Acg Wealth Incresed Positions in Q3 2022

Acg Wealth

  • $437 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
1
+ 0.04%
$296.48 - $337.87 $296 - $338
2.78K $900K
USFR
Wisdomtree Floating Rate Treas

ETFs
6
+ 0.01%
$50.24 - $50.38 $301 - $302
45.4K $2.28M
SJNK
Spdr Bloomberg Short Term High

ETFs
9
+ 0.09%
$23.77 - $25.45 $214 - $229
10.6K $251K
EFG
Msci Eafe Growth ETF

ETFs
514
+ 9.43%
$71.9 - $88.11 $37K - $45.3K
5.96K $433K
QINT
American Centy ETF Tr Quality

ETFs
9.45K
+ 12.14%
$34.53 - $41.53 $326K - $393K
87.3K $3.04M
DHS
Wisdomtree Tr U.S

ETFs
261
+ 6.34%
$75.81 - $87.12 $19.8K - $22.7K
4.38K $332K
VFF
Village Farms International, Inc.

Consumer Defensive
3.85K
+ 19.08%
$1.9 - $3.35 $7.32K - $12.9K
24K $46K
CB
Chubb LTD

Financial Services
46
+ 3.86%
$174.74 - $202.41 $8.04K - $9.31K
1.24K $225K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.08%
$221.98 - $274.11 $222 - $274
1.31K $304K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
46
+ 1.83%
$90.93 - $115.63 $4.18K - $5.32K
2.55K $232K
CLF
Cleveland Cliffs Inc.

Basic Materials
930
+ 7.06%
$13.08 - $19.75 $12.2K - $18.4K
14.1K $190K
III
Information Services Group Inc.

Technology
8.08K
+ 31.5%
$4.72 - $7.66 $38.1K - $61.9K
33.7K $161K
RY
Royal Bank Of Canada

Financial Services
17
+ 0.77%
$25.99 - $99.31 $442 - $1.69K
2.23K $201K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
184
+ 0.59%
$16.67 - $19.3 $3.07K - $3.55K
31.5K $525K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
70
+ 1.55%
$43.85 - $263.28 $3.07K - $18.4K
4.58K $1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
543
+ 4.04%
$53.91 - $63.08 $29.3K - $34.3K
14K $754K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
3.37K
+ 4.05%
$43.88 - $52.9 $148K - $178K
86.7K $3.81M
IVW
Ishares S&P 500 Growth ETF

ETFs
301
+ 2.17%
$57.85 - $71.43 $17.4K - $21.5K
14.1K $818K
CSX
Csx Corp

Industrials
9
+ 0.12%
$26.64 - $34.48 $240 - $310
7.62K $203K
XLB
Select Sector Spdr Fd Material

ETFs
138
+ 2.57%
$67.32 - $81.52 $9.29K - $11.2K
5.51K $375K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.07%
N/A
2.82K $381K
IQLT
Ishares Msci Intl Quality Fact

ETFs
606
+ 4.75%
$27.52 - $33.12 $16.7K - $20.1K
13.4K $371K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
183
+ 2.81%
$111.5 - $132.34 $20.4K - $24.2K
6.69K $746K
SO
Southern CO

Utilities
91
+ 0.95%
$68.0 - $80.16 $6.19K - $7.29K
9.67K $657K
DUK
Duke Energy Corp

Utilities
72
+ 3.02%
$24.9 - $110.88 $1.79K - $7.98K
2.46K $229K
TFC
Truist Financial Corp

Financial Services
3
+ 0.04%
$20.41 - $50.47 $61.2 - $151
7.36K $320K
EFA
Ishares Tr Msci Eafe ETF

ETFs
40
+ 0.79%
$55.54 - $66.76 $2.22K - $2.67K
5.09K $285K
MDT
Medtronic PLC

Healthcare
96
+ 2.33%
$80.75 - $95.31 $7.75K - $9.15K
4.22K $340K
HON
Honeywell International Inc

Industrials
25
+ 0.45%
$166.97 - $203.72 $4.17K - $5.09K
5.56K $929K
XLV
Select Sector Spdr Fund Health

ETFs
79
+ 1.28%
$121.11 - $134.29 $9.57K - $10.6K
6.23K $755K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
10
+ 0.05%
$21.7 - $24.25 $217 - $243
20.5K $444K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3
+ 0.02%
$53.3 - $63.92 $160 - $192
17.4K $927K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
8
+ 0.04%
$39.17 - $47.72 $313 - $382
22.3K $875K
QUAL
Ishares Msci Usa Quality Facto

ETFs
37
+ 0.48%
$103.94 - $126.48 $3.85K - $4.68K
7.69K $799K
IEMG
Ishares Inc

ETFs
1.27K
+ 6.64%
$44.37 - $50.42 $56.3K - $63.9K
20.4K $875K
IBM
International Business Machines Corp

Technology
106
+ 3.14%
$118.81 - $141.12 $12.6K - $15K
3.48K $413K
MRK
Merck & Co., Inc.

Healthcare
19
+ 0.14%
$84.53 - $94.96 $1.61K - $1.8K
13.4K $1.15M
ABT
Abbott Laboratories

Healthcare
158
+ 2.1%
$96.76 - $112.03 $15.3K - $17.7K
7.69K $744K
GOOG
Alphabet Inc.

Communication Services
4.66K
+ 1811.28%
$0.0 - $122.88 $0 - $572K
4.91K $472K
Citizens Hldg CO Miss
715
+ 1.93%
N/A
37.8K $579K
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.21%
$358.65 - $432.04 $3.59K - $4.32K
4.67K $1.68M
ABBV
Abb Vie Inc.

Healthcare
378
+ 4.78%
$134.21 - $153.93 $50.7K - $58.2K
8.28K $1.11M
WRK
West Rock CO

Consumer Cyclical
13.6K
+ 22.51%
$30.89 - $42.96 $419K - $583K
73.9K $2.28M
PANW
Palo Alto Networks Inc

Technology
16.7K
+ 192.99%
$161.57 - $574.15 $2.69M - $9.57M
25.3K $4.14M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.74K
+ 3.62%
$40.06 - $42.94 $350K - $375K
250K $10.1M
DVY
Ishares Tr

ETFs
6
+ 0.04%
$107.22 - $127.71 $643 - $766
13.4K $1.43M
BA
Boeing CO

Industrials
32
+ 0.34%
$121.08 - $172.08 $3.87K - $5.51K
9.34K $1.13M
SHEL
Shell PLC

Energy
711
+ 1.01%
$22.42 - $55.66 $15.9K - $39.6K
71.2K $3.54M
DGX
Quest Diagnostics Inc

Healthcare
171
+ 1.03%
$121.77 - $141.1 $20.8K - $24.1K
16.8K $2.06M
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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