Wealthquest Corp Sells in Q3 2024

Wealthquest Corp

  • $897 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-163K
- 62.77%
$50.29 - $54.92 $8.18M - $8.93M
96.5K $5.28M
ABBV
Abb Vie Inc.

Healthcare
-3.5K
- 55.82%
$163.84 - $199.33 $573K - $697K
2.77K $546K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.65K
- 17.36%
$105.53 - $118.34 $701K - $787K
31.6K $3.7M
MSFT
Microsoft Corp

Technology
-224
- 1.88%
$395.15 - $467.56 $88.5K - $105K
11.7K $5.04M
BOCT
Innovator U.S. Equity Buffer E

ETFs
-7.66K
- 9.2%
$40.71 - $42.45 $312K - $325K
75.6K $3.21M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-12.5K
- 14.98%
$41.02 - $46.01 $511K - $573K
70.7K $3.22M
VZ
Verizon Communications Inc

Communication Services
-5.96K
- 54.83%
$38.89 - $45.0 $232K - $268K
4.91K $220K
COST
Costco Wholesale Corp

Consumer Defensive
-267
- 44.65%
$801.83 - $917.05 $214K - $245K
331 $293K
CINF
Cincinnati Financial Corp

Financial Services
-1.64K
- 52.21%
$115.7 - $138.2 $190K - $227K
1.5K $204K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-6.39K
- 9.1%
$40.26 - $43.68 $257K - $279K
63.8K $2.79M
GOOG
Alphabet Inc.

Communication Services
-330
- 12.85%
$149.54 - $192.66 $49.3K - $63.6K
2.24K $374K
DUK
Duke Energy Corp

Utilities
-1.61K
- 26.43%
$99.35 - $117.71 $160K - $190K
4.48K $516K
GOOGL
Alphabet Inc.

Communication Services
-31
- 0.57%
$148.65 - $191.18 $4.61K - $5.93K
5.37K $889K
KR
Kroger CO

Consumer Defensive
-2.37K
- 24.21%
$50.43 - $57.3 $120K - $136K
7.43K $425K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.03K
- 22.03%
$60.84 - $67.51 $62.7K - $69.6K
3.65K $246K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-425
- 6.57%
$116.79 - $133.54 $49.6K - $56.8K
6.04K $796K
AOR
Ishares Tr Core Growth Allocat

ETFs
-777
- 11.84%
$55.15 - $59.31 $42.9K - $46.1K
5.78K $342K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-461
- 14.55%
$71.38 - $79.23 $32.9K - $36.5K
2.71K $214K
DIS
Walt Disney CO

Communication Services
-90
- 2.19%
$85.6 - $98.61 $7.7K - $8.87K
4.02K $386K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.03K
- 9.66%
$79.92 - $88.19 $82.6K - $91.1K
9.67K $851K
ABT
Abbott Laboratories

Healthcare
-873
- 10.42%
$100.07 - $118.13 $87.4K - $103K
7.51K $855K
BMY
Bristol Myers Squibb CO

Healthcare
-1.3K
- 21.28%
$39.66 - $51.75 $51.6K - $67.3K
4.81K $248K
Us Treasury 6 Month Bill ETF
-540K
- 96.75%
N/A
18.2K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-20.5K
- 2.58%
N/A
775K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-1.95K
- 0.64%
N/A
300K $0
ILCG
Ishares Morningstar Growth ETF
-401
- 3.71%
N/A
10.4K $0
PFE
Pfizer Inc

Healthcare
-224
- 1.39%
$27.7 - $31.39 $6.2K - $7.03K
15.9K $459K
SYK
Stryker Corp

Healthcare
-30
- 2.77%
$315.94 - $371.96 $9.48K - $11.2K
1.05K $380K
T
At&T Inc.

Communication Services
-1.21K
- 8.93%
$18.21 - $22.28 $22K - $26.9K
12.3K $270K
META
Meta Platforms, Inc.

Communication Services
-59
- 8.58%
$453.41 - $572.44 $26.8K - $33.8K
629 $360K
V
Visa Inc.

Financial Services
-16
- 0.9%
$253.74 - $291.56 $4.06K - $4.66K
1.76K $483K
AOA
Ishares Tr Core Aggressive All

ETFs
-181
- 1.97%
$72.11 - $79.05 $13.1K - $14.3K
9.02K $711K
UNH
Unitedhealth Group Inc

Healthcare
-8
- 1.8%
$488.01 - $604.18 $3.9K - $4.83K
436 $254K
IWM
Ishares Russell 2000 ETF

ETFs
-53
- 2.37%
$200.87 - $224.6 $10.6K - $11.9K
2.18K $481K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-505
- 1.12%
$33.3 - $35.24 $16.8K - $17.8K
44.6K $1.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-81
- 2.84%
$475.2 - $527.7 $38.5K - $42.7K
2.77K $1.46M
IVV
Ishares Core S&P 500 ETF

ETFs
-12
- 0.53%
$520.18 - $576.82 $6.24K - $6.92K
2.23K $1.29M
JNJ
Johnson & Johnson

Healthcare
-572
- 5.88%
$145.48 - $167.38 $83.2K - $95.7K
9.16K $1.48M
JPM
Jpmorgan Chase & CO

Financial Services
-18
- 0.2%
$194.9 - $224.8 $3.51K - $4.05K
8.85K $1.87M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-43
- 0.31%
$87.56 - $95.49 $3.77K - $4.11K
13.8K $1.32M
HD
Home Depot, Inc.

Consumer Cyclical
-24
- 1.24%
$333.64 - $405.2 $8.01K - $9.72K
1.92K $777K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.28%
$405.19 - $478.57 $2.84K - $3.35K
2.48K $1.14M
APD
Air Products & Chemicals, Inc.

Basic Materials
-10
- 0.3%
$247.34 - $300.11 $2.47K - $3K
3.34K $994K
PG
Procter & Gamble CO

Consumer Defensive
-6.34K
- 3.51%
$160.76 - $177.82 $1.02M - $1.13M
174K $30.1M
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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