Members Wealth LLC New Holdings in Q4 2024

Members Wealth LLC

  • $134 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
30.1K
New
$570.51 - $610.59 $17.2M - $18.4M
30.1K $18.2B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
191K
New
$44.87 - $46.86 $8.59M - $8.97M
191K $8.59B
SPYG
Spdr Portfolio

ETFs
78.3K
New
$81.74 - $91.38 $6.4M - $7.16M
78.3K $7.12B
BND
Vanguard Bd Index Fd Inc Total

ETFs
78.9K
New
$71.75 - $75.11 $5.66M - $5.93M
78.9K $5.67B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
50.4K
New
$100.16 - $100.7 $5.05M - $5.07M
50.4K $5.06B
IBDV
Ishares Tr

Technology
185K
New
$21.24 - $22.15 $3.92M - $4.09M
185K $3.94B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
71K
New
$51.09 - $55.27 $3.63M - $3.92M
71K $3.72B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
128K
New
$26.93 - $84.95 $3.45M - $10.9M
128K $3.55B
MSFT
Microsoft Corp

Technology
7.84K
New
$406.35 - $454.46 $3.19M - $3.56M
7.84K $3.21B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
117K
New
$24.82 - $25.48 $2.91M - $2.99M
117K $2.92B
Rb Global Inc
29.1K
New
N/A
29.1K $2.74B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
106K
New
$25.0 - $25.11 $2.64M - $2.66M
106K $2.65B
AAPL
Apple Inc.

Technology
10.7K
New
$221.69 - $259.02 $2.37M - $2.76M
10.7K $2.53B
VTI
Vanguard Total Stock Market Et

ETFs
8.04K
New
$280.04 - $302.45 $2.25M - $2.43M
8.04K $2.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.84K
New
$567.81 - $607.81 $2.18M - $2.33M
3.84K $2.32B
VIG
Vanguard Dividend Appreciation

ETFs
9.47K
New
N/A
9.47K $1.93B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
70K
New
N/A
70K $1.69B
AMZN
Amazon Com Inc

Consumer Cyclical
7.28K
New
$180.88 - $232.93 $1.32M - $1.7M
7.28K $1.67B
HD
Home Depot, Inc.

Consumer Cyclical
4.02K
New
$385.02 - $431.37 $1.55M - $1.74M
4.02K $1.64B
VO
Vanguard Mid Cap ETF

ETFs
5.95K
New
$261.5 - $284.63 $1.56M - $1.69M
5.95K $1.64B
NVDA
Nvidia Corp

Technology
12.3K
New
$117.0 - $148.88 $1.44M - $1.83M
12.3K $1.62B
J P Morgan Exchange Traded F
25K
New
N/A
25K $1.57B
IWD
Ishares Russell 1000 Val ETF

ETFs
7.22K
New
$183.23 - $199.79 $1.32M - $1.44M
7.22K $1.39B
KO
Coca Cola CO

Consumer Defensive
19.9K
New
$61.74 - $71.71 $1.23M - $1.43M
19.9K $1.37B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
18.8K
New
$65.67 - $69.79 $1.24M - $1.31M
18.8K $1.33B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
11K
New
$111.85 - $120.71 $1.23M - $1.33M
11K $1.3B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.62K
New
$241.48 - $274.89 $1.12M - $1.27M
4.62K $1.27B
UNH
Unitedhealth Group Inc

Healthcare
2.27K
New
$485.52 - $625.25 $1.1M - $1.42M
2.27K $1.2B
GOOG
Alphabet Inc.

Communication Services
6.28K
New
$163.08 - $198.16 $1.02M - $1.24M
6.28K $1.16B
SYK
Stryker Corp

Healthcare
2.97K
New
$345.14 - $392.15 $1.02M - $1.16M
2.97K $1.14B
IVE
Ishares S&P 500 Value ETF

ETFs
5.67K
New
$189.5 - $206.17 $1.07M - $1.17M
5.67K $1.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.89K
New
$521.84 - $558.82 $986K - $1.06M
1.89K $1.05B
VOE
Vanguard Mid Cap Value Index F

ETFs
6.04K
New
$160.89 - $176.18 $971K - $1.06M
6.04K $988M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
10.7K
New
N/A
10.7K $979M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.35K
New
$370.24 - $418.94 $869K - $983K
2.35K $963M
META
Meta Platforms, Inc.

Communication Services
1.3K
New
$554.08 - $632.68 $722K - $824K
1.3K $945M
ORCL
Oracle Corp

Technology
5.42K
New
$165.41 - $192.43 $897K - $1.04M
5.42K $934M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.05K
New
$174.22 - $187.62 $879K - $947K
5.05K $907M
IEFA
Ishares Tr

ETFs
10.6K
New
$70.06 - $77.43 $741K - $819K
10.6K $793M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
30.8K
New
$23.88 - $24.32 $736K - $749K
30.8K $738M
PG
Procter & Gamble CO

Consumer Defensive
4.28K
New
$161.05 - $179.7 $689K - $768K
4.28K $725M
LLY
Eli Lilly & CO

Healthcare
820
New
$727.2 - $932.06 $596K - $764K
820 $716M
AVGO
Broadcom Inc.

Technology
2.84K
New
$159.67 - $250.0 $453K - $709K
2.84K $670M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.41K
New
$442.29 - $483.08 $625K - $682K
1.41K $666M
V
Visa Inc.

Financial Services
1.82K
New
$273.87 - $320.91 $498K - $584K
1.82K $640M
ABT
Abbott Laboratories

Healthcare
4.39K
New
$111.93 - $119.39 $491K - $524K
4.39K $573M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
20.8K
New
$26.55 - $26.67 $551K - $554K
20.8K $554M
IBMO
Ishares Tr Ibonds December 202

ETFs
21.6K
New
$25.4 - $25.62 $549K - $554K
21.6K $551M
IBMP
Ishares Tr Ibonds December 202

ETFs
21.8K
New
$25.08 - $25.43 $547K - $554K
21.8K $549M
Activity Summary
Buys All Purchases 110 New Holdings 110 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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