Potentia Wealth Purchases in Q4 2024

Potentia Wealth

  • $225 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
86.2K
New
$567.81 - $607.81 $49M - $52.4M
86.2K $50.5B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
380K
New
$51.09 - $55.27 $19.4M - $21M
380K $19.4B
AAPL
Apple Inc.

Technology
57.3K
New
$221.69 - $259.02 $12.7M - $14.9M
57.3K $14.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24.8K
New
$442.29 - $483.08 $11M - $12M
24.8K $11.2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
18.4K
New
$370.24 - $418.94 $6.82M - $7.71M
18.4K $7.39B
IVV
Ishares Core S&P 500 ETF

ETFs
12K
New
$570.51 - $610.59 $6.86M - $7.35M
12K $7.08B
MSFT
Microsoft Corp

Technology
16.7K
New
$406.35 - $454.46 $6.8M - $7.61M
16.7K $7.06B
NVDA
Nvidia Corp

Technology
49.1K
New
$117.0 - $148.88 $5.75M - $7.31M
49.1K $6.6B
BXSL
Blackstone Secured Lending Fund

Financial Services
183K
New
$29.25 - $33.27 $5.36M - $6.09M
183K $5.92B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
102K
New
$50.23 - $50.47 $5.1M - $5.13M
102K $5.1B
PAVE
Global X Fds Us Infrastructure

ETFs
106K
New
$40.41 - $45.95 $4.3M - $4.89M
106K $4.3B
TSLA
Tesla, Inc.

Consumer Cyclical
10.4K
New
$213.65 - $479.86 $2.21M - $4.97M
10.4K $4.18B
IWD
Ishares Russell 1000 Val ETF

ETFs
22.1K
New
$183.23 - $199.79 $4.04M - $4.41M
22.1K $4.09B
BUG
Global X Fds Cybersecurity ETF

ETFs
123K
New
$30.13 - $34.51 $3.72M - $4.26M
123K $3.96B
VPN
Global X Fds Data Ctr Reits &

ETFs
229K
New
N/A
229K $3.79B
VTWV
Vanguard Russell 2000 Value Et

ETFs
25K
New
$143.69 - $159.92 $3.59M - $4M
25K $3.61B
SPYG
Spdr Portfolio

ETFs
38.2K
New
$81.74 - $91.38 $3.12M - $3.49M
38.2K $3.35B
Global X Fds
88.8K
New
N/A
88.8K $3.32B
GBIL
Goldman Sachs Access Treasury

ETFs
30.2K
New
$99.85 - $100.22 $3.02M - $3.03M
30.2K $3.02B
META
Meta Platforms, Inc.

Communication Services
4.9K
New
$554.08 - $632.68 $2.72M - $3.1M
4.9K $2.87B
ORCL
Oracle Corp

Technology
11.9K
New
$165.41 - $192.43 $1.96M - $2.28M
11.9K $1.98B
GOOGL
Alphabet Inc.

Communication Services
9.93K
New
$161.86 - $196.66 $1.61M - $1.95M
9.93K $1.88B
Arista Networks Inc
16.7K
New
N/A
16.7K $1.84B
AMZN
Amazon Com Inc

Consumer Cyclical
8.01K
New
$180.88 - $232.93 $1.45M - $1.87M
8.01K $1.76B
FEX
First Tr Large Cap Core Alphde

ETFs
16.1K
New
$103.29 - $112.88 $1.66M - $1.81M
16.1K $1.68B
WFC
Wells Fargo & Company

Financial Services
22.1K
New
$54.98 - $77.35 $1.22M - $1.71M
22.1K $1.55B
Pgim ETF Tr
25.1K
New
N/A
25.1K $1.28B
FNX
First Tr Mid Cap Core Alphadex

ETFs
11K
New
$114.77 - $127.28 $1.27M - $1.41M
11K $1.28B
PCG
Pg&E Corp

Utilities
59.5K
New
$19.2 - $21.63 $1.14M - $1.29M
59.5K $1.2B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
12.7K
New
$88.59 - $94.57 $1.13M - $1.2M
12.7K $1.13B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
12.2K
New
$91.94 - $100.02 $1.12M - $1.22M
12.2K $1.13B
FYX
First Tr Small Cap Core Alphad

ETFs
11.1K
New
$96.51 - $110.53 $1.07M - $1.23M
11.1K $1.12B
DSI
Ishares Msci Kld 400 Social Et

ETFs
9.77K
New
$107.41 - $115.71 $1.05M - $1.13M
9.77K $1.08B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
15.3K
New
$65.67 - $69.79 $1.01M - $1.07M
15.3K $1.03B
GOOG
Alphabet Inc.

Communication Services
5.18K
New
$163.08 - $198.16 $845K - $1.03M
5.18K $986M
RTX
Raytheon Technologies Corp

Industrials
8.43K
New
$114.45 - $127.21 $965K - $1.07M
8.43K $976M
LLY
Eli Lilly & CO

Healthcare
1.2K
New
$727.2 - $932.06 $871K - $1.12M
1.2K $925M
SYF
Synchrony Financial

Financial Services
12.9K
New
$49.01 - $68.55 $632K - $884K
12.9K $839M
AMAT
Applied Materials Inc

Technology
5.07K
New
$161.44 - $213.89 $818K - $1.08M
5.07K $824M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
6.91K
New
$111.85 - $120.71 $773K - $834K
6.91K $796M
UL
Unilever PLC

Consumer Defensive
13.8K
New
$56.7 - $64.64 $783K - $893K
13.8K $783M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.52K
New
$91.29 - $91.8 $778K - $782K
8.52K $779M
FFIV
F5, Inc.

Technology
3.03K
New
$213.56 - $263.36 $648K - $799K
3.03K $762M
JNJ
Johnson & Johnson

Healthcare
5.01K
New
$143.34 - $165.86 $717K - $830K
5.01K $724M
V
Visa Inc.

Financial Services
2.25K
New
$273.87 - $320.91 $615K - $720K
2.25K $709M
RIO
Rio Tinto PLC

Basic Materials
11.2K
New
$58.59 - $71.15 $654K - $794K
11.2K $656M
IVE
Ishares S&P 500 Value ETF

ETFs
3.38K
New
$189.5 - $206.17 $641K - $698K
3.38K $646M
FCX
Freeport Mcmoran Inc

Basic Materials
16.8K
New
$38.08 - $50.82 $640K - $854K
16.8K $640M
MRK
Merck & Co., Inc.

Healthcare
6.38K
New
$96.31 - $114.76 $614K - $732K
6.38K $635M
Activity Summary
Buys All Purchases 97 New Holdings 97 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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