Wealth Collab, LLC Purchases in Q4 2024

Wealth Collab, LLC

  • $157 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.42K
+ 9.87%
$280.04 - $302.45 $1.24M - $1.34M
49.2K $14.3B
CRM
Salesforce, Inc.

Technology
2.24K
+ 354.52%
$270.87 - $367.87 $606K - $823K
2.87K $959M
AVUV
American Centy ETF Tr Avantis

ETFs
6.7K
+ 6.64%
$94.37 - $106.41 $632K - $713K
108K $10.4B
AMZN
Amazon Com Inc

Consumer Cyclical
312
+ 1.84%
$180.88 - $232.93 $56.4K - $72.7K
17.2K $3.78B
MUB
Ishares National Muni Bond ETF

ETFs
5.38K
+ 12.29%
$105.78 - $108.7 $570K - $585K
49.2K $5.24B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.7K
+ 13.3%
$49.79 - $51.14 $535K - $549K
91.5K $4.59B
SCHP
Schwab Strategic Us Tips ETF

ETFs
56.4K
+ 147.59%
$25.74 - $53.78 $1.45M - $3.03M
94.6K $2.44B
GOOG
Alphabet Inc.

Communication Services
1.55K
+ 47.6%
$163.08 - $198.16 $252K - $306K
4.79K $912M
CMF
Ishares California Muni Bond E

ETFs
4.9K
+ 16.85%
$56.66 - $58.1 $277K - $285K
34K $1.95B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.61K
+ 77.25%
$100.16 - $100.7 $162K - $162K
3.7K $371M
META
Meta Platforms, Inc.

Communication Services
131
+ 8.3%
$554.08 - $632.68 $72.6K - $82.9K
1.71K $1B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
188
+ 1.1%
$100.18 - $109.1 $18.8K - $20.5K
17.2K $1.81B
AVGO
Broadcom Inc.

Technology
97
+ 14.56%
$159.67 - $250.0 $15.5K - $24.3K
763 $177M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
105K
+ 197.09%
$22.01 - $66.82 $2.31M - $7.01M
158K $3.59B
ADBE
Adobe Inc.

Technology
213
+ 33.23%
$437.39 - $552.96 $93.2K - $118K
854 $380M
PLTR
Palantir Technologies Inc.

Technology
627
New
$36.46 - $82.38 $22.9K - $51.7K
627 $47.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.03%
$521.84 - $558.82 $522 - $559
3.92K $2.11B
DFSE
Dimensional ETF Tr Dimen Emrgn
1.06K
+ 256.07%
N/A
1.47K $48.6M
GRVY
Gravity Co., Ltd.

Communication Services
468
+ 91.59%
$57.5 - $68.32 $26.9K - $32K
979 $61.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
56
+ 6.71%
$172.07 - $207.36 $9.64K - $11.6K
891 $176M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.52%
$205.18 - $250.29 $1.03K - $1.25K
974 $233M
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.45K
+ 446.01%
$18.01 - $19.92 $26.2K - $29K
1.78K $35M
NFLX
Netflix Inc

Communication Services
4
+ 2.94%
$687.65 - $936.56 $2.75K - $3.75K
140 $125M
Hafnia LTD
5.03K
New
N/A
5.03K $28M
STLA
Stellantis N.V.

Consumer Cyclical
2.26K
+ 96.49%
$12.37 - $13.99 $27.9K - $31.6K
4.59K $60M
BCE
Bce Inc

Communication Services
1.17K
New
$22.53 - $34.84 $26.3K - $40.6K
1.17K $27M
HDB
Hdfc Bank LTD

Financial Services
330
New
$59.45 - $68.01 $19.6K - $22.4K
330 $21.1M
FINV
Fin Volution Group

Financial Services
1.46K
+ 8.46%
$5.75 - $7.13 $8.39K - $10.4K
18.7K $127M
Aptiv PLC
319
New
N/A
319 $19.3M
ABBV
Abb Vie Inc.

Healthcare
128
+ 58.18%
$164.99 - $203.87 $21.1K - $26.1K
348 $61.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.07%
$567.81 - $607.81 $568 - $608
1.44K $841M
Veren Inc
3.46K
New
N/A
3.46K $17.8M
RNW
Re New Energy Global PLC

Utilities
2.6K
New
$5.22 - $7.46 $13.6K - $19.4K
2.6K $17.8M
Teekay Tankers LTD
426
New
N/A
426 $17M
RCI
Rogers Communications Inc

Communication Services
574
+ 361.01%
$30.36 - $39.38 $17.4K - $22.6K
733 $22.5M
GSL
Global Ship Lease, Inc.

Industrials
1.02K
+ 64.05%
$21.21 - $26.31 $21.7K - $26.9K
2.62K $57.1M
ALK
Alaska Air Group, Inc.

Industrials
40
+ 6.59%
$42.48 - $67.6 $1.7K - $2.7K
647 $41.9M
LOGI
Logitech International S.A.

Technology
183
+ 183.0%
$77.08 - $91.82 $14.1K - $16.8K
283 $23.3M
CNXC
Concentrix Corp

Technology
310
New
$37.26 - $52.63 $11.6K - $16.3K
310 $13.4M
RDY
Dr Reddys Laboratories LTD

Healthcare
4.58K
+ 492.57%
$13.99 - $79.75 $64K - $365K
5.51K $86.9M
DHIL
Diamond Hill Investment Group Inc

Financial Services
84
+ 125.37%
$150.15 - $171.89 $12.6K - $14.4K
151 $23.4M
ED
Consolidated Edison Inc

Utilities
141
+ 402.86%
$88.87 - $107.38 $12.5K - $15.1K
176 $15.7M
CVS
Cvs Health Corp

Healthcare
258
+ 1172.73%
$43.78 - $67.46 $11.3K - $17.4K
280 $12.6M
STM
St Microelectronics N.V.

Technology
508
+ 119.81%
$24.48 - $28.92 $12.4K - $14.7K
932 $23.3M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
351
New
$29.27 - $35.99 $10.3K - $12.6K
351 $10.6M
AVNW
Aviat Networks, Inc.

Technology
576
+ 11520.0%
$13.7 - $23.23 $7.89K - $13.4K
581 $10.5M
BIIB
Biogen Inc.

Healthcare
73
+ 331.82%
$146.47 - $191.55 $10.7K - $14K
95 $14.5M
AZN
Astrazeneca PLC

Healthcare
157
+ 1207.69%
$63.2 - $79.58 $9.92K - $12.5K
170 $11.1M
Lam Research Corp
140
New
N/A
140 $10.1M
Activity Summary
Buys All Purchases 231 New Holdings 81 Increased Positions 150 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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