Concentrum Wealth Management Incresed Positions in Q4 2024

Concentrum Wealth Management

  • $284 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
30.7K
+ 11.91%
$117.0 - $148.88 $3.59M - $4.57M
289K $38.8B
TSLA
Tesla, Inc.

Consumer Cyclical
639
+ 3.18%
$213.65 - $479.86 $137K - $307K
20.7K $8.37B
AAPL
Apple Inc.

Technology
1.69K
+ 1.37%
$221.69 - $259.02 $374K - $437K
125K $31.2B
META
Meta Platforms, Inc.

Communication Services
24
+ 0.02%
$554.08 - $632.68 $13.3K - $15.2K
123K $72.3B
GLD
Spdr Gold Trust

ETFs
5.86K
+ 462.07%
$236.59 - $257.5 $1.39M - $1.51M
7.13K $1.73B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.3K
+ 247.55%
$113.92 - $127.38 $1.28M - $1.44M
15.8K $1.82B
AMZN
Amazon Com Inc

Consumer Cyclical
1.59K
+ 7.89%
$180.88 - $232.93 $288K - $371K
21.8K $4.78B
QQQ
Invesco Qqq Trust, Series 1

ETFs
875
+ 4.63%
$481.22 - $538.17 $421K - $471K
19.8K $10.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.66K
+ 17.28%
$442.29 - $483.08 $734K - $802K
11.3K $5.11B
DFAT
Dimensional ETF Tr U S Target

ETFs
10.8K
+ 17.34%
$54.54 - $61.04 $591K - $661K
73.3K $4.08B
FV
First Trust Dorsey Wright Focu

ETFs
5.58K
+ 3.63%
$57.47 - $62.82 $320K - $350K
159K $9.41B
FVD
First Tr Value Line Divid Inde

ETFs
16.8K
+ 10.72%
$43.4 - $46.7 $729K - $785K
173K $7.57B
GOOG
Alphabet Inc.

Communication Services
57
+ 0.33%
$163.08 - $198.16 $9.3K - $11.3K
17.3K $3.3B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
914
+ 1.21%
$58.39 - $67.04 $53.4K - $61.3K
76.4K $4.85B
ORCL
Oracle Corp

Technology
2.25K
+ 63.3%
$165.41 - $192.43 $372K - $432K
5.8K $966M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.09K
+ 34.11%
$119.34 - $127.78 $369K - $395K
12.1K $1.45B
VGT
Vanguard Information Technolog

ETFs
296
+ 9.49%
$571.78 - $647.97 $169K - $192K
3.42K $2.12B
AVGO
Broadcom Inc.

Technology
408
+ 13.36%
$159.67 - $250.0 $65.1K - $102K
3.46K $803M
FTCS
First Trust Capital Strength E

ETFs
5.39K
+ 6.09%
$87.62 - $94.03 $472K - $507K
93.9K $8.24B
FDN
First Tr Fd Dow Jones

ETFs
88
+ 1.56%
$210.5 - $257.24 $18.5K - $22.6K
5.74K $1.4B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.1K
+ 11.92%
$98.47 - $109.35 $305K - $339K
29.1K $2.86B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.37K
+ 21.91%
$88.59 - $94.57 $210K - $224K
13.2K $1.17B
WMT
Walmart Inc.

Consumer Defensive
922
+ 10.66%
$79.1 - $95.7 $72.9K - $88.2K
9.57K $865M
GOOGL
Alphabet Inc.

Communication Services
316
+ 7.51%
$161.86 - $196.66 $51.1K - $62.1K
4.53K $857M
MSFT
Microsoft Corp

Technology
616
+ 3.93%
$406.35 - $454.46 $250K - $280K
16.3K $6.86B
COST
Costco Wholesale Corp

Consumer Defensive
104
+ 38.81%
$873.59 - $994.69 $90.9K - $103K
372 $341M
ZM
Zoom Video Communications, Inc.

Technology
3
+ 0.06%
$67.21 - $89.03 $202 - $267
4.98K $406M
WFC
Wells Fargo & Company

Financial Services
34
+ 0.82%
$54.98 - $77.35 $1.87K - $2.63K
4.17K $293M
IOT
Samsara Inc.

Technology
2.5K
+ 17.36%
$42.67 - $56.35 $107K - $141K
16.9K $738M
EQIX
Equinix Inc

Real Estate
3
+ 0.47%
$865.69 - $985.0 $2.6K - $2.96K
635 $599M
VTI
Vanguard Total Stock Market Et

ETFs
20
+ 0.45%
$280.04 - $302.45 $5.6K - $6.05K
4.44K $1.29B
PANW
Palo Alto Networks Inc

Technology
1.24K
+ 102.15%
$181.96 - $405.9 $225K - $502K
2.45K $445M
TTD
Trade Desk, Inc.

Technology
4
+ 0.15%
$108.7 - $139.51 $435 - $558
2.68K $314M
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 1.32%
$567.81 - $607.81 $6.81K - $7.29K
919 $539M
XLU
Utilities Sector Spdr

ETFs
375
+ 12.97%
$74.89 - $82.93 $28.1K - $31.1K
3.27K $247M
INTU
Intuit Inc

Technology
6
+ 1.39%
$602.01 - $706.25 $3.61K - $4.24K
439 $276M
USD
Proshares Ultra Semiconductors

ETFs
1.61K
+ 86.44%
$60.77 - $143.71 $97.6K - $231K
3.46K $226M
PM
Philip Morris International Inc.

Consumer Defensive
24
+ 1.05%
$118.38 - $133.06 $2.84K - $3.19K
2.31K $278M
MU
Micron Technology Inc

Technology
1.44K
+ 21.49%
$84.16 - $113.41 $121K - $163K
8.13K $684M
XOM
Exxon Mobil Corp

Energy
47
+ 0.86%
$105.51 - $125.37 $4.96K - $5.89K
5.51K $592M
QTEC
First Trust Nasdaq 100 Technol

ETFs
117
+ 0.48%
$185.87 - $204.12 $21.7K - $23.9K
24.3K $4.57B
AMAT
Applied Materials Inc

Technology
4
+ 0.05%
$161.44 - $213.89 $646 - $856
8.78K $1.43B
ADBE
Adobe Inc.

Technology
257
+ 2.76%
$437.39 - $552.96 $112K - $142K
9.56K $4.25B
Activity Summary
Buys All Purchases 57 New Holdings 13 Increased Positions 44 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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