Code Waechter LLC New Holdings in Q3 2024

Code Waechter LLC

  • $105 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
90.5K
New
$92.63 - $105.69 $8.39M - $9.57M
90.5K $9.43M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
160K
New
$42.22 - $48.62 $6.73M - $7.76M
160K $7.42M
SCHR
Schwab Intermediate Term Us Tr

ETFs
113K
New
$48.4 - $50.91 $5.46M - $5.74M
113K $5.71M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
95.8K
New
$53.41 - $57.9 $5.11M - $5.54M
95.8K $5.54M
IJS
Ishares S&P Smallcap 600 Value

ETFs
49.2K
New
$95.81 - $109.03 $4.72M - $5.37M
49.2K $5.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
74.4K
New
$61.11 - $67.85 $4.55M - $5.05M
74.4K $5.05M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
48K
New
$75.47 - $83.18 $3.62M - $4M
48K $3.99M
DRSK
ETF Ser Solutions Aptus Define

ETFs
107K
New
$26.97 - $28.55 $2.89M - $3.06M
107K $3.04M
XLE
Energy Sector Spdr

ETFs
28.9K
New
$84.35 - $93.39 $2.44M - $2.7M
28.9K $2.54M
MSFT
Microsoft Corp

Technology
5.04K
New
$395.15 - $467.56 $1.99M - $2.36M
5.04K $2.17M
AAPL
Apple Inc.

Technology
8.27K
New
$207.23 - $234.82 $1.71M - $1.94M
8.27K $1.93M
ENB
Enbridge Inc

Energy
38.3K
New
$35.27 - $41.18 $1.35M - $1.58M
38.3K $1.55M
TRP
Tc Energy Corp

Energy
31.5K
New
$37.48 - $47.9 $1.18M - $1.51M
31.5K $1.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
36.1K
New
$36.98 - $41.55 $1.33M - $1.5M
36.1K $1.48M
IVV
Ishares Core S&P 500 ETF

ETFs
2.55K
New
$520.18 - $576.82 $1.33M - $1.47M
2.55K $1.47M
O
Realty Income Corp

Real Estate
20.6K
New
$52.36 - $63.42 $1.08M - $1.31M
20.6K $1.31M
NNN
National Retail Properties, Inc.

Real Estate
24.4K
New
$42.12 - $48.79 $1.03M - $1.19M
24.4K $1.18M
UGI
Ugi Corp

Utilities
46.7K
New
$22.23 - $25.05 $1.04M - $1.17M
46.7K $1.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.04K
New
$332.02 - $382.76 $1.01M - $1.16M
3.04K $1.14M
FDVV
Fidelity High Dividend ETF

ETFs
22K
New
$46.26 - $50.65 $1.02M - $1.11M
22K $1.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.21K
New
$434.77 - $502.96 $959K - $1.11M
2.21K $1.08M
UHT
Universal Health Realty Income Trust

Real Estate
23.4K
New
$38.06 - $46.56 $891K - $1.09M
23.4K $1.07M
ES
Eversource Energy

Utilities
15.3K
New
$56.52 - $68.38 $862K - $1.04M
15.3K $1.04M
MUB
Ishares National Muni Bond ETF

ETFs
9.32K
New
$106.13 - $108.7 $990K - $1.01M
9.32K $1.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.7K
New
$77.02 - $85.06 $903K - $997K
11.7K $991K
NWN
Northwest Natural Holding CO

Utilities
23.6K
New
$35.25 - $40.82 $833K - $964K
23.6K $964K
DVY
Ishares Tr

ETFs
7.05K
New
$119.99 - $135.74 $846K - $957K
7.05K $952K
AVGO
Broadcom Inc.

Technology
5.45K
New
$136.27 - $1745.86 $743K - $9.52M
5.45K $941K
BEN
Franklin Resources Inc

Financial Services
46.5K
New
$19.13 - $23.97 $889K - $1.11M
46.5K $936K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
20.3K
New
$39.95 - $45.86 $810K - $930K
20.3K $926K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
18.2K
New
$44.07 - $50.57 $800K - $918K
18.2K $918K
FTS
Fortis Inc.

Utilities
18.4K
New
$38.61 - $45.65 $712K - $841K
18.4K $838K
NWFL
Norwood Financial Corp

Financial Services
29.5K
New
$23.58 - $29.49 $696K - $871K
29.5K $815K
CVX
Chevron Corp

Energy
5.12K
New
$137.88 - $161.97 $706K - $829K
5.12K $754K
AMZN
Amazon Com Inc

Consumer Cyclical
4.02K
New
$161.02 - $200.0 $647K - $804K
4.02K $749K
UNH
Unitedhealth Group Inc

Healthcare
1.28K
New
$488.01 - $604.18 $624K - $773K
1.28K $748K
NVDA
Nvidia Corp

Technology
6.15K
New
$98.91 - $134.91 $608K - $829K
6.15K $747K
JNJ
Johnson & Johnson

Healthcare
4.51K
New
$145.48 - $167.38 $656K - $754K
4.51K $730K
VTV
Vanguard Value ETF

ETFs
4K
New
$159.75 - $174.57 $639K - $698K
4K $698K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.15K
New
$517.38 - $573.86 $597K - $662K
1.15K $662K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.4K
New
$57.32 - $62.65 $597K - $652K
10.4K $649K
JPM
Jpmorgan Chase & CO

Financial Services
3.03K
New
$194.9 - $224.8 $590K - $680K
3.03K $638K
SUB
Ishares Short Term National Mu

ETFs
5.89K
New
$104.3 - $106.3 $615K - $626K
5.89K $626K
MTB
M&T Bank Corp

Financial Services
3.46K
New
$146.49 - $179.85 $507K - $622K
3.46K $616K
CNQ
Canadian Natural Resources LTD

Energy
17.9K
New
$31.97 - $37.41 $571K - $668K
17.9K $593K
SJM
J M Smucker CO

Consumer Defensive
4.9K
New
$109.12 - $122.4 $535K - $600K
4.9K $593K
GOOG
Alphabet Inc.

Communication Services
3.47K
New
$149.54 - $192.66 $518K - $668K
3.47K $579K
GOOGL
Alphabet Inc.

Communication Services
3.48K
New
$148.65 - $191.18 $517K - $665K
3.48K $577K
FRT
Federal Realty Investment Trust

Real Estate
4.65K
New
$100.42 - $117.38 $466K - $545K
4.65K $534K
Activity Summary
Buys All Purchases 100 New Holdings 100 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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