Discipline Wealth Solutions, LLC New Holdings in Q3 2024

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
SSO
Proshares Ultra S&P 500

ETFs
9.28K
New
$73.92 - $90.17 $686K - $836K
9.28K $836K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.71K
New
$434.77 - $502.96 $745K - $862K
1.71K $836K
JPM
Jpmorgan Chase & CO

Financial Services
3.7K
New
$194.9 - $224.8 $721K - $832K
3.7K $779K
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
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
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
2.84K
New
$122.74 - $163.95 $349K - $466K
2.84K $466K
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
DHR
Danaher Corp

Healthcare
1.13K
New
$239.25 - $280.76 $271K - $318K
1.13K $314K
TSLA
Tesla, Inc.

Consumer Cyclical
993
New
$191.76 - $263.26 $190K - $261K
993 $259K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
18.4K
New
$12.67 - $14.36 $233K - $265K
18.4K $247K
DGS
Wisdomtree Emerging Markets Sm

ETFs
4.5K
New
$48.46 - $54.37 $218K - $244K
4.5K $241K
POST
Post Holdings, Inc.

Consumer Defensive
2.02K
New
$103.64 - $118.23 $210K - $239K
2.02K $234K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.48K
New
$50.25 - $50.74 $225K - $227K
4.48K $227K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.23K
New
$100.09 - $100.69 $223K - $225K
2.23K $224K
PULS
Pgim ETF Tr

ETFs
4.3K
New
$49.47 - $49.8 $213K - $214K
4.3K $214K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.16K
New
$60.13 - $68.17 $190K - $215K
3.16K $213K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
42.9K
New
$3.99 - $4.33 $171K - $186K
42.9K $183K
Ultimus Managers Tr
68.6K
New
N/A
68.6K $0
Direxion Shs ETF Tr
155K
New
N/A
155K $0
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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