Wheelhouse Advisory Group LLC Sells in Q3 2024

Wheelhouse Advisory Group LLC

  • $155 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VBK
Vanguard Small Cap Growth ETF

ETFs
-884
- 27.6%
$240.48 - $267.94 $213K - $237K
2.32K $620M
MSFT
Microsoft Corp

Technology
-69
- 2.9%
$395.15 - $467.56 $27.3K - $32.3K
2.31K $995M
GOOG
Alphabet Inc.

Communication Services
-194
- 10.73%
$149.54 - $192.66 $29K - $37.4K
1.61K $270M
VTI
Vanguard Total Stock Market Et

ETFs
-298
- 14.97%
$255.18 - $283.2 $76K - $84.4K
1.69K $479M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.65K
- 13.45%
$44.65 - $47.21 $73.7K - $77.9K
10.6K $496M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.75K
- 8.01%
$74.26 - $78.84 $130K - $138K
20K $1.57B
AMZN
Amazon Com Inc

Consumer Cyclical
-9
- 0.25%
$161.02 - $200.0 $1.45K - $1.8K
3.66K $682M
T
At&T Inc.

Communication Services
-5.51K
- 19.67%
$18.21 - $22.28 $100K - $123K
22.5K $495M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-351
- 11.52%
$106.11 - $113.72 $37.2K - $39.9K
2.7K $305M
EMR
Emerson Electric CO

Industrials
-145
- 1.46%
$98.19 - $118.87 $14.2K - $17.2K
9.81K $1.07B
TSLA
Tesla, Inc.

Consumer Cyclical
-465
- 10.86%
$191.76 - $263.26 $89.2K - $122K
3.82K $999M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-160
- 1.14%
$12.23 - $13.11 $1.96K - $2.1K
13.9K $182M
AAPL
Apple Inc.

Technology
-289
- 4.53%
$207.23 - $234.82 $59.9K - $67.9K
6.1K $1.42B
AEE
Ameren Corp

Utilities
-1.44K
- 16.12%
$70.45 - $87.46 $102K - $126K
7.5K $656M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
-484
- 0.94%
$10.8 - $11.66 $5.23K - $5.64K
50.9K $581M
WMT
Walmart Inc.

Consumer Defensive
-158
- 3.46%
$66.91 - $81.4 $10.6K - $12.9K
4.41K $356M
PM
Philip Morris International Inc.

Consumer Defensive
-289
- 5.96%
$101.25 - $127.45 $29.3K - $36.8K
4.56K $554M
HD
Home Depot, Inc.

Consumer Cyclical
-64
- 4.67%
$333.64 - $405.2 $21.4K - $25.9K
1.31K $530M
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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