Wealthpoint, LLC Incresed Positions in Q3 2023

Wealthpoint, LLC

  • $247 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.98K
+ 8.44%
$47.0 - $51.65 $469K - $515K
128K $6.34M
HDV
Ishares Core High Dividend ETF

ETFs
7.27K
+ 9.03%
$98.89 - $104.38 $719K - $759K
87.8K $8.68M
NVDA
Nvidia Corp

Technology
683
+ 16.28%
$408.55 - $493.55 $279K - $337K
4.88K $2.12M
MGC
Vanguard Mega Cap ETF

ETFs
2.28K
+ 78.84%
$151.3 - $161.8 $345K - $369K
5.17K $785K
SPY
Spdr S&P 500 ETF Trust

ETFs
429
+ 12.72%
$425.88 - $457.79 $183K - $196K
3.8K $1.63M
GOOG
Alphabet Inc.

Communication Services
131
+ 1.37%
$116.87 - $138.99 $15.3K - $18.2K
9.72K $1.28M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
2.11K
+ 5.4%
$36.74 - $39.84 $77.4K - $83.9K
41.1K $1.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 1.05%
$340.9 - $370.48 $13.6K - $14.8K
3.85K $1.35M
GE
General Electric CO

Industrials
301
+ 8.09%
$107.37 - $117.16 $32.3K - $35.3K
4.02K $444K
MSFT
Microsoft Corp

Technology
1.26K
+ 8.3%
$312.14 - $359.49 $393K - $452K
16.4K $5.18M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
52
+ 0.65%
$59.42 - $59.69 $3.09K - $3.1K
8.01K $475K
SPSB
Spdr Portfolio Short Term Corp

ETFs
75
+ 1.06%
$29.26 - $29.5 $2.19K - $2.21K
7.16K $209K
DFIV
Dimensional ETF Tr

ETFs
27
+ 0.19%
$32.1 - $34.42 $867 - $929
14.5K $474K
VCR
Vanguard Consumer Discretionar

ETFs
60
+ 4.34%
$265.85 - $296.58 $16K - $17.8K
1.44K $388K
PEP
Pepsico Inc

Consumer Defensive
62
+ 4.64%
$169.44 - $191.6 $10.5K - $11.9K
1.4K $236K
DFAS
Dimensional ETF Tr U S Small C

ETFs
11
+ 0.13%
$51.84 - $57.67 $570 - $634
8.76K $459K
RYU
Invesco S&P 500 Equal Weight U

ETFs
2.82K
+ 101.04%
$0.0 - $113.76 $0 - $321K
5.61K $282K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
7.47K
+ 400.97%
$29.93 - $168.9 $223K - $1.26M
9.33K $280K
DRIV
Global X Fds Global X Autonomo

ETFs
67
+ 0.49%
$23.02 - $27.76 $1.54K - $1.86K
13.9K $325K
HSY
Hershey CO

Consumer Defensive
1
+ 0.09%
$200.08 - $251.73 $200 - $252
1.08K $216K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
5.98K
+ 2.45%
$53.72 - $60.35 $321K - $361K
250K $13.6M
VTV
Vanguard Value ETF

ETFs
1.73K
+ 0.53%
$137.93 - $147.18 $239K - $255K
327K $45.1M
VUG
Vanguard Growth ETF

ETFs
1.25K
+ 0.85%
$269.56 - $293.5 $338K - $368K
148K $40.4M
AAPL
Apple Inc.

Technology
2.65K
+ 2.68%
$170.43 - $196.45 $451K - $520K
102K $17.4M
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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