Wealth Quarterback LLC Incresed Positions in Q3 2024

Wealth Quarterback LLC

  • $192 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
42.3K
+ 150.85%
$95.81 - $109.03 $4.06M - $4.62M
70.4K $7.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.87K
+ 377.67%
$434.77 - $502.96 $2.99M - $3.45M
8.68K $4.24M
AAPL
Apple Inc.

Technology
1.97K
+ 6.06%
$207.23 - $234.82 $407K - $461K
34.4K $8.01M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
544
+ 2.54%
$386.81 - $423.12 $210K - $230K
21.9K $9.28M
XLU
Utilities Sector Spdr

ETFs
1.21K
+ 2.46%
$67.67 - $80.78 $82.1K - $98K
50.6K $4.09M
LLY
Eli Lilly & CO

Healthcare
802
+ 87.65%
$772.14 - $960.02 $619K - $770K
1.72K $1.52M
DVY
Ishares Tr

ETFs
732
+ 2.59%
$119.99 - $135.74 $87.8K - $99.4K
29K $3.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.17K
+ 1.07%
$57.32 - $62.65 $66.9K - $73.2K
110K $6.85M
PEG
Public Service Enterprise Group Inc

Utilities
2.89K
+ 36.52%
$73.58 - $89.21 $213K - $258K
10.8K $964K
INTC
Intel Corp

Technology
17.7K
+ 246.48%
$18.9 - $34.87 $335K - $619K
25K $585K
META
Meta Platforms, Inc.

Communication Services
232
+ 8.83%
$453.41 - $572.44 $105K - $133K
2.86K $1.64M
ASML
Asml Holding Nv

Technology
529
+ 67.22%
$749.82 - $1098.95 $397K - $581K
1.32K $1.1M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.08%
$460.3 - $584.56 $921 - $1.17K
2.47K $1.45M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
446
+ 0.5%
$33.74 - $37.96 $15K - $16.9K
89.1K $3.35M
XOM
Exxon Mobil Corp

Energy
1.63K
+ 10.12%
$109.72 - $119.0 $179K - $194K
17.8K $2.08M
HD
Home Depot, Inc.

Consumer Cyclical
96
+ 3.35%
$333.64 - $405.2 $32K - $38.9K
2.96K $1.2M
XLV
Select Sector Spdr Fund Health

ETFs
418
+ 2.39%
$143.3 - $157.24 $59.9K - $65.7K
17.9K $2.76M
AMD
Advanced Micro Devices Inc

Technology
1.07K
+ 16.62%
$128.67 - $183.96 $137K - $196K
7.49K $1.23M
LHX
L3 Harris Technologies, Inc.

Industrials
703
+ 54.45%
$221.96 - $243.27 $156K - $171K
1.99K $474K
VZ
Verizon Communications Inc

Communication Services
2.14K
+ 12.27%
$38.89 - $45.0 $83.1K - $96.2K
19.6K $878K
TSLA
Tesla, Inc.

Consumer Cyclical
8
+ 0.34%
$191.76 - $263.26 $1.53K - $2.11K
2.4K $626K
AVGO
Broadcom Inc.

Technology
3.97K
+ 981.68%
$136.27 - $1745.86 $540K - $6.92M
4.37K $753K
AMGN
Amgen Inc

Healthcare
245
+ 17.95%
$309.38 - $337.38 $75.8K - $82.7K
1.61K $518K
VBR
Vanguard Small Cap Value ETF

ETFs
59
+ 1.46%
$179.99 - $201.6 $10.6K - $11.9K
4.09K $821K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.3%
$801.83 - $917.05 $4.81K - $5.5K
1.99K $1.76M
RTX
Raytheon Technologies Corp

Industrials
52
+ 1.51%
$99.55 - $123.34 $5.18K - $6.41K
3.49K $422K
TT
Trane Technologies PLC

Industrials
3
+ 0.24%
$314.21 - $388.71 $943 - $1.17K
1.24K $482K
AVAV
Aero Vironment Inc

Industrials
191
+ 11.7%
$164.14 - $204.5 $31.4K - $39.1K
1.82K $365K
ENB
Enbridge Inc

Energy
647
+ 9.94%
$35.27 - $41.18 $22.8K - $26.6K
7.16K $290K
OUNZ
Van Eck Merk Gold Trust

ETFs
980
+ 8.88%
$22.51 - $25.83 $22.1K - $25.3K
12K $305K
THW
Tekla World Healthcare Fund

Financial Services
3.75K
+ 7.32%
$12.66 - $13.37 $47.4K - $50.1K
55K $730K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
528
+ 3.92%
$19.62 - $23.55 $10.4K - $12.4K
14K $326K
NVDA
Nvidia Corp

Technology
778
+ 4.21%
$98.91 - $134.91 $77K - $105K
19.2K $2.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
113
+ 3.15%
$105.53 - $118.34 $11.9K - $13.4K
3.7K $432K
MSFT
Microsoft Corp

Technology
459
+ 5.12%
$395.15 - $467.56 $181K - $215K
9.43K $4.06M
PEP
Pepsico Inc

Consumer Defensive
88
+ 1.83%
$161.9 - $179.3 $14.2K - $15.8K
4.91K $834K
IIM
Invesco Value Municipal Income Trust

Financial Services
894
+ 1.68%
$12.19 - $12.99 $10.9K - $11.6K
54K $695K
STWD
Starwood Property Trust, Inc.

Real Estate
885
+ 6.6%
$18.75 - $21.11 $16.6K - $18.7K
14.3K $291K
AEP
American Electric Power CO Inc

Utilities
11
+ 0.46%
$87.11 - $104.95 $958 - $1.15K
2.39K $245K
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.34%
$160.76 - $177.82 $2.25K - $2.49K
4.13K $714K
CVX
Chevron Corp

Energy
698
+ 8.63%
$137.88 - $161.97 $96.2K - $113K
8.79K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
609
+ 4.92%
$161.02 - $200.0 $98.1K - $122K
13K $2.42M
WRB
Berkley W R Corp

Financial Services
3.4K
+ 43.39%
$51.54 - $79.62 $175K - $271K
11.3K $638K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.3%
$194.9 - $224.8 $975 - $1.12K
1.66K $350K
CIG
Energy CO Of Minas Gerais

Utilities
1.13K
+ 7.72%
$1.76 - $2.19 $1.99K - $2.48K
15.8K $32K
EVC
Entravision Communications Corp

Communication Services
239
+ 2.22%
$1.74 - $2.22 $416 - $531
11K $22K
Fidelity Wise Origin Bitcoin
14
+ 0.28%
N/A
5.1K $0
CTRA
Coterra Energy Inc.

Energy
1.32K
+ 4.34%
$22.62 - $27.37 $29.8K - $36.1K
31.7K $759K
FENY
Fidelity Covington Tr Msci Ene

ETFs
3.48K
+ 2.05%
$23.09 - $25.75 $80.3K - $89.5K
173K $4.16M
Activity Summary
Buys All Purchases 62 New Holdings 12 Increased Positions 50 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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