Weaver Consulting Group Sells in Q3 2024

Weaver Consulting Group

  • $287 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-60.4K
- 24.36%
$25.04 - $25.21 $1.51M - $1.52M
188K $4.73M
EW
Edwards Lifesciences Corp

Healthcare
-359
- 0.75%
$59.7 - $93.78 $21.4K - $33.7K
47.5K $3.13M
SHV
Ishares Tr

ETFs
-3.17K
- 6.46%
$110.05 - $110.63 $349K - $351K
46K $5.08M
PSX
Phillips 66

Energy
-900
- 19.47%
$125.0 - $147.17 $113K - $132K
3.72K $489K
DIS
Walt Disney CO

Communication Services
-508
- 6.57%
$85.6 - $98.61 $43.5K - $50.1K
7.23K $695K
VCIT
Vanguard Intermediate Term Cor

ETFs
-984
- 26.39%
$79.29 - $84.02 $78K - $82.7K
2.74K $229K
GOOG
Alphabet Inc.

Communication Services
-53
- 1.61%
$149.54 - $192.66 $7.93K - $10.2K
3.24K $542K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-4.48K
- 4.09%
$34.29 - $36.04 $153K - $161K
105K $3.78M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-925
- 12.91%
$77.64 - $90.33 $71.8K - $83.6K
6.24K $556K
JPM
Jpmorgan Chase & CO

Financial Services
-346
- 9.66%
$194.9 - $224.8 $67.4K - $77.8K
3.23K $681K
XBJL
Innovator Etfs Tr Us Equity Ac
-4.55K
- 4.76%
$31.25 - $33.52 $142K - $153K
91.1K $3.05M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-76
- 0.74%
$8.26 - $12.16 $628 - $924
10.2K $91K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-603
- 7.23%
$76.94 - $79.54 $46.4K - $48K
7.73K $614K
VIG
Vanguard Dividend Appreciation

ETFs
-61
- 0.17%
$182.15 - $182.15 $11.1K - $11.1K
35.5K $6.47M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-601
- 4.88%
$175.46 - $203.3 $105K - $122K
11.7K $2.37M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.3K
- 3.01%
$24.78 - $25.11 $32.1K - $32.5K
41.8K $1.05M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-695
- 7.64%
$41.71 - $45.02 $29K - $31.3K
8.4K $378K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-105
- 1.64%
$91.42 - $91.82 $9.6K - $9.64K
6.31K $579K
BAC
Bank Of America Corp

Financial Services
-133
- 1.84%
$36.65 - $44.13 $4.87K - $5.87K
7.09K $281K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-453
- 3.57%
$15.22 - $16.33 $6.89K - $7.4K
12.2K $197K
USFR
Wisdomtree Floating Rate Treas

ETFs
-79
- 0.97%
$50.2 - $50.48 $3.97K - $3.99K
8.06K $404K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-289
- 3.83%
$38.49 - $41.61 $11.1K - $12K
7.25K $301K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-121
- 2.12%
$49.07 - $50.44 $5.94K - $6.1K
5.59K $281K
Ubs Ag Jersey Branch
-26
- 1.41%
N/A
1.82K $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-206
- 1.69%
$81.31 - $83.29 $16.7K - $17.2K
12K $994K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-824
- 5.72%
$11.52 - $12.52 $9.49K - $10.3K
13.6K $167K
DBA
Invesco Db Agriculture Fund

ETFs
-1.12K
- 7.87%
$23.26 - $26.55 $26.1K - $29.8K
13.1K $342K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-60
- 2.63%
$97.81 - $108.79 $5.87K - $6.53K
2.22K $241K
MCD
Mcdonalds Corp

Consumer Cyclical
-100
- 12.06%
$245.82 - $304.51 $24.6K - $30.5K
729 $221K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-100
- 3.03%
$71.86 - $78.56 $7.19K - $7.86K
3.2K $251K
UNH
Unitedhealth Group Inc

Healthcare
-42
- 8.47%
$488.01 - $604.18 $20.5K - $25.4K
454 $265K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-412
- 1.74%
$33.61 - $35.94 $13.8K - $14.8K
23.3K $835K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-437
- 1.58%
$33.3 - $35.24 $14.6K - $15.4K
27.2K $958K
IVE
Ishares S&P 500 Value ETF

ETFs
-17
- 1.15%
$181.06 - $197.17 $3.08K - $3.35K
1.47K $289K
KMI
Kinder Morgan, Inc.

Energy
-121
- 1.19%
$19.72 - $22.22 $2.39K - $2.69K
10K $221K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-360
- 1.25%
$51.02 - $52.74 $18.4K - $19K
28.5K $1.5M
KAPR
Innovator U.S. Small Cap Power

ETFs
-493
- 1.89%
$30.54 - $32.65 $15.1K - $16.1K
25.6K $831K
EIX
Edison International

Utilities
-171
- 5.6%
$71.19 - $87.72 $12.2K - $15K
2.88K $250K
MAYZ
Listed Fds Tr Trueshares Struc
-700
- 1.25%
$27.81 - $30.17 $19.5K - $21.1K
55.3K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.19%
$801.83 - $917.05 $2.41K - $2.75K
1.6K $1.41M
ORCL
Oracle Corp

Technology
-91
- 3.63%
$125.9 - $170.35 $11.5K - $15.5K
2.42K $411K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-93
- 0.86%
$31.07 - $39.36 $2.89K - $3.66K
10.7K $392K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-49
- 0.3%
$57.32 - $62.65 $2.81K - $3.07K
16.1K $1M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
-60
- 0.11%
$29.77 - $32.21 $1.79K - $1.93K
55.8K $1.8M
T
At&T Inc.

Communication Services
-50
- 0.2%
$18.21 - $22.28 $911 - $1.11K
24.9K $547K
VZ
Verizon Communications Inc

Communication Services
-205
- 0.83%
$38.89 - $45.0 $7.97K - $9.23K
24.4K $1.09M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-74
- 0.31%
$61.47 - $67.36 $4.55K - $4.98K
23.5K $1.58M
IBM
International Business Machines Corp

Technology
-215
- 7.93%
$175.1 - $223.38 $37.6K - $48K
2.5K $551K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-15
- 0.18%
$125.95 - $142.04 $1.89K - $2.13K
8.15K $1.16M
Activity Summary
Buys All Purchases 99 New Holdings 20 Increased Positions 79 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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