Align Wealth Management, LLC New Holdings in Q4 2022

Align Wealth Management, LLC

  • $118 Billion
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
345
New
$76.09 - $94.08 $26.3K - $32.5K
345 $24.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
399
New
$62.09 - $71.89 $24.8K - $28.7K
399 $24.8M
WMT
Walmart Inc.

Consumer Defensive
185
New
$128.56 - $153.48 $23.8K - $28.4K
185 $24M
DFIP
Dimensional ETF Tr Inflation P

ETFs
580
New
$40.55 - $42.62 $23.5K - $24.7K
580 $23.6M
AMCR
Amcor PLC

Consumer Cyclical
2K
New
$10.7 - $12.56 $21.4K - $25.1K
2K $21.5M
MARA
Marathon Digital Holdings, Inc.

Financial Services
2K
New
$3.15 - $14.76 $6.3K - $29.5K
2K $21.4M
FXD
First Tr Exchange Traded Fd

ETFs
475
New
$44.2 - $51.87 $21K - $24.6K
475 $20.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
55
New
$357.63 - $407.42 $19.7K - $22.4K
55 $19.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
450
New
$41.93 - $47.9 $18.9K - $21.6K
450 $18.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
170
New
$107.0 - $120.86 $18.2K - $20.5K
170 $18.7M
SLV
I Shares Silver Trust

ETFs
1K
New
$16.81 - $22.24 $16.8K - $22.2K
1K $17.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
200
New
$67.55 - $94.42 $13.5K - $18.9K
200 $17.2M
KMI
Kinder Morgan, Inc.

Energy
1K
New
$16.91 - $19.17 $16.9K - $19.2K
1K $16.6M
BGS
B&G Foods, Inc.

Consumer Defensive
1K
New
$11.1 - $16.47 $11.1K - $16.5K
1K $16.5M
PAGP
Plains Gp Holdings LP

Energy
1.5K
New
$11.37 - $13.23 $17.1K - $19.8K
1.5K $16.4M
SBUX
Starbucks Corp

Consumer Cyclical
193
New
$83.76 - $105.05 $16.2K - $20.3K
193 $16.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.39K
New
$8.87 - $13.57 $12.3K - $18.9K
1.39K $16M
AG
First Majestic Silver Corp

Basic Materials
2K
New
$7.43 - $9.71 $14.9K - $19.4K
2K $15.2M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
1K
New
$12.93 - $15.25 $12.9K - $15.3K
1K $14.3M
UUUU
Energy Fuels Inc

Energy
2.3K
New
$5.77 - $7.7 $13.3K - $17.7K
2.3K $14.1M
LUV
Southwest Airlines CO

Industrials
450
New
$31.22 - $40.06 $14K - $18K
450 $13.9M
UTG
Reaves Utility Income Fund

Financial Services
500
New
$25.0 - $30.48 $12.5K - $15.2K
500 $13.6M
BEPC
Brookfield Renewable Corp

Utilities
412
New
$27.21 - $33.75 $11.2K - $13.9K
412 $13.5M
XLB
Select Sector Spdr Fd Material

ETFs
188
New
$68.18 - $83.76 $12.8K - $15.7K
188 $12.8M
SLB
Schlumberger Limited

Energy
341
New
$38.3 - $54.82 $13.1K - $18.7K
341 $12.2M
VTI
Vanguard Total Stock Market Et

ETFs
65
New
$179.3 - $204.18 $11.7K - $13.3K
65 $11.7M
KGC
Kinross Gold Corp

Basic Materials
3K
New
$3.34 - $4.38 $10K - $13.1K
3K $11.3M
EOG
Eog Resources Inc

Energy
100
New
$119.93 - $147.3 $12K - $14.7K
100 $11.2M
RIO
Rio Tinto PLC

Basic Materials
200
New
$52.78 - $72.49 $10.6K - $14.5K
200 $11M
MP
Mp Materials Corp.

Basic Materials
400
New
$23.67 - $35.38 $9.47K - $14.2K
400 $10.9M
PAA
Plains All American Pipeline LP

Energy
1K
New
$10.91 - $12.62 $10.9K - $12.6K
1K $10.5M
GE
General Electric CO

Industrials
169
New
$63.6 - $88.14 $10.7K - $14.9K
169 $10.5M
SGA
Saga Communications Inc

Communication Services
400
New
$22.51 - $29.0 $9K - $11.6K
400 $10.5M
USO
United States Oil Fund, LP

ETFs
157
New
$62.74 - $76.98 $9.85K - $12.1K
157 $10.2M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
95
New
$104.7 - $128.4 $9.95K - $12.2K
95 $9.93M
AEHR
Aehr Test Systems

Technology
700
New
$13.87 - $27.1 $9.71K - $19K
700 $9.87M
RADA
Rada Electronic Industries LTD

Industrials
1K
New
$0.0 - $11.5 $0 - $11.5K
1K $9.63M
VGT
Vanguard Information Technolog

ETFs
31
New
$300.84 - $349.17 $9.33K - $10.8K
31 $9.53M
CLF
Cleveland Cliffs Inc.

Basic Materials
700
New
$11.87 - $17.32 $8.31K - $12.1K
700 $9.43M
ANDE
Andersons, Inc.

Consumer Defensive
300
New
$31.85 - $38.81 $9.56K - $11.6K
300 $9.31M
PSI
Invesco Exchange Traded Fd Tr

ETFs
103
New
$28.55 - $111.55 $2.94K - $11.5K
103 $9.27M
AM
Antero Midstream Corp

Energy
1K
New
$9.48 - $11.37 $9.48K - $11.4K
1K $9.18M
AR
Antero Resources Corp

Energy
300
New
$30.78 - $39.73 $9.23K - $11.9K
300 $9.16M
CRK
Comstock Resources Inc

Energy
500
New
$13.43 - $20.83 $6.72K - $10.4K
500 $8.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
88
New
$93.63 - $99.69 $8.24K - $8.77K
88 $8.48M
FCX
Freeport Mcmoran Inc

Basic Materials
300
New
$27.64 - $40.22 $8.29K - $12.1K
300 $8.2M
BSM
Black Stone Minerals, L.P.

Energy
500
New
$16.05 - $19.83 $8.03K - $9.92K
500 $7.83M
KLIC
Kulicke & Soffa Industries Inc

Technology
200
New
$37.5 - $48.74 $7.5K - $9.75K
200 $7.71M
SSRM
Ssr Mining Inc.

Basic Materials
500
New
$12.96 - $16.34 $6.48K - $8.17K
500 $7.36M
Activity Summary
Buys All Purchases 219 New Holdings 219 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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