Jfg Wealth Management, LLC Purchases in Q4 2024

Jfg Wealth Management, LLC

  • $435 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
282K
+ 83.95%
$100.22 - $100.73 $28.3M - $28.4M
618K $62M
VV
Vanguard Large Cap ETF

ETFs
45K
+ 7.15%
$260.27 - $280.65 $11.7M - $12.6M
674K $182M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
276K
+ 97.54%
$12.74 - $14.23 $3.52M - $3.93M
560K $7.27M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
146K
New
$18.41 - $40.87 $2.68M - $5.96M
146K $2.7M
AAPL
Apple Inc.

Technology
8.15K
+ 62.94%
$221.69 - $259.02 $1.81M - $2.11M
21.1K $5.28M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
47.2K
+ 749.08%
$45.38 - $46.88 $2.14M - $2.21M
53.5K $2.44M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
17.1K
New
$114.08 - $125.68 $1.96M - $2.16M
17.1K $1.96M
TSLA
Tesla, Inc.

Consumer Cyclical
4.23K
New
$213.65 - $479.86 $903K - $2.03M
4.23K $1.71M
SCHX
Schwab Strategic Tr Us Large C

ETFs
74.1K
+ 1625.31%
$22.4 - $68.28 $1.66M - $5.06M
78.7K $1.82M
SCHO
Schwab Short Term Us Treasury

ETFs
70.6K
+ 522.27%
$24.06 - $48.88 $1.7M - $3.45M
84.1K $2.02M
BNDX
Vanguard Total International B

ETFs
24.8K
+ 299.72%
$48.91 - $50.61 $1.21M - $1.25M
33K $1.62M
ISRG
Intuitive Surgical Inc

Healthcare
2.23K
New
$471.27 - $550.62 $1.05M - $1.23M
2.23K $1.16M
PANW
Palo Alto Networks Inc

Technology
6.36K
New
$181.96 - $405.9 $1.16M - $2.58M
6.36K $1.16M
AMZN
Amazon Com Inc

Consumer Cyclical
3.56K
+ 60.69%
$180.88 - $232.93 $643K - $828K
9.42K $2.07M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
36.4K
+ 397.76%
$26.63 - $30.23 $968K - $1.1M
45.5K $1.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.3K
+ 13.74%
$567.81 - $607.81 $736K - $788K
10.7K $6.29M
VB
Vanguard Small Cap ETF

ETFs
2.8K
+ 6.23%
$233.76 - $261.58 $655K - $732K
47.7K $11.5M
NVDA
Nvidia Corp

Technology
4.91K
+ 44.47%
$117.0 - $148.88 $574K - $731K
16K $2.14M
ADBE
Adobe Inc.

Technology
1.64K
New
$437.39 - $552.96 $718K - $907K
1.64K $729K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$664750.0 - $724132.5 $665K - $724K
2 $1.36M
MGV
Vanguard Mega Cap Value

ETFs
5.21K
New
$124.06 - $133.48 $646K - $695K
5.21K $650K
GOOGL
Alphabet Inc.

Communication Services
2.69K
+ 90.34%
$161.86 - $196.66 $436K - $530K
5.67K $1.07M
VEEV
Veeva Systems Inc

Healthcare
2.03K
New
$201.81 - $250.45 $410K - $509K
2.03K $427K
GILD
Gilead Sciences, Inc.

Healthcare
4.63K
New
$83.95 - $97.9 $388K - $453K
4.63K $427K
MCHP
Microchip Technology Inc

Technology
6.76K
New
$55.51 - $79.05 $375K - $534K
6.76K $387K
PLTR
Palantir Technologies Inc.

Technology
5.01K
New
$36.46 - $82.38 $183K - $413K
5.01K $379K
TXN
Texas Instruments Inc

Technology
1.69K
New
N/A
1.69K $328K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
42.2K
+ 10.46%
$44.04 - $49.49 $1.86M - $2.09M
446K $19.6M
IT
Gartner Inc

Technology
665
New
$481.22 - $551.8 $320K - $367K
665 $322K
DHR
Danaher Corp

Healthcare
1.37K
New
$226.16 - $274.52 $310K - $376K
1.37K $314K
IDXX
Idexx Laboratories Inc

Healthcare
738
New
$406.92 - $495.42 $300K - $366K
738 $305K
EW
Edwards Lifesciences Corp

Healthcare
3.98K
New
$64.54 - $75.92 $257K - $302K
3.98K $294K
SCHR
Schwab Intermediate Term Us Tr

ETFs
28.2K
+ 176.31%
$24.19 - $50.58 $683K - $1.43M
44.2K $1.07M
EXAS
Exact Sciences Corp

Healthcare
4.54K
New
$49.33 - $71.97 $224K - $327K
4.54K $255K
ABT
Abbott Laboratories

Healthcare
2.17K
New
$111.93 - $119.39 $243K - $259K
2.17K $245K
MSTR
Microstrategy Inc

Technology
800
New
$162.69 - $473.83 $130K - $379K
800 $231K
AZN
Astrazeneca PLC

Healthcare
3.51K
New
$63.2 - $79.58 $222K - $279K
3.51K $229K
COIN
Coinbase Global, Inc.

Technology
865
New
$163.17 - $343.62 $141K - $297K
865 $214K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.31K
New
$25.33 - $51.16 $210K - $425K
8.31K $214K
LFUS
Littelfuse Inc

Technology
864
New
$233.99 - $262.18 $202K - $227K
864 $203K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.64K
+ 46.47%
$47.26 - $48.18 $172K - $175K
11.5K $543K
QQQ
Invesco Qqq Trust, Series 1

ETFs
54
+ 1.35%
$481.22 - $538.17 $26K - $29.1K
4.07K $2.08M
SCHG
Schwab Strategic Tr Us Large C

ETFs
38.6K
+ 300.44%
$25.93 - $105.3 $1M - $4.06M
51.4K $1.43M
V
Visa Inc.

Financial Services
88
+ 6.46%
$273.87 - $320.91 $24.1K - $28.2K
1.45K $458K
IWB
Ishares Tr Russell 1000 ETF

ETFs
24
+ 0.24%
$311.11 - $335.64 $7.47K - $8.06K
9.82K $3.16M
GOOG
Alphabet Inc.

Communication Services
74
+ 3.6%
$163.08 - $198.16 $12.1K - $14.7K
2.13K $405K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.07%
$205.18 - $250.29 $205 - $250
1.52K $364K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.07%
$378.79 - $428.11 $379 - $428
1.43K $587K
IVW
Ishares S&P 500 Growth ETF

ETFs
22
+ 0.49%
$94.43 - $105.47 $2.08K - $2.32K
4.54K $461K
Activity Summary
Buys All Purchases 61 New Holdings 25 Increased Positions 36 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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