Tsa Wealth Managment LLC Purchases in Q4 2024

Tsa Wealth Managment LLC

  • $246 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
32.9K
New
$89.97 - $98.59 $2.96M - $3.24M
32.9K $3.12B
IAU
Ishares Gold Trust

ETFs
27.2K
New
$48.37 - $52.65 $1.32M - $1.43M
27.2K $1.35B
HYDB
Ishares Tr Edge High Yield Def

ETFs
24.7K
New
$46.68 - $47.95 $1.15M - $1.19M
24.7K $1.16B
EFG
Msci Eafe Growth ETF

ETFs
21.3K
+ 21.32%
$96.83 - $106.88 $2.06M - $2.28M
121K $11.7B
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.52K
+ 28.96%
$83.09 - $89.28 $459K - $493K
24.6K $2.09B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
18.5K
+ 41.89%
$26.65 - $29.34 $492K - $541K
62.5K $1.69B
GOOG
Alphabet Inc.

Communication Services
1.14K
New
$163.08 - $198.16 $186K - $226K
1.14K $217M
USAC
Usa Compression Partners, LP

Energy
8.69K
New
$21.54 - $23.99 $187K - $208K
8.69K $205M
Blackrock ETF Trust Ii
6.84K
+ 6.15%
N/A
118K $6.14B
AAPL
Apple Inc.

Technology
20
+ 0.38%
$221.69 - $259.02 $4.43K - $5.18K
5.29K $1.32B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.8K
+ 5.2%
$22.39 - $23.45 $85K - $89.1K
76.9K $1.77B
IWB
Ishares Tr Russell 1000 ETF

ETFs
32
+ 0.9%
$311.11 - $335.64 $9.96K - $10.7K
3.59K $1.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46
+ 8.04%
$442.29 - $483.08 $20.3K - $22.2K
618 $280M
SUB
Ishares Short Term National Mu

ETFs
79
+ 3.42%
$104.94 - $106.2 $8.29K - $8.39K
2.39K $252M
MUB
Ishares National Muni Bond ETF

ETFs
257
+ 1.64%
$105.78 - $108.7 $27.2K - $27.9K
15.9K $1.7B
XOM
Exxon Mobil Corp

Energy
121
+ 5.85%
$105.51 - $125.37 $12.8K - $15.2K
2.19K $235M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
313
+ 3.6%
$74.5 - $78.37 $23.3K - $24.5K
9.01K $673M
AFL
Aflac Inc

Financial Services
10
+ 0.49%
$100.37 - $115.27 $1K - $1.15K
2.04K $211M
SCMB
Schwab Strategic Tr Mun Bd ETF
14.3K
+ 100.01%
N/A
28.5K $733M
QUAL
Ishares Msci Usa Quality Facto

ETFs
453
+ 0.55%
$176.42 - $186.91 $79.9K - $84.7K
82.7K $14.7B
EMB
Ishares Tr

ETFs
793
+ 3.84%
$88.94 - $93.46 $70.5K - $74.1K
21.4K $1.91B
GNMA
Ishares Gnma Bond ETF

ETFs
1.36K
+ 3.04%
$42.8 - $44.74 $58.3K - $60.9K
46.1K $1.98B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6
+ 0.06%
$99.04 - $109.59 $594 - $658
10.3K $1.02B
MBB
Ishares Tr

ETFs
2.57K
+ 2.66%
$91.26 - $95.82 $234K - $246K
99K $9.08B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.96K
+ 7.1%
$55.45 - $61.08 $441K - $486K
120K $6.66B
KO
Coca Cola CO

Consumer Defensive
103
+ 0.15%
$61.74 - $71.71 $6.36K - $7.39K
69.2K $4.31B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
550K
+ 90.34%
$22.63 - $47.53 $12.5M - $26.2M
1.16M $26.3B
Activity Summary
Buys All Purchases 28 New Holdings 5 Increased Positions 23 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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