Topsail Wealth Management, LLC New Holdings in Q4 2024

Topsail Wealth Management, LLC

  • $468 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FV
First Trust Dorsey Wright Focu

ETFs
11.9K
New
$57.47 - $62.82 $682K - $745K
11.9K $700M
IJK
Ishares S&P Midcap 400 Growth

ETFs
7.58K
New
$90.66 - $99.46 $687K - $754K
7.58K $690M
DOW
Dow Inc.

Basic Materials
15.2K
New
$39.1 - $55.34 $595K - $843K
15.2K $611M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.03K
New
$75.1 - $82.99 $603K - $667K
8.03K $607M
UNH
Unitedhealth Group Inc

Healthcare
1.18K
New
$485.52 - $625.25 $573K - $738K
1.18K $597M
MCD
Mcdonalds Corp

Consumer Cyclical
2.04K
New
$288.47 - $316.54 $587K - $644K
2.04K $590M
LLY
Eli Lilly & CO

Healthcare
731
New
$727.2 - $932.06 $532K - $681K
731 $564M
VIG
Vanguard Dividend Appreciation

ETFs
2.71K
New
N/A
2.71K $530M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.13K
New
$116.4 - $138.52 $481K - $572K
4.13K $524M
MS
Morgan Stanley

Financial Services
4.03K
New
$104.42 - $134.99 $421K - $544K
4.03K $506M
VO
Vanguard Mid Cap ETF

ETFs
1.7K
New
$261.5 - $284.63 $445K - $484K
1.7K $449M
Blackrock Inc
434
New
N/A
434 $445M
FDL
First Tr Morningstar Dividend

ETFs
10.3K
New
$39.59 - $43.95 $406K - $451K
10.3K $413M
AMAT
Applied Materials Inc

Technology
2.52K
New
$161.44 - $213.89 $407K - $539K
2.52K $410M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5K
New
$78.43 - $87.17 $392K - $435K
5K $401M
IDXX
Idexx Laboratories Inc

Healthcare
944
New
$406.92 - $495.42 $384K - $468K
944 $390M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.03K
New
$96.64 - $101.23 $389K - $407K
4.03K $390M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.04K
New
$77.02 - $78.58 $388K - $396K
5.04K $390M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.1K
New
$26.93 - $84.95 $381K - $1.2M
14.1K $386M
FPE
First Tr Pfd Secs & Income ETF

ETFs
21.7K
New
$17.65 - $18.18 $383K - $395K
21.7K $384M
LMT
Lockheed Martin Corp

Industrials
762
New
$479.66 - $614.62 $366K - $468K
762 $370M
JNJ
Johnson & Johnson

Healthcare
2.55K
New
$143.34 - $165.86 $366K - $423K
2.55K $369M
NEE
Nextera Energy Inc

Utilities
5.01K
New
$69.77 - $85.43 $349K - $428K
5.01K $359M
ABT
Abbott Laboratories

Healthcare
3.16K
New
$111.93 - $119.39 $353K - $377K
3.16K $357M
XOM
Exxon Mobil Corp

Energy
3.23K
New
$105.51 - $125.37 $341K - $405K
3.23K $347M
CSCO
Cisco Systems, Inc.

Technology
5.62K
New
$52.45 - $60.02 $295K - $337K
5.62K $333M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.51K
New
$50.06 - $55.0 $326K - $358K
6.51K $327M
HON
Honeywell International Inc

Industrials
1.44K
New
$202.84 - $236.0 $292K - $340K
1.44K $325M
VGT
Vanguard Information Technolog

ETFs
521
New
$571.78 - $647.97 $298K - $338K
521 $324M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.11K
New
$285.5 - $335.62 $318K - $374K
1.11K $323M
BSJR
Invesco Indx Tr

ETFs
13.9K
New
$22.37 - $22.7 $311K - $315K
13.9K $311M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.55K
New
$84.34 - $95.14 $299K - $338K
3.55K $310M
AVGO
Broadcom Inc.

Technology
1.33K
New
$159.67 - $250.0 $213K - $334K
1.33K $309M
CRH.L
Crh PLC

Basic Materials
3.32K
New
N/A
3.32K $307M
IWB
Ishares Tr Russell 1000 ETF

ETFs
952
New
$311.11 - $335.64 $296K - $320K
952 $307M
SPYG
Spdr Portfolio

ETFs
3.45K
New
$81.74 - $91.38 $282K - $315K
3.45K $303M
SPGI
S&P Global Inc.

Financial Services
606
New
$480.36 - $529.17 $291K - $321K
606 $302M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
14.1K
New
$21.34 - $21.82 $301K - $308K
14.1K $302M
ENB
Enbridge Inc

Energy
6.95K
New
$40.4 - $43.92 $281K - $305K
6.95K $295M
ABBV
Abb Vie Inc.

Healthcare
1.65K
New
$164.99 - $203.87 $273K - $337K
1.65K $294M
ISRG
Intuitive Surgical Inc

Healthcare
556
New
$471.27 - $550.62 $262K - $306K
556 $290M
NKE
Nike, Inc.

Consumer Cyclical
3.65K
New
$73.36 - $89.13 $268K - $326K
3.65K $278M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
12.7K
New
$21.68 - $22.16 $275K - $281K
12.7K $275M
BDN
Brandywine Realty Trust

Real Estate
48.3K
New
$5.07 - $6.53 $245K - $315K
48.3K $270M
GS
Goldman Sachs Group Inc

Financial Services
468
New
$486.1 - $608.57 $227K - $285K
468 $268M
IWS
Ishares Russell Midcap Value E

ETFs
2.07K
New
$128.08 - $140.32 $265K - $290K
2.07K $268M
LOW
Lowes Companies Inc

Consumer Cyclical
1.07K
New
$244.52 - $284.07 $260K - $303K
1.07K $263M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.32K
New
$76.21 - $82.24 $253K - $273K
3.32K $259M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
6.55K
New
$38.02 - $42.79 $249K - $280K
6.55K $257M
Activity Summary
Buys All Purchases 202 New Holdings 202 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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