Serenus Wealth Advisors, LLC Purchases in Q4 2024

Serenus Wealth Advisors, LLC

  • $575 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
4.86M
New
$50.23 - $50.46 $244M - $245M
4.86M $245B
SPY
Spdr S&P 500 ETF Trust

ETFs
148K
New
$567.81 - $607.81 $84.1M - $90M
148K $86.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
102K
New
$481.22 - $538.17 $48.9M - $54.7M
102K $47.5B
IVV
Ishares Core S&P 500 ETF

ETFs
104K
New
$570.51 - $610.59 $59.4M - $63.5M
104K $39.7B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
404K
New
$80.93 - $85.66 $32.7M - $34.6M
404K $32.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
426K
New
$61.68 - $67.87 $26.3M - $28.9M
426K $26.6B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
31.3K
New
$563.99 - $620.12 $17.6M - $19.4M
31.3K $17.8B
XLK
Technology Sector Spdr

ETFs
55K
New
$220.26 - $241.44 $12.1M - $13.3M
55K $12.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17.9K
New
$521.84 - $558.82 $9.32M - $9.98M
17.9K $8.63B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
68K
New
$113.92 - $127.38 $7.74M - $8.66M
68K $7.83B
AAPL
Apple Inc.

Technology
17.5K
New
$221.69 - $259.02 $3.89M - $4.54M
17.5K $4.39B
VTI
Vanguard Total Stock Market Et

ETFs
13.5K
New
$280.04 - $302.45 $3.79M - $4.09M
13.5K $3.92B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.65K
New
$417.69 - $450.94 $3.61M - $3.9M
8.65K $3.68B
GOOGL
Alphabet Inc.

Communication Services
634K
New
$161.86 - $196.66 $103M - $125M
634K $3.18B
ITOT
Ishares Core S&P Total U.S. St

ETFs
23.8K
New
$124.26 - $134.12 $2.96M - $3.19M
23.8K $3.06B
IWD
Ishares Russell 1000 Val ETF

ETFs
13.3K
New
$183.23 - $199.79 $2.43M - $2.65M
13.3K $2.46B
MSFT
Microsoft Corp

Technology
5.49K
New
$406.35 - $454.46 $2.23M - $2.49M
5.49K $2.31B
AMZN
Amazon Com Inc

Consumer Cyclical
50.2K
New
$180.88 - $232.93 $9.07M - $11.7M
50.2K $2.05B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
34.4K
New
$58.88 - $64.8 $2.02M - $2.23M
34.4K $2.03B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
17.4K
New
$91.29 - $91.8 $1.58M - $1.59M
17.4K $1.59B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.1K
New
$100.16 - $100.7 $1.11M - $1.11M
11.1K $1.11B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.9K
New
$66.77 - $71.52 $994K - $1.06M
14.9K $1.03B
NVDA
Nvidia Corp

Technology
6.37K
New
$117.0 - $148.88 $745K - $949K
6.37K $856M
SCHX
Schwab Strategic Tr Us Large C

ETFs
44.7K
New
$22.4 - $68.28 $1M - $3.05M
44.7K $834M
META
Meta Platforms, Inc.

Communication Services
1.36K
New
$554.08 - $632.68 $751K - $857K
1.36K $793M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
6.82K
New
$111.85 - $120.71 $763K - $823K
6.82K $785M
VEA
Vanguard Ftse Developed Market

ETFs
15.9K
New
$47.57 - $52.44 $756K - $834K
15.9K $760M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.03K
New
$316.94 - $357.88 $642K - $725K
2.03K $696M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.9K
New
$51.09 - $55.27 $660K - $714K
12.9K $661M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.64K
New
$65.67 - $69.79 $633K - $673K
9.64K $646M
MO
Altria Group, Inc.

Consumer Defensive
11.7K
New
$49.06 - $57.74 $575K - $677K
11.7K $613M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
22.1K
New
$21.71 - $25.45 $480K - $563K
22.1K $545M
TSLA
Tesla, Inc.

Consumer Cyclical
1.31K
New
$213.65 - $479.86 $281K - $631K
1.31K $531M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.89K
New
$174.22 - $187.62 $503K - $541K
2.89K $506M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.31K
New
$131.66 - $144.0 $435K - $476K
3.31K $437M
VO
Vanguard Mid Cap ETF

ETFs
1.51K
New
$261.5 - $284.63 $396K - $431K
1.51K $400M
NFLX
Netflix Inc

Communication Services
410
New
$687.65 - $936.56 $282K - $384K
410 $365M
LLY
Eli Lilly & CO

Healthcare
429
New
$727.2 - $932.06 $312K - $400K
429 $331M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
8.8K
New
N/A
8.8K $293M
PM
Philip Morris International Inc.

Consumer Defensive
2.41K
New
$118.38 - $133.06 $285K - $320K
2.41K $289M
Value Stock Index Portfolio
4.56K
New
N/A
4.56K $285M
HLI
Houlihan Lokey, Inc.

Financial Services
1.61K
New
$158.81 - $190.49 $256K - $307K
1.61K $280M
IEFA
Ishares Tr

ETFs
3.8K
New
$70.06 - $77.43 $266K - $294K
3.8K $267M
KKR
Kkr & Co. Inc.

Financial Services
1.81K
New
$129.87 - $162.87 $235K - $294K
1.81K $267M
VB
Vanguard Small Cap ETF

ETFs
1.1K
New
$233.76 - $261.58 $257K - $288K
1.1K $264M
GBDC
Golub Capital Bdc, Inc.

Financial Services
17.1K
New
$14.69 - $15.67 $251K - $267K
17.1K $259M
AMD
Advanced Micro Devices Inc

Technology
2.1K
New
$118.88 - $172.8 $250K - $363K
2.1K $254M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.81K
New
$87.25 - $95.52 $245K - $268K
2.81K $248M
VTV
Vanguard Value ETF

ETFs
1.44K
New
$168.32 - $181.87 $243K - $262K
1.44K $244M
Activity Summary
Buys All Purchases 60 New Holdings 60 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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