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
GLDM
World Gold Trust

ETFs
10.6K
New
$46.2 - $53.01 $488K - $560K
10.6K $550M
SCHC
Schwab Strategic Tr Intl Small

ETFs
14.2K
New
$34.48 - $38.87 $489K - $552K
14.2K $547M
FAD
First Tr Multi Cap Growth Alph

ETFs
4.09K
New
$118.04 - $133.6 $482K - $546K
4.09K $546M
IXJ
Ishares Global Healthcare ETF

ETFs
5.55K
New
$91.63 - $101.25 $509K - $562K
5.55K $545M
NKE
Nike, Inc.

Consumer Cyclical
6.14K
New
$71.09 - $89.44 $437K - $549K
6.14K $543M
SPGI
S&P Global Inc.

Financial Services
1.05K
New
$446.32 - $527.38 $468K - $553K
1.05K $542M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.84K
New
$61.11 - $67.85 $479K - $532K
7.84K $532M
TXN
Texas Instruments Inc

Technology
2.56K
New
$194.6 - $194.6 $499K - $499K
2.56K $530M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
44.5K
New
$11.4 - $11.99 $508K - $534K
44.5K $529M
KR
Kroger CO

Consumer Defensive
9.17K
New
$50.43 - $57.3 $463K - $526K
9.17K $526M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
9.73K
New
$51.78 - $52.98 $504K - $515K
9.73K $515M
OXY
Occidental Petroleum Corp

Energy
9.99K
New
$49.91 - $63.73 $498K - $636K
9.99K $515M
ANSS
Ansys Inc

Technology
1.6K
New
$296.54 - $331.25 $474K - $529K
1.6K $509M
VT
Vanguard Total World Stk Index

ETFs
4.19K
New
$107.72 - $119.96 $451K - $503K
4.19K $501M
TJX
Tjx Companies Inc

Consumer Cyclical
4.25K
New
$107.93 - $120.23 $459K - $511K
4.25K $500M
PSX
Phillips 66

Energy
3.79K
New
$125.0 - $147.17 $474K - $558K
3.79K $498M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
13.8K
New
$31.67 - $39.16 $437K - $541K
13.8K $496M
Linde PLC
1.04K
New
N/A
1.04K $495M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
21.1K
New
$19.78 - $23.53 $418K - $497K
21.1K $490M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.31K
New
$91.42 - $91.82 $486K - $488K
5.31K $488M
XLRE
Select Sector Spdr Tr Real Est

ETFs
10.9K
New
$38.04 - $45.36 $414K - $493K
10.9K $486M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
19K
New
$23.28 - $25.99 $442K - $493K
19K $483M
COP
Conocophillips

Energy
4.59K
New
$102.3 - $116.61 $469K - $535K
4.59K $483M
PAYX
Paychex Inc

Industrials
3.58K
New
$116.17 - $135.19 $415K - $483K
3.58K $480M
J P Morgan Exchange Traded F
7.64K
New
N/A
7.64K $479M
STX
Seagate Technology Holdings PLC

Technology
4.31K
New
$92.1 - $110.76 $397K - $477K
4.31K $472M
DGS
Wisdomtree Emerging Markets Sm

ETFs
8.77K
New
$48.46 - $54.37 $425K - $477K
8.77K $471M
ADBE
Adobe Inc.

Technology
907
New
$508.13 - $586.55 $461K - $532K
907 $470M
SYY
Sysco Corp

Consumer Defensive
6.01K
New
$69.16 - $78.98 $416K - $475K
6.01K $469M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
3.28K
New
$130.03 - $143.03 $426K - $469K
3.28K $468M
NVS
Novartis Ag

Healthcare
4.07K
New
$106.13 - $120.89 $432K - $492K
4.07K $468M
GD
General Dynamics Corp

Industrials
1.55K
New
$279.51 - $308.09 $432K - $476K
1.55K $467M
JPUS
Jpmorgan Diversified Return Us

ETFs
3.87K
New
$108.5 - $119.68 $419K - $463K
3.87K $463M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.05K
New
$101.72 - $112.94 $411K - $457K
4.05K $457M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
4.01K
New
$101.06 - $115.49 $405K - $463K
4.01K $454M
TFLO
Ishares Treasury Floating Rate

ETFs
8.95K
New
$50.42 - $50.66 $451K - $454K
8.95K $453M
PHO
Invesco Exchange Traded Fd Tr

ETFs
6.38K
New
$63.82 - $70.54 $407K - $450K
6.38K $450M
ET
Energy Transfer LP

Energy
27.7K
New
$15.43 - $16.44 $428K - $456K
27.7K $445M
NEM
Newmont Corp

Basic Materials
8.24K
New
$41.65 - $55.85 $343K - $460K
8.24K $440M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
21.2K
New
$19.48 - $20.97 $412K - $444K
21.2K $440M
TGT
Target Corp

Consumer Defensive
2.8K
New
$133.47 - $159.25 $373K - $445K
2.8K $436M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5.56K
New
$69.61 - $79.56 $387K - $442K
5.56K $436M
KLAC
Kla Corp

Technology
562
New
$696.17 - $892.35 $391K - $502K
562 $435M
QLD
Proshares Ultra Qqq

ETFs
4.32K
New
$81.06 - $109.83 $350K - $475K
4.32K $435M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
8.37K
New
$49.77 - $51.95 $417K - $435K
8.37K $434M
DOW
Dow Inc.

Basic Materials
7.87K
New
$50.15 - $55.41 $395K - $436K
7.87K $430M
SGOL
Abrdn Gold ETF Trust

ETFs
17K
New
$22.26 - $25.51 $379K - $434K
17K $428M
HYD
Vaneck High Yield Muni ETF

ETFs
8.01K
New
$51.46 - $53.07 $412K - $425K
8.01K $425M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
9.84K
New
$38.1 - $44.5 $375K - $438K
9.84K $424M
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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