Litman Gregory Wealth Management LLC Closed Holding Positions

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HPQ
Hp Inc

Technology
Q2 2021 Filed on Jul 27, 2021
100
$28.64 - $35.57 $2.86K - $3.56K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q1 2021 Filed on May 10, 2021
382
$40.13 - $46.26 $15.3K - $17.7K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2021 Filed on May 10, 2021
205
$129.36 - $173.99 $26.5K - $35.7K
SCI
Service Corp International

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
742
$46.19 - $54.12 $34.3K - $40.2K
Pro Shares Ultra Short Dow30 (Etf)
Q1 2021 Filed on May 10, 2021
3,000
N/A
KMI
Kinder Morgan, Inc.

Energy
Q4 2020 Filed on Feb 05, 2021
763
$11.48 - $14.97 $8.76K - $11.4K
HD
Home Depot, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 05, 2021
23
$261.72 - $290.36 $6.02K - $6.68K
TFC
Truist Financial Corp

Financial Services
Q4 2020 Filed on Feb 05, 2021
196
$38.75 - $49.04 $7.6K - $9.61K
AVGO
Broadcom Inc.

Technology
Q4 2020 Filed on Feb 05, 2021
37
$347.21 - $437.85 $12.8K - $16.2K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2020 Filed on Feb 05, 2021
36
$263.87 - $312.67 $9.5K - $11.3K
AMGN
Amgen Inc

Healthcare
Q4 2020 Filed on Feb 05, 2021
13
$216.38 - $257.67 $2.81K - $3.35K
CCI
Crown Castle International Corp

Real Estate
Q4 2020 Filed on Feb 05, 2021
36
$152.46 - $170.8 $5.49K - $6.15K
CLX
Clorox CO

Consumer Defensive
Q4 2020 Filed on Feb 05, 2021
11
$194.91 - $221.17 $2.14K - $2.43K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q4 2020 Filed on Feb 05, 2021
950
$50.91 - $52.11 $48.4K - $49.5K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q4 2020 Filed on Feb 05, 2021
1,500
$30.85 - $32.47 $46.3K - $48.7K
RY
Royal Bank Of Canada

Financial Services
Q4 2020 Filed on Feb 05, 2021
70
$68.48 - $83.58 $4.79K - $5.85K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q4 2020 Filed on Feb 05, 2021
3,500
$18.54 - $23.72 $64.9K - $83K
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2020 Filed on Feb 05, 2021
48
$128.09 - $159.06 $6.15K - $7.63K
USLB
Invesco Russell 1000 Low Beta

ETFs
Q4 2020 Filed on Feb 05, 2021
1,566
$31.22 - $35.16 $48.9K - $55.1K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q4 2020 Filed on Feb 05, 2021
894
$29.3 - $34.05 $26.2K - $30.4K
AEP
American Electric Power CO Inc

Utilities
Q4 2020 Filed on Feb 05, 2021
45
$80.71 - $93.59 $3.63K - $4.21K
VFC
V F Corp

Consumer Cyclical
Q4 2020 Filed on Feb 05, 2021
53
$67.2 - $89.26 $3.56K - $4.73K
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q4 2020 Filed on Feb 05, 2021
276
$21.23 - $30.93 $5.86K - $8.54K
UPS
United Parcel Service Inc

Industrials
Q4 2020 Filed on Feb 05, 2021
86
$155.78 - $176.54 $13.4K - $15.2K
ETR
Entergy Corp

Utilities
Q4 2020 Filed on Feb 05, 2021
57
$95.35 - $112.77 $5.43K - $6.43K
CSX
Csx Corp

Industrials
Q4 2020 Filed on Feb 05, 2021
89
$25.31 - $31.0 $2.25K - $2.76K
TGT
Target Corp

Consumer Defensive
Q4 2020 Filed on Feb 05, 2021
39
$152.22 - $179.82 $5.94K - $7.01K
EMR
Emerson Electric CO

Industrials
Q4 2020 Filed on Feb 05, 2021
113
$64.44 - $82.44 $7.28K - $9.32K
PSEC
Prospect Capital Corp

Financial Services
Q4 2020 Filed on Feb 05, 2021
100
$4.95 - $5.6 $495 - $560
BNET
Bion Environmental Technologies Inc

Industrials
Q4 2020 Filed on Feb 05, 2021
20,639
$0.4 - $0.58 $8.26K - $12K
BLK
Black Rock Inc.

Financial Services
Q4 2020 Filed on Feb 05, 2021
17
$567.91 - $721.54 $9.65K - $12.3K
TRTNPRB
Triton Intl LTD Red Perp Pfd C
Q3 2020 Filed on Nov 03, 2020
822
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2020 Filed on Nov 03, 2020
25
$60.3 - $61.57 $1.51K - $1.54K
Cohen & Steers Realty Shares Fund
Q3 2020 Filed on Nov 03, 2020
786
N/A
American Intl Group Inc Wt Exp 01/19/202
Q3 2020 Filed on Nov 03, 2020
413
N/A
Raytheon Co.
Q2 2020 Filed on Jul 31, 2020
500
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q2 2020 Filed on Jul 31, 2020
214
$22.7 - $25.75 $4.86K - $5.51K
Illinois Tool Works Inc.
Q1 2020 Filed on Apr 28, 2020
28
N/A
ENB
Enbridge Inc

Energy
Q1 2020 Filed on Apr 28, 2020
61
$23.74 - $43.06 $1.45K - $2.63K
NOC
Northrop Grumman Corp

Industrials
Q1 2020 Filed on Apr 28, 2020
10
$269.86 - $384.87 $2.7K - $3.85K
NEE
Nextera Energy Inc

Utilities
Q1 2020 Filed on Apr 28, 2020
21
$45.42 - $70.56 $954 - $1.48K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2020 Filed on Apr 28, 2020
7
$78.75 - $100.3 $551 - $702
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2020 Filed on Apr 28, 2020
400
$28.46 - $63.5 $11.4K - $25.4K
KEY
Keycorp

Financial Services
Q1 2020 Filed on Apr 28, 2020
452
$8.16 - $20.26 $3.69K - $9.16K
Royal Dutch Shell
Q1 2020 Filed on Apr 28, 2020
1,205
N/A
PII
Polaris Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
269
$41.77 - $103.03 $11.2K - $27.7K
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q1 2020 Filed on Apr 28, 2020
990
$62.87 - $112.81 $62.2K - $112K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2020 Filed on Apr 28, 2020
504
N/A
PLD
Prologis, Inc.

Real Estate
Q1 2020 Filed on Apr 28, 2020
56
$62.82 - $99.23 $3.52K - $5.56K
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