Wealthgarden F.S. LLC Purchases in Q3 2024

Wealthgarden F.S. LLC

  • $1.64 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
261K
+ 8825.28%
$395.15 - $467.56 $103M - $122M
264K $113B
AAPL
Apple Inc.

Technology
298K
+ 3472.28%
$207.23 - $234.82 $61.7M - $69.9M
306K $71.4B
IVV
Ishares Core S&P 500 ETF

ETFs
68.5K
+ 660.82%
$520.18 - $576.82 $35.6M - $39.5M
78.8K $45.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
75.4K
+ 4844.32%
$434.77 - $502.96 $32.8M - $37.9M
77K $37.6B
VUG
Vanguard Growth ETF

ETFs
93.9K
+ 11393.69%
$341.08 - $391.94 $32M - $36.8M
94.7K $36.4B
VTV
Vanguard Value ETF

ETFs
180K
New
$159.75 - $174.57 $28.7M - $31.4M
180K $31.4B
AMZN
Amazon Com Inc

Consumer Cyclical
157K
+ 3454.22%
$161.02 - $200.0 $25.3M - $31.4M
162K $30.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60.3K
+ 1987.41%
$405.19 - $478.57 $24.4M - $28.9M
63.3K $29.1B
NVDA
Nvidia Corp

Technology
230K
+ 986.8%
$98.91 - $134.91 $22.8M - $31M
253K $30.8B
IWF
Ishares Russell 1000 Gr ETF

ETFs
66.2K
+ 3397.28%
$332.02 - $382.76 $22M - $25.4M
68.2K $25.6B
COST
Costco Wholesale Corp

Consumer Defensive
22.6K
New
$801.83 - $917.05 $18.1M - $20.7M
22.6K $20.1B
ITOT
Ishares Core S&P Total U.S. St

ETFs
148K
New
$113.41 - $125.62 $16.8M - $18.6M
148K $18.6B
TSLA
Tesla, Inc.

Consumer Cyclical
65.4K
+ 4939.05%
$191.76 - $263.26 $12.5M - $17.2M
66.7K $17.5B
XOM
Exxon Mobil Corp

Energy
140K
New
$109.72 - $119.0 $15.4M - $16.7M
140K $16.4B
AVGO
Broadcom Inc.

Technology
91.3K
New
$136.27 - $1745.86 $12.4M - $159M
91.3K $15.8B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
196K
New
$76.38 - $78.87 $15M - $15.5M
196K $15.5B
VNQ
Vanguard Specialized Funds Van

ETFs
152K
New
$82.97 - $98.97 $12.6M - $15M
152K $14.8B
VEA
Vanguard Ftse Developed Market

ETFs
272K
New
$47.6 - $53.31 $13M - $14.5M
272K $14.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
191K
New
$71.45 - $75.64 $13.7M - $14.5M
191K $14.4B
META
Meta Platforms, Inc.

Communication Services
24K
+ 965.42%
$453.41 - $572.44 $10.9M - $13.7M
26.5K $15.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
22.6K
+ 4061.51%
$517.38 - $573.86 $11.7M - $13M
23.1K $13.3B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
146K
New
$77.23 - $87.97 $11.3M - $12.9M
146K $12.7B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
96.9K
New
$117.9 - $128.2 $11.4M - $12.4M
96.9K $12.4B
GOOG
Alphabet Inc.

Communication Services
69.7K
+ 2019.89%
$149.54 - $192.66 $10.4M - $13.4M
73.1K $12.2B
AVUV
American Centy ETF Tr Avantis

ETFs
116K
New
$88.24 - $99.7 $10.2M - $11.6M
116K $11.1B
BNDX
Vanguard Total International B

ETFs
221K
New
$48.42 - $50.35 $10.7M - $11.1M
221K $11.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
107K
New
$96.25 - $101.98 $10.3M - $10.9M
107K $10.8B
LLY
Eli Lilly & CO

Healthcare
12.1K
+ 1056.35%
$772.14 - $960.02 $9.31M - $11.6M
13.2K $11.7B
VTI
Vanguard Total Stock Market Et

ETFs
35.4K
+ 2051.16%
$255.18 - $283.2 $9.04M - $10M
37.2K $10.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
85.5K
New
$105.53 - $118.34 $9.02M - $10.1M
85.5K $10B
GOOGL
Alphabet Inc.

Communication Services
60.2K
New
$148.65 - $191.18 $8.95M - $11.5M
60.2K $9.98B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
290K
New
$31.05 - $34.29 $9.01M - $9.95M
290K $9.95B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
205K
New
$41.9 - $48.26 $8.59M - $9.89M
205K $9.81B
VV
Vanguard Large Cap ETF

ETFs
36.7K
New
$236.92 - $263.4 $8.7M - $9.67M
36.7K $9.66B
GLD
Spdr Gold Trust

ETFs
37.3K
+ 687.02%
$215.56 - $246.98 $8.04M - $9.22M
42.8K $10.4B
IWD
Ishares Russell 1000 Val ETF

ETFs
47.6K
New
$173.36 - $189.8 $8.25M - $9.03M
47.6K $9.03B
IWR
Ishares Russell Mid Cap ETF

ETFs
102K
New
$79.92 - $88.19 $8.13M - $8.98M
102K $8.97B
VB
Vanguard Small Cap ETF

ETFs
35.4K
New
$214.77 - $237.72 $7.61M - $8.42M
35.4K $8.41B
VIG
Vanguard Dividend Appreciation

ETFs
40.4K
New
$182.15 - $182.15 $7.36M - $7.36M
40.4K $8.01B
XLK
Technology Sector Spdr

ETFs
34.4K
+ 434.87%
$197.34 - $237.68 $6.79M - $8.18M
42.3K $9.56B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
164K
New
$44.66 - $49.15 $7.32M - $8.06M
164K $7.73B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
98.1K
+ 1787.02%
$74.26 - $78.84 $7.28M - $7.73M
104K $8.11B
DFSU
Dimensional ETF Tr Dimen Us Su
189K
New
N/A
189K $7.03B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
112K
+ 1416.8%
$57.32 - $62.65 $6.42M - $7.01M
120K $7.47B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
108K
New
$58.03 - $65.37 $6.28M - $7.07M
108K $7B
VO
Vanguard Mid Cap ETF

ETFs
25.6K
New
$237.84 - $263.83 $6.09M - $6.76M
25.6K $6.76B
VEU
Vanguard Ftse All World Ex Us

ETFs
106K
New
$56.47 - $63.69 $5.97M - $6.73M
106K $6.66B
AMD
Advanced Micro Devices Inc

Technology
39.8K
New
$128.67 - $183.96 $5.12M - $7.32M
39.8K $6.53B
RSP
Invesco S&P 500 Equal Weight E

ETFs
36.1K
New
$162.83 - $179.16 $5.89M - $6.48M
36.1K $6.48B
Activity Summary
Buys All Purchases 606 New Holdings 549 Increased Positions 57 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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