Wealth Trust Asset Management, LLC Incresed Positions in Q4 2024

Wealth Trust Asset Management, LLC

  • $137 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
26.5K
+ 113.12%
$91.29 - $91.8 $2.41M - $2.43M
49.8K $4.56M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
43.4K
+ 107.52%
$50.73 - $51.08 $2.2M - $2.22M
83.8K $4.27M
WLTG
ETF Opportunities Tr Wealthtru

ETFs
38K
+ 3.82%
$28.78 - $30.92 $1.09M - $1.17M
1.03M $30.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.25K
+ 46.23%
$311.11 - $335.64 $700K - $755K
7.12K $2.29M
AAPL
Apple Inc.

Technology
867
+ 6.11%
$221.69 - $259.02 $192K - $225K
15.1K $3.77M
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.37%
$213.65 - $479.86 $1.92K - $4.32K
2.42K $977K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
742
+ 20.83%
$172.07 - $207.36 $128K - $154K
4.31K $850K
RDVY
First Trust Rising Dividend Ac

ETFs
2.66K
+ 40.06%
$58.65 - $64.37 $156K - $171K
9.28K $548K
SPY
Spdr S&P 500 ETF Trust

ETFs
171
+ 21.01%
$567.81 - $607.81 $97.1K - $104K
985 $577K
LDOS
Leidos Holdings, Inc.

Technology
1.13K
+ 32.57%
$143.17 - $201.39 $162K - $228K
4.6K $663K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.26%
$570.51 - $610.59 $1.14K - $1.22K
768 $452K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.07%
$148.14 - $166.23 $148 - $166
1.4K $222K
FDL
First Tr Morningstar Dividend

ETFs
590
+ 6.62%
$39.59 - $43.95 $23.4K - $25.9K
9.5K $382K
USA
Liberty All Star Equity Fund

Financial Services
3.68K
+ 3.7%
$6.82 - $7.46 $25.1K - $27.5K
103K $715K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
171
+ 3.92%
$56.06 - $61.35 $9.59K - $10.5K
4.53K $255K
FV
First Trust Dorsey Wright Focu

ETFs
2
+ 0.04%
$57.47 - $62.82 $115 - $126
4.84K $285K
Arm Holdings PLC
5.85K
+ 145.43%
N/A
9.88K $0
FVD
First Tr Value Line Divid Inde

ETFs
177
+ 3.72%
$43.4 - $46.7 $7.68K - $8.27K
4.94K $215K
CMU
Mfs High Yield Municipal Trust

Financial Services
160
+ 1.22%
$3.47 - $3.69 $555 - $590
13.3K $46K
CVX
Chevron Corp

Energy
18
+ 0.66%
$141.15 - $162.53 $2.54K - $2.93K
2.73K $394K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.06%
$161.05 - $179.7 $161 - $180
1.68K $280K
FTA
First Tr Large Cap Value

ETFs
7
+ 0.17%
$75.21 - $83.49 $526 - $584
4.23K $323K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.27K
+ 4.23%
$31.23 - $33.51 $39.7K - $42.6K
31.4K $986K
DUK
Duke Energy Corp

Utilities
9
+ 0.43%
$105.76 - $120.76 $952 - $1.09K
2.09K $225K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
359
+ 4.07%
$50.06 - $55.0 $18K - $19.7K
9.18K $460K
SO
Southern CO

Utilities
34
+ 1.05%
$81.5 - $94.15 $2.77K - $3.2K
3.28K $270K
MSFT
Microsoft Corp

Technology
56
+ 0.93%
$406.35 - $454.46 $22.8K - $25.4K
6.09K $2.57M
VKTX
Viking Therapeutics, Inc.

Healthcare
437
+ 6.74%
$38.28 - $78.03 $16.7K - $34.1K
6.92K $278K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
198
+ 0.33%
$96.64 - $101.23 $19.1K - $20K
59.5K $5.76M
Activity Summary
Buys All Purchases 46 New Holdings 16 Increased Positions 30 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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