Instrumental Wealth, LLC Incresed Positions in Q3 2024

Instrumental Wealth, LLC

  • $103 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
2.29K
+ 1.68%
$84.77 - $97.13 $194K - $223K
139K $13.6B
IVE
Ishares S&P 500 Value ETF

ETFs
1.64K
+ 3.13%
$181.06 - $197.17 $297K - $324K
54K $10.8B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.98K
+ 3.91%
$53.41 - $57.9 $426K - $462K
212K $12.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.34K
+ 2.2%
$57.32 - $62.65 $248K - $272K
201K $12.7B
IVV
Ishares Core S&P 500 ETF

ETFs
163
+ 1.25%
$520.18 - $576.82 $84.8K - $94K
13.2K $7.76B
Amplify ETF Tr
977
+ 2.03%
N/A
49K $3.51B
Ishares Tr
10.6K
+ 3.38%
N/A
325K $8.44B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8.5K
+ 4.12%
$29.08 - $31.84 $247K - $271K
215K $6.7B
NVDA
Nvidia Corp

Technology
506
+ 5.65%
$98.91 - $134.91 $50K - $68.3K
9.46K $1.31B
META
Meta Platforms, Inc.

Communication Services
38
+ 3.71%
$453.41 - $572.44 $17.2K - $21.8K
1.06K $627M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.33K
+ 3.0%
$42.22 - $48.62 $98.5K - $113K
80K $3.73B
MSFT
Microsoft Corp

Technology
207
+ 8.49%
$395.15 - $467.56 $81.8K - $96.8K
2.65K $1.11B
IBDV
Ishares Tr

Technology
2.74K
+ 3.47%
$21.11 - $22.24 $57.9K - $61K
81.7K $1.78B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.44K
+ 3.52%
$24.62 - $25.59 $60.1K - $62.4K
71.7K $1.81B
AMZN
Amazon Com Inc

Consumer Cyclical
232
+ 4.6%
$161.02 - $200.0 $37.4K - $46.4K
5.27K $989M
SYK
Stryker Corp

Healthcare
9
+ 0.55%
$315.94 - $371.96 $2.84K - $3.35K
1.63K $588M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
103
+ 4.53%
$152.9 - $180.39 $15.7K - $18.6K
2.38K $430M
ICLN
Ishares

ETFs
7.43K
+ 3.71%
$13.26 - $14.77 $98.5K - $110K
208K $2.84B
XOM
Exxon Mobil Corp

Energy
117
+ 2.56%
$109.72 - $119.0 $12.8K - $13.9K
4.69K $581M
IWY
Ishares Tr Russell 200 Growth

ETFs
13
+ 0.64%
$194.66 - $225.97 $2.53K - $2.94K
2.05K $459M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 4.18%
$405.19 - $478.57 $12.2K - $14.4K
748 $344M
KO
Coca Cola CO

Consumer Defensive
93
+ 2.0%
$62.69 - $73.01 $5.83K - $6.79K
4.74K $333M
JPM
Jpmorgan Chase & CO

Financial Services
34
+ 3.09%
$194.9 - $224.8 $6.63K - $7.64K
1.14K $251M
GOOGL
Alphabet Inc.

Communication Services
143
+ 6.86%
$148.65 - $191.18 $21.3K - $27.3K
2.23K $367M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
567
+ 4.24%
$23.04 - $24.06 $13.1K - $13.6K
13.9K $332M
PFF
Ishares Trust Ishares Pfd And

ETFs
16
+ 0.18%
$31.18 - $33.5 $499 - $536
8.86K $296M
GOOG
Alphabet Inc.

Communication Services
148
+ 4.4%
$149.54 - $192.66 $22.1K - $28.5K
3.51K $584M
Tidal Tr Ii
2.55K
+ 7.75%
N/A
35.5K $402M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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