Wealthgarden F.S. LLC New Holdings in Q3 2024

Wealthgarden F.S. LLC

  • $1.64 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
180K
New
$159.75 - $174.57 $28.7M - $31.4M
180K $31.4B
UPS
United Parcel Service Inc

Industrials
168K
New
$123.32 - $147.38 $20.7M - $24.8M
168K $22.9B
COST
Costco Wholesale Corp

Consumer Defensive
22.6K
New
$801.83 - $917.05 $18.1M - $20.7M
22.6K $20.1B
ITOT
Ishares Core S&P Total U.S. St

ETFs
148K
New
$113.41 - $125.62 $16.8M - $18.6M
148K $18.6B
XOM
Exxon Mobil Corp

Energy
140K
New
$109.72 - $119.0 $15.4M - $16.7M
140K $16.4B
AVGO
Broadcom Inc.

Technology
91.3K
New
$136.27 - $1745.86 $12.4M - $159M
91.3K $15.8B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
196K
New
$76.38 - $78.87 $15M - $15.5M
196K $15.5B
VNQ
Vanguard Specialized Funds Van

ETFs
152K
New
$82.97 - $98.97 $12.6M - $15M
152K $14.8B
VEA
Vanguard Ftse Developed Market

ETFs
272K
New
$47.6 - $53.31 $13M - $14.5M
272K $14.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
191K
New
$71.45 - $75.64 $13.7M - $14.5M
191K $14.4B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
96.9K
New
$117.9 - $128.2 $11.4M - $12.4M
96.9K $12.4B
AVUV
American Centy ETF Tr Avantis

ETFs
116K
New
$88.24 - $99.7 $10.2M - $11.6M
116K $11.1B
BNDX
Vanguard Total International B

ETFs
221K
New
$48.42 - $50.35 $10.7M - $11.1M
221K $11.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
107K
New
$96.25 - $101.98 $10.3M - $10.9M
107K $10.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
85.5K
New
$105.53 - $118.34 $9.02M - $10.1M
85.5K $10B
GOOGL
Alphabet Inc.

Communication Services
60.2K
New
$148.65 - $191.18 $8.95M - $11.5M
60.2K $9.98B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
290K
New
$31.05 - $34.29 $9.01M - $9.95M
290K $9.95B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
205K
New
$41.9 - $48.26 $8.59M - $9.89M
205K $9.81B
VV
Vanguard Large Cap ETF

ETFs
36.7K
New
$236.92 - $263.4 $8.7M - $9.67M
36.7K $9.66B
IWD
Ishares Russell 1000 Val ETF

ETFs
47.6K
New
$173.36 - $189.8 $8.25M - $9.03M
47.6K $9.03B
IWR
Ishares Russell Mid Cap ETF

ETFs
102K
New
$79.92 - $88.19 $8.13M - $8.98M
102K $8.97B
VB
Vanguard Small Cap ETF

ETFs
35.4K
New
$214.77 - $237.72 $7.61M - $8.42M
35.4K $8.41B
VIG
Vanguard Dividend Appreciation

ETFs
40.4K
New
$182.15 - $182.15 $7.36M - $7.36M
40.4K $8.01B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
164K
New
$44.66 - $49.15 $7.32M - $8.06M
164K $7.73B
DFSU
Dimensional ETF Tr Dimen Us Su
189K
New
N/A
189K $7.03B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
108K
New
$58.03 - $65.37 $6.28M - $7.07M
108K $7B
VO
Vanguard Mid Cap ETF

ETFs
25.6K
New
$237.84 - $263.83 $6.09M - $6.76M
25.6K $6.76B
VEU
Vanguard Ftse All World Ex Us

ETFs
106K
New
$56.47 - $63.69 $5.97M - $6.73M
106K $6.66B
AMD
Advanced Micro Devices Inc

Technology
39.8K
New
$128.67 - $183.96 $5.12M - $7.32M
39.8K $6.53B
RSP
Invesco S&P 500 Equal Weight E

ETFs
36.1K
New
$162.83 - $179.16 $5.89M - $6.48M
36.1K $6.48B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
85.6K
New
$66.56 - $75.11 $5.7M - $6.43M
85.6K $6.39B
SBUX
Starbucks Corp

Consumer Cyclical
63.9K
New
$72.51 - $98.6 $4.63M - $6.3M
63.9K $6.23B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
151K
New
$33.89 - $41.64 $5.12M - $6.29M
151K $6.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.3K
New
$475.2 - $527.7 $5.39M - $5.99M
11.3K $5.99B
FCX
Freeport Mcmoran Inc

Basic Materials
117K
New
$39.52 - $51.92 $4.64M - $6.1M
117K $5.86B
EMB
Ishares Tr

ETFs
62.3K
New
$87.75 - $93.74 $5.47M - $5.84M
62.3K $5.83B
DELL
Dell Technologies Inc.

Technology
48.8K
New
$87.89 - $145.97 $4.29M - $7.13M
48.8K $5.79B
TMUS
T Mobile Us, Inc.

Communication Services
27.7K
New
$175.14 - $206.36 $4.86M - $5.72M
27.7K $5.72B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
114K
New
$41.22 - $51.19 $4.72M - $5.86M
114K $5.59B
AVIV
American Centy ETF Tr Avantis
98.9K
New
$50.37 - $56.43 $4.98M - $5.58M
98.9K $5.55B
AMGN
Amgen Inc

Healthcare
17.2K
New
$309.38 - $337.38 $5.33M - $5.81M
17.2K $5.55B
USB
Us Bancorp \De\

Financial Services
120K
New
$39.04 - $47.23 $4.67M - $5.65M
120K $5.47B
NOW
Service Now, Inc.

Technology
6.11K
New
$730.87 - $937.36 $4.46M - $5.72M
6.11K $5.46B
JNJ
Johnson & Johnson

Healthcare
33.2K
New
$145.48 - $167.38 $4.83M - $5.56M
33.2K $5.38B
TT
Trane Technologies PLC

Industrials
13.6K
New
$314.21 - $388.71 $4.28M - $5.3M
13.6K $5.3B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
21.5K
New
$211.47 - $281.27 $4.55M - $6.05M
21.5K $5.28B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
37.1K
New
$125.95 - $142.04 $4.68M - $5.27M
37.1K $5.27B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
65.5K
New
$76.94 - $79.54 $5.04M - $5.21M
65.5K $5.2B
ANET
Arista Networks, Inc.

Technology
13.5K
New
$311.42 - $388.21 $4.21M - $5.24M
13.5K $5.18B
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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