Vivid Wealth Management, LLC Incresed Positions in Q4 2024

Vivid Wealth Management, LLC

  • $198 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.65K
+ 9.5%
$100.16 - $100.7 $866K - $871K
99.7K $10B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.11K
+ 8.01%
$91.29 - $91.8 $740K - $744K
109K $9.99B
AMZN
Amazon Com Inc

Consumer Cyclical
107
+ 0.66%
$180.88 - $232.93 $19.4K - $24.9K
16.3K $3.58B
GOOGL
Alphabet Inc.

Communication Services
447
+ 2.68%
$161.86 - $196.66 $72.4K - $87.9K
17.1K $3.24B
WMT
Walmart Inc.

Consumer Defensive
3.16K
+ 51.82%
$79.1 - $95.7 $250K - $303K
9.26K $837M
EMR
Emerson Electric CO

Industrials
249
+ 1.31%
$108.13 - $134.33 $26.9K - $33.4K
19.3K $2.4B
CDNS
Cadence Design Systems Inc

Technology
277
+ 3.65%
$249.1 - $324.54 $69K - $89.9K
7.86K $2.36B
AAPL
Apple Inc.

Technology
77
+ 0.56%
$221.69 - $259.02 $17.1K - $19.9K
13.9K $3.48B
WFC
Wells Fargo & Company

Financial Services
325
+ 1.96%
$54.98 - $77.35 $17.9K - $25.1K
16.9K $1.19B
PANW
Palo Alto Networks Inc

Technology
6.97K
+ 101.52%
$181.96 - $405.9 $1.27M - $2.83M
13.8K $2.52B
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 1.19%
$873.59 - $994.69 $27.1K - $30.8K
2.63K $2.41B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.19K
+ 21.2%
$71.75 - $75.11 $85.2K - $89.2K
6.79K $488M
MSFT
Microsoft Corp

Technology
234
+ 3.35%
$406.35 - $454.46 $95.1K - $106K
7.22K $3.04B
PG
Procter & Gamble CO

Consumer Defensive
203
+ 17.12%
$161.05 - $179.7 $32.7K - $36.5K
1.39K $233M
SPGI
S&P Global Inc.

Financial Services
180
+ 4.14%
$480.36 - $529.17 $86.5K - $95.3K
4.53K $2.26B
MRK
Merck & Co., Inc.

Healthcare
200
+ 10.33%
$96.31 - $114.76 $19.3K - $23K
2.14K $213M
DNP
Dnp Select Income Fund Inc

Financial Services
91
+ 0.85%
$8.82 - $9.96 $803 - $906
10.8K $94.9M
XLE
Energy Sector Spdr

ETFs
539
+ 1.36%
$83.32 - $97.27 $44.9K - $52.4K
40.3K $3.45B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.53K
+ 2.5%
$57.53 - $60.83 $145K - $154K
104K $5.96B
IR
Ingersoll Rand Inc.

Industrials
1.01K
+ 4.55%
$90.46 - $105.35 $91.5K - $107K
23.3K $2.1B
TDG
Trans Digm Group Inc

Industrials
125
+ 7.95%
$1239.0 - $1442.53 $155K - $180K
1.7K $2.15B
LMT
Lockheed Martin Corp

Industrials
7
+ 0.57%
$479.66 - $614.62 $3.36K - $4.3K
1.23K $599M
VTV
Vanguard Value ETF

ETFs
279
+ 0.8%
$168.32 - $181.87 $47K - $50.7K
35.4K $5.99B
CAT
Caterpillar Inc

Industrials
90
+ 1.38%
$360.37 - $416.88 $32.4K - $37.5K
6.61K $2.4B
LDOS
Leidos Holdings, Inc.

Technology
532
+ 3.73%
$143.17 - $201.39 $76.2K - $107K
14.8K $2.13B
AMD
Advanced Micro Devices Inc

Technology
1.49K
+ 10.62%
$118.88 - $172.8 $177K - $257K
15.5K $1.87B
Activity Summary
Buys All Purchases 35 New Holdings 8 Increased Positions 27 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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