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
O
Realty Income Corp

Real Estate
17.1K
New
$52.36 - $63.42 $895K - $1.08M
17.1K $1.08B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10.7K
New
$98.99 - $101.51 $1.06M - $1.08M
10.7K $1.08B
NRZ
New Residential Investment Corp.

Real Estate
94.8K
New
N/A
94.8K $1.08B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
14K
New
$69.16 - $76.64 $968K - $1.07M
14K $1.05B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
20.3K
New
$43.67 - $51.82 $885K - $1.05M
20.3K $1.05B
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
30.4K
New
$28.7 - $35.25 $871K - $1.07M
30.4K $1.05B
SYK
Stryker Corp

Healthcare
2.9K
New
$315.94 - $371.96 $915K - $1.08M
2.9K $1.05B
VOX
Vanguard Communication Service

ETFs
7.15K
New
$129.82 - $145.39 $928K - $1.04M
7.15K $1.04B
SO
Southern CO

Utilities
11.4K
New
$77.0 - $90.52 $882K - $1.04M
11.4K $1.03B
KMB
Kimberly Clark Corp

Consumer Defensive
7.24K
New
$135.05 - $148.35 $977K - $1.07M
7.24K $1.03B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
13.9K
New
$66.31 - $74.08 $923K - $1.03M
13.9K $1.02B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
15.2K
New
$61.47 - $67.36 $934K - $1.02M
15.2K $1.02B
XLU
Utilities Sector Spdr

ETFs
12.6K
New
$67.67 - $80.78 $852K - $1.02M
12.6K $1.02B
PH
Parker Hannifin Corp

Industrials
1.6K
New
$501.01 - $635.92 $800K - $1.01M
1.6K $1.01B
CSCO
Cisco Systems, Inc.

Technology
18.6K
New
$44.74 - $53.22 $831K - $988K
18.6K $988M
SPIB
Spdr Portfolio Intermediate Te

ETFs
28.7K
New
$32.36 - $33.78 $930K - $971K
28.7K $969M
USRT
Ishares Core U.S. Reit ETF

ETFs
15.6K
New
$53.07 - $62.66 $828K - $978K
15.6K $961M
ZTS
Zoetis Inc.

Healthcare
4.91K
New
$172.58 - $196.48 $847K - $964K
4.91K $959M
AVEM
American Centy ETF Tr Avantis

ETFs
14.8K
New
$57.2 - $65.59 $844K - $968K
14.8K $954M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
12.4K
New
$68.79 - $76.02 $850K - $939K
12.4K $939M
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.6K
New
$73.43 - $80.37 $855K - $935K
11.6K $935M
TTEK
Tetra Tech Inc

Industrials
19.7K
New
$45.59 - $237.74 $899K - $4.69M
19.7K $930M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
7.47K
New
$97.96 - $124.99 $732K - $933K
7.47K $930M
PGR
Progressive Corp

Financial Services
3.66K
New
$209.46 - $259.24 $767K - $949K
3.66K $929M
BMY
Bristol Myers Squibb CO

Healthcare
17.9K
New
$39.66 - $51.75 $711K - $927K
17.9K $927M
WM
Waste Management Inc

Industrials
4.47K
New
$196.96 - $223.45 $880K - $998K
4.47K $927M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.25K
New
$217.89 - $392.15 $709K - $1.28M
3.25K $912M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.52K
New
$87.56 - $95.49 $833K - $909K
9.52K $909M
DE
Deere & CO

Industrials
2.16K
New
$344.84 - $418.0 $746K - $905K
2.16K $903M
AVDV
American Centy ETF Tr Avantis

ETFs
12.7K
New
$62.52 - $71.12 $791K - $900K
12.7K $894M
MSTR
Microstrategy Inc

Technology
5.22K
New
$114.3 - $1800.09 $597K - $9.4M
5.22K $880M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
37.6K
New
$22.76 - $23.41 $856K - $880K
37.6K $880M
FDL
First Tr Morningstar Dividend

ETFs
20.7K
New
$37.66 - $42.06 $781K - $873K
20.7K $870M
SCHA
Schwab Strategic Tr Us Small C

ETFs
16.7K
New
$46.9 - $51.96 $785K - $870K
16.7K $862M
AFG
American Financial Group Inc

Financial Services
6.4K
New
$119.65 - $137.03 $766K - $877K
6.4K $862M
MA
Mastercard Inc

Financial Services
1.72K
New
$429.6 - $500.99 $741K - $864K
1.72K $851M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.6K
New
$36.02 - $41.68 $741K - $857K
20.6K $849M
GS
Goldman Sachs Group Inc

Financial Services
1.68K
New
$459.02 - $510.25 $769K - $855K
1.68K $829M
AVUS
American Centy ETF Tr Avantis

ETFs
8.66K
New
$86.27 - $95.15 $747K - $824K
8.66K $824M
MFC
Manulife Financial Corp

Financial Services
27.6K
New
$24.13 - $29.63 $666K - $817K
27.6K $815M
LMT
Lockheed Martin Corp

Industrials
1.39K
New
$460.3 - $584.56 $639K - $812K
1.39K $812M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.75K
New
$127.29 - $141.5 $732K - $814K
5.75K $802M
IBUY
Amplify ETF Tr Amplify Online

ETFs
13.1K
New
$50.97 - $61.0 $669K - $800K
13.1K $800M
UBER
Uber Technologies, Inc

Technology
10.6K
New
$58.48 - $77.47 $617K - $818K
10.6K $794M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
42.8K
New
$17.93 - $18.61 $767K - $796K
42.8K $793M
OPEN
Opendoor Technologies Inc.

Real Estate
391K
New
$1.6 - $2.92 $626K - $1.14M
391K $783M
CTA
Simplify Exch Traded Fds Simpl

ETFs
30K
New
$25.73 - $27.07 $772K - $812K
30K $780M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
27.4K
New
$26.82 - $30.58 $735K - $838K
27.4K $771M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.39K
New
$114.73 - $120.23 $733K - $768K
6.39K $764M
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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