Bt Wealth Management LLC Reduced Holdings in Q2 2022

Bt Wealth Management LLC

  • $356 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5.41K
- 1.47%
$201.03 - $253.2 $1.09M - $1.37M
362K $75.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.26K
- 0.93%
$366.99 - $458.8 $462K - $578K
134K $50.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.05K
- 0.83%
$209.9 - $283.21 $221K - $298K
126K $27.5M
PG
Procter & Gamble CO

Consumer Defensive
-3.97K
- 53.0%
$132.36 - $163.65 $525K - $650K
3.52K $506K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-586
- 0.18%
$130.84 - $158.96 $76.7K - $93.2K
323K $43.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-898
- 5.81%
$271.39 - $369.3 $244K - $332K
14.6K $4.08M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.93K
- 17.06%
$140.99 - $168.41 $271K - $324K
9.36K $1.36M
AAPL
Apple Inc.

Technology
-144
- 0.59%
$130.06 - $178.44 $18.7K - $25.7K
24.3K $3.33M
XOM
Exxon Mobil Corp

Energy
-2.48K
- 20.77%
$82.26 - $104.59 $204K - $259K
9.45K $809K
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.1K
- 45.16%
$75.41 - $102.47 $158K - $215K
2.55K $202K
HDV
Ishares Core High Dividend ETF

ETFs
-2.72K
- 1.26%
$97.13 - $109.92 $264K - $299K
213K $21.4M
SVAL
Ishares Tr Us Small Cap Value

ETFs
-217
- 0.04%
$26.37 - $30.76 $5.72K - $6.67K
484K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
-613
- 16.68%
$112.61 - $135.91 $69K - $83.3K
3.06K $345K
GOOGL
Alphabet Inc.

Communication Services
-15
- 6.33%
$105.81 - $142.97 $1.59K - $2.14K
222 $484K
GPC
Genuine Parts CO

Consumer Cyclical
-4
- 0.04%
$125.93 - $140.81 $504 - $563
10.3K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
-140
- 2.06%
$102.31 - $168.35 $14.3K - $23.6K
6.66K $707K
JNJ
Johnson & Johnson

Healthcare
-186
- 7.75%
$168.19 - $186.01 $31.3K - $34.6K
2.21K $393K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-29
- 0.04%
$14.98 - $16.89 $434 - $490
80.4K $1.25M
BAC
Bank Of America Corp

Financial Services
-361
- 3.36%
$31.13 - $40.9 $11.2K - $14.8K
10.4K $323K
TFC
Truist Financial Corp

Financial Services
-265
- 2.45%
$45.68 - $55.36 $12.1K - $14.7K
10.5K $500K
VCIT
Vanguard Intermediate Term Cor

ETFs
-14
- 0.14%
$78.1 - $85.93 $1.09K - $1.2K
9.68K $774K
IBM
International Business Machines Corp

Technology
-74
- 1.5%
$125.98 - $142.88 $9.32K - $10.6K
4.87K $688K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2
- 0.02%
$75.21 - $77.95 $150 - $156
9.58K $730K
T
At&T Inc.

Communication Services
-369
- 1.79%
$17.92 - $21.32 $6.61K - $7.87K
20.3K $425K
KO
Coca Cola CO

Consumer Defensive
-1
- 0.02%
$59.07 - $66.21 $59.1 - $66.2
6.44K $405K
MSFT
Microsoft Corp

Technology
-107
- 1.11%
$242.26 - $314.97 $25.9K - $33.7K
9.54K $2.45M
CVX
Chevron Corp

Energy
-95
- 2.36%
$142.43 - $181.13 $13.5K - $17.2K
3.93K $568K
Activity Summary
Buys All Purchases 8 New Holdings 0 Increased Positions 8 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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