Jfg Wealth Management, LLC New Holdings in Q4 2024

Jfg Wealth Management, LLC

  • $435 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
146K
New
$18.41 - $40.87 $2.68M - $5.96M
146K $2.7M
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
PR
Permian Resources Corporation

Energy
88K
New
$13.41 - $16.21 $1.18M - $1.43M
88K $1.27M
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
ADBE
Adobe Inc.

Technology
1.64K
New
$437.39 - $552.96 $718K - $907K
1.64K $729K
MGV
Vanguard Mega Cap Value

ETFs
5.21K
New
$124.06 - $133.48 $646K - $695K
5.21K $650K
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
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
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
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
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.31K
New
$25.33 - $51.16 $210K - $425K
8.31K $214K
COIN
Coinbase Global, Inc.

Technology
865
New
$163.17 - $343.62 $141K - $297K
865 $214K
LFUS
Littelfuse Inc

Technology
864
New
$233.99 - $262.18 $202K - $227K
864 $203K
Linde PLC
1.45K
New
N/A
1.45K $0
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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