Defined Wealth Management, LLC Incresed Positions in Q4 2024

Defined Wealth Management, LLC

  • $146 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
47
+ 0.37%
$159.67 - $250.0 $7.5K - $11.8K
12.7K $2.95M
JPM
Jpmorgan Chase & CO

Financial Services
60
+ 0.67%
$205.18 - $250.29 $12.3K - $15K
8.95K $2.15M
AAPL
Apple Inc.

Technology
286
+ 2.61%
$221.69 - $259.02 $63.4K - $74.1K
11.3K $2.82M
AMZN
Amazon Com Inc

Consumer Cyclical
183
+ 6.38%
$180.88 - $232.93 $33.1K - $42.6K
3.05K $669K
GOOGL
Alphabet Inc.

Communication Services
180
+ 6.22%
$161.86 - $196.66 $29.1K - $35.4K
3.08K $582K
AXP
American Express CO

Financial Services
8
+ 0.23%
$267.35 - $305.57 $2.14K - $2.44K
3.41K $1.01M
WMB
Williams Companies, Inc.

Energy
37
+ 0.42%
$46.37 - $59.74 $1.72K - $2.21K
8.87K $479K
SRE
Sempra Energy

Utilities
11
+ 0.06%
$80.81 - $94.77 $889 - $1.04K
17.3K $1.51M
NVDA
Nvidia Corp

Technology
262
+ 10.88%
$117.0 - $148.88 $30.7K - $39K
2.67K $358K
BAC
Bank Of America Corp

Financial Services
129
+ 0.91%
$39.22 - $47.77 $5.06K - $6.16K
14.4K $630K
V
Visa Inc.

Financial Services
2
+ 0.14%
$273.87 - $320.91 $548 - $642
1.48K $467K
MCK
Mckesson Corp

Healthcare
4
+ 0.55%
$482.27 - $628.5 $1.93K - $2.51K
728 $414K
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.78%
$275.15 - $388.2 $1.65K - $2.33K
776 $265K
HON
Honeywell International Inc

Industrials
2
+ 0.09%
$202.84 - $236.0 $406 - $472
2.34K $529K
MSFT
Microsoft Corp

Technology
160
+ 4.5%
$406.35 - $454.46 $65K - $72.7K
3.72K $1.57M
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.04%
$449.08 - $504.6 $449 - $505
2.85K $1.32M
META
Meta Platforms, Inc.

Communication Services
35
+ 5.74%
$554.08 - $632.68 $19.4K - $22.1K
645 $380K
HWM
Howmet Aerospace Inc.

Industrials
3
+ 0.11%
$99.72 - $120.09 $299 - $360
2.83K $309K
DE
Deere & CO

Industrials
6
+ 0.3%
$389.45 - $466.0 $2.34K - $2.8K
2.02K $856K
TRV
Travelers Companies, Inc.

Financial Services
10
+ 0.51%
$225.97 - $266.66 $2.26K - $2.67K
1.99K $478K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
240
+ 7.56%
$96.64 - $101.23 $23.2K - $24.3K
3.42K $331K
MUB
Ishares National Muni Bond ETF

ETFs
97
+ 5.12%
$105.78 - $108.7 $10.3K - $10.5K
1.99K $212K
ADSK
Autodesk, Inc.

Technology
4
+ 0.26%
N/A
1.54K $378K
FLQH
Franklin Templeton Libertyq In

ETFs
513
+ 0.43%
N/A
120K $0
VGSH
Vanguard

ETFs
36
+ 0.36%
$58.02 - $58.88 $2.09K - $2.12K
10.1K $588K
CVX
Chevron Corp

Energy
26
+ 0.58%
$141.15 - $162.53 $3.67K - $4.23K
4.49K $650K
ITW
Illinois Tool Works Inc

Industrials
7
+ 0.59%
$253.56 - $278.5 $1.77K - $1.95K
1.2K $304K
ORCL
Oracle Corp

Technology
39
+ 0.98%
$165.41 - $192.43 $6.45K - $7.5K
4.04K $672K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
332
+ 0.77%
$44.33 - $49.55 $14.7K - $16.5K
43.4K $1.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.51%
$442.29 - $483.08 $4.87K - $5.31K
2.17K $983K
APD
Air Products & Chemicals, Inc.

Basic Materials
5
+ 0.25%
$285.5 - $335.62 $1.43K - $1.68K
1.98K $573K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
43
+ 0.22%
$36.54 - $37.53 $1.57K - $1.61K
19.8K $727K
RTX
Raytheon Technologies Corp

Industrials
11
+ 0.3%
$114.45 - $127.21 $1.26K - $1.4K
3.67K $425K
BNDX
Vanguard Total International B

ETFs
37
+ 0.24%
$48.91 - $50.61 $1.81K - $1.87K
15.7K $768K
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 0.62%
$516.5 - $619.58 $3.1K - $3.72K
968 $499K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
301
+ 0.59%
$12.74 - $14.23 $3.83K - $4.28K
51.5K $669K
ABBV
Abb Vie Inc.

Healthcare
31
+ 2.01%
$164.99 - $203.87 $5.11K - $6.32K
1.57K $279K
COP
Conocophillips

Energy
4
+ 0.09%
$95.12 - $114.72 $380 - $459
4.42K $437K
HLN
Haleon PLC

Healthcare
102
+ 0.35%
$9.23 - $10.71 $941 - $1.09K
29.3K $280K
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.52%
$385.02 - $431.37 $4.24K - $4.75K
2.15K $834K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 0.16%
$209.89 - $233.24 $1.05K - $1.17K
3.15K $669K
EMB
Ishares Tr

ETFs
47
+ 0.56%
$88.94 - $93.46 $4.18K - $4.39K
8.39K $747K
JNJ
Johnson & Johnson

Healthcare
111
+ 3.76%
$143.34 - $165.86 $15.9K - $18.4K
3.06K $442K
EIX
Edison International

Utilities
4
+ 0.08%
$77.93 - $88.36 $312 - $353
5.06K $403K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
386
+ 0.4%
$24.55 - $25.16 $9.48K - $9.71K
96.4K $2.38M
OTIS
Otis Worldwide Corp

Industrials
2
+ 0.06%
$92.57 - $106.01 $185 - $212
3.34K $309K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.11%
$338.75 - $399.71 $339 - $400
931 $316K
VEA
Vanguard Ftse Developed Market

ETFs
1.16K
+ 5.98%
$47.57 - $52.44 $55.2K - $60.9K
20.6K $983K
VCIT
Vanguard Intermediate Term Cor

ETFs
47
+ 0.33%
$80.13 - $83.77 $3.77K - $3.94K
14.4K $1.16M
Activity Summary
Buys All Purchases 62 New Holdings 1 Increased Positions 61 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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