Sar Wealth Management Group, LLC Purchases in Q3 2024

Sar Wealth Management Group, LLC

  • $151 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
683
+ 0.81%
$162.83 - $179.16 $111K - $122K
85K $15.2B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.6K
+ 1.37%
$44.65 - $47.21 $295K - $312K
490K $22.9B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.67K
+ 1.21%
$77.02 - $85.06 $128K - $142K
139K $11.8B
VTI
Vanguard Total Stock Market Et

ETFs
450
+ 0.86%
$255.18 - $283.2 $115K - $127K
53.1K $15B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
515
+ 0.81%
$105.53 - $118.34 $54.3K - $60.9K
64.3K $7.52B
FV
First Trust Dorsey Wright Focu

ETFs
723
+ 0.16%
$51.35 - $59.82 $37.1K - $43.2K
454K $26.5B
VIG
Vanguard Dividend Appreciation

ETFs
194
+ 0.89%
$182.15 - $182.15 $35.3K - $35.3K
22K $4.36B
WMT
Walmart Inc.

Consumer Defensive
3.09K
New
$66.91 - $81.4 $207K - $251K
3.09K $249M
AAPL
Apple Inc.

Technology
9
+ 0.09%
$207.23 - $234.82 $1.87K - $2.11K
10.5K $2.44B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
477
New
$405.19 - $478.57 $193K - $228K
477 $220M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.34%
$333.64 - $405.2 $3.34K - $4.05K
2.94K $1.19B
SO
Southern CO

Utilities
56
+ 0.75%
$77.0 - $90.52 $4.31K - $5.07K
7.52K $678M
SFLR
Innovator Etfs Tr Equity Manag
2.08K
+ 15.73%
N/A
15.3K $488M
KO
Coca Cola CO

Consumer Defensive
47
+ 0.54%
$62.69 - $73.01 $2.95K - $3.43K
8.76K $629M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
614
+ 2.36%
$100.09 - $100.69 $61.5K - $61.8K
26.6K $2.68B
IWM
Ishares Russell 2000 ETF

ETFs
9
+ 0.29%
$200.87 - $224.6 $1.81K - $2.02K
3.1K $684M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
56
+ 0.28%
$31.05 - $34.29 $1.74K - $1.92K
20.3K $696M
DNP
Dnp Select Income Fund Inc

Financial Services
4
+ 0.02%
$8.21 - $10.03 $32.8 - $40.1
20.2K $203M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
121
+ 0.81%
$20.27 - $20.27 $2.45K - $2.45K
15.1K $331M
CGGR
Capital Group Growth ETF Shs C

ETFs
22
+ 0.17%
$30.71 - $34.79 $676 - $765
12.6K $439M
PEP
Pepsico Inc

Consumer Defensive
9
+ 0.71%
$161.9 - $179.3 $1.46K - $1.61K
1.27K $216M
BAC
Bank Of America Corp

Financial Services
26
+ 0.52%
$36.65 - $44.13 $953 - $1.15K
5.07K $201M
UPS
United Parcel Service Inc

Industrials
2
+ 0.05%
$123.32 - $147.38 $247 - $295
3.66K $498M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.1%
$148.65 - $191.18 $297 - $382
2.07K $343M
Activity Summary
Buys All Purchases 25 New Holdings 2 Increased Positions 23 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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