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
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
10.7K
New
$24.78 - $25.11 $266K - $270K
10.7K $270M
CTVA
Corteva, Inc.

Basic Materials
4.58K
New
$50.72 - $58.78 $232K - $269K
4.58K $269M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.54K
New
$152.9 - $180.39 $235K - $278K
1.54K $269M
FISV
Fiserv Inc

Technology
1.49K
New
N/A
1.49K $268M
PHM
Pultegroup Inc

Consumer Cyclical
1.86K
New
$103.95 - $144.98 $194K - $270K
1.86K $268M
ADSK
Autodesk, Inc.

Technology
961
New
$245.83 - $245.83 $236K - $236K
961 $265M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
5.07K
New
$46.89 - $52.24 $238K - $265K
5.07K $263M
BNS
Bank Of Nova Scotia

Financial Services
4.79K
New
$44.71 - $54.78 $214K - $262K
4.79K $261M
WDFC
Wd 40 CO

Basic Materials
1K
New
$213.45 - $271.83 $214K - $272K
1K $258M
EXPD
Expeditors International Of Washington Inc

Industrials
1.95K
New
$116.1 - $131.42 $226K - $256K
1.95K $256M
IWB
Ishares Tr Russell 1000 ETF

ETFs
806
New
$283.28 - $314.39 $228K - $253K
806 $254M
BP
Bp PLC

Energy
7.97K
New
$30.78 - $37.05 $245K - $295K
7.97K $250M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.65K
New
$136.06 - $155.24 $225K - $256K
1.65K $248M
GM
General Motors CO

Consumer Cyclical
5.51K
New
$39.95 - $49.9 $220K - $275K
5.51K $247M
SRLN
Ssga Active Trust

ETFs
5.89K
New
$40.93 - $41.85 $241K - $246K
5.89K $246M
RSG
Republic Services, Inc.

Industrials
1.22K
New
$189.34 - $208.21 $232K - $255K
1.22K $246M
BK
Bank Of New York Mellon Corp

Financial Services
3.41K
New
$59.54 - $72.17 $203K - $246K
3.41K $245M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.87K
New
N/A
4.87K $244M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.15K
New
$44.9 - $47.55 $231K - $245K
5.15K $243M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.96K
New
$54.75 - $61.2 $217K - $242K
3.96K $242M
PSA
Public Storage

Real Estate
666
New
$283.13 - $365.01 $189K - $243K
666 $242M
DGRO
Ishares Core Dividend Growth E

ETFs
3.85K
New
$57.47 - $62.76 $221K - $242K
3.85K $241M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.49K
New
$136.93 - $162.81 $205K - $243K
1.49K $240M
GIS
General Mills Inc

Consumer Defensive
3.25K
New
$62.5 - $75.15 $203K - $244K
3.25K $240M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
8.9K
New
$25.19 - $26.77 $224K - $238K
8.9K $237M
AMP
Ameriprise Financial Inc

Financial Services
502
New
$391.53 - $469.81 $197K - $236K
502 $236M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
856
New
$233.81 - $287.01 $200K - $246K
856 $235M
FSK
Fs Kkr Capital Corp

Financial Services
11.9K
New
$18.74 - $20.43 $223K - $244K
11.9K $235M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
7.93K
New
$25.27 - $30.5 $200K - $242K
7.93K $235M
INFY
Infosys LTD

Technology
10.5K
New
$18.76 - $23.28 $197K - $244K
10.5K $233M
WY
Weyerhaeuser CO

Real Estate
6.84K
New
$27.05 - $33.84 $185K - $231K
6.84K $232M
American Healthcare Reit Inc
8.87K
New
N/A
8.87K $231M
CVS
Cvs Health Corp

Healthcare
3.66K
New
$55.81 - $63.18 $204K - $231K
3.66K $230M
APH
Amphenol Corp

Technology
3.52K
New
$58.39 - $70.41 $206K - $248K
3.52K $229M
XYL
Xylem Inc.

Industrials
1.7K
New
$126.14 - $141.53 $214K - $240K
1.7K $229M
BOH
Bank Of Hawaii Corp

Financial Services
3.64K
New
$56.24 - $69.13 $205K - $251K
3.64K $228M
Ge Healthcare Technologies I
2.42K
New
N/A
2.42K $227M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
8.65K
New
$25.19 - $26.39 $218K - $228K
8.65K $227M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.12K
New
$175.46 - $203.3 $196K - $227K
1.12K $227M
NUE
Nucor Corp

Basic Materials
1.5K
New
$137.77 - $166.14 $207K - $249K
1.5K $225M
OKE
Oneok Inc

Energy
2.45K
New
$78.62 - $95.27 $193K - $234K
2.45K $224M
BIIB
Biogen Inc.

Healthcare
1.15K
New
$189.07 - $236.8 $218K - $273K
1.15K $223M
UTG
Reaves Utility Income Fund

Financial Services
6.79K
New
$27.16 - $32.8 $184K - $223K
6.79K $223M
ELV
Elevance Health, Inc.

Healthcare
428
New
$500.12 - $562.29 $214K - $241K
428 $223M
ON
On Semiconductor Corp

Technology
3.06K
New
$66.39 - $78.74 $203K - $241K
3.06K $222M
ECL
Ecolab Inc.

Basic Materials
868
New
$228.86 - $255.76 $199K - $222K
868 $222M
SJM
J M Smucker CO

Consumer Defensive
1.83K
New
$109.12 - $122.4 $199K - $224K
1.83K $221M
AFL
Aflac Inc

Financial Services
1.98K
New
$88.52 - $111.8 $175K - $221K
1.98K $221M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.39K
New
$84.81 - $93.54 $203K - $224K
2.39K $220M
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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