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
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
6.66K
New
$56.88 - $63.65 $379K - $424K
6.66K $420M
Cava Group Inc
3.37K
New
N/A
3.37K $417M
PDP
Invesco Exchange Traded Fd Tr

ETFs
4.02K
New
$91.9 - $103.31 $370K - $415K
4.02K $415M
AVSF
American Centy ETF Tr Avantis

ETFs
8.73K
New
$45.96 - $47.18 $401K - $412K
8.73K $411M
MDT
Medtronic PLC

Healthcare
4.56K
New
$76.84 - $91.03 $351K - $415K
4.56K $411M
TRV
Travelers Companies, Inc.

Financial Services
1.75K
New
$201.87 - $242.35 $352K - $423K
1.75K $409M
SPTL
Spdr Portfolio Long Term Treas

ETFs
14K
New
$26.69 - $29.87 $373K - $417K
14K $406M
BMO
Bank Of Montreal

Financial Services
4.45K
New
$79.1 - $90.77 $352K - $404K
4.45K $402M
EIX
Edison International

Utilities
4.61K
New
$71.19 - $87.72 $328K - $404K
4.61K $402M
ZS
Zscaler, Inc.

Technology
2.31K
New
$155.9 - $204.47 $360K - $472K
2.31K $395M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.34K
New
$81.17 - $90.77 $352K - $394K
4.34K $388M
FDX
Fedex Corp

Industrials
1.41K
New
$254.64 - $313.52 $360K - $443K
1.41K $387M
Manager Directed Portfolios
34.7K
New
N/A
34.7K $386M
F
Ford Motor CO

Consumer Cyclical
36.3K
New
$9.71 - $14.55 $353K - $528K
36.3K $383M
VGLT
Vanguard Long Term Treasury Et

ETFs
6.19K
New
$56.52 - $63.23 $350K - $391K
6.19K $381M
MS
Morgan Stanley

Financial Services
3.65K
New
$92.07 - $106.96 $336K - $390K
3.65K $380M
AON
Aon PLC

Financial Services
1.1K
New
$293.16 - $351.06 $321K - $385K
1.1K $379M
GNRC
Generac Holdings Inc.

Industrials
2.38K
New
$133.16 - $159.78 $317K - $380K
2.38K $378M
SCHO
Schwab Short Term Us Treasury

ETFs
7.7K
New
$47.93 - $49.06 $369K - $378K
7.7K $377M
Arm Holdings PLC
2.61K
New
N/A
2.61K $373M
AMT
American Tower Corp

Real Estate
1.6K
New
$192.27 - $242.73 $308K - $389K
1.6K $373M
Brookfield Corp
6.95K
New
N/A
6.95K $370M
AAXJ
Ishares Msci All Country Asia

ETFs
4.69K
New
$68.09 - $79.71 $319K - $374K
4.69K $368M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
3.04K
New
$102.5 - $119.64 $312K - $364K
3.04K $364M
XLP
Consumer Staples Sector Spdr

ETFs
4.37K
New
$76.04 - $76.04 $332K - $332K
4.37K $362M
KMI
Kinder Morgan, Inc.

Energy
16.3K
New
$19.72 - $22.22 $322K - $362K
16.3K $360M
SIL
Global X Silver Miners ETF

ETFs
10.2K
New
$29.58 - $37.45 $302K - $382K
10.2K $358M
RY
Royal Bank Of Canada

Financial Services
2.84K
New
$105.65 - $124.73 $300K - $354K
2.84K $354M
PLD
Prologis, Inc.

Real Estate
2.8K
New
$111.95 - $132.43 $313K - $371K
2.8K $353M
AXP
American Express CO

Financial Services
1.3K
New
$225.92 - $271.17 $293K - $351K
1.3K $352M
DAL
Delta Air Lines, Inc.

Industrials
6.89K
New
$37.32 - $51.8 $257K - $357K
6.89K $350M
ARKW
Ark Next Generation Internet E

ETFs
4.11K
New
$68.06 - $85.67 $279K - $352K
4.11K $349M
CGUS
Capital Group Core Equity ETF
10.2K
New
$31.19 - $34.33 $317K - $349K
10.2K $348M
TFC
Truist Financial Corp

Financial Services
8.13K
New
$38.22 - $44.94 $311K - $365K
8.13K $348M
NU
Nu Holdings Ltd.

Financial Services
25.4K
New
$10.71 - $15.14 $272K - $385K
25.4K $347M
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
18.2K
New
$14.95 - $26.75 $272K - $486K
18.2K $346M
ITW
Illinois Tool Works Inc

Industrials
1.31K
New
$233.14 - $263.97 $306K - $347K
1.31K $344M
JGRO
J P Morgan Exchange Traded Fd
4.48K
New
N/A
4.48K $344M
C
Citigroup Inc

Financial Services
5.49K
New
$56.11 - $67.61 $308K - $371K
5.49K $344M
LDOS
Leidos Holdings, Inc.

Technology
2.1K
New
$142.66 - $163.02 $300K - $343K
2.1K $342M
ADI
Analog Devices Inc

Technology
1.48K
New
$200.56 - $243.33 $297K - $361K
1.48K $341M
RING
Ishares Inc Msci Global Gold M

ETFs
10.3K
New
$27.51 - $34.67 $284K - $358K
10.3K $341M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.1K
New
$100.75 - $111.62 $313K - $346K
3.1K $339M
RYE
Invesco Exchange Traded Fd Tr

ETFs
4.4K
New
N/A
4.4K $337M
Ishares Bitcoin Trust ETF
9.24K
New
N/A
9.24K $334M
BKNG
Booking Holdings Inc.

Consumer Cyclical
79
New
$3305.62 - $4268.05 $261K - $337K
79 $333M
SHOP
Shopify Inc.

Technology
4.15K
New
$52.26 - $80.75 $217K - $335K
4.15K $333M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.82K
New
$98.71 - $117.61 $279K - $332K
2.82K $332M
Dimensional ETF Trust
6.02K
New
N/A
6.02K $332M
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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