Wealth Collab, LLC Reduced Holdings in Q4 2024

Wealth Collab, LLC

  • $157 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-139
- 0.26%
$87.85 - $98.6 $12.2K - $13.7K
52.8K $4.71B
TIP
Ishares Tr Tips Bd ETF

ETFs
-974
- 4.69%
$106.33 - $110.69 $104K - $108K
19.8K $2.11B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-5.71K
- 67.44%
$25.25 - $26.34 $144K - $150K
2.76K $69.8M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.04K
- 5.94%
$56.61 - $61.63 $59.1K - $64.3K
16.5K $938M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.41K
- 41.95%
$87.25 - $95.52 $123K - $135K
1.95K $173M
MSFT
Microsoft Corp

Technology
-57
- 0.88%
$406.35 - $454.46 $23.2K - $25.9K
6.39K $2.69B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.9K
- 3.73%
$33.92 - $36.6 $98.4K - $106K
74.8K $2.59B
AVSE
American Centy ETF Tr Avantis

ETFs
-977
- 28.16%
$50.47 - $56.52 $49.3K - $55.2K
2.49K $126M
HMC
Honda Motor CO LTD

Consumer Cyclical
-1.86K
- 90.97%
$23.7 - $32.62 $44.2K - $60.8K
185 $5.28M
SNAP
Snap Inc

Communication Services
-5.69K
- 5.54%
$9.98 - $12.86 $56.8K - $73.1K
96.9K $1.04B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-110
- 1.0%
$44.04 - $49.49 $4.84K - $5.44K
10.9K $479M
AVSD
American Centy ETF Tr Avantis

ETFs
-627
- 31.94%
$55.57 - $59.89 $34.8K - $37.6K
1.34K $74.4M
UNH
Unitedhealth Group Inc

Healthcare
-63
- 41.45%
$485.52 - $625.25 $30.6K - $39.4K
89 $45M
SKM
Sk Telecom CO LTD

Communication Services
-1.13K
- 20.66%
$21.04 - $24.27 $23.8K - $27.5K
4.35K $91.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-430
- 24.4%
$60.13 - $67.31 $25.9K - $28.9K
1.33K $80.9M
NVO
Novo Nordisk A S

Healthcare
-107
- 12.44%
$85.0 - $120.04 $9.1K - $12.8K
753 $64.8M
VEA
Vanguard Ftse Developed Market

ETFs
-273
- 5.7%
$47.57 - $52.44 $13K - $14.3K
4.52K $216M
UMC
United Microelectronics Corp

Technology
-3.99K
- 81.93%
$6.34 - $8.35 $25.3K - $33.3K
880 $5.71M
MHO
M/I Homes, Inc.

Consumer Cyclical
-61
- 10.55%
$132.44 - $174.81 $8.08K - $10.7K
517 $68.7M
SHG
Shinhan Financial Group CO LTD

Financial Services
-411
- 23.41%
N/A
1.35K $44.2M
PFE
Pfizer Inc

Healthcare
-676
- 16.65%
$24.8 - $30.19 $16.8K - $20.4K
3.39K $89.8M
JNJ
Johnson & Johnson

Healthcare
-76
- 8.29%
$143.34 - $165.86 $10.9K - $12.6K
841 $122M
BHP
Bhp Group LTD

Basic Materials
-397
- 69.41%
$48.78 - $62.43 $19.4K - $24.8K
175 $8.55M
SBUX
Starbucks Corp

Consumer Cyclical
-200
- 16.67%
$87.44 - $102.5 $17.5K - $20.5K
1K $91.3M
EEM
Ishares Msci Emerging Markets

ETFs
-349
- 15.94%
$41.82 - $47.36 $14.6K - $16.5K
1.84K $76.9M
INTC
Intel Corp

Technology
-165
- 2.89%
$19.07 - $26.23 $3.15K - $4.33K
5.55K $111M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-45
- 1.09%
$96.64 - $101.23 $4.35K - $4.56K
4.08K $396M
AMGN
Amgen Inc

Healthcare
-49
- 37.12%
$258.78 - $328.31 $12.7K - $16.1K
83 $21.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-82
- 10.1%
$311.11 - $335.64 $25.5K - $27.5K
730 $235M
IMKTA
Ingles Markets Inc

Consumer Defensive
-242
- 56.67%
$60.85 - $75.3 $14.7K - $18.2K
185 $11.9M
BIDU
Baidu, Inc.

Communication Services
-139
- 40.52%
$80.33 - $115.13 $11.2K - $16K
204 $17.2M
QCOM
Qualcomm Inc

Technology
-79
- 19.27%
$150.4 - $178.04 $11.9K - $14.1K
331 $50.9M
BAC
Bank Of America Corp

Financial Services
-500
- 53.36%
$39.22 - $47.77 $19.6K - $23.9K
437 $19.2M
FSLR
First Solar, Inc.

Technology
-19
- 9.55%
$175.88 - $240.66 $3.34K - $4.57K
180 $31.7M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-730
- 49.42%
$15.45 - $19.82 $11.3K - $14.5K
747 $12.3M
BTG
B2 Gold Corp

Basic Materials
-4.79K
- 59.65%
$2.42 - $3.47 $11.6K - $16.6K
3.24K $7.9M
WDS
Woodside Energy Group LTD

Energy
-842
- 52.72%
$14.38 - $18.32 $12.1K - $15.4K
755 $11.8M
NRC
National Research Corp

Healthcare
-597
- 59.76%
$17.07 - $21.78 $10.2K - $13K
402 $7.09M
WU
Western Union CO

Financial Services
-1.15K
- 48.96%
$10.52 - $11.94 $12.1K - $13.7K
1.2K $12.7M
KO
Coca Cola CO

Consumer Defensive
-161
- 34.92%
$61.74 - $71.71 $9.94K - $11.5K
300 $18.7M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-665
- 9.7%
$9.25 - $10.62 $6.15K - $7.06K
6.19K $60.2M
ORA
Ormat Technologies, Inc.

Utilities
-134
- 30.25%
$67.12 - $83.84 $8.99K - $11.2K
309 $20.9M
VALE
Vale S.A.

Basic Materials
-948
- 57.59%
$8.74 - $11.78 $8.29K - $11.2K
698 $6.19M
MRK
Merck & Co., Inc.

Healthcare
-87
- 29.1%
$96.31 - $114.76 $8.38K - $9.98K
212 $21.1M
JHX
James Hardie Industries PLC

Basic Materials
-245
- 45.12%
$30.81 - $38.63 $7.55K - $9.46K
298 $9.18M
GIB
Cgi Inc

Technology
-63
- 6.28%
$107.0 - $116.25 $6.74K - $7.32K
940 $103M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-179
- 5.95%
$26.63 - $30.23 $4.77K - $5.41K
2.83K $75.3M
PH
Parker Hannifin Corp

Industrials
-19
- 26.76%
$621.74 - $709.46 $11.8K - $13.5K
52 $33.1M
OTEX
Open Text Corp

Technology
-165
- 12.3%
$27.37 - $34.05 $4.52K - $5.62K
1.18K $33.3M
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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