Ica Group Wealth Management, LLC Incresed Positions in Q2 2024

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VRIG
Invesco Actively Managed ETF F

ETFs
74K
+ 650.98%
$25.06 - $25.24 $1.86M - $1.87M
85.4K $2.15M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.67K
+ 11.9%
$81.38 - $94.58 $462K - $537K
53.3K $5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
14.4K
+ 10.79%
$45.27 - $46.67 $650K - $670K
147K $6.83M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.7K
+ 13.63%
$55.45 - $57.39 $538K - $557K
80.9K $4.59M
URTH
Ishares Msci World ETF

ETFs
1.64K
+ 8.69%
$137.31 - $147.96 $226K - $243K
20.6K $3.03M
TFLO
Ishares Treasury Floating Rate

ETFs
5.5K
+ 9.48%
$50.44 - $50.7 $277K - $279K
63.5K $3.21M
MPLX
Mplx LP

Energy
2.39K
+ 62.8%
$39.66 - $42.59 $94.7K - $102K
6.19K $263K
CGXU
Capital Group Intl Focus Equit

ETFs
3.16K
+ 66.15%
$24.83 - $26.72 $78.5K - $84.4K
7.94K $204K
FDVV
Fidelity High Dividend ETF

ETFs
1.56K
+ 105.5%
$43.48 - $47.63 $67.6K - $74.1K
3.03K $141K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
583
+ 32.09%
$109.73 - $121.69 $64K - $70.9K
2.4K $277K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.25K
+ 138.62%
$45.03 - $48.19 $56.2K - $60.2K
2.15K $103K
APLD
Applied Blockchain, Inc.

Financial Services
6.8K
+ 56.84%
$2.39 - $6.33 $16.2K - $43K
18.8K $111K
CGGO
Capital Group Global Growth Eq

ETFs
1.79K
+ 44.24%
$27.26 - $30.04 $48.9K - $53.9K
5.85K $172K
CGCP
Capital Group Core Plus Income

ETFs
1.6K
+ 160000.0%
$21.83 - $22.48 $34.9K - $36K
1.6K $35K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
680
+ 214.51%
$39.44 - $41.81 $26.8K - $28.4K
997 $41K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
450
+ 62.94%
$49.92 - $50.63 $22.5K - $22.8K
1.17K $58K
AVUV
American Centy ETF Tr Avantis

ETFs
258
+ 45.91%
$86.93 - $93.77 $22.4K - $24.2K
820 $73K
NVO
Novo Nordisk A S

Healthcare
62
+ 7.87%
$122.71 - $146.91 $7.61K - $9.11K
850 $121K
CEG
Constellation Energy Corp

Utilities
67
+ 203.03%
$180.9 - $231.27 $12.1K - $15.5K
100 $20K
ADC
Agree Realty Corp

Real Estate
100
+ 7.14%
$54.9 - $61.95 $5.49K - $6.2K
1.5K $92K
FTA
First Tr Large Cap Value

ETFs
175
+ 70.0%
$72.36 - $76.0 $12.7K - $13.3K
425 $31K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
190
+ 12.16%
$32.03 - $37.24 $6.09K - $7.08K
1.75K $59K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
116
+ 36.94%
$81.26 - $87.72 $9.43K - $10.2K
430 $36K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
128
+ 14.61%
$68.82 - $88.54 $8.81K - $11.3K
1K $72K
ARCC
Ares Capital Corp

Financial Services
300
+ 5.83%
$20.24 - $21.58 $6.07K - $6.47K
5.45K $113K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
455
+ 1300.0%
$12.03 - $17.69 $5.47K - $8.05K
490 $6K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
182
+ 42.62%
$50.64 - $63.96 $9.22K - $11.6K
609 $32K
FTLS
First Tr Long/Short Equity ETF

ETFs
21
+ 0.59%
$59.06 - $63.19 $1.24K - $1.33K
3.58K $224K
ONON
On Holding Ag

Consumer Cyclical
125
+ 100.0%
$30.4 - $43.79 $3.8K - $5.47K
250 $9K
FEMS
First Trust Emerging Markets S

ETFs
20
+ 1.26%
$38.02 - $42.46 $760 - $849
1.61K $65K
IHDG
Wisdomtree Tr

ETFs
107
+ 14.3%
$43.96 - $46.57 $4.7K - $4.98K
855 $38K
TDVG
T Rowe Price Exchange Traded F

Technology
89
+ 12.38%
$36.27 - $38.94 $3.23K - $3.47K
808 $31K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.86K
+ 4650.0%
$62.41 - $3427.61 $116K - $6.38M
1.9K $119K
NEAR
Blackrock Short Maturity Bond

ETFs
43
+ 24.29%
$49.93 - $50.33 $2.15K - $2.16K
220 $11K
SOFI
So Fi Technologies, Inc.

Financial Services
290
+ 128.89%
$6.32 - $7.89 $1.83K - $2.29K
515 $3K
HOOD
Robinhood Markets, Inc.

Technology
100
+ 200.0%
$16.23 - $23.7 $1.62K - $2.37K
150 $3K
SCHA
Schwab Strategic Tr Us Small C

ETFs
50
+ 25.0%
$45.24 - $49.04 $2.26K - $2.45K
250 $11K
NEM
Newmont Corp

Basic Materials
1
+ 0.39%
$36.43 - $44.44 $36.4 - $44.4
256 $10K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
4
+ 0.46%
$43.69 - $48.33 $175 - $193
880 $41K
S
Sentinel One, Inc.

Technology
20
+ 25.0%
$16.83 - $23.01 $337 - $460
100 $2K
Jpmorgan Equity Focus ETF
946
+ 27.42%
N/A
4.4K $0
XFOR
X4 Pharmaceuticals, Inc

Healthcare
3.65K
+ 132.73%
$0.58 - $1.47 $2.12K - $5.37K
6.4K $3K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
294
+ 83.76%
$12.1 - $19.54 $3.56K - $5.74K
645 $7K
IGLB
Ishares 10+ Year Investment Gr

ETFs
1
+ 1.15%
$48.62 - $51.19 $48.6 - $51.2
88 $4K
RIOT
Riot Blockchain, Inc.

Technology
10
+ 20.0%
$7.97 - $12.11 $79.7 - $121
60 $0
Capital Grp Fixed Incm ETF
30
+ 200.0%
N/A
45 $0
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
2
+ 0.93%
$23.75 - $24.21 $47.5 - $48.4
217 $5K
SHOC
Ea Ser Tr Strive U S Semicondu
164
+ 16.38%
N/A
1.17K $0
Amc Entertainment Holdings Inc
78
+ 354.55%
N/A
100 $0
Activity Summary
Buys All Purchases 101 New Holdings 25 Increased Positions 76 Sells All Sells 494 Reductions 494 Sold out 0 Options Calls 0 Puts 0
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