Wealthpoint, LLC Sells in Q3 2023

Wealthpoint, LLC

  • $247 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-6.26K
- 8.95%
$161.97 - $180.26 $1.01M - $1.13M
63.7K $10.4M
DGRO
Ishares Core Dividend Growth E

ETFs
-14.1K
- 8.26%
$49.53 - $53.28 $699K - $751K
157K $7.75M
VO
Vanguard Mid Cap ETF

ETFs
-2.55K
- 6.05%
$206.6 - $228.23 $527K - $582K
39.6K $8.24M
XLV
Select Sector Spdr Fund Health

ETFs
-6.42K
- 17.75%
$128.74 - $136.24 $826K - $874K
29.7K $3.83M
XLY
Select Sector Spdr Consumer Di

ETFs
-2.77K
- 5.07%
$158.36 - $176.97 $439K - $491K
51.9K $8.36M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-6.12K
- 31.26%
$102.02 - $108.51 $624K - $664K
13.5K $1.37M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.27K
- 31.29%
$92.9 - $105.16 $489K - $554K
11.6K $1.09M
CORP
Pimco Investment Grade Corp Bd

ETFs
-2.93K
- 4.04%
$91.01 - $95.28 $266K - $279K
69.5K $6.33M
IEFA
Ishares Tr

ETFs
-6.43K
- 25.12%
$64.04 - $69.58 $412K - $447K
19.2K $1.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-980
- 31.77%
$392.7 - $420.68 $385K - $412K
2.11K $826K
XLP
Consumer Staples Sector Spdr

ETFs
-3.45K
- 12.4%
$68.8 - $76.1 $237K - $262K
24.4K $1.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.77K
- 60.1%
$51.66 - $56.47 $350K - $383K
4.5K $233K
IVV
Ishares Core S&P 500 ETF

ETFs
-782
- 31.06%
$427.76 - $460.18 $335K - $360K
1.74K $745K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-6.15K
- 3.11%
$47.15 - $47.94 $290K - $295K
192K $9.06M
XLF
Financial Sector Spdr

ETFs
-9.42K
- 9.5%
$33.17 - $35.6 $313K - $335K
89.8K $2.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.55K
- 15.6%
$93.85 - $98.43 $240K - $251K
13.8K $1.3M
IEMG
Ishares Inc

ETFs
-3.07K
- 5.85%
$47.36 - $52.23 $146K - $161K
49.4K $2.35M
XT
Ishares Tr Exponential Technol

ETFs
-1.63K
- 3.66%
$51.24 - $58.44 $83.4K - $95.1K
42.8K $2.23M
VZ
Verizon Communications Inc

Communication Services
-4.36K
- 34.7%
$31.46 - $37.48 $137K - $163K
8.2K $265K
PG
Procter & Gamble CO

Consumer Defensive
-1.18K
- 32.0%
$145.86 - $157.09 $171K - $185K
2.5K $364K
IEF
Ishares Barclays

ETFs
-1.8K
- 32.64%
$91.32 - $97.13 $165K - $175K
3.72K $340K
XLU
Utilities Sector Spdr

ETFs
-2.14K
- 20.94%
$58.83 - $68.46 $126K - $147K
8.09K $476K
VTI
Vanguard Total Stock Market Et

ETFs
-257
- 1.71%
$211.41 - $228.35 $54.3K - $58.7K
14.8K $3.14M
GOOGL
Alphabet Inc.

Communication Services
-1.62K
- 36.46%
$116.45 - $138.21 $188K - $224K
2.82K $369K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.26K
- 13.37%
$41.98 - $44.5 $94.8K - $101K
14.6K $615K
PLUG
Plug Power Inc

Industrials
-38
- 0.09%
$7.43 - $13.17 $282 - $500
40.6K $308K
EEM
Ishares Msci Emerging Markets

ETFs
-2.11K
- 13.34%
$37.76 - $41.95 $79.5K - $88.3K
13.7K $519K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-315
- 0.57%
$46.29 - $49.87 $14.6K - $15.7K
55.3K $2.57M
CSCO
Cisco Systems, Inc.

Technology
-2.15K
- 35.73%
$50.38 - $57.84 $109K - $125K
3.88K $208K
IBM
International Business Machines Corp

Technology
-755
- 29.72%
$132.08 - $149.83 $99.7K - $113K
1.79K $250K
JNJ
Johnson & Johnson

Healthcare
-302
- 7.39%
$155.75 - $174.48 $47K - $52.7K
3.78K $589K
AMZN
Amazon Com Inc

Consumer Cyclical
-339
- 3.88%
$125.98 - $144.85 $42.7K - $49.1K
8.41K $1.07M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-2.45K
- 17.15%
$19.97 - $21.34 $48.9K - $52.3K
11.8K $236K
MCD
Mcdonalds Corp

Consumer Cyclical
-107
- 11.23%
$263.44 - $297.13 $28.2K - $31.8K
846 $222K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
-705
- 9.66%
$38.81 - $45.41 $27.4K - $32K
6.59K $257K
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 0.99%
$284.35 - $354.93 $2.56K - $3.19K
900 $263K
HD
Home Depot, Inc.

Consumer Cyclical
-98
- 10.48%
$301.82 - $333.84 $29.6K - $32.7K
837 $252K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-640
- 2.87%
$26.05 - $28.22 $16.7K - $18.1K
21.7K $568K
TSLA
Tesla, Inc.

Consumer Cyclical
-45
- 2.04%
$215.49 - $293.34 $9.7K - $13.2K
2.16K $540K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-186
- 3.07%
$68.56 - $74.46 $12.8K - $13.8K
5.88K $405K
KO
Coca Cola CO

Consumer Defensive
-158
- 3.39%
$55.81 - $63.05 $8.82K - $9.96K
4.5K $251K
AMD
Advanced Micro Devices Inc

Technology
-35
- 1.61%
$95.96 - $118.32 $3.36K - $4.14K
2.15K $220K
ABNB
Airbnb, Inc.

Consumer Cyclical
-370
- 13.8%
$124.0 - $153.33 $45.9K - $56.7K
2.31K $317K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-268
- 8.93%
$80.71 - $81.38 $21.6K - $21.8K
2.73K $221K
JPM
Jpmorgan Chase & CO

Financial Services
-67
- 2.28%
$143.21 - $158.0 $9.6K - $10.6K
2.87K $416K
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.1%
$414.13 - $475.93 $414 - $476
1.05K $457K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-38
- 12.62%
$692.45 - $844.37 $26.3K - $32.1K
263 $216K
FAN
First Tr Exchange Traded Fd Ii
-3.99K
- 20.38%
N/A
15.6K $0
XLC
Select Sector Spdr Tr Communic

ETFs
-164
- 0.29%
$64.88 - $68.81 $10.6K - $11.3K
55.5K $3.64M
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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