Reston Wealth Management LLC New Holdings in Q3 2024

Reston Wealth Management LLC

  • $275 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
417
New
$416.14 - $494.01 $174K - $206K
417 $204K
MCD
Mcdonalds Corp

Consumer Cyclical
636
New
$245.82 - $304.51 $156K - $194K
636 $193K
OEF
Ishares S&P 100 ETF

ETFs
694
New
$266.03 - $266.03 $185K - $185K
694 $184K
MELI
Mercadolibre Inc

Consumer Cyclical
90
New
$1591.44 - $2140.1 $143K - $193K
90 $184K
PG
Procter & Gamble CO

Consumer Defensive
1.05K
New
$160.76 - $177.82 $168K - $186K
1.05K $181K
HD
Home Depot, Inc.

Consumer Cyclical
415
New
$333.64 - $405.2 $138K - $168K
415 $168K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.62K
New
$96.25 - $101.98 $156K - $165K
1.62K $163K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
352
New
$460.0 - $505.78 $162K - $178K
352 $163K
XLE
Energy Sector Spdr

ETFs
1.78K
New
$84.35 - $93.39 $150K - $166K
1.78K $156K
PEG
Public Service Enterprise Group Inc

Utilities
1.75K
New
$73.58 - $89.21 $129K - $156K
1.75K $155K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
6.68K
New
$22.94 - $23.16 $153K - $155K
6.68K $154K
MCK
Mckesson Corp

Healthcare
301
New
$479.06 - $630.38 $144K - $190K
301 $148K
AMAT
Applied Materials Inc

Technology
715
New
$174.88 - $254.97 $125K - $182K
715 $144K
BX
Blackstone Inc.

Financial Services
917
New
$120.77 - $159.66 $111K - $146K
917 $140K
MS
Morgan Stanley

Financial Services
1.28K
New
$92.07 - $106.96 $118K - $137K
1.28K $133K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.93K
New
$41.02 - $46.01 $120K - $135K
2.93K $133K
SHOP
Shopify Inc.

Technology
1.6K
New
$52.26 - $80.75 $83.5K - $129K
1.6K $127K
AVGO
Broadcom Inc.

Technology
735
New
$136.27 - $1745.86 $100K - $1.28M
735 $126K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
708
New
$138.85 - $182.81 $98.3K - $129K
708 $125K
CAT
Caterpillar Inc

Industrials
313
New
$316.8 - $391.12 $99.2K - $122K
313 $122K
JNJ
Johnson & Johnson

Healthcare
746
New
$145.48 - $167.38 $109K - $125K
746 $120K
UNH
Unitedhealth Group Inc

Healthcare
203
New
$488.01 - $604.18 $99.1K - $123K
203 $118K
NFLX
Netflix Inc

Communication Services
165
New
$598.55 - $722.26 $98.8K - $119K
165 $117K
CSCO
Cisco Systems, Inc.

Technology
2.16K
New
$44.74 - $53.22 $96.8K - $115K
2.16K $115K
EEM
Ishares Msci Emerging Markets

ETFs
2.42K
New
$40.42 - $46.7 $97.9K - $113K
2.42K $111K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.75K
New
$37.33 - $40.63 $103K - $112K
2.75K $111K
MA
Mastercard Inc

Financial Services
220
New
$429.6 - $500.99 $94.5K - $110K
220 $108K
GRMN
Garmin LTD

Technology
612
New
$161.1 - $183.29 $98.6K - $112K
612 $107K
BA
Boeing CO

Industrials
700
New
$152.04 - $190.6 $106K - $133K
700 $106K
VLO
Valero Energy Corp

Energy
770
New
$132.81 - $163.48 $102K - $126K
770 $103K
BSEP
Innovator U.S. Equity Buffer E

ETFs
2.46K
New
$39.49 - $42.12 $97.1K - $104K
2.46K $103K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.64K
New
$56.04 - $62.99 $91.7K - $103K
1.64K $100K
BALL
Ball Corp

Consumer Cyclical
1.46K
New
$58.86 - $67.91 $85.8K - $99K
1.46K $99K
BAC
Bank Of America Corp

Financial Services
2.5K
New
$36.65 - $44.13 $91.7K - $110K
2.5K $99K
GE
General Electric CO

Industrials
523
New
$156.66 - $189.66 $81.9K - $99.2K
523 $98K
XLK
Technology Sector Spdr

ETFs
419
New
$197.34 - $237.68 $82.7K - $99.6K
419 $94K
SYY
Sysco Corp

Consumer Defensive
1.19K
New
$69.16 - $78.98 $82K - $93.7K
1.19K $92K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
826
New
$97.66 - $119.74 $80.7K - $98.9K
826 $92K
HYG
Ishares Tr

ETFs
1.12K
New
$76.72 - $80.36 $86K - $90.1K
1.12K $90K
PEP
Pepsico Inc

Consumer Defensive
514
New
$161.9 - $179.3 $83.2K - $92.2K
514 $87K
WMT
Walmart Inc.

Consumer Defensive
1.07K
New
$66.91 - $81.4 $71.3K - $86.8K
1.07K $86K
CCL
Carnival Corp

Consumer Cyclical
4.61K
New
$14.01 - $19.18 $64.5K - $88.3K
4.61K $85K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.25K
New
$61.11 - $67.85 $76.2K - $84.6K
1.25K $84K
PFE
Pfizer Inc

Healthcare
2.86K
New
$27.7 - $31.39 $79.3K - $89.8K
2.86K $82K
PSA
Public Storage

Real Estate
220
New
$283.13 - $365.01 $62.3K - $80.3K
220 $80K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
653
New
$108.44 - $120.37 $70.8K - $78.6K
653 $78K
ABT
Abbott Laboratories

Healthcare
690
New
$100.07 - $118.13 $69K - $81.5K
690 $78K
CRM
Salesforce, Inc.

Technology
284
New
$238.42 - $276.53 $67.7K - $78.5K
284 $77K
IWP
Ishares Russell Mid Cap Growth

ETFs
652
New
$103.87 - $117.59 $67.7K - $76.7K
652 $76K
Activity Summary
Buys All Purchases 435 New Holdings 401 Increased Positions 34 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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