Ica Group Wealth Management, LLC Reduced Holdings in Q2 2024

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IP
International Paper CO

Consumer Cyclical
-1.97K
- 37.6%
$33.52 - $47.32 $66.1K - $93.3K
3.27K $141K
VV
Vanguard Large Cap ETF

ETFs
-262
- 91.29%
$227.27 - $251.65 $59.5K - $65.9K
25 $6K
VIS
Vanguard Industrial ETF

ETFs
-255
- 89.47%
$232.2 - $244.04 $59.2K - $62.2K
30 $7K
TIP
Ishares Tr Tips Bd ETF

ETFs
-557
- 44.03%
$105.01 - $107.23 $58.5K - $59.7K
708 $75K
CME
Cme Group Inc.

Financial Services
-278
- 91.15%
$194.1 - $216.77 $54K - $60.3K
27 $5K
TM
Toyota Motor Corp

Consumer Cyclical
-230
- 90.55%
$193.58 - $246.99 $44.5K - $56.8K
24 $4K
WMB
Williams Companies, Inc.

Energy
-1.54K
- 93.9%
$37.58 - $43.11 $57.9K - $66.4K
100 $4K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-970
- 89.81%
$57.86 - $62.21 $56.1K - $60.3K
110 $6K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-1.43K
- 43.57%
$40.27 - $40.47 $57.7K - $58K
1.86K $75K
XLB
Select Sector Spdr Fd Material

ETFs
-622
- 97.19%
$88.28 - $93.06 $54.9K - $57.9K
18 $1K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-485
- 13.18%
$87.78 - $94.67 $42.6K - $45.9K
3.2K $293K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.62K
- 75.3%
$30.65 - $32.13 $49.6K - $52K
531 $16K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-1.1K
- 34.25%
$45.56 - $46.71 $50K - $51.2K
2.11K $97K
STX
Seagate Technology Holdings PLC

Technology
-569
- 90.46%
$82.46 - $105.99 $46.9K - $60.3K
60 $6K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-470
- 79.66%
$99.32 - $106.72 $46.7K - $50.2K
120 $12K
VBR
Vanguard Small Cap Value ETF

ETFs
-244
- 40.13%
$177.65 - $191.11 $43.3K - $46.6K
364 $66K
C
Citigroup Inc

Financial Services
-786
- 86.66%
$57.02 - $64.74 $44.8K - $50.9K
121 $7K
PLTR
Palantir Technologies Inc.

Technology
-2.29K
- 72.2%
$20.47 - $25.82 $46.8K - $59K
880 $22K
SHEL
Shell PLC

Energy
-793
- 50.87%
$67.92 - $74.17 $53.9K - $58.8K
766 $55K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-800
- 90.91%
$57.14 - $67.42 $45.7K - $53.9K
80 $4K
SRLN
Ssga Active Trust

ETFs
-1.11K
- 96.45%
$41.68 - $42.09 $46.4K - $46.9K
41 $1K
DASH
Door Dash, Inc.

Communication Services
-333
- 87.4%
$108.78 - $140.95 $36.2K - $46.9K
48 $5K
SMCI
Super Micro Computer, Inc.

Technology
-43
- 68.25%
$713.65 - $1037.15 $30.7K - $44.6K
20 $16K
GRMN
Garmin LTD

Technology
-312
- 87.15%
$139.52 - $170.94 $43.5K - $53.3K
46 $7K
MGC
Vanguard Mega Cap ETF

ETFs
-248
- 66.49%
$177.06 - $198.62 $43.9K - $49.3K
125 $24K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.9K
- 73.08%
$23.22 - $24.34 $44.1K - $46.2K
700 $17K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-1.02K
- 90.19%
$39.18 - $41.6 $40K - $42.4K
111 $4K
CB
Chubb LTD

Financial Services
-158
- 70.54%
$243.01 - $274.28 $38.4K - $43.3K
66 $16K
SYK
Stryker Corp

Healthcare
-92
- 16.88%
$324.3 - $354.67 $29.8K - $32.6K
453 $154K
UA
Under Armour Inc Cl C

Consumer Cyclical
-5.69K
- 97.43%
$6.28 - $7.02 $35.7K - $40K
150 $0
UPST
Upstart Holdings, Inc.

Financial Services
-1.45K
- 94.14%
$21.64 - $28.59 $31.3K - $41.3K
90 $2K
DEO
Diageo PLC

Consumer Defensive
-182
- 29.45%
$126.08 - $149.08 $22.9K - $27.1K
436 $54K
FNDF
Schwab Fundamental Intl Large

ETFs
-985
- 35.48%
$34.19 - $36.51 $33.7K - $36K
1.79K $62K
BX
Blackstone Inc.

Financial Services
-268
- 72.83%
$116.13 - $132.0 $31.1K - $35.4K
100 $12K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-309
- 66.59%
$108.78 - $119.23 $33.6K - $36.8K
155 $18K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-1.74K
- 91.32%
$19.67 - $19.84 $34.1K - $34.4K
165 $3K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-419
- 77.31%
$70.89 - $75.25 $29.7K - $31.5K
123 $8K
PSA
Public Storage

Real Estate
-110
- 66.67%
$257.73 - $293.34 $28.4K - $32.3K
55 $15K
TSCO
Tractor Supply CO

Consumer Cyclical
-127
- 67.91%
$241.97 - $289.98 $30.7K - $36.8K
60 $16K
MET
Metlife Inc

Financial Services
-418
- 57.81%
$68.55 - $74.22 $28.7K - $31K
305 $21K
FIBK
First Interstate Bancsystem Inc

Financial Services
-1.28K
- 26.32%
$24.37 - $27.89 $31.1K - $35.6K
3.57K $99K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-400
- 83.33%
$75.33 - $82.97 $30.1K - $33.2K
80 $6K
DTM
Dt Midstream, Inc.

Energy
-500
- 86.96%
$61.2 - $71.03 $30.6K - $35.5K
75 $5K
CASY
Caseys General Stores Inc

Consumer Cyclical
-98
- 66.22%
$309.17 - $382.87 $30.3K - $37.5K
50 $19K
LUV
Southwest Airlines CO

Industrials
-960
- 93.75%
$25.51 - $29.73 $24.5K - $28.5K
64 $1K
IFRA
Ishares Tr

ETFs
-664
- 93.0%
$41.22 - $44.87 $27.4K - $29.8K
50 $2K
OHI
Omega Healthcare Investors Inc

Real Estate
-1K
- 33.33%
$29.96 - $34.25 $30K - $34.3K
2K $68K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-413
- 20.43%
$59.87 - $64.55 $24.7K - $26.7K
1.61K $100K
MRO
Marathon Oil Corp

Energy
-942
- 67.09%
$25.56 - $29.69 $24.1K - $28K
462 $13K
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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