Code Waechter LLC Incresed Positions in Q4 2024

Code Waechter LLC

  • $114 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
268K
+ 296.41%
$25.93 - $105.3 $6.96M - $28.3M
359K $10M
AAPL
Apple Inc.

Technology
104
+ 1.26%
$221.69 - $259.02 $23.1K - $26.9K
8.38K $2.1M
UGI
Ugi Corp

Utilities
181
+ 0.39%
$23.24 - $30.37 $4.21K - $5.5K
46.9K $1.32M
META
Meta Platforms, Inc.

Communication Services
220
+ 25.79%
$554.08 - $632.68 $122K - $139K
1.07K $632K
GOOGL
Alphabet Inc.

Communication Services
211
+ 6.06%
$161.86 - $196.66 $34.2K - $41.5K
3.69K $698K
TRP
Tc Energy Corp

Energy
2.73K
+ 8.64%
$44.03 - $50.23 $120K - $137K
34.3K $1.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
55
+ 2.49%
$481.22 - $538.17 $26.5K - $29.6K
2.26K $1.16M
ENB
Enbridge Inc

Energy
29
+ 0.08%
$40.4 - $43.92 $1.17K - $1.27K
38.3K $1.62M
MS
Morgan Stanley

Financial Services
28
+ 0.9%
$104.42 - $134.99 $2.92K - $3.78K
3.12K $392K
IJS
Ishares S&P Smallcap 600 Value

ETFs
7
+ 0.01%
$104.59 - $118.05 $732 - $826
49.2K $5.35M
SCHX
Schwab Strategic Tr Us Large C

ETFs
144K
+ 193.91%
$22.4 - $68.28 $3.23M - $9.85M
219K $5.07M
SON
Sonoco Products CO

Consumer Cyclical
1.35K
+ 16.8%
$48.6 - $54.89 $65.8K - $74.3K
9.42K $459K
CVX
Chevron Corp

Energy
210
+ 4.1%
$141.15 - $162.53 $29.6K - $34.1K
5.33K $771K
BKH
Black Hills Corp

Utilities
515
+ 7.82%
$57.6 - $64.66 $29.7K - $33.3K
7.1K $415K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
96.3K
+ 200.41%
$27.54 - $83.04 $2.65M - $7.99M
144K $4M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.32%
$280.04 - $302.45 $840 - $907
932 $270K
SCHA
Schwab Strategic Tr Us Small C

ETFs
41.2K
+ 99.24%
$25.33 - $51.16 $1.04M - $2.11M
82.6K $2.14M
PII
Polaris Inc.

Consumer Cyclical
1.14K
+ 43.84%
$56.74 - $83.06 $64.4K - $94.3K
3.72K $214K
NWN
Northwest Natural Holding CO

Utilities
668
+ 2.83%
$38.42 - $43.85 $25.7K - $29.3K
24.3K $961K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.78K
+ 199.97%
$25.79 - $80.4 $175K - $545K
10.2K $265K
GPC
Genuine Parts CO

Consumer Cyclical
252
+ 14.81%
$113.11 - $143.63 $28.5K - $36.2K
1.95K $228K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.19K
+ 99.47%
$22.63 - $47.53 $140K - $294K
12.4K $281K
CNQ
Canadian Natural Resources LTD

Energy
688
+ 3.85%
$29.51 - $37.6 $20.3K - $25.9K
18.5K $572K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.5K
+ 200.49%
$26.93 - $84.95 $633K - $2M
35.2K $962K
ADM
Archer Daniels Midland CO

Consumer Defensive
717
+ 9.94%
$49.38 - $59.52 $35.4K - $42.7K
7.93K $400K
PEP
Pepsico Inc

Consumer Defensive
49
+ 1.86%
$151.29 - $176.1 $7.41K - $8.63K
2.68K $408K
SJM
J M Smucker CO

Consumer Defensive
124
+ 2.53%
$106.92 - $121.75 $13.3K - $15.1K
5.02K $553K
XLE
Energy Sector Spdr

ETFs
193
+ 0.67%
$83.32 - $97.27 $16.1K - $18.8K
29.1K $2.49M
FTS
Fortis Inc.

Utilities
277
+ 1.5%
$41.04 - $45.81 $11.4K - $12.7K
18.7K $777K
SNY
Sanofi

Healthcare
16
+ 0.24%
$45.89 - $57.31 $734 - $917
6.69K $322K
DRSK
ETF Ser Solutions Aptus Define

ETFs
427
+ 0.4%
$27.43 - $28.44 $11.7K - $12.1K
108K $2.95M
ES
Eversource Energy

Utilities
355
+ 2.33%
$55.9 - $67.73 $19.8K - $24K
15.6K $896K
SCHR
Schwab Intermediate Term Us Tr

ETFs
115K
+ 102.31%
$24.19 - $50.58 $2.79M - $5.84M
228K $5.54M
NNN
National Retail Properties, Inc.

Real Estate
385
+ 1.58%
$39.77 - $49.34 $15.3K - $19K
24.7K $1.01M
O
Realty Income Corp

Real Estate
358
+ 1.74%
$51.76 - $64.71 $18.5K - $23.2K
21K $1.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34K
+ 94.14%
$18.41 - $40.87 $625K - $1.39M
70.1K $1.3M
UHT
Universal Health Realty Income Trust

Real Estate
11
+ 0.05%
$36.47 - $45.19 $401 - $497
23.4K $871K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.08K
+ 1.93%
$43.84 - $48.76 $135K - $150K
163K $7.16M
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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