVW
Ishares S&P 500 Growth ETF

ETFs
-538
- 1.2%
$94.43 - $105.47 $50.8K - $56.7K
44.2K $4.49M
AAPL
Apple Inc.

Technology
-220
- 1.06%
$221.69 - $259.02 $48.8K - $57K
20.5K $5.13M
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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