Gps Wealth Strategies Group, LLC Purchases in Q4 2024

Gps Wealth Strategies Group, LLC

  • $747 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RWO
Spdr Dow Jones Global Real Est

ETFs
5
+ 1.06%
$42.41 - $47.31 $212 - $237
475 $20K
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 0.32%
$73.97 - $84.09 $74 - $84.1
311 $23K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
67
+ 1.31%
$15.43 - $16.42 $1.03K - $1.1K
5.16K $80K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
17
+ 0.52%
$22.65 - $23.8 $385 - $405
3.26K $74K
AVDV
American Centy ETF Tr Avantis

ETFs
12
+ 1.61%
$63.85 - $70.4 $766 - $845
758 $49K
FTA
First Tr Large Cap Value

ETFs
4
+ 0.36%
$75.21 - $83.49 $301 - $334
1.12K $85K
DNP
Dnp Select Income Fund Inc

Financial Services
1.23K
+ 11.37%
$8.82 - $9.96 $10.8K - $12.2K
12K $105K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
25
+ 1.23%
$19.51 - $21.5 $488 - $538
2.05K $40K
CPNG
Coupang, Inc.

Consumer Cyclical
3
+ 0.2%
$21.98 - $26.89 $65.9 - $80.7
1.5K $33K
IDV
Ishares Tr

ETFs
3
+ 0.25%
$27.03 - $29.92 $81.1 - $89.8
1.19K $32K
EXAS
Exact Sciences Corp

Healthcare
30
+ 7.63%
$49.33 - $71.97 $1.48K - $2.16K
423 $23K
XT
Ishares Tr Exponential Technol

ETFs
38
+ 0.78%
$58.7 - $62.72 $2.23K - $2.38K
4.89K $291K
JXI
Ishares Tr Global Utils ETF

ETFs
1
+ 0.16%
$63.23 - $71.27 $63.2 - $71.3
613 $39K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.18%
$285.5 - $335.62 $286 - $336
563 $163K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
6
+ 0.51%
$30.42 - $36.45 $183 - $219
1.18K $37K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
952
+ 99.9%
$18.41 - $40.87 $17.5K - $38.9K
1.91K $35K
EFV
Msci Eafe Value ETF

ETFs
7
+ 0.63%
$51.78 - $57.15 $362 - $400
1.13K $59K
VTR
Ventas, Inc.

Real Estate
4
+ 0.43%
$57.73 - $66.48 $231 - $266
944 $55K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
33
+ 0.4%
$63.01 - $68.55 $2.08K - $2.26K
8.31K $525K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.14%
$189.5 - $206.17 $190 - $206
738 $140K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.6K
+ 207.17%
$26.93 - $84.95 $474K - $1.49M
26.1K $712K
VSDA
Victory Portfolios Ii Victorys

ETFs
13
+ 0.43%
$50.67 - $55.17 $659 - $717
3.03K $154K
DUK
Duke Energy Corp

Utilities
7
+ 0.72%
$105.76 - $120.76 $740 - $845
977 $105K
VEU
Vanguard Ftse All World Ex Us

ETFs
17
+ 1.27%
$57.29 - $63.1 $974 - $1.07K
1.35K $77K
EBF
Ennis, Inc.

Industrials
663
+ 10.3%
$20.19 - $24.55 $13.4K - $16.3K
7.1K $149K
IEFA
Ishares Tr

ETFs
3
+ 0.29%
$70.06 - $77.43 $210 - $232
1.03K $72K
CB
Chubb LTD

Financial Services
6
+ 0.85%
$271.57 - $301.89 $1.63K - $1.81K
714 $197K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
62
+ 0.36%
$23.29 - $23.93 $1.44K - $1.48K
17.2K $403K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2
+ 0.22%
$107.06 - $123.74 $214 - $247
922 $100K
NEM
Newmont Corp

Basic Materials
10
+ 1.69%
$37.0 - $58.68 $370 - $587
601 $22K
VLO
Valero Energy Corp

Energy
1
+ 0.14%
$118.59 - $144.02 $119 - $144
723 $88K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
55
+ 3.49%
$131.66 - $144.0 $7.24K - $7.92K
1.63K $215K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
21
+ 0.47%
$39.3 - $41.34 $825 - $868
4.52K $177K
EFA
Ishares Tr Msci Eafe ETF

ETFs
9
+ 0.67%
$75.1 - $82.99 $676 - $747
1.35K $101K
NEP
Nextera Energy Partners, LP

Utilities
121
+ 10.37%
$15.87 - $26.96 $1.92K - $3.26K
1.29K $22K
CARR
Carrier Global Corp

Industrials
1
+ 0.11%
$66.69 - $82.65 $66.7 - $82.7
906 $61K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.61K
+ 3.18%
$51.09 - $55.27 $185K - $200K
117K $6M
SOXX
Ishares Semiconductor ETF

ETFs
40
+ 2.73%
$211.27 - $239.8 $8.45K - $9.59K
1.5K $324K
BLBD
Blue Bird Corp

Consumer Cyclical
640
+ 15.65%
$36.37 - $46.1 $23.3K - $29.5K
4.73K $182K
MCHP
Microchip Technology Inc

Technology
100
+ 11.92%
$55.51 - $79.05 $5.55K - $7.91K
939 $53K
IHF
Ishares Tr

ETFs
1
+ 0.06%
$47.41 - $56.83 $47.4 - $56.8
1.76K $84K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
22
+ 0.37%
$33.39 - $37.66 $735 - $829
6.04K $201K
AMAT
Applied Materials Inc

Technology
17
+ 3.37%
$161.44 - $213.89 $2.74K - $3.64K
521 $84K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
212
+ 3.74%
$67.29 - $73.38 $14.3K - $15.6K
5.88K $399K
XLB
Select Sector Spdr Fd Material

ETFs
57
+ 3.27%
$83.8 - $97.58 $4.78K - $5.56K
1.8K $151K
AVEM
American Centy ETF Tr Avantis

ETFs
9
+ 0.29%
$58.59 - $66.14 $527 - $595
3.08K $180K
AVDE
American Centy ETF Tr Avantis

ETFs
46
+ 1.03%
$60.9 - $66.69 $2.8K - $3.07K
4.53K $278K
BND
Vanguard Bd Index Fd Inc Total

ETFs
23
+ 0.3%
$71.75 - $75.11 $1.65K - $1.73K
7.7K $553K
PFF
Ishares Trust Ishares Pfd And

ETFs
7
+ 0.05%
$31.23 - $33.51 $219 - $235
15.1K $474K
Activity Summary
Buys All Purchases 408 New Holdings 68 Increased Positions 340 Sells All Sells 403 Reductions 403 Sold out 0 Options Calls 0 Puts 0
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