Discipline Wealth Solutions, LLC Purchases in Q3 2024

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
99.4K
+ 14.43%
$31.05 - $34.29 $3.09M - $3.41M
789K $27M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
37.9K
+ 8.97%
$74.26 - $78.84 $2.81M - $2.99M
461K $36.1M
VEA
Vanguard Ftse Developed Market

ETFs
34.6K
+ 16.68%
$47.6 - $53.31 $1.65M - $1.85M
242K $12.8M
IVV
Ishares Core S&P 500 ETF

ETFs
4.17K
+ 1089.3%
$520.18 - $576.82 $2.17M - $2.41M
4.56K $2.63M
BNDX
Vanguard Total International B

ETFs
35.8K
+ 10.37%
$48.42 - $50.35 $1.73M - $1.8M
381K $19.2M
AAPL
Apple Inc.

Technology
8.64K
New
$207.23 - $234.82 $1.79M - $2.03M
8.64K $2.01M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
31.1K
New
$55.83 - $66.22 $1.74M - $2.06M
31.1K $1.96M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
34.7K
New
$45.52 - $52.02 $1.58M - $1.81M
34.7K $1.76M
TQQQ
Proshares Ultrapro Qqq

ETFs
23.4K
New
$53.19 - $84.93 $1.25M - $1.99M
23.4K $1.7M
SECT
Sector 10, Inc.

ETFs
29.1K
New
$48.64 - $53.77 $1.41M - $1.56M
29.1K $1.56M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.4K
New
$91.42 - $91.82 $1.5M - $1.51M
16.4K $1.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.88K
+ 13.59%
$475.2 - $527.7 $895K - $994K
15.8K $8.31M
DFIS
Dimensional ETF Tr Dimensional

ETFs
31.6K
+ 14.43%
$24.06 - $26.97 $759K - $851K
250K $6.71M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
36.3K
+ 17.1%
$25.21 - $28.46 $916K - $1.03M
249K $7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.2K
+ 197.49%
$96.25 - $101.98 $1.08M - $1.14M
16.9K $1.71M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.47K
New
$100.3 - $100.74 $950K - $954K
9.47K $954K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.3K
New
$81.31 - $83.29 $920K - $942K
11.3K $940K
MSFT
Microsoft Corp

Technology
2.14K
+ 410.36%
$395.15 - $467.56 $845K - $1M
2.66K $1.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.71K
New
$434.77 - $502.96 $745K - $862K
1.71K $836K
SSO
Proshares Ultra S&P 500

ETFs
9.28K
New
$73.92 - $90.17 $686K - $836K
9.28K $836K
AVDV
American Centy ETF Tr Avantis

ETFs
8.8K
+ 25.66%
$62.52 - $71.12 $550K - $626K
43.1K $3.05M
DFSV
Dimensional ETF Tr Dimensional

ETFs
19.5K
+ 19.54%
$28.25 - $31.7 $551K - $618K
119K $3.68M
NVDA
Nvidia Corp

Technology
6.52K
New
$98.91 - $134.91 $645K - $880K
6.52K $792K
JPM
Jpmorgan Chase & CO

Financial Services
3.7K
New
$194.9 - $224.8 $721K - $832K
3.7K $779K
DFAS
Dimensional ETF Tr U S Small C

ETFs
8K
+ 15.46%
$59.25 - $65.33 $474K - $522K
59.7K $3.87M
SH
Proshares Short S&P500 New (De

ETFs
68.5K
New
$10.85 - $12.08 $743K - $827K
68.5K $743K
GLD
Spdr Gold Trust

ETFs
2.69K
New
$215.56 - $246.98 $580K - $665K
2.69K $654K
LOW
Lowes Companies Inc

Consumer Cyclical
2.33K
New
$213.3 - $270.78 $496K - $630K
2.33K $630K
GOOGL
Alphabet Inc.

Communication Services
3.8K
New
$148.65 - $191.18 $565K - $726K
3.8K $629K
QLD
Proshares Ultra Qqq

ETFs
6.02K
New
$81.06 - $109.83 $488K - $662K
6.02K $606K
DDM
Proshares Ultra Dow30

ETFs
5.94K
New
$80.56 - $95.7 $478K - $568K
5.94K $567K
UNH
Unitedhealth Group Inc

Healthcare
954
New
$488.01 - $604.18 $466K - $576K
954 $557K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.55K
+ 36.98%
$76.38 - $78.87 $501K - $517K
24.3K $1.91M
MA
Mastercard Inc

Financial Services
994
New
$429.6 - $500.99 $427K - $498K
994 $490K
GOOG
Alphabet Inc.

Communication Services
2.8K
New
$149.54 - $192.66 $419K - $540K
2.8K $468K
IVE
Ishares S&P 500 Value ETF

ETFs
2.19K
+ 93.64%
$181.06 - $197.17 $397K - $432K
4.53K $893K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
2.84K
New
$122.74 - $163.95 $349K - $466K
2.84K $466K
VBR
Vanguard Small Cap Value ETF

ETFs
1.71K
+ 34.43%
$179.99 - $201.6 $307K - $344K
6.67K $1.34M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
4.48K
New
$74.72 - $96.1 $335K - $431K
4.48K $430K
UPRO
Proshares Trust Proshares Ultr

ETFs
4.97K
New
$64.53 - $86.19 $321K - $429K
4.97K $428K
TNA
Direxion Daily Small Cap Bull

ETFs
9K
New
$34.86 - $49.09 $314K - $442K
9K $399K
V
Visa Inc.

Financial Services
1.32K
New
$253.74 - $291.56 $336K - $386K
1.32K $363K
IWC
Russell Micro Cap ETF

ETFs
2.85K
New
$112.21 - $129.46 $319K - $368K
2.85K $350K
CB
Chubb LTD

Financial Services
1.21K
New
$252.51 - $292.2 $305K - $352K
1.21K $347K
EA
Electronic Arts Inc.

Communication Services
2.37K
New
$137.32 - $151.82 $325K - $359K
2.37K $339K
ACN
Accenture PLC

Technology
904
New
$295.44 - $355.81 $267K - $322K
904 $319K
EFV
Msci Eafe Value ETF

ETFs
4.96K
+ 70.07%
$51.72 - $57.96 $257K - $288K
12K $692K
DHR
Danaher Corp

Healthcare
1.13K
New
$239.25 - $280.76 $271K - $318K
1.13K $314K
VTV
Vanguard Value ETF

ETFs
1.31K
+ 42.77%
$159.75 - $174.57 $208K - $228K
4.36K $760K
Activity Summary
Buys All Purchases 65 New Holdings 42 Increased Positions 23 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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