Engrave Wealth Partners LLC Purchases in Q4 2023

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
47.1K
+ 70.49%
$261.54 - $312.16 $12.3M - $14.7M
114K $35.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.17K
+ 4.03%
$377.32 - $438.19 $1.2M - $1.39M
81.9K $35.8M
DSTL
ETF Ser Solution Distillate Us

ETFs
13.7K
+ 1.66%
$42.54 - $49.68 $583K - $680K
837K $41.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
14K
New
$196.36 - $245.46 $2.75M - $3.44M
14K $3.39M
SUB
Ishares Short Term National Mu

ETFs
28.5K
New
$102.62 - $105.46 $2.92M - $3.01M
28.5K $3M
DJP
Barclays Bank PLC

ETFs
58.8K
New
$29.54 - $32.81 $1.74M - $1.93M
58.8K $1.79M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
28.2K
New
$51.06 - $57.96 $1.44M - $1.64M
28.2K $1.64M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
9.5K
+ 2.44%
$36.36 - $40.7 $345K - $387K
398K $16.2M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
13.1K
+ 1.81%
$16.83 - $19.58 $220K - $256K
737K $14.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.38K
+ 0.68%
$25.91 - $31.98 $35.8K - $44.1K
205K $6.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.14K
+ 47.08%
$410.68 - $476.69 $467K - $542K
3.55K $1.69M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
33.5K
New
$18.55 - $19.46 $622K - $652K
33.5K $651K
VGSH
Vanguard

ETFs
8.8K
+ 5.0%
$57.34 - $58.41 $504K - $514K
185K $10.8M
MLPX
Global X Mlp & Energy Infrastr

ETFs
10.7K
+ 21.99%
$40.69 - $45.46 $435K - $486K
59.3K $2.65M
AAPL
Apple Inc.

Technology
98
+ 0.42%
$166.89 - $198.11 $16.4K - $19.4K
23.7K $4.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.3K
+ 13.99%
$87.61 - $110.11 $201K - $253K
18.7K $2.03M
AVGO
Broadcom Inc.

Technology
306
New
$814.83 - $1147.0 $249K - $351K
306 $341K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
11.6K
+ 3.4%
$20.13 - $21.27 $234K - $248K
355K $7.33M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.17K
+ 7.6%
$68.04 - $73.9 $147K - $160K
30.7K $2.26M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.29K
New
$141.26 - $169.35 $182K - $218K
1.29K $217K
IWB
Ishares Tr Russell 1000 ETF

ETFs
814
New
$225.16 - $263.17 $183K - $214K
814 $213K
RTX
Raytheon Technologies Corp

Industrials
2.51K
New
$69.38 - $84.17 $174K - $211K
2.51K $210K
META
Meta Platforms, Inc.

Communication Services
580
New
$288.35 - $358.32 $167K - $208K
580 $205K
MCD
Mcdonalds Corp

Consumer Cyclical
693
New
$246.19 - $296.51 $171K - $205K
693 $205K
TRGP
Targa Resources Corp.

Energy
2.31K
New
$79.23 - $90.45 $183K - $209K
2.31K $201K
NVDA
Nvidia Corp

Technology
224
+ 15.8%
$403.26 - $504.09 $90.3K - $113K
1.64K $813K
LLY
Eli Lilly & CO

Healthcare
273
+ 56.4%
$525.19 - $619.13 $143K - $169K
757 $441K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
357
+ 9.07%
$331.71 - $362.68 $118K - $129K
4.29K $1.53M
JPM
Jpmorgan Chase & CO

Financial Services
111
+ 2.41%
$135.69 - $170.3 $15.1K - $18.9K
4.72K $803K
AMAT
Applied Materials Inc

Technology
355
+ 11.49%
$130.11 - $164.28 $46.2K - $58.3K
3.44K $558K
IVV
Ishares Core S&P 500 ETF

ETFs
57
+ 3.21%
$412.55 - $479.0 $23.5K - $27.3K
1.83K $875K
V
Visa Inc.

Financial Services
112
+ 4.9%
$228.81 - $262.38 $25.6K - $29.4K
2.4K $624K
HON
Honeywell International Inc

Industrials
164
+ 7.29%
$176.06 - $209.71 $28.9K - $34.4K
2.42K $506K
HD
Home Depot, Inc.

Consumer Cyclical
56
+ 4.06%
$276.46 - $354.0 $15.5K - $19.8K
1.44K $497K
HMOP
Hartford Fds Exchange Traded T

ETFs
1.17K
+ 7.65%
$36.24 - $39.07 $42.3K - $45.6K
16.4K $639K
IBM
International Business Machines Corp

Technology
39
+ 1.31%
$136.38 - $164.71 $5.32K - $6.42K
3.02K $494K
MUB
Ishares National Muni Bond ETF

ETFs
44
+ 0.67%
$100.97 - $108.77 $4.44K - $4.79K
6.6K $715K
KO
Coca Cola CO

Consumer Defensive
492
+ 12.39%
$52.38 - $59.93 $25.8K - $29.5K
4.46K $263K
ABT
Abbott Laboratories

Healthcare
77
+ 3.36%
$90.19 - $110.4 $6.94K - $8.5K
2.37K $260K
JNJ
Johnson & Johnson

Healthcare
75
+ 0.32%
$145.6 - $158.88 $10.9K - $11.9K
23.6K $3.7M
NEE
Nextera Energy Inc

Utilities
186
+ 3.11%
$49.32 - $62.78 $9.17K - $11.7K
6.16K $374K
PG
Procter & Gamble CO

Consumer Defensive
204
+ 5.97%
$143.0 - $153.52 $29.2K - $31.3K
3.62K $530K
CSCO
Cisco Systems, Inc.

Technology
762
+ 11.33%
$47.7 - $54.39 $36.3K - $41.4K
7.49K $378K
ABBV
Abb Vie Inc.

Healthcare
34
+ 2.35%
$137.6 - $154.97 $4.68K - $5.27K
1.48K $229K
PEP
Pepsico Inc

Consumer Defensive
34
+ 2.27%
$158.08 - $172.01 $5.37K - $5.85K
1.53K $260K
APD
Air Products & Chemicals, Inc.

Basic Materials
26
+ 3.08%
$254.46 - $293.2 $6.62K - $7.62K
871 $238K
XOM
Exxon Mobil Corp

Energy
18.8K
+ 4.2%
$98.05 - $115.83 $1.85M - $2.18M
467K $46.7M
Activity Summary
Buys All Purchases 48 New Holdings 12 Increased Positions 36 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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