Vista Wealth Management Group
Latest statistics and disclosures from Adero Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DUHP, DIHP, AVUS, DFAR, AVDE, and represent 45.24% of Adero Partners's stock portfolio.
- Added to shares of these 10 stocks: CCCS (+$35M), AVUS, NU, DIHP, AVDE, AVEM, NVDA, BIL, DFSI, DFSU.
- Started 30 new stock positions in ADI, CART, BBY, NWG, IBM, URI, VLTO, BHP, SHEL, INFY.
- Reduced shares in these 10 stocks: DDOG, SNOW, DFAC, DFAI, DUHP, , VGSR, CRM, , .
- Sold out of its positions in CHGG, C, IGSB, ISTB, TROW, VCSH, VMBS, STLA.
- Adero Partners was a net buyer of stock by $57M.
- Adero Partners has $1.5B in assets under management (AUM), dropping by 9.92%.
- Central Index Key (CIK): 0001800593
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Portfolio Holdings for Adero Partners
Adero Partners holds 240 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us High Profitab (DUHP) | 15.2 | $230M | 6.7M | 34.07 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 11.1 | $168M | +2% | 6.0M | 27.70 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 9.1 | $137M | +3% | 1.4M | 95.15 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 5.0 | $76M | 2.9M | 25.64 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.8 | $72M | +4% | 1.1M | 67.03 |
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| Nu Hldgs Ord Shs Cl A (NU) | 4.4 | $66M | +5% | 4.8M | 13.65 |
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| Ccc Intelligent Solutions Holdings (CCCS) | 4.2 | $64M | +118% | 5.8M | 11.05 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.8 | $58M | 1.7M | 34.29 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.8 | $58M | +3% | 889k | 64.60 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.1 | $47M | 723k | 64.86 |
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| Doordash Cl A (DASH) | 2.5 | $38M | 267k | 142.73 |
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| NVIDIA Corporation (NVDA) | 2.0 | $30M | +4% | 250k | 121.44 |
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| Apple (AAPL) | 1.9 | $29M | 124k | 233.00 |
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| Datadog Cl A Com (DDOG) | 1.8 | $27M | -5% | 238k | 115.06 |
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| Snowflake Cl A (SNOW) | 1.8 | $27M | -2% | 233k | 114.86 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 1.3 | $19M | +4% | 523k | 37.18 |
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| Dimensional Etf Trust International (DFSI) | 1.2 | $19M | +5% | 524k | 35.74 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 1.2 | $17M | 281k | 62.20 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.1 | $16M | 294k | 55.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $14M | 27k | 527.67 |
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| Uber Technologies (UBER) | 0.9 | $14M | 186k | 75.16 |
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| Procore Technologies (PCOR) | 0.9 | $14M | 224k | 61.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $12M | 71k | 167.19 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.8 | $12M | -3% | 1.1M | 11.11 |
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| Meta Platforms Cl A (META) | 0.7 | $10M | +2% | 18k | 572.43 |
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| Dynatrace Com New (DT) | 0.6 | $8.9M | 167k | 53.47 |
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| Microsoft Corporation (MSFT) | 0.6 | $8.6M | +3% | 20k | 430.31 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $7.9M | -2% | 190k | 41.49 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $7.4M | 13k | 573.77 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $6.9M | -7% | 216k | 31.78 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.4 | $6.6M | +7% | 187k | 35.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $6.2M | -4% | 37k | 165.85 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $5.8M | 22k | 263.29 |
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| Ceridian Hcm Hldg (DAY) | 0.3 | $5.0M | 81k | 61.25 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $4.6M | 43k | 106.12 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $4.3M | -3% | 24k | 179.30 |
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| Amazon (AMZN) | 0.3 | $4.2M | +6% | 22k | 186.33 |
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| Tesla Motors (TSLA) | 0.3 | $4.2M | +2% | 16k | 261.64 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $4.0M | +2% | 19k | 210.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.8M | +11% | 14k | 283.15 |
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| Rlx Technology Sponsored Ads (RLX) | 0.3 | $3.8M | -3% | 2.1M | 1.81 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $3.5M | 28k | 126.81 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.5M | 54k | 64.74 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $3.4M | -2% | 38k | 89.36 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.3M | 15k | 220.89 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.3M | -2% | 7.2k | 460.26 |
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| Servicenow (NOW) | 0.2 | $3.1M | 3.4k | 894.44 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $2.8M | 24k | 119.70 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $2.8M | 72k | 38.08 |
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| Roblox Corp Cl A (RBLX) | 0.2 | $2.6M | 60k | 44.26 |
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| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.2 | $2.6M | 158k | 16.49 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $2.5M | +2% | 32k | 78.37 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.4M | -3% | 33k | 71.73 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.4M | 8.4k | 280.48 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.3M | -6% | 23k | 97.42 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $2.2M | -4% | 79k | 27.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.1M | 4.4k | 488.02 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.1M | 37k | 56.49 |
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| Mongodb Cl A (MDB) | 0.1 | $2.0M | 7.3k | 270.36 |
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| Lyft Cl A Com (LYFT) | 0.1 | $2.0M | 154k | 12.75 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $1.9M | -7% | 46k | 41.69 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.9M | -10% | 7.1k | 263.83 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.8M | +7% | 11k | 162.06 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.8M | 9.5k | 189.80 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.7M | -4% | 22k | 78.69 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.7M | 13k | 135.07 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.6M | 5.0k | 314.37 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.5M | 22k | 67.85 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.5M | 9.0k | 164.07 |
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| Intuit (INTU) | 0.1 | $1.4M | -14% | 2.2k | 620.99 |
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| American Express Company (AXP) | 0.1 | $1.3M | 4.9k | 271.20 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.3M | 5.6k | 237.21 |
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| Weave Communications (WEAV) | 0.1 | $1.3M | 98k | 12.80 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | +3% | 22k | 52.81 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.1M | +16% | 6.5k | 173.67 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | 2.9k | 375.38 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | +9% | 2.1k | 493.88 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $1.0M | 9.4k | 108.93 |
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| Visa Com Cl A (V) | 0.1 | $1.0M | +6% | 3.7k | 274.97 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.0M | 7.1k | 142.04 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $982k | 8.1k | 121.16 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $970k | NEW | 11k | 91.81 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $967k | +18% | 5.3k | 181.99 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $965k | 2.6k | 368.53 |
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| Eli Lilly & Co. (LLY) | 0.1 | $957k | +4% | 1.1k | 885.94 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $956k | 17k | 55.53 |
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| Home Depot (HD) | 0.1 | $940k | +7% | 2.3k | 405.16 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $935k | -5% | 1.6k | 569.66 |
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| Procter & Gamble Company (PG) | 0.1 | $922k | +5% | 5.3k | 173.19 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $901k | -8% | 1.6k | 576.82 |
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| Costco Wholesale Corporation (COST) | 0.1 | $900k | -3% | 1.0k | 886.32 |
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| Abbvie (ABBV) | 0.1 | $843k | +6% | 4.3k | 197.47 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $796k | +3% | 3.9k | 206.56 |
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| salesforce (CRM) | 0.1 | $791k | -34% | 2.9k | 273.68 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $782k | +14% | 16k | 47.85 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $757k | -10% | 9.7k | 78.05 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $739k | 7.1k | 104.18 |
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| Nike CL B (NKE) | 0.0 | $737k | +2% | 8.3k | 88.40 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $735k | +3% | 1.3k | 584.56 |
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| Merck & Co (MRK) | 0.0 | $732k | -3% | 6.4k | 113.56 |
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| UnitedHealth (UNH) | 0.0 | $719k | +2% | 1.2k | 584.90 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $714k | 12k | 58.11 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $708k | +15% | 5.9k | 119.07 |
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| Chevron Corporation (CVX) | 0.0 | $703k | 4.8k | 147.27 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $664k | 2.1k | 321.95 |
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| AFLAC Incorporated (AFL) | 0.0 | $658k | +2% | 5.9k | 111.80 |
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| Wal-Mart Stores (WMT) | 0.0 | $633k | +8% | 7.8k | 80.75 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $626k | 12k | 52.13 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $624k | +2% | 1.3k | 465.07 |
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| Netflix (NFLX) | 0.0 | $610k | +2% | 860.00 | 708.89 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $607k | +2% | 2.7k | 223.09 |
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| Pepsi (PEP) | 0.0 | $594k | 3.5k | 170.04 |
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| Applied Materials (AMAT) | 0.0 | $587k | 2.9k | 202.06 |
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| Snap Cl A (SNAP) | 0.0 | $576k | 54k | 10.70 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $561k | 957.00 | 586.58 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $560k | +3% | 15k | 37.20 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $557k | -4% | 4.4k | 125.62 |
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| Coca-Cola Company (KO) | 0.0 | $537k | +6% | 7.5k | 71.86 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $533k | +3% | 6.0k | 88.14 |
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| Twilio Cl A (TWLO) | 0.0 | $509k | -17% | 7.8k | 65.22 |
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| Broadcom (AVGO) | 0.0 | $504k | +990% | 2.9k | 172.52 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $497k | 7.3k | 67.70 |
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| Danaher Corporation (DHR) | 0.0 | $495k | 1.8k | 278.02 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $490k | -3% | 4.5k | 108.63 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $480k | 4.1k | 116.96 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $469k | 4.0k | 117.29 |
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| O'reilly Automotive (ORLY) | 0.0 | $469k | 407.00 | 1151.60 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $466k | +14% | 4.0k | 117.22 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $464k | +40% | 1.2k | 384.01 |
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| Anthem (ELV) | 0.0 | $464k | -4% | 892.00 | 520.10 |
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| Workday Cl A (WDAY) | 0.0 | $463k | 1.9k | 244.43 |
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| Maplebear (CART) | 0.0 | $456k | NEW | 11k | 40.74 |
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| Samsara Com Cl A (IOT) | 0.0 | $442k | 9.2k | 48.12 |
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| Abbott Laboratories (ABT) | 0.0 | $442k | 3.9k | 114.00 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $433k | 9.4k | 45.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $430k | +24% | 1.2k | 353.34 |
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| Fiserv (FI) | 0.0 | $426k | +3% | 2.4k | 179.65 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $415k | 4.9k | 84.17 |
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| McKesson Corporation (MCK) | 0.0 | $394k | 797.00 | 494.38 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $389k | 9.4k | 41.12 |
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| Broadridge Financial Solutions (BR) | 0.0 | $385k | +2% | 1.8k | 215.03 |
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| Cisco Systems (CSCO) | 0.0 | $385k | -16% | 7.2k | 53.22 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $383k | 739.00 | 517.59 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $378k | 8.8k | 42.84 |
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| TJX Companies (TJX) | 0.0 | $377k | +5% | 3.2k | 117.54 |
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| Pinterest Cl A (PINS) | 0.0 | $376k | 12k | 32.37 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $375k | -27% | 5.4k | 69.74 |
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| W.W. Grainger (GWW) | 0.0 | $368k | +7% | 354.00 | 1038.81 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $363k | 5.1k | 71.76 |
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| Msa Safety Inc equity (MSA) | 0.0 | $362k | 2.0k | 177.34 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $361k | 6.1k | 59.57 |
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| Boeing Company (BA) | 0.0 | $361k | 2.4k | 152.04 |
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| Williams-Sonoma (WSM) | 0.0 | $357k | +173% | 2.3k | 154.92 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $354k | 6.9k | 51.50 |
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| Amgen (AMGN) | 0.0 | $349k | -3% | 1.1k | 322.32 |
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| Banco Santander Adr (SAN) | 0.0 | $344k | +9% | 68k | 5.10 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $342k | +13% | 410.00 | 833.25 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $327k | 7.2k | 45.51 |
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| Colgate-Palmolive Company (CL) | 0.0 | $326k | +9% | 3.1k | 103.80 |
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| Dr Reddys Labs Adr (RDY) | 0.0 | $325k | +2% | 4.1k | 79.45 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $323k | +45% | 2.8k | 115.02 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $316k | 2.4k | 131.91 |
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| Prologis (PLD) | 0.0 | $315k | 2.5k | 126.27 |
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| Kb Finl Group Sponsored Adr (KB) | 0.0 | $315k | +6% | 5.1k | 61.75 |
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| Analog Devices (ADI) | 0.0 | $315k | NEW | 1.4k | 230.09 |
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| Moody's Corporation (MCO) | 0.0 | $313k | +3% | 660.00 | 474.84 |
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| Paychex (PAYX) | 0.0 | $311k | +3% | 2.3k | 134.19 |
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| Qualcomm (QCOM) | 0.0 | $308k | +4% | 1.8k | 170.09 |
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| Caterpillar (CAT) | 0.0 | $307k | +12% | 786.00 | 391.12 |
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| Boston Scientific Corporation (BSX) | 0.0 | $303k | +3% | 3.6k | 83.80 |
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| Micron Technology (MU) | 0.0 | $303k | 2.9k | 103.72 |
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| Palo Alto Networks (PANW) | 0.0 | $302k | 884.00 | 341.77 |
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| International Business Machines (IBM) | 0.0 | $289k | NEW | 1.3k | 221.15 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $286k | NEW | 1.6k | 174.57 |
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| Infosys Sponsored Adr (INFY) | 0.0 | $283k | NEW | 13k | 22.27 |
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| S&p Global (SPGI) | 0.0 | $282k | +5% | 545.00 | 516.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $278k | +4% | 1.4k | 198.06 |
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| Bank of America Corporation (BAC) | 0.0 | $277k | +15% | 7.0k | 39.68 |
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| Oracle Corporation (ORCL) | 0.0 | $276k | +9% | 1.6k | 170.42 |
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| Stryker Corporation (SYK) | 0.0 | $275k | +2% | 760.00 | 361.23 |
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| Cigna Corp (CI) | 0.0 | $273k | +4% | 788.00 | 346.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $272k | 4.4k | 62.32 |
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| Hp (HPQ) | 0.0 | $272k | 7.6k | 35.87 |
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| Target Corporation (TGT) | 0.0 | $267k | +8% | 1.7k | 155.84 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $264k | NEW | 3.1k | 84.54 |
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| Honeywell International (HON) | 0.0 | $262k | +9% | 1.3k | 206.71 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $262k | +17% | 2.6k | 101.27 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $260k | +2% | 1.7k | 153.71 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $258k | 1.4k | 179.16 |
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| Ameriprise Financial (AMP) | 0.0 | $251k | +8% | 534.00 | 469.49 |
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| McDonald's Corporation (MCD) | 0.0 | $249k | 816.00 | 304.61 |
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| State Street Corporation (STT) | 0.0 | $248k | NEW | 2.8k | 88.47 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $247k | 6.1k | 40.63 |
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| American Water Works (AWK) | 0.0 | $245k | 1.7k | 146.24 |
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| Bhp Group Sponsored Ads (BHP) | 0.0 | $243k | NEW | 3.9k | 62.11 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $243k | NEW | 1.2k | 200.75 |
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| Phillips 66 (PSX) | 0.0 | $241k | +3% | 1.8k | 131.45 |
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| United Rentals (URI) | 0.0 | $239k | NEW | 295.00 | 809.84 |
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| Hubbell (HUBB) | 0.0 | $234k | NEW | 547.00 | 428.35 |
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| Union Pacific Corporation (UNP) | 0.0 | $233k | NEW | 947.00 | 246.50 |
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| Ge Aerospace Com New (GE) | 0.0 | $232k | NEW | 1.2k | 188.51 |
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| Verizon Communications (VZ) | 0.0 | $231k | NEW | 5.1k | 44.91 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $230k | 2.4k | 95.94 |
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| Verisk Analytics (VRSK) | 0.0 | $229k | NEW | 854.00 | 267.96 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $225k | 4.1k | 54.93 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $224k | NEW | 355.00 | 631.82 |
|
| Intercontinental Exchange (ICE) | 0.0 | $224k | NEW | 1.4k | 160.60 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $218k | 1.7k | 128.20 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $216k | NEW | 824.00 | 262.07 |
|
| Booking Holdings (BKNG) | 0.0 | $214k | NEW | 51.00 | 4188.18 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $213k | NEW | 1.9k | 111.86 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $212k | 21k | 10.02 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $211k | NEW | 2.6k | 80.38 |
|
| Best Buy (BBY) | 0.0 | $209k | NEW | 2.0k | 103.32 |
|
| Icici Bank Adr (IBN) | 0.0 | $209k | NEW | 7.0k | 29.85 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $208k | NEW | 2.1k | 98.80 |
|
| WESCO International (WCC) | 0.0 | $207k | NEW | 1.2k | 167.98 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $206k | 11k | 18.04 |
|
|
| Bk Nova Cad (BNS) | 0.0 | $205k | NEW | 3.8k | 54.49 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $203k | -38% | 6.6k | 30.85 |
|
| Ross Stores (ROST) | 0.0 | $203k | -15% | 1.3k | 150.53 |
|
| Shell Spon Ads (SHEL) | 0.0 | $202k | NEW | 3.1k | 65.95 |
|
| Intel Corporation (INTC) | 0.0 | $202k | -31% | 8.6k | 23.46 |
|
| Uipath Cl A (PATH) | 0.0 | $156k | 12k | 12.80 |
|
|
| Nerdwallet Com Cl A (NRDS) | 0.0 | $149k | 12k | 12.71 |
|
|
| Viatris (VTRS) | 0.0 | $139k | +4% | 12k | 11.61 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $130k | -9% | 30k | 4.37 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $124k | +13% | 12k | 10.18 |
|
| Skillz Com Cl A (SKLZ) | 0.0 | $105k | 19k | 5.62 |
|
|
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $102k | 10k | 10.10 |
|
|
| Health Catalyst (HCAT) | 0.0 | $102k | 13k | 8.14 |
|
|
| Natwest Group Spons Adr (NWG) | 0.0 | $100k | NEW | 11k | 9.36 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $99k | +3% | 15k | 6.39 |
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $75k | 12k | 6.18 |
|
|
| Nektar Therapeutics (NKTR) | 0.0 | $67k | 52k | 1.30 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $59k | +17% | 14k | 4.18 |
|
| Blend Labs Cl A (BLND) | 0.0 | $56k | -33% | 15k | 3.75 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $36k | -62% | 13k | 2.79 |
|
| Lyell Immunopharma (LYEL) | 0.0 | $29k | 21k | 1.38 |
|
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $27k | NEW | 13k | 2.06 |
|
Past Filings by Adero Partners
SEC 13F filings are viewable for Adero Partners going back to 2019
- Adero Partners 2024 Q3 filed Nov. 6, 2024
- Adero Partners 2024 Q2 filed July 30, 2024
- Adero Partners 2024 Q1 filed April 29, 2024
- Adero Partners 2023 Q4 filed Feb. 12, 2024
- Adero Partners 2023 Q3 filed Nov. 14, 2023
- Adero Partners 2023 Q2 filed Aug. 2, 2023
- Vista Wealth Management Group 2023 Q1 filed May 4, 2023
- Vista Wealth Management Group 2022 Q4 filed Feb. 7, 2023
- Vista Wealth Management Group 2022 Q3 filed Oct. 25, 2022
- Vista Wealth Management Group 2022 Q2 filed July 14, 2022
- Vista Wealth Management Group 2022 Q1 filed May 4, 2022
- Vista Wealth Management Group 2021 Q4 filed Jan. 19, 2022
- Vista Wealth Management Group 2021 Q3 filed Nov. 2, 2021
- Vista Wealth Management Group 2021 Q2 filed July 27, 2021
- Vista Wealth Management Group 2021 Q1 filed April 26, 2021
- Vista Wealth Management Group 2020 Q4 filed Jan. 25, 2021