5 T Wealth, LLC Purchases in Q4 2024

5 T Wealth, LLC

  • $183 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
1.73K
New
$554.08 - $632.68 $959K - $1.09M
1.73K $1.01B
Blackrock Inc
961
New
N/A
961 $985M
GOOGL
Alphabet Inc.

Communication Services
4.91K
New
$161.86 - $196.66 $795K - $966K
4.91K $930M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
21.2K
New
$42.95 - $45.72 $910K - $968K
21.2K $915M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6.38K
New
$124.61 - $133.96 $794K - $854K
6.38K $821M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.4K
New
$71.75 - $75.11 $815K - $853K
11.4K $817M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13.8K
New
$56.06 - $61.35 $776K - $849K
13.8K $782M
CGCP
Capital Group Core Plus Income

ETFs
34K
New
$22.13 - $23.17 $753K - $788K
34K $755M
HYG
Ishares Tr

ETFs
9.28K
New
$78.09 - $80.04 $725K - $743K
9.28K $730M
IYW
Ishares Dj Us Tech ETF

ETFs
4.25K
New
$148.14 - $166.23 $630K - $707K
4.25K $678M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.1K
New
$124.26 - $134.12 $633K - $684K
5.1K $656M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28.3K
New
$22.39 - $23.45 $635K - $665K
28.3K $651M
PSX
Phillips 66

Energy
5.66K
New
$110.35 - $138.93 $624K - $786K
5.66K $644M
IAU
Ishares Gold Trust

ETFs
12.7K
New
$48.37 - $52.65 $616K - $671K
12.7K $631M
IEF
Ishares Barclays

ETFs
6.79K
New
$92.08 - $98.18 $626K - $667K
6.79K $628M
GBF
Ishares Tr

ETFs
5.87K
New
$101.93 - $106.84 $598K - $627K
5.87K $600M
HYDB
Ishares Tr Edge High Yield Def

ETFs
12.1K
New
$46.68 - $47.95 $567K - $582K
12.1K $571M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
9.73K
New
$56.7 - $62.15 $552K - $605K
9.73K $567M
JPEM
Jp Morgan Diversified Return

ETFs
10.6K
New
$51.88 - $57.84 $552K - $615K
10.6K $552M
IXC
Ishares Tr Global Energy ETF

ETFs
14.3K
New
$36.95 - $43.06 $527K - $614K
14.3K $545M
SCHW
Schwab Charles Corp

Financial Services
6.63K
New
$63.31 - $82.85 $420K - $549K
6.63K $491M
ETN
Eaton Corp PLC

Industrials
1.41K
New
$326.96 - $377.52 $462K - $533K
1.41K $470M
ARCC
Ares Capital Corp

Financial Services
20.5K
New
$20.74 - $22.27 $425K - $456K
20.5K $449M
IEV
Ishares Tr Europe ETF

ETFs
8.51K
New
$52.03 - $57.63 $443K - $490K
8.51K $443M
MSFT
Microsoft Corp

Technology
1.03K
New
$406.35 - $454.46 $419K - $469K
1.03K $435M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
4.37K
New
$93.27 - $105.01 $408K - $459K
4.37K $421M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
14.1K
New
$28.89 - $31.63 $406K - $445K
14.1K $411M
TFC
Truist Financial Corp

Financial Services
9.43K
New
$41.51 - $48.1 $391K - $453K
9.43K $409M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
8.24K
New
N/A
8.24K $372M
GBDC
Golub Capital Bdc, Inc.

Financial Services
24.1K
New
$14.69 - $15.67 $354K - $377K
24.1K $365M
IMTB
Ishares Tr

ETFs
8.4K
New
$42.29 - $44.45 $355K - $373K
8.4K $356M
HEFA
Ishares Currency Hedged Msci E

ETFs
10.2K
New
$34.42 - $35.88 $350K - $365K
10.2K $353M
VBND
ETF Ser Solutions Vident Core

ETFs
8.13K
New
$42.77 - $45.03 $348K - $366K
8.13K $349M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.23K
New
$106.33 - $110.69 $343K - $357K
3.23K $344M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.92K
New
N/A
4.92K $311M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.05K
New
$50.37 - $50.6 $305K - $306K
6.05K $305M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
11.1K
New
$26.65 - $29.34 $295K - $325K
11.1K $300M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.27K
New
$126.68 - $134.74 $288K - $306K
2.27K $290M
VIG
Vanguard Dividend Appreciation

ETFs
1.36K
New
N/A
1.36K $266M
AVGO
Broadcom Inc.

Technology
1.07K
New
$159.67 - $250.0 $171K - $267K
1.07K $248M
IWB
Ishares Tr Russell 1000 ETF

ETFs
735
New
$311.11 - $335.64 $229K - $247K
735 $237M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
5.1K
New
N/A
5.1K $230M
BAC
Bank Of America Corp

Financial Services
4.83K
New
$39.22 - $47.77 $190K - $231K
4.83K $212M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.11K
New
$50.14 - $52.56 $206K - $216K
4.11K $206M
BKNG
Booking Holdings Inc.

Consumer Cyclical
41
New
$4100.99 - $5300.34 $168K - $217K
41 $204M
Activity Summary
Buys All Purchases 96 New Holdings 96 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track 5 T Wealth, LLC Portfolio

Follow 5 T Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email