Wealth Trust Asset Management, LLC New Holdings in Q3 2024

Wealth Trust Asset Management, LLC

  • $132 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
23.6K
New
$162.83 - $179.16 $3.85M - $4.23M
23.6K $4.23M
BLDR
Builders First Source, Inc.

Industrials
5.13K
New
$132.6 - $201.83 $680K - $1.04M
5.13K $994K
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.1K
New
$89.91 - $101.33 $906K - $1.02M
10.1K $988K
VRT
Vertiv Holdings CO

Industrials
11.2K
New
$86.66 - $86.66 $969K - $969K
11.2K $969K
EME
Emcor Group, Inc.

Industrials
2.14K
New
$340.22 - $435.6 $729K - $933K
2.14K $922K
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.62K
New
$108.65 - $139.41 $719K - $922K
6.62K $922K
LEN
Lennar Corp

Consumer Cyclical
4.53K
New
$142.5 - $192.45 $646K - $872K
4.53K $849K
LHX
L3 Harris Technologies, Inc.

Industrials
3.47K
New
$221.96 - $243.27 $770K - $843K
3.47K $824K
AVGO
Broadcom Inc.

Technology
4.72K
New
$136.27 - $1745.86 $643K - $8.23M
4.72K $813K
RTX
Raytheon Technologies Corp

Industrials
6.66K
New
$99.55 - $123.34 $663K - $822K
6.66K $806K
SKX
Skechers Usa Inc

Consumer Cyclical
10.7K
New
$59.45 - $70.15 $633K - $747K
10.7K $713K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.56K
New
$147.95 - $191.05 $527K - $681K
3.56K $618K
GOOG
Alphabet Inc.

Communication Services
2.47K
New
$149.54 - $192.66 $369K - $476K
2.47K $412K
MSTR
Microstrategy Inc

Technology
2K
New
$114.3 - $1800.09 $229K - $3.6M
2K $337K
VGT
Vanguard Information Technolog

ETFs
515
New
$514.43 - $606.85 $265K - $313K
515 $302K
DUK
Duke Energy Corp

Utilities
2.08K
New
$99.35 - $117.71 $207K - $245K
2.08K $240K
FTCS
First Trust Capital Strength E

ETFs
2.59K
New
$83.58 - $90.94 $216K - $235K
2.59K $235K
NEE
Nextera Energy Inc

Utilities
2.65K
New
$69.9 - $84.97 $185K - $225K
2.65K $223K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.03K
New
$64.57 - $71.76 $196K - $218K
3.03K $217K
FVD
First Tr Value Line Divid Inde

ETFs
4.76K
New
$40.45 - $45.49 $193K - $217K
4.76K $216K
Activity Summary
Buys All Purchases 42 New Holdings 21 Increased Positions 21 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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