Wealthgarden F.S. LLC Incresed Positions in Q3 2024

Wealthgarden F.S. LLC

  • $1.64 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
261K
+ 8825.28%
$395.15 - $467.56 $103M - $122M
264K $113B
AAPL
Apple Inc.

Technology
298K
+ 3472.28%
$207.23 - $234.82 $61.7M - $69.9M
306K $71.4B
IVV
Ishares Core S&P 500 ETF

ETFs
68.5K
+ 660.82%
$520.18 - $576.82 $35.6M - $39.5M
78.8K $45.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
75.4K
+ 4844.32%
$434.77 - $502.96 $32.8M - $37.9M
77K $37.6B
VUG
Vanguard Growth ETF

ETFs
93.9K
+ 11393.69%
$341.08 - $391.94 $32M - $36.8M
94.7K $36.4B
AMZN
Amazon Com Inc

Consumer Cyclical
157K
+ 3454.22%
$161.02 - $200.0 $25.3M - $31.4M
162K $30.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60.3K
+ 1987.41%
$405.19 - $478.57 $24.4M - $28.9M
63.3K $29.1B
NVDA
Nvidia Corp

Technology
230K
+ 986.8%
$98.91 - $134.91 $22.8M - $31M
253K $30.8B
IWF
Ishares Russell 1000 Gr ETF

ETFs
66.2K
+ 3397.28%
$332.02 - $382.76 $22M - $25.4M
68.2K $25.6B
TSLA
Tesla, Inc.

Consumer Cyclical
65.4K
+ 4939.05%
$191.76 - $263.26 $12.5M - $17.2M
66.7K $17.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
22.6K
+ 4061.51%
$517.38 - $573.86 $11.7M - $13M
23.1K $13.3B
GOOG
Alphabet Inc.

Communication Services
69.7K
+ 2019.89%
$149.54 - $192.66 $10.4M - $13.4M
73.1K $12.2B
LLY
Eli Lilly & CO

Healthcare
12.1K
+ 1056.35%
$772.14 - $960.02 $9.31M - $11.6M
13.2K $11.7B
VTI
Vanguard Total Stock Market Et

ETFs
35.4K
+ 2051.16%
$255.18 - $283.2 $9.04M - $10M
37.2K $10.5B
GLD
Spdr Gold Trust

ETFs
37.3K
+ 687.02%
$215.56 - $246.98 $8.04M - $9.22M
42.8K $10.4B
XLK
Technology Sector Spdr

ETFs
34.4K
+ 434.87%
$197.34 - $237.68 $6.79M - $8.18M
42.3K $9.56B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
98.1K
+ 1787.02%
$74.26 - $78.84 $7.28M - $7.73M
104K $8.11B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
112K
+ 1416.8%
$57.32 - $62.65 $6.42M - $7.01M
120K $7.47B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
75.9K
+ 264.97%
$60.84 - $67.51 $4.62M - $5.13M
105K $7.06B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
98.3K
+ 522.25%
$49.93 - $51.15 $4.91M - $5.03M
117K $5.98B
JPM
Jpmorgan Chase & CO

Financial Services
21K
+ 673.77%
$194.9 - $224.8 $4.1M - $4.73M
24.2K $5.09B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
45.9K
+ 182.33%
$77.02 - $85.06 $3.54M - $3.91M
71.1K $6.01B
XLF
Financial Sector Spdr

ETFs
85.1K
+ 629.75%
$40.84 - $45.74 $3.48M - $3.89M
98.6K $4.47B
VONV
Vanguard Russell 1000 Value Et

ETFs
44.5K
+ 1571.37%
$76.07 - $83.33 $3.38M - $3.7M
47.3K $3.94B
ABBV
Abb Vie Inc.

Healthcare
18.6K
+ 1130.58%
$163.84 - $199.33 $3.05M - $3.71M
20.3K $4B
IWM
Ishares Russell 2000 ETF

ETFs
15.9K
+ 865.07%
$200.87 - $224.6 $3.2M - $3.58M
17.8K $3.92B
IEFA
Ishares Tr

ETFs
43.5K
+ 158.05%
$70.09 - $78.74 $3.05M - $3.43M
71.1K $5.55B
IVE
Ishares S&P 500 Value ETF

ETFs
17.2K
+ 1091.67%
$181.06 - $197.17 $3.11M - $3.38M
18.7K $3.69B
XLY
Select Sector Spdr Consumer Di

ETFs
14K
+ 346.73%
$170.05 - $200.86 $2.38M - $2.82M
18.1K $3.62B
HD
Home Depot, Inc.

Consumer Cyclical
6.77K
+ 1043.76%
$333.64 - $405.2 $2.26M - $2.74M
7.42K $3.01B
XLC
Select Sector Spdr Tr Communic

ETFs
29.4K
+ 623.76%
$82.16 - $90.4 $2.42M - $2.66M
34.1K $3.09B
XLV
Select Sector Spdr Fund Health

ETFs
15.4K
+ 213.54%
$143.3 - $157.24 $2.21M - $2.42M
22.6K $3.48B
VONG
Vanguard Russell 1000 Growth E

ETFs
24.6K
+ 827.38%
$85.48 - $98.39 $2.11M - $2.42M
27.6K $2.66B
IEMG
Ishares Inc

ETFs
39.5K
+ 294.2%
$53.64 - $53.64 $2.12M - $2.12M
52.9K $3.04B
NFLX
Netflix Inc

Communication Services
3.15K
+ 457.04%
$598.55 - $722.26 $1.88M - $2.27M
3.84K $2.72B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
24.2K
+ 379.54%
$83.76 - $91.82 $2.02M - $2.22M
30.5K $2.79B
XLI
Industrial Sector Spdr

ETFs
16K
+ 283.94%
$120.56 - $135.44 $1.93M - $2.16M
21.6K $2.93B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
42.9K
+ 190.18%
$44.83 - $47.42 $1.93M - $2.04M
65.5K $3.09B
MUB
Ishares National Muni Bond ETF

ETFs
16.4K
+ 721.12%
$106.13 - $108.7 $1.74M - $1.78M
18.7K $2.03B
IVW
Ishares S&P 500 Growth ETF

ETFs
16.1K
+ 39.02%
$84.77 - $97.13 $1.36M - $1.56M
57.2K $5.48B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
15.8K
+ 265.57%
$96.3 - $106.49 $1.52M - $1.68M
21.7K $2.28B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
32.4K
+ 459.79%
$45.2 - $47.87 $1.46M - $1.55M
39.4K $1.87B
IYW
Ishares Dj Us Tech ETF

ETFs
8.98K
+ 83.61%
$133.16 - $158.73 $1.2M - $1.43M
19.7K $2.99B
DIS
Walt Disney CO

Communication Services
12.2K
+ 375.22%
$85.6 - $98.61 $1.04M - $1.2M
15.4K $1.48B
XLE
Energy Sector Spdr

ETFs
12.3K
+ 308.9%
$84.35 - $93.39 $1.04M - $1.15M
16.3K $1.43B
OEF
Ishares S&P 100 ETF

ETFs
3.22K
+ 71.28%
$266.03 - $266.03 $856K - $856K
7.73K $2.14B
EFV
Msci Eafe Value ETF

ETFs
14.5K
+ 102.45%
$51.72 - $57.96 $752K - $843K
28.7K $1.65B
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.39K
+ 109.87%
$106.11 - $113.72 $785K - $841K
14.1K $1.6B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.02K
+ 43.41%
$178.94 - $207.0 $718K - $831K
13.3K $2.66B
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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