Ica Group Wealth Management, LLC Sells in Q2 2024

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FDN
First Tr Fd Dow Jones

ETFs
-3.34K
- 81.86%
$192.91 - $207.84 $644K - $694K
740 $151K
IEMG
Ishares Inc

ETFs
-13.3K
- 93.37%
$50.02 - $54.95 $664K - $729K
943 $50K
XLP
Consumer Staples Sector Spdr

ETFs
-8.36K
- 66.63%
$73.08 - $78.4 $611K - $656K
4.19K $320K
HON
Honeywell International Inc

Industrials
-3.12K
- 89.66%
$190.36 - $215.89 $594K - $674K
360 $76K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-10.5K
- 84.59%
$57.33 - $65.34 $604K - $689K
1.92K $121K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-12.5K
- 87.91%
$46.69 - $54.23 $584K - $678K
1.72K $92K
IBM
International Business Machines Corp

Technology
-3.08K
- 77.07%
$164.43 - $190.9 $507K - $588K
917 $158K
ACN
Accenture PLC

Technology
-1.68K
- 82.94%
$281.76 - $339.17 $474K - $570K
346 $104K
IEF
Ishares Barclays

ETFs
-6.02K
- 18.06%
$91.24 - $94.6 $549K - $569K
27.3K $2.56M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-7.89K
- 98.37%
$73.13 - $75.43 $577K - $595K
131 $9K
INTC
Intel Corp

Technology
-12.6K
- 89.86%
$29.85 - $44.52 $376K - $560K
1.42K $43K
SKYY
First Trust Cloud Computing Et

ETFs
-5.98K
- 83.81%
$88.77 - $96.97 $531K - $580K
1.16K $110K
MO
Altria Group, Inc.

Consumer Defensive
-13.3K
- 70.84%
$40.75 - $46.83 $543K - $623K
5.48K $249K
PEP
Pepsico Inc

Consumer Defensive
-3.23K
- 93.09%
$163.33 - $183.11 $528K - $592K
240 $39K
AMTX
Aemetis, Inc

Energy
-91.9K
- 96.64%
$2.98 - $5.51 $274K - $507K
3.2K $9K
XEL
Xcel Energy Inc

Utilities
-10.4K
- 91.04%
$52.53 - $56.74 $544K - $588K
1.02K $54K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-4.86K
- 97.87%
$104.77 - $113.0 $509K - $549K
106 $11K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.06K
- 36.9%
$159.21 - $168.37 $487K - $515K
5.23K $859K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-10.4K
- 83.09%
$42.0 - $49.24 $435K - $510K
2.11K $92K
AMAT
Applied Materials Inc

Technology
-2.62K
- 86.25%
$189.46 - $247.83 $495K - $648K
417 $98K
WM
Waste Management Inc

Industrials
-2.45K
- 51.05%
$200.55 - $213.34 $491K - $522K
2.35K $500K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-13K
- 83.29%
$38.37 - $39.99 $497K - $518K
2.6K $103K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-10.6K
- 72.84%
$47.58 - $48.41 $504K - $513K
3.95K $189K
MMM
3 M CO

Industrials
-4.64K
- 78.53%
$90.54 - $105.26 $420K - $488K
1.27K $129K
GLD
Spdr Gold Trust

ETFs
-2.44K
- 66.7%
$207.82 - $224.56 $507K - $548K
1.22K $262K
KO
Coca Cola CO

Consumer Defensive
-8.13K
- 66.84%
$58.06 - $64.15 $472K - $521K
4.03K $256K
BMO
Bank Of Montreal

Financial Services
-4.39K
- 52.2%
$83.3 - $98.36 $365K - $431K
4.02K $336K
XLF
Financial Sector Spdr

ETFs
-11.4K
- 64.55%
$39.59 - $42.49 $449K - $482K
6.23K $256K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13.4K
- 94.36%
$35.3 - $38.79 $473K - $520K
800 $30K
ABT
Abbott Laboratories

Healthcare
-3.94K
- 62.02%
$100.73 - $112.44 $397K - $443K
2.41K $250K
DE
Deere & CO

Industrials
-1.09K
- 86.97%
$364.98 - $414.02 $397K - $450K
163 $60K
FSIG
First Tr ETF Iv LTD Duration I
-24.1K
- 74.55%
$18.55 - $18.85 $448K - $455K
8.24K $154K
TROW
Price T Rowe Group Inc

Financial Services
-3.6K
- 78.66%
$108.72 - $120.3 $391K - $433K
976 $112K
PFE
Pfizer Inc

Healthcare
-16K
- 65.17%
$25.26 - $29.6 $404K - $473K
8.55K $239K
RWR
Spdr Dow Jones Reit ETF

ETFs
-4.58K
- 96.53%
$86.34 - $93.97 $396K - $431K
165 $15K
LRCX
Lam Research Corp

Technology
-449
- 88.21%
$868.07 - $1089.58 $390K - $489K
60 $63K
UPS
United Parcel Service Inc

Industrials
-2.85K
- 84.91%
$134.2 - $152.27 $383K - $434K
507 $69K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-5.88K
- 99.31%
$67.85 - $72.06 $399K - $424K
41 $2K
ORCL
Oracle Corp

Technology
-3.55K
- 73.82%
$113.75 - $144.64 $403K - $513K
1.26K $177K
XLI
Industrial Sector Spdr

ETFs
-3.26K
- 99.97%
$120.47 - $125.94 $392K - $410K
1 $0
IAU
Ishares Gold Trust

ETFs
-9.74K
- 81.05%
$42.46 - $45.89 $413K - $447K
2.28K $100K
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.93K
- 72.15%
$79.31 - $93.31 $391K - $460K
1.91K $176K
CRM
Salesforce, Inc.

Technology
-1.29K
- 91.35%
$218.01 - $304.74 $281K - $393K
122 $31K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-8.59K
- 99.23%
$44.3 - $45.58 $380K - $391K
67 $3K
UNP
Union Pacific Corp

Industrials
-1.56K
- 90.13%
$221.38 - $247.4 $346K - $386K
171 $38K
SNOW
Snowflake Inc.

Technology
-2.29K
- 78.82%
$124.21 - $165.04 $284K - $378K
615 $83K
OMFL
Invesco Exchange Traded Self I

ETFs
-6.77K
- 76.55%
$51.23 - $54.89 $347K - $372K
2.08K $108K
EMLP
First Tr Exchange Traded Iv

ETFs
-13.1K
- 56.63%
$28.25 - $31.1 $370K - $408K
10K $305K
USB
Us Bancorp \De\

Financial Services
-8.29K
- 86.58%
$38.45 - $43.95 $319K - $364K
1.29K $51K
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
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email