Wealth Quarterback LLC Incresed Positions in Q4 2024

Wealth Quarterback LLC

  • $212 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
22K
+ 37.15%
$570.51 - $610.59 $12.5M - $13.4M
81.1K $47.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
14.9K
+ 67.98%
$417.69 - $450.94 $6.23M - $6.72M
36.8K $15.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.1K
+ 23.81%
$176.42 - $186.91 $2.67M - $2.83M
78.7K $14M
AAPL
Apple Inc.

Technology
2.94K
+ 8.56%
$221.69 - $259.02 $652K - $762K
37.3K $9.35M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.15K
+ 4.81%
$129.96 - $144.97 $410K - $457K
68.8K $9.58M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 10.17%
$180.88 - $232.93 $239K - $307K
14.3K $3.14M
IAU
Ishares Gold Trust

ETFs
12.5K
+ 60.75%
$48.37 - $52.65 $605K - $659K
33.1K $1.64M
ITA
Ishares Tr

ETFs
3.99K
+ 39.22%
$144.31 - $157.31 $576K - $628K
14.2K $2.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
369
+ 4.25%
$481.22 - $538.17 $178K - $199K
9.05K $4.63M
COST
Costco Wholesale Corp

Consumer Defensive
198
+ 9.95%
$873.59 - $994.69 $173K - $197K
2.19K $2M
WMT
Walmart Inc.

Consumer Defensive
258
+ 1.32%
$79.1 - $95.7 $20.4K - $24.7K
19.7K $1.78M
NVO
Novo Nordisk A S

Healthcare
5.17K
+ 71.99%
$85.0 - $120.04 $440K - $621K
12.4K $1.06M
FTNT
Fortinet, Inc.

Technology
77
+ 0.7%
$76.49 - $99.21 $5.89K - $7.64K
11.1K $1.05M
BMY
Bristol Myers Squibb CO

Healthcare
443
+ 2.4%
$51.92 - $59.94 $23K - $26.6K
18.9K $1.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
141
+ 8.14%
$567.81 - $607.81 $80.1K - $85.7K
1.87K $1.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
515
+ 8.13%
$238.25 - $261.28 $123K - $135K
6.85K $1.66M
D
Dominion Energy, Inc

Utilities
1.97K
+ 50.51%
$52.63 - $60.92 $104K - $120K
5.86K $315K
BK
Bank Of New York Mellon Corp

Financial Services
357
+ 3.18%
$70.82 - $81.87 $25.3K - $29.2K
11.6K $891K
META
Meta Platforms, Inc.

Communication Services
57
+ 1.99%
$554.08 - $632.68 $31.6K - $36.1K
2.92K $1.72M
CTRA
Coterra Energy Inc.

Energy
787
+ 2.48%
$22.71 - $27.63 $17.9K - $21.7K
32.5K $829K
SCHW
Schwab Charles Corp

Financial Services
97
+ 1.62%
$63.31 - $82.85 $6.14K - $8.04K
6.07K $449K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
708
+ 5.06%
$22.72 - $28.29 $16.1K - $20K
14.7K $387K
XLY
Select Sector Spdr Consumer Di

ETFs
4
+ 0.19%
$194.8 - $239.43 $779 - $958
2.09K $468K
ENB
Enbridge Inc

Energy
744
+ 10.4%
$40.4 - $43.92 $30.1K - $32.7K
7.9K $335K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
158
+ 3.66%
$442.29 - $483.08 $69.9K - $76.3K
4.48K $2.03M
PH
Parker Hannifin Corp

Industrials
47
+ 2.57%
$621.74 - $709.46 $29.2K - $33.3K
1.87K $1.19M
GOOG
Alphabet Inc.

Communication Services
14
+ 1.16%
$163.08 - $198.16 $2.28K - $2.77K
1.22K $232K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.12%
$378.79 - $428.11 $379 - $428
837 $343K
TFC
Truist Financial Corp

Financial Services
266
+ 1.77%
$41.51 - $48.1 $11K - $12.8K
15.3K $663K
XLK
Technology Sector Spdr

ETFs
49
+ 3.7%
$220.26 - $241.44 $10.8K - $11.8K
1.38K $319K
MO
Altria Group, Inc.

Consumer Defensive
49
+ 0.47%
$49.06 - $57.74 $2.4K - $2.83K
10.4K $544K
OUNZ
Van Eck Merk Gold Trust

ETFs
496
+ 4.13%
$24.72 - $26.9 $12.3K - $13.3K
12.5K $316K
MFC
Manulife Financial Corp

Financial Services
56
+ 0.79%
$29.21 - $32.87 $1.64K - $1.84K
7.19K $220K
GUT
Gabelli Utility Trust

Financial Services
1.93K
+ 5.13%
$4.99 - $5.44 $9.64K - $10.5K
39.6K $199K
EVC
Entravision Communications Corp

Communication Services
224
+ 2.04%
$2.02 - $2.59 $452 - $580
11.2K $26K
Fidelity Wise Origin Bitcoin
1.81K
+ 35.4%
N/A
6.9K $0
CVX
Chevron Corp

Energy
139
+ 1.58%
$141.15 - $162.53 $19.6K - $22.6K
8.92K $1.29M
QCOM
Qualcomm Inc

Technology
283
+ 9.16%
$150.4 - $178.04 $42.6K - $50.4K
3.37K $518K
O
Realty Income Corp

Real Estate
505
+ 14.55%
$51.76 - $64.71 $26.1K - $32.7K
3.98K $212K
STWD
Starwood Property Trust, Inc.

Real Estate
518
+ 3.62%
$18.95 - $20.37 $9.82K - $10.6K
14.8K $280K
DUK
Duke Energy Corp

Utilities
15
+ 0.62%
$105.76 - $120.76 $1.59K - $1.81K
2.44K $262K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.06%
$114.45 - $127.21 $229 - $254
3.49K $404K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.07%
$161.05 - $179.7 $483 - $539
4.13K $692K
TT
Trane Technologies PLC

Industrials
2
+ 0.16%
$369.35 - $419.14 $739 - $838
1.24K $459K
AEP
American Electric Power CO Inc

Utilities
14
+ 0.59%
$90.91 - $102.21 $1.27K - $1.43K
2.4K $221K
MMM
3 M CO

Industrials
13
+ 0.26%
$124.74 - $137.12 $1.62K - $1.78K
4.93K $636K
LHX
L3 Harris Technologies, Inc.

Industrials
84
+ 4.21%
$208.94 - $264.22 $17.6K - $22.2K
2.08K $436K
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 0.44%
$385.02 - $431.37 $5.01K - $5.61K
2.97K $1.16M
CB
Chubb LTD

Financial Services
82
+ 1.45%
$271.57 - $301.89 $22.3K - $24.8K
5.73K $1.58M
Activity Summary
Buys All Purchases 72 New Holdings 8 Increased Positions 64 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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