Three Cord True Wealth Management, LLC New Holdings in Q4 2024

Three Cord True Wealth Management, LLC

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
217K
New
$81.74 - $91.38 $17.7M - $19.8M
217K $19B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
301K
New
$50.62 - $50.97 $15.3M - $15.4M
301K $15.3B
RECS
Columbia ETF Tr I

ETFs
440K
New
$33.61 - $36.42 $14.8M - $16M
440K $15.2B
AVLV
American Centy ETF Tr Avantis
215K
New
$65.51 - $71.22 $14.1M - $15.3M
215K $14.3B
FNX
First Tr Mid Cap Core Alphadex

ETFs
107K
New
$114.77 - $127.28 $12.3M - $13.6M
107K $12.4B
IOO
Ishares Tr Global 100 ETF

ETFs
113K
New
$97.46 - $103.45 $11M - $11.7M
113K $11.4B
AVUV
American Centy ETF Tr Avantis

ETFs
88.8K
New
$94.37 - $106.41 $8.38M - $9.44M
88.8K $8.57B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
143K
New
$34.83 - $38.05 $4.98M - $5.44M
143K $5.05B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
34.3K
New
$99.2 - $108.47 $3.4M - $3.72M
34.3K $3.41B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.18K
New
$481.22 - $538.17 $1.53M - $1.71M
3.18K $1.63B
RNSC
First Tr Vi Small Cap Us Equit
34.6K
New
N/A
34.6K $1.03B
CTAS
Cintas Corp

Industrials
5.23K
New
$182.7 - $226.47 $955K - $1.18M
5.23K $955M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.8K
New
$38.37 - $42.82 $798K - $891K
20.8K $798M
AAPL
Apple Inc.

Technology
2.64K
New
$221.69 - $259.02 $586K - $685K
2.64K $662M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.12K
New
$198.04 - $221.51 $618K - $692K
3.12K $657M
DJD
Invesco Exchange Traded Fd Tr

ETFs
11K
New
$50.65 - $54.19 $558K - $597K
11K $559M
MSFT
Microsoft Corp

Technology
1.21K
New
$406.35 - $454.46 $491K - $549K
1.21K $510M
IAU
Ishares Gold Trust

ETFs
9.29K
New
$48.37 - $52.65 $449K - $489K
9.29K $460M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.61K
New
$94.43 - $105.47 $341K - $381K
3.61K $366M
AMZN
Amazon Com Inc

Consumer Cyclical
1.38K
New
$180.88 - $232.93 $249K - $321K
1.38K $302M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.57K
New
$185.87 - $204.12 $291K - $320K
1.57K $295M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.2K
New
$87.25 - $95.52 $279K - $306K
3.2K $283M
V
Visa Inc.

Financial Services
844
New
$273.87 - $320.91 $231K - $271K
844 $267M
IVV
Ishares Core S&P 500 ETF

ETFs
445
New
$570.51 - $610.59 $254K - $272K
445 $262M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.79K
New
$113.92 - $127.38 $204K - $229K
1.79K $207M
JPM
Jpmorgan Chase & CO

Financial Services
840
New
$205.18 - $250.29 $172K - $210K
840 $201M
Activity Summary
Buys All Purchases 27 New Holdings 27 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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