Wealthgarden F.S. LLC Incresed Positions in Q1 2025

Wealthgarden F.S. LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.8K
+ 36.08%
$49.78 - $53.19 $539K - $575K
40.8K $2.08B
IEMG
Ishares Inc

ETFs
9.4K
+ 145.66%
N/A
15.8K $855M
XLC
Select Sector Spdr Tr Communic

ETFs
3.41K
+ 74.23%
$94.84 - $105.31 $323K - $359K
8K $771M
OEF
Ishares S&P 100 ETF

ETFs
1.51K
+ 32.39%
N/A
6.18K $1.67B
GLD
Spdr Gold Trust

ETFs
375
+ 8.1%
$243.19 - $288.14 $91.2K - $108K
5.01K $1.44B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.31K
+ 43.14%
$53.69 - $62.68 $231K - $270K
14.3K $860M
SJNK
Spdr Bloomberg Short Term High

ETFs
11K
+ 21.16%
$25.08 - $25.64 $275K - $281K
62.7K $1.58B
IAU
Ishares Gold Trust

ETFs
1.78K
+ 10.64%
$49.74 - $58.96 $88.4K - $105K
18.5K $1.09B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 0.47%
$442.66 - $534.52 $6.2K - $7.48K
3K $1.6B
XLI
Industrial Sector Spdr

ETFs
1.86K
+ 51.31%
$128.78 - $141.67 $240K - $264K
5.49K $719M
ITA
Ishares Tr

ETFs
761
+ 35.36%
$144.84 - $159.5 $110K - $121K
2.91K $446M
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.63K
+ 22.16%
$24.05 - $24.86 $111K - $115K
25.5K $634M
META
Meta Platforms, Inc.

Communication Services
231
+ 10.5%
$576.36 - $736.67 $133K - $170K
2.43K $1.4B
IVE
Ishares S&P 500 Value ETF

ETFs
561
+ 25.51%
$185.78 - $198.58 $104K - $111K
2.76K $526M
XLV
Select Sector Spdr Fund Health

ETFs
231
+ 3.17%
$137.61 - $149.68 $31.8K - $34.6K
7.52K $1.1B
LLY
Eli Lilly & CO

Healthcare
17
+ 1.33%
$725.72 - $929.72 $12.3K - $15.8K
1.3K $1.07B
LQD
Ishares Iboxx $ Investment Gra

ETFs
545
+ 7.79%
$105.1 - $109.61 $57.3K - $59.7K
7.54K $820M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.01K
+ 12.72%
$120.24 - $134.3 $122K - $136K
8.97K $1.09B
XLF
Financial Sector Spdr

ETFs
211
+ 0.56%
$47.32 - $52.19 $9.98K - $11K
37.7K $1.88B
JNK
Spdr Bloomberg High Yield Bond

ETFs
657
+ 13.43%
$94.86 - $97.12 $62.3K - $63.8K
5.55K $529M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
331
+ 0.41%
$27.01 - $28.54 $8.94K - $9.45K
81.1K $2.27B
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.42%
$169.2 - $216.66 $1.18K - $1.52K
1.67K $350M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
345
+ 15.07%
$95.85 - $99.25 $33.1K - $34.2K
2.63K $261M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
144
+ 1.16%
$58.32 - $65.09 $8.4K - $9.37K
12.6K $759M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
349
+ 19.01%
$113.22 - $126.36 $39.5K - $44.1K
2.19K $251M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
851
+ 7.08%
$22.42 - $23.22 $19.1K - $19.8K
12.9K $297M
SPY
Spdr S&P 500 ETF Trust

ETFs
73
+ 10.88%
$551.42 - $612.93 $40.3K - $44.7K
744 $416M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
176
+ 1.1%
$21.67 - $23.21 $3.81K - $4.08K
16.2K $369M
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.32%
$225.19 - $279.95 $2.25K - $2.8K
3.14K $770M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
1.19K
+ 4.02%
$31.14 - $32.81 $36.9K - $38.9K
30.6K $962M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
170
+ 0.66%
$24.73 - $25.62 $4.2K - $4.36K
26K $665M
Amplify ETF Tr
328
+ 10.96%
N/A
3.32K $238M
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 6.79%
$347.25 - $424.87 $15.3K - $18.7K
692 $253M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
7
+ 0.02%
$10.53 - $11.08 $73.7 - $77.6
33.4K $359M
DSI
Ishares Msci Kld 400 Social Et

ETFs
270
+ 7.08%
$101.98 - $115.66 $27.5K - $31.2K
4.08K $418M
USXF
Ishares Esg Advanced Msci Usa

Technology
748
+ 5.27%
$46.38 - $52.65 $34.7K - $39.4K
14.9K $697M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
409
+ 3.93%
$59.79 - $67.15 $24.5K - $27.5K
10.8K $656M
VTI
Vanguard Total Stock Market Et

ETFs
26
+ 1.64%
$271.18 - $303.12 $7.05K - $7.88K
1.61K $444M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
193
+ 0.95%
$21.23 - $23.75 $4.1K - $4.58K
20.5K $441M
QQQ
Invesco Qqq Trust, Series 1

ETFs
120
+ 6.47%
$468.34 - $539.52 $56.2K - $64.7K
1.97K $926M
DIS
Walt Disney CO

Communication Services
56
+ 2.08%
$96.87 - $114.0 $5.42K - $6.38K
2.74K $271M
MGC
Vanguard Mega Cap ETF

ETFs
10
+ 0.28%
$199.2 - $222.69 $1.99K - $2.23K
3.57K $718M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.37K
+ 9.02%
$24.91 - $29.02 $184K - $214K
89.1K $2.23B
AAPL
Apple Inc.

Technology
709
+ 8.19%
$209.68 - $247.1 $149K - $175K
9.37K $2.08B
MSFT
Microsoft Corp

Technology
122
+ 4.12%
$375.39 - $447.2 $45.8K - $54.6K
3.08K $1.16B
GOOG
Alphabet Inc.

Communication Services
158
+ 4.56%
$156.06 - $207.71 $24.7K - $32.8K
3.62K $566M
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 0.63%
$190.26 - $242.06 $5.52K - $7.02K
4.62K $879M
NVDA
Nvidia Corp

Technology
1.41K
+ 6.06%
$106.98 - $149.43 $150K - $210K
24.6K $2.67B
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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