Acg Wealth Incresed Positions in Q3 2022

Acg Wealth

  • $437 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
7.52K
+ 41755.56%
$94.56 - $105.6 $711K - $794K
7.53K $723K
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.73K
+ 42068.75%
$100.95 - $120.04 $679K - $808K
6.75K $691K
PYPL
Pay Pal Holdings, Inc.

Financial Services
393
+ 1.03%
$69.55 - $102.08 $27.3K - $40.1K
38.6K $3.32M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.78K
+ 41285.71%
$107.15 - $125.14 $619K - $723K
5.79K $631K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
27.9K
+ 9.88%
$40.04 - $48.42 $1.12M - $1.35M
310K $12.7M
GNRC
Generac Holdings Inc.

Industrials
4.54K
+ 50.9%
$171.08 - $280.52 $777K - $1.27M
13.5K $2.4M
COP
Conocophillips

Energy
1.83K
+ 7.78%
$81.61 - $117.71 $149K - $216K
25.4K $2.6M
SCHW
Schwab Charles Corp

Financial Services
628
+ 1.25%
$21.16 - $74.92 $13.3K - $47K
51K $3.66M
URI
United Rentals, Inc.

Industrials
143
+ 0.96%
$241.58 - $339.31 $34.5K - $48.5K
15K $4.05M
VMC
Vulcan Materials CO

Basic Materials
13
+ 0.08%
$142.47 - $178.39 $1.85K - $2.32K
16.8K $2.65M
CION
Cion Investment Corp

Financial Services
26.6K
+ 34.88%
$8.09 - $10.85 $216K - $289K
103K $876K
VNLA
Janus Henderson Short Duration

ETFs
5.01K
+ 1.61%
$48.48 - $48.78 $243K - $244K
317K $15.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.1K
+ 5.93%
$49.08 - $51.27 $348K - $364K
127K $6.25M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.11K
+ 2.06%
$98.86 - $99.36 $209K - $210K
105K $10.3M
JSML
Janus Detroit Str Tr Henderson

ETFs
7.14K
+ 11.27%
$43.8 - $55.22 $313K - $394K
70.5K $3.13M
FCTR
First Tr Exchange Traded Fd

ETFs
14.2K
+ 6.9%
$25.82 - $30.37 $368K - $432K
221K $5.77M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.68K
+ 8.44%
$32.0 - $40.37 $278K - $351K
112K $3.63M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5.88K
+ 2.64%
$54.71 - $66.55 $322K - $391K
229K $12.6M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
678
+ 8.55%
N/A
8.61K $2.3M
CVS
Cvs Health Corp

Healthcare
568
+ 2.01%
$92.53 - $106.43 $52.6K - $60.5K
28.9K $2.76M
VTV
Vanguard Value ETF

ETFs
1.31K
+ 24.94%
$123.48 - $143.43 $162K - $188K
6.56K $810K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.96K
+ 14.68%
$79.54 - $95.9 $156K - $188K
15.3K $1.22M
ILMN
Illumina, Inc.

Healthcare
168
+ 1.6%
$177.23 - $227.44 $29.8K - $38.2K
10.7K $2.03M
VUG
Vanguard Growth ETF

ETFs
667
+ 13.1%
$213.95 - $266.28 $143K - $178K
5.76K $1.23M
FVD
First Tr Value Line Divid Inde

ETFs
2.53K
+ 80.81%
$35.79 - $42.23 $90.6K - $107K
5.66K $203K
CRWD
Crowd Strike Holdings, Inc.

Technology
502
+ 40.95%
$159.35 - $202.58 $80K - $102K
1.73K $285K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
35
+ 34.65%
$1261.46 - $1747.94 $44.2K - $61.2K
136 $204K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.43K
+ 4.86%
$50.31 - $61.06 $173K - $209K
73.9K $3.73M
TSLA
Tesla, Inc.

Consumer Cyclical
2.73K
+ 167.94%
$265.25 - $927.96 $724K - $2.53M
4.35K $1.16M
TGT
Target Corp

Consumer Defensive
233
+ 7.62%
$142.38 - $180.19 $33.2K - $42K
3.29K $489K
LOW
Lowes Companies Inc

Consumer Cyclical
39
+ 1.59%
$177.36 - $216.47 $6.92K - $8.44K
2.49K $468K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
6.28K
+ 8.65%
$27.76 - $33.57 $174K - $211K
78.9K $2.2M
ASUR
Asure Software Inc

Technology
6.11K
+ 16.86%
$5.15 - $5.75 $31.4K - $35.1K
42.3K $242K
XOM
Exxon Mobil Corp

Energy
179
+ 1.49%
$83.14 - $100.12 $14.9K - $17.9K
12.2K $1.07M
XLE
Energy Sector Spdr

ETFs
338
+ 3.15%
$67.49 - $84.09 $22.8K - $28.4K
11.1K $797K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.05%
$140.01 - $172.97 $420 - $519
5.58K $795K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.8K
+ 20.59%
$25.21 - $29.73 $45.4K - $53.6K
10.6K $261K
NEE
Nextera Energy Inc

Utilities
116
+ 2.79%
$54.18 - $90.81 $6.28K - $10.5K
4.27K $335K
PTC
Ptc Inc.

Technology
595
+ 2.08%
$100.26 - $125.81 $59.7K - $74.9K
29.2K $3.05M
MS
Morgan Stanley

Financial Services
5
+ 0.13%
$21.84 - $90.15 $109 - $451
3.94K $311K
PEP
Pepsico Inc

Consumer Defensive
158
+ 3.39%
$163.26 - $180.4 $25.8K - $28.5K
4.82K $787K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
484
+ 6.85%
$43.08 - $51.06 $20.9K - $24.7K
7.55K $325K
FXU
First Tr Exchange Traded Fd Ut

ETFs
624
+ 9.03%
$30.55 - $36.1 $19.1K - $22.5K
7.53K $230K
VGSH
Vanguard

ETFs
150
+ 3.98%
$57.67 - $59.08 $8.65K - $8.86K
3.92K $227K
GIS
General Mills Inc

Consumer Defensive
2
+ 0.07%
$73.1 - $80.78 $146 - $162
2.98K $228K
CVX
Chevron Corp

Energy
110
+ 0.9%
$135.94 - $164.63 $15K - $18.1K
12.3K $1.77M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
763
+ 6.62%
$38.39 - $46.02 $29.3K - $35.1K
12.3K $472K
XLF
Financial Sector Spdr

ETFs
720
+ 3.82%
$30.36 - $35.81 $21.9K - $25.8K
19.5K $593K
BAC
Bank Of America Corp

Financial Services
537
+ 2.96%
$18.8 - $35.27 $10.1K - $18.9K
18.7K $565K
Activity Summary
Buys All Purchases 120 New Holdings 3 Increased Positions 117 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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