Wealthquest Corp New Holdings in Q3 2024

Wealthquest Corp

  • $897 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
284K
New
$76.38 - $78.87 $21.7M - $22.4M
284K $22.3M
USB
Us Bancorp \De\

Financial Services
26.1K
New
$39.04 - $47.23 $1.02M - $1.23M
26.1K $1.19M
VEA
Vanguard Ftse Developed Market

ETFs
20.8K
New
$47.6 - $53.31 $988K - $1.11M
20.8K $1.1M
GE
General Electric CO

Industrials
3.5K
New
$156.66 - $189.66 $548K - $664K
3.5K $659K
XLK
Technology Sector Spdr

ETFs
2.08K
New
$197.34 - $237.68 $410K - $494K
2.08K $468K
KO
Coca Cola CO

Consumer Defensive
5.74K
New
$62.69 - $73.01 $360K - $419K
5.74K $412K
NFLX
Netflix Inc

Communication Services
500
New
$598.55 - $722.26 $299K - $361K
500 $354K
SIXJ
Aim ETF Prods Tr Allianzim U S
8.56K
New
$27.55 - $29.4 $236K - $252K
8.56K $251K
TJX
Tjx Companies Inc

Consumer Cyclical
2.04K
New
$107.93 - $120.23 $220K - $246K
2.04K $240K
BLK
Black Rock Inc.

Financial Services
241
New
$782.27 - $949.51 $189K - $229K
241 $228K
NSC
Norfolk Southern Corp

Industrials
870
New
$213.75 - $259.69 $186K - $226K
870 $216K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.31K
New
$58.03 - $65.37 $192K - $217K
3.31K $214K
MO
Altria Group, Inc.

Consumer Defensive
4.1K
New
$45.95 - $54.71 $188K - $224K
4.1K $209K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.76K
New
$105.49 - $116.32 $186K - $205K
1.76K $201K
DNP
Dnp Select Income Fund Inc

Financial Services
18.1K
New
$8.21 - $10.03 $149K - $182K
18.1K $181K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14.9K
New
$8.26 - $12.16 $123K - $181K
14.9K $133K
CODA
Coda Octopus Group, Inc.

Industrials
14.6K
New
$5.96 - $7.67 $87K - $112K
14.6K $105K
Skillz Inc Com Cl A
12.1K
New
N/A
12.1K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.85K
New
N/A
4.85K $0
Linde PLC Shs
966
New
N/A
966 $0
Dimensional Us Large Cap Vector ETF
1.32M
New
N/A
1.32M $0
Griid Infrastructure Inc Common Stock
16.4K
New
N/A
16.4K $0
Activity Summary
Buys All Purchases 58 New Holdings 23 Increased Positions 35 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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