Wealthgarden F.S. LLC New Holdings in Q3 2024

Wealthgarden F.S. LLC

  • $1.64 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
14.3K
New
$105.92 - $110.83 $1.51M - $1.58M
14.3K $1.58B
PFE
Pfizer Inc

Healthcare
54.3K
New
$27.7 - $31.39 $1.51M - $1.71M
54.3K $1.57B
DFIC
Dimensional ETF Tr Dimensional

ETFs
55.8K
New
$25.36 - $28.37 $1.41M - $1.58M
55.8K $1.57B
MCD
Mcdonalds Corp

Consumer Cyclical
5.12K
New
$245.82 - $304.51 $1.26M - $1.56M
5.12K $1.56B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28K
New
$49.7 - $56.11 $1.39M - $1.57M
28K $1.54B
MRK
Merck & Co., Inc.

Healthcare
13.4K
New
$111.15 - $128.97 $1.49M - $1.73M
13.4K $1.53B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
12.3K
New
$111.9 - $124.28 $1.38M - $1.53M
12.3K $1.52B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
22.8K
New
$62.4 - $62.4 $1.42M - $1.42M
22.8K $1.52B
DIHP
Dimensional ETF Tr Dimensional

ETFs
53.8K
New
$25.23 - $27.94 $1.36M - $1.5M
53.8K $1.49B
DKNG
Draft Kings Inc.

Consumer Cyclical
37.8K
New
$29.85 - $41.1 $1.13M - $1.56M
37.8K $1.48B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
14.9K
New
$90.87 - $102.43 $1.36M - $1.53M
14.9K $1.47B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
30.8K
New
$43.99 - $46.63 $1.36M - $1.44M
30.8K $1.43B
GILD
Gilead Sciences, Inc.

Healthcare
16.5K
New
$66.59 - $83.99 $1.1M - $1.39M
16.5K $1.38B
RNA
Avidity Biosciences, Inc.

Healthcare
29.7K
New
$37.21 - $48.14 $1.1M - $1.43M
29.7K $1.36B
IWN
Ishares Russell2000 Val ETF

ETFs
8.15K
New
$150.05 - $171.34 $1.22M - $1.4M
8.15K $1.36B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
27.4K
New
$47.18 - $48.74 $1.29M - $1.33M
27.4K $1.33B
SUB
Ishares Short Term National Mu

ETFs
12.3K
New
$104.3 - $106.3 $1.28M - $1.31M
12.3K $1.3B
CMCSA
Comcast Corp

Communication Services
31.2K
New
$37.33 - $41.78 $1.16M - $1.3M
31.2K $1.3B
FM
Ishares Msci Frontier And Sele

ETFs
47.1K
New
$27.35 - $27.85 $1.29M - $1.31M
47.1K $1.3B
NARI
Inari Medical, Inc.

Healthcare
31.4K
New
$40.68 - $58.62 $1.28M - $1.84M
31.4K $1.29B
PLTR
Palantir Technologies Inc.

Technology
34.4K
New
$24.09 - $37.95 $829K - $1.31M
34.4K $1.28B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
95.3K
New
$12.67 - $14.36 $1.21M - $1.37M
95.3K $1.28B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.24K
New
$523.84 - $572.02 $1.17M - $1.28M
2.24K $1.28B
DFIP
Dimensional ETF Tr Inflation P

ETFs
30.2K
New
$40.69 - $42.46 $1.23M - $1.28M
30.2K $1.28B
HON
Honeywell International Inc

Industrials
6.11K
New
$196.73 - $220.21 $1.2M - $1.35M
6.11K $1.26B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
26.5K
New
$39.47 - $49.4 $1.05M - $1.31M
26.5K $1.26B
PHYS
Sprott Physical Gold Trust

Financial Services
61.8K
New
$18.12 - $20.72 $1.12M - $1.28M
61.8K $1.26B
DFSI
Dimensional ETF Tr Dimen Intl
35.1K
New
N/A
35.1K $1.25B
EEM
Ishares Msci Emerging Markets

ETFs
27.1K
New
$40.42 - $46.7 $1.1M - $1.27M
27.1K $1.24B
AMAT
Applied Materials Inc

Technology
6.13K
New
$174.88 - $254.97 $1.07M - $1.56M
6.13K $1.24B
BX
Blackstone Inc.

Financial Services
8.09K
New
$120.77 - $159.66 $977K - $1.29M
8.09K $1.24B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
58.8K
New
$20.69 - $21.17 $1.22M - $1.25M
58.8K $1.24B
NTRA
Natera, Inc.

Healthcare
9.66K
New
$97.75 - $129.67 $945K - $1.25M
9.66K $1.23B
COIN
Coinbase Global, Inc.

Technology
6.87K
New
$147.09 - $265.15 $1.01M - $1.82M
6.87K $1.22B
JNK
Spdr Bloomberg High Yield Bond

ETFs
12.5K
New
$93.65 - $97.81 $1.17M - $1.22M
12.5K $1.22B
HFWA
Heritage Financial Corp

Financial Services
54.9K
New
$17.13 - $23.17 $940K - $1.27M
54.9K $1.19B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.4K
New
$50.52 - $50.95 $1.18M - $1.19M
23.4K $1.19B
EFX
Equifax Inc

Industrials
4.04K
New
$236.42 - $307.13 $956K - $1.24M
4.04K $1.19B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
23.5K
New
$42.59 - $60.56 $1M - $1.42M
23.5K $1.19B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
40.8K
New
$27.8 - $29.26 $1.13M - $1.19M
40.8K $1.18B
EMR
Emerson Electric CO

Industrials
10.8K
New
$98.19 - $118.87 $1.06M - $1.28M
10.8K $1.18B
BTI
British American Tobacco P.L.C.

Consumer Defensive
31.6K
New
$31.07 - $39.36 $983K - $1.25M
31.6K $1.16B
CRM
Salesforce, Inc.

Technology
4.21K
New
$238.42 - $276.53 $1M - $1.16M
4.21K $1.15B
FDN
First Tr Fd Dow Jones

ETFs
5.43K
New
$183.68 - $212.48 $997K - $1.15M
5.43K $1.15B
ACN
Accenture PLC

Technology
3.2K
New
$295.44 - $355.81 $944K - $1.14M
3.2K $1.13B
VGIT
Vanguard Intermediate Term Tre

ETFs
18.4K
New
$57.8 - $60.8 $1.06M - $1.12M
18.4K $1.11B
Amplify ETF Tr
85.9K
New
N/A
85.9K $1.11B
ICLR
Icon PLC

Healthcare
3.81K
New
$280.48 - $346.2 $1.07M - $1.32M
3.81K $1.1B
PFF
Ishares Trust Ishares Pfd And

ETFs
32.7K
New
$31.18 - $33.5 $1.02M - $1.09M
32.7K $1.09B
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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