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
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.39K
New
$114.73 - $120.23 $733K - $768K
6.39K $764M
NOC
Northrop Grumman Corp

Industrials
1.44K
New
$423.73 - $533.14 $611K - $768K
1.44K $761M
DFIV
Dimensional ETF Tr

ETFs
19.8K
New
$34.66 - $38.38 $685K - $758K
19.8K $752M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
26.4K
New
$25.21 - $28.46 $666K - $752K
26.4K $743M
INTC
Intel Corp

Technology
31K
New
$18.9 - $34.87 $585K - $1.08M
31K $726M
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.4K
New
$51.58 - $53.79 $693K - $723K
13.4K $720M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.5K
New
$41.02 - $46.01 $634K - $711K
15.5K $703M
JCI
Johnson Controls International PLC

Industrials
9.03K
New
$65.52 - $77.61 $592K - $701K
9.03K $701M
DFSD
Dimensional ETF Tr Short Durat

ETFs
14.7K
New
$47.0 - $47.84 $690K - $702K
14.7K $701M
EW
Edwards Lifesciences Corp

Healthcare
10.6K
New
$59.7 - $93.78 $631K - $991K
10.6K $697M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.34K
New
$75.47 - $83.18 $630K - $694K
8.34K $693M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
161K
New
$3.99 - $4.33 $643K - $698K
161K $690M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.85K
New
$100.3 - $100.74 $687K - $690K
6.85K $690M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
13.5K
New
$50.61 - $50.96 $685K - $690K
13.5K $689M
CMI
Cummins Inc

Industrials
2.12K
New
$266.63 - $326.4 $566K - $693K
2.12K $687M
ILMN
Illumina, Inc.

Healthcare
5.26K
New
$105.28 - $135.9 $554K - $715K
5.26K $686M
DFSE
Dimensional ETF Tr Dimen Emrgn
19.2K
New
N/A
19.2K $682M
MO
Altria Group, Inc.

Consumer Defensive
13.4K
New
$45.95 - $54.71 $614K - $731K
13.4K $682M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.8K
New
$48.06 - $49.39 $661K - $680K
13.8K $679M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
8.69K
New
$70.04 - $77.47 $609K - $673K
8.69K $673M
IEF
Ishares Barclays

ETFs
6.84K
New
$92.67 - $99.14 $633K - $678K
6.84K $671M
PANW
Palo Alto Networks Inc

Technology
1.92K
New
$294.18 - $368.01 $565K - $706K
1.92K $656M
GME
Game Stop Corp.

Consumer Cyclical
28.5K
New
$19.5 - $28.54 $555K - $812K
28.5K $652M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.8K
New
$149.02 - $167.67 $566K - $637K
3.8K $637M
SHEL
Shell PLC

Energy
9.65K
New
$65.65 - $73.28 $633K - $707K
9.65K $636M
EPD
Enterprise Products Partners L.P.

Energy
21.6K
New
$27.88 - $30.0 $602K - $648K
21.6K $629M
AZN
Astrazeneca PLC

Healthcare
8.05K
New
$76.67 - $87.62 $617K - $705K
8.05K $627M
Gsk PLC
15.3K
New
N/A
15.3K $625M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7.03K
New
$81.1 - $89.18 $570K - $627K
7.03K $617M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
10.7K
New
$50.99 - $57.81 $544K - $617K
10.7K $611M
IBHD
Ishares Ibonds 2024 Term High

ETFs
26.1K
New
$23.11 - $23.29 $603K - $607K
26.1K $607M
SPTS
Spdr Portfolio Short Term Trea

ETFs
20.6K
New
$28.75 - $29.46 $593K - $608K
20.6K $607M
U
Unity Software Inc.

Technology
26.7K
New
$13.93 - $23.19 $372K - $619K
26.7K $604M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8.43K
New
$65.06 - $71.72 $548K - $604K
8.43K $599M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
12.8K
New
$42.22 - $48.62 $542K - $625K
12.8K $598M
DUK
Duke Energy Corp

Utilities
5.08K
New
$99.35 - $117.71 $505K - $598K
5.08K $586M
IHDG
Wisdomtree Tr

ETFs
12.8K
New
$42.42 - $46.78 $544K - $600K
12.8K $586M
CSX
Csx Corp

Industrials
16.8K
New
$32.48 - $35.45 $546K - $596K
16.8K $580M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.16K
New
$240.48 - $267.94 $518K - $577K
2.16K $576M
BUCK
Simplify Exchange Traded Fds S
23.3K
New
N/A
23.3K $572M
PM
Philip Morris International Inc.

Consumer Defensive
4.7K
New
$101.25 - $127.45 $476K - $599K
4.7K $571M
Abrdn Asia Pacific Income Fu
32.7K
New
N/A
32.7K $570M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
40K
New
$13.08 - $14.19 $523K - $567K
40K $567M
DVN
Devon Energy Corp

Energy
14.4K
New
$37.87 - $48.65 $544K - $699K
14.4K $562M
Fidelity Covington Trust
18.5K
New
N/A
18.5K $559M
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
19.4K
New
$25.1 - $32.04 $487K - $622K
19.4K $557M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.96K
New
$256.4 - $289.78 $502K - $567K
1.96K $556M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.35K
New
$59.93 - $66.52 $500K - $556K
8.35K $556M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
38.5K
New
$14.16 - $14.47 $545K - $557K
38.5K $554M
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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