Wealthgarden F.S. LLC Purchases in Q3 2024

Wealthgarden F.S. LLC

  • $1.64 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RWK
Invesco Exchange Traded Fd Tr

ETFs
18.7K
New
$107.13 - $116.56 $2M - $2.18M
18.7K $2.18B
CDNS
Cadence Design Systems Inc

Technology
8.02K
New
$246.84 - $321.11 $1.98M - $2.58M
8.02K $2.17B
JMEE
J P Morgan Exchange Traded Fd

ETFs
35.6K
New
$55.81 - $61.01 $1.99M - $2.17M
35.6K $2.17B
IBM
International Business Machines Corp

Technology
9.68K
New
$175.1 - $223.38 $1.69M - $2.16M
9.68K $2.14B
VGT
Vanguard Information Technolog

ETFs
3.56K
New
$514.43 - $606.85 $1.83M - $2.16M
3.56K $2.09B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
42.9K
+ 190.18%
$44.83 - $47.42 $1.93M - $2.04M
65.5K $3.09B
DGT
Spdr Global Dow ETF
15K
New
N/A
15K $2.06B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
43.5K
New
$44.65 - $47.21 $1.94M - $2.05M
43.5K $2.03B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24K
New
$81.31 - $83.29 $1.95M - $2M
24K $2B
IBHE
Ishares Ibonds 2025 Term High

ETFs
85.5K
New
$23.03 - $23.3 $1.97M - $1.99M
85.5K $1.99B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
21.2K
New
$85.03 - $94.56 $1.81M - $2.01M
21.2K $1.98B
UNP
Union Pacific Corp

Industrials
7.96K
New
$221.78 - $256.09 $1.77M - $2.04M
7.96K $1.96B
VCIT
Vanguard Intermediate Term Cor

ETFs
23.2K
New
$79.29 - $84.02 $1.84M - $1.95M
23.2K $1.95B
FREL
Fidelity Covington Tr Msci Rea

ETFs
65.6K
New
$25.07 - $29.94 $1.65M - $1.96M
65.6K $1.93B
DISV
Dimensional ETF Tr Dimensional

ETFs
66.6K
New
$26.06 - $29.18 $1.73M - $1.94M
66.6K $1.93B
ADP
Automatic Data Processing Inc

Industrials
6.85K
New
$233.44 - $279.45 $1.6M - $1.91M
6.85K $1.89B
LOW
Lowes Companies Inc

Consumer Cyclical
6.95K
New
$213.3 - $270.78 $1.48M - $1.88M
6.95K $1.88B
CAT
Caterpillar Inc

Industrials
4.8K
New
$316.8 - $391.12 $1.52M - $1.88M
4.8K $1.88B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
77.8K
New
$23.04 - $24.06 $1.79M - $1.87M
77.8K $1.87B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.76K
New
$1024.09 - $1201.76 $1.8M - $2.11M
1.76K $1.85B
WMT
Walmart Inc.

Consumer Defensive
22.7K
New
$66.91 - $81.4 $1.52M - $1.85M
22.7K $1.83B
IWY
Ishares Tr Russell 200 Growth

ETFs
8.24K
New
$194.66 - $225.97 $1.6M - $1.86M
8.24K $1.81B
CZA
Invesco Exchange Traded Fd Tr

ETFs
16.7K
New
$96.53 - $108.29 $1.62M - $1.81M
16.7K $1.81B
IYR
Ishares Tr

ETFs
17.7K
New
$86.93 - $103.61 $1.54M - $1.83M
17.7K $1.8B
ASML
Asml Holding Nv

Technology
2.15K
New
$749.82 - $1098.95 $1.61M - $2.36M
2.15K $1.79B
AVDE
American Centy ETF Tr Avantis

ETFs
26.6K
New
$60.09 - $67.67 $1.6M - $1.8M
26.6K $1.79B
MUB
Ishares National Muni Bond ETF

ETFs
16.4K
+ 721.12%
$106.13 - $108.7 $1.74M - $1.78M
18.7K $2.03B
MMM
3 M CO

Industrials
12.8K
New
$99.69 - $139.42 $1.28M - $1.79M
12.8K $1.75B
ETN
Eaton Corp PLC

Industrials
5.28K
New
$272.52 - $333.02 $1.44M - $1.76M
5.28K $1.75B
FVD
First Tr Value Line Divid Inde

ETFs
38.4K
New
$40.45 - $45.49 $1.55M - $1.75M
38.4K $1.75B
HYG
Ishares Tr

ETFs
21.5K
New
$76.72 - $80.36 $1.65M - $1.73M
21.5K $1.72B
IVW
Ishares S&P 500 Growth ETF

ETFs
16.1K
+ 39.02%
$84.77 - $97.13 $1.36M - $1.56M
57.2K $5.48B
MU
Micron Technology Inc

Technology
16.1K
New
$86.27 - $136.82 $1.39M - $2.2M
16.1K $1.67B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
15.8K
+ 265.57%
$96.3 - $106.49 $1.52M - $1.68M
21.7K $2.28B
BBUS
J P Morgan Exchg Traded Fd

ETFs
16K
New
$93.22 - $103.58 $1.5M - $1.66M
16K $1.66B
ARKF
Ark ETF Tr Fintech Innovation

ETFs
55K
New
$24.38 - $30.06 $1.34M - $1.65M
55K $1.64B
RTX
Raytheon Technologies Corp

Industrials
13.5K
New
$99.55 - $123.34 $1.34M - $1.66M
13.5K $1.63B
PEP
Pepsico Inc

Consumer Defensive
9.38K
New
$161.9 - $179.3 $1.52M - $1.68M
9.38K $1.6B
DUHP
Dimensional ETF Tr Dimensional

ETFs
46.6K
New
$30.74 - $34.07 $1.43M - $1.59M
46.6K $1.59B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
144K
New
$9.89 - $11.43 $1.42M - $1.64M
144K $1.58B
VZ
Verizon Communications Inc

Communication Services
35.1K
New
$38.89 - $45.0 $1.37M - $1.58M
35.1K $1.58B
TIP
Ishares Tr Tips Bd ETF

ETFs
14.3K
New
$105.92 - $110.83 $1.51M - $1.58M
14.3K $1.58B
PFE
Pfizer Inc

Healthcare
54.3K
New
$27.7 - $31.39 $1.51M - $1.71M
54.3K $1.57B
DFIC
Dimensional ETF Tr Dimensional

ETFs
55.8K
New
$25.36 - $28.37 $1.41M - $1.58M
55.8K $1.57B
MCD
Mcdonalds Corp

Consumer Cyclical
5.12K
New
$245.82 - $304.51 $1.26M - $1.56M
5.12K $1.56B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
32.4K
+ 459.79%
$45.2 - $47.87 $1.46M - $1.55M
39.4K $1.87B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28K
New
$49.7 - $56.11 $1.39M - $1.57M
28K $1.54B
MRK
Merck & Co., Inc.

Healthcare
13.4K
New
$111.15 - $128.97 $1.49M - $1.73M
13.4K $1.53B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
12.3K
New
$111.9 - $124.28 $1.38M - $1.53M
12.3K $1.52B
Activity Summary
Buys All Purchases 606 New Holdings 549 Increased Positions 57 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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