Topsail Wealth Management, LLC New Holdings in Q4 2024

Topsail Wealth Management, LLC

  • $468 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
422K
New
$280.04 - $302.45 $118M - $128M
422K $122B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.29M
New
$49.79 - $51.14 $64.3M - $66M
1.29M $64.7B
CINF
Cincinnati Financial Corp

Financial Services
326K
New
$132.86 - $160.16 $43.3M - $52.2M
326K $47.1B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
612K
New
$58.88 - $64.8 $36M - $39.6M
612K $36B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
56.5K
New
$521.84 - $558.82 $29.5M - $31.6M
56.5K $30.4B
VEU
Vanguard Ftse All World Ex Us

ETFs
309K
New
$57.29 - $63.1 $17.7M - $19.5M
309K $17.8B
VEA
Vanguard Ftse Developed Market

ETFs
269K
New
$47.57 - $52.44 $12.8M - $14.1M
269K $12.8B
VCIT
Vanguard Intermediate Term Cor

ETFs
117K
New
$80.13 - $83.77 $9.4M - $9.83M
117K $9.41B
VXF
Vanguard Extended Market ETF

ETFs
47K
New
$179.17 - $207.15 $8.42M - $9.74M
47K $8.93B
DFUS
Dimensional ETF Tr U S Equity

ETFs
103K
New
$61.52 - $66.5 $6.31M - $6.82M
103K $6.54B
BNDX
Vanguard Total International B

ETFs
129K
New
$48.91 - $50.61 $6.33M - $6.55M
129K $6.35B
MSFT
Microsoft Corp

Technology
13.4K
New
$406.35 - $454.46 $5.44M - $6.08M
13.4K $5.64B
AAPL
Apple Inc.

Technology
22.3K
New
$221.69 - $259.02 $4.94M - $5.77M
22.3K $5.58B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.65K
New
$567.81 - $607.81 $3.77M - $4.04M
6.65K $3.9B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
144K
New
$22.01 - $66.82 $3.16M - $9.6M
144K $3.26B
MGC
Vanguard Mega Cap ETF

ETFs
13.9K
New
$204.21 - $220.18 $2.85M - $3.07M
13.9K $2.96B
AMZN
Amazon Com Inc

Consumer Cyclical
12.4K
New
$180.88 - $232.93 $2.25M - $2.89M
12.4K $2.73B
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$664750.0 - $724132.5 $2.66M - $2.9M
4 $2.72B
Vanguard Mun Bd Fds
33.4K
New
N/A
33.4K $2.49B
GAMB
Gambling.Com Group LTD

Consumer Cyclical
170K
New
$9.31 - $15.95 $1.59M - $2.72M
170K $2.4B
PG
Procter & Gamble CO

Consumer Defensive
13.2K
New
$161.05 - $179.7 $2.13M - $2.38M
13.2K $2.22B
VTV
Vanguard Value ETF

ETFs
12.5K
New
$168.32 - $181.87 $2.11M - $2.28M
12.5K $2.12B
DFAX
Dimensional ETF Tr
75.7K
New
$24.76 - $27.04 $1.88M - $2.05M
75.7K $1.88B
META
Meta Platforms, Inc.

Communication Services
3.09K
New
$554.08 - $632.68 $1.71M - $1.95M
3.09K $1.81B
VBR
Vanguard Small Cap Value ETF

ETFs
9.07K
New
$197.36 - $217.3 $1.79M - $1.97M
9.07K $1.8B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
23.2K
New
$74.68 - $81.45 $1.74M - $1.89M
23.2K $1.74B
V
Visa Inc.

Financial Services
5.3K
New
$273.87 - $320.91 $1.45M - $1.7M
5.3K $1.68B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
20.9K
New
$77.86 - $79.27 $1.62M - $1.65M
20.9K $1.63B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.71K
New
$563.99 - $620.12 $1.53M - $1.68M
2.71K $1.54B
VB
Vanguard Small Cap ETF

ETFs
6.39K
New
$233.76 - $261.58 $1.49M - $1.67M
6.39K $1.53B
NVDA
Nvidia Corp

Technology
10.2K
New
$117.0 - $148.88 $1.19M - $1.52M
10.2K $1.37B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.63K
New
$481.22 - $538.17 $1.27M - $1.42M
2.63K $1.35B
GOOGL
Alphabet Inc.

Communication Services
6.86K
New
$161.86 - $196.66 $1.11M - $1.35M
6.86K $1.3B
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.31K
New
$174.22 - $187.62 $1.27M - $1.37M
7.31K $1.28B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.1K
New
$44.04 - $49.49 $1.24M - $1.39M
28.1K $1.24B
VTC
Vanguard Scottsdale Fds Total

ETFs
16K
New
$75.59 - $79.31 $1.21M - $1.27M
16K $1.21B
JPM
Jpmorgan Chase & CO

Financial Services
4.84K
New
$205.18 - $250.29 $992K - $1.21M
4.84K $1.16B
TXN
Texas Instruments Inc

Technology
6.16K
New
N/A
6.16K $1.15B
DD
Du Pont De Nemours, Inc.

Basic Materials
15K
New
$75.95 - $88.05 $1.14M - $1.32M
15K $1.15B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
21.9K
New
$52.1 - $57.26 $1.14M - $1.26M
21.9K $1.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.44K
New
$442.29 - $483.08 $1.08M - $1.18M
2.44K $1.1B
HD
Home Depot, Inc.

Consumer Cyclical
2.77K
New
$385.02 - $431.37 $1.07M - $1.2M
2.77K $1.08B
DFAI
Dimensional ETF Tr

ETFs
36K
New
$29.0 - $31.6 $1.04M - $1.14M
36K $1.05B
RDVY
First Trust Rising Dividend Ac

ETFs
16K
New
$58.65 - $64.37 $937K - $1.03M
16K $945M
IWM
Ishares Russell 2000 ETF

ETFs
3.78K
New
$216.13 - $242.4 $816K - $915K
3.78K $834M
FVD
First Tr Value Line Divid Inde

ETFs
18.9K
New
$43.4 - $46.7 $820K - $882K
18.9K $824M
GOOG
Alphabet Inc.

Communication Services
4.31K
New
$163.08 - $198.16 $704K - $855K
4.31K $822M
FDN
First Tr Fd Dow Jones

ETFs
3.12K
New
$210.5 - $257.24 $656K - $801K
3.12K $757M
WMT
Walmart Inc.

Consumer Defensive
7.85K
New
$79.1 - $95.7 $621K - $751K
7.85K $711M
Activity Summary
Buys All Purchases 202 New Holdings 202 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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