Global Wealth Management, LLC Purchases in Q4 2024

Global Wealth Management, LLC

  • $157 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
101K
+ 34.35%
$50.67 - $50.9 $5.12M - $5.15M
395K $20.1B
IVV
Ishares Core S&P 500 ETF

ETFs
1.55K
+ 5.1%
$570.51 - $610.59 $886K - $948K
32K $18.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.46K
+ 13.79%
$481.22 - $538.17 $700K - $783K
12K $6.14B
USO
United States Oil Fund, LP

ETFs
12.2K
New
$69.66 - $79.2 $851K - $968K
12.2K $923M
IAU
Ishares Gold Trust

ETFs
17.5K
New
$48.37 - $52.65 $847K - $922K
17.5K $867M
SIVR
Abrdn Silver ETF Trust

ETFs
26.1K
New
$27.61 - $33.22 $719K - $865K
26.1K $718M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
706K
+ 200.11%
$22.01 - $66.82 $15.5M - $47.1M
1.06M $24B
VGT
Vanguard Information Technolog

ETFs
137
+ 2.47%
$571.78 - $647.97 $78.3K - $88.8K
5.69K $3.54B
VTI
Vanguard Total Stock Market Et

ETFs
265
+ 1.13%
$280.04 - $302.45 $74.2K - $80.1K
23.8K $6.89B
TSLA
Tesla, Inc.

Consumer Cyclical
574
New
$213.65 - $479.86 $123K - $275K
574 $232M
AMZN
Amazon Com Inc

Consumer Cyclical
10
+ 0.23%
$180.88 - $232.93 $1.81K - $2.33K
4.37K $959M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.05K
+ 1.77%
$61.68 - $67.87 $126K - $139K
118K $7.35B
VUG
Vanguard Growth ETF

ETFs
191
+ 21.93%
$378.79 - $428.11 $72.3K - $81.8K
1.06K $436M
NVDA
Nvidia Corp

Technology
94
+ 4.39%
$117.0 - $148.88 $11K - $14K
2.24K $300M
AAPL
Apple Inc.

Technology
2
+ 0.09%
$221.69 - $259.02 $443 - $518
2.25K $564M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.27%
$311.11 - $335.64 $1.56K - $1.68K
1.84K $592M
VDE
Vanguard Energy ETF

ETFs
96
+ 1.64%
$116.67 - $136.78 $11.2K - $13.1K
5.94K $720M
MSFT
Microsoft Corp

Technology
3
+ 0.18%
$406.35 - $454.46 $1.22K - $1.36K
1.7K $714M
AMGN
Amgen Inc

Healthcare
7
+ 0.85%
$258.78 - $328.31 $1.81K - $2.3K
832 $217M
VIG
Vanguard Dividend Appreciation

ETFs
182
+ 0.34%
N/A
54.5K $10.7B
JNJ
Johnson & Johnson

Healthcare
4
+ 0.04%
$143.34 - $165.86 $573 - $663
11K $1.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
458K
+ 198.5%
$26.93 - $84.95 $12.3M - $38.9M
689K $18.8B
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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