Wiser Wealth Management, Inc Purchases in Q3 2024

Wiser Wealth Management, Inc

  • $348 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.58K
+ 14.23%
$520.18 - $576.82 $1.86M - $2.06M
28.7K $16.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
19.5K
+ 2.14%
$45.87 - $48.53 $896K - $948K
931K $44.9M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.28K
+ 1.07%
$97.19 - $109.09 $125K - $140K
121K $13.1M
IEFA
Ishares Tr

ETFs
15.8K
+ 103.04%
$70.09 - $78.74 $1.11M - $1.25M
31.2K $2.44M
SO
Southern CO

Utilities
13.1K
New
$77.0 - $90.52 $1.01M - $1.19M
13.1K $1.18M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.9K
+ 22.14%
$71.45 - $75.64 $782K - $828K
60.4K $4.54M
VGT
Vanguard Information Technolog

ETFs
626
+ 1.89%
$514.43 - $606.85 $322K - $380K
33.7K $19.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
11.3K
+ 23.28%
$49.77 - $51.95 $562K - $587K
59.8K $3.1M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
3.87K
+ 1.1%
$49.07 - $50.44 $190K - $195K
357K $18M
BNDX
Vanguard Total International B

ETFs
68
+ 0.02%
$48.42 - $50.35 $3.29K - $3.42K
350K $17.6M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.46K
New
$152.9 - $180.39 $376K - $444K
2.46K $429K
VTI
Vanguard Total Stock Market Et

ETFs
967
+ 12.49%
$255.18 - $283.2 $247K - $274K
8.71K $2.47M
AAPL
Apple Inc.

Technology
646
+ 7.44%
$207.23 - $234.82 $134K - $152K
9.33K $2.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
411
+ 1.91%
$105.53 - $118.34 $43.4K - $48.6K
21.9K $2.56M
JNJ
Johnson & Johnson

Healthcare
1.61K
New
$145.48 - $167.38 $233K - $269K
1.61K $260K
ADP
Automatic Data Processing Inc

Industrials
915
New
$233.44 - $279.45 $214K - $256K
915 $253K
WMT
Walmart Inc.

Consumer Defensive
3.06K
New
$66.91 - $81.4 $205K - $249K
3.06K $247K
UNH
Unitedhealth Group Inc

Healthcare
421
New
$488.01 - $604.18 $205K - $254K
421 $246K
TSLA
Tesla, Inc.

Consumer Cyclical
937
New
$191.76 - $263.26 $180K - $247K
937 $245K
LOW
Lowes Companies Inc

Consumer Cyclical
831
New
$213.3 - $270.78 $177K - $225K
831 $225K
AVGO
Broadcom Inc.

Technology
1.28K
New
$136.27 - $1745.86 $174K - $2.23M
1.28K $220K
IAU
Ishares Gold Trust

ETFs
4.08K
New
$44.06 - $50.5 $180K - $206K
4.08K $202K
VIG
Vanguard Dividend Appreciation

ETFs
1.11K
+ 64.56%
$182.15 - $182.15 $202K - $202K
2.83K $515K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.09K
+ 3.81%
$58.03 - $65.37 $63.1K - $71.1K
29.6K $1.92M
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
11.1K
New
$12.25 - $12.54 $136K - $139K
11.1K $139K
PG
Procter & Gamble CO

Consumer Defensive
613
+ 25.18%
$160.76 - $177.82 $98.5K - $109K
3.05K $527K
SPY
Spdr S&P 500 ETF Trust

ETFs
129
+ 9.7%
$517.38 - $573.86 $66.7K - $74K
1.46K $837K
NVDA
Nvidia Corp

Technology
893
+ 14.3%
$98.91 - $134.91 $88.3K - $120K
7.14K $866K
META
Meta Platforms, Inc.

Communication Services
96
+ 18.53%
$453.41 - $572.44 $43.5K - $55K
614 $351K
MSFT
Microsoft Corp

Technology
258
+ 11.24%
$395.15 - $467.56 $102K - $121K
2.55K $1.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
71
+ 13.05%
$405.19 - $478.57 $28.8K - $34K
615 $283K
WY
Weyerhaeuser CO

Real Estate
93
+ 1.12%
$27.05 - $33.84 $2.52K - $3.15K
8.42K $285K
JPM
Jpmorgan Chase & CO

Financial Services
87
+ 8.42%
$194.9 - $224.8 $17K - $19.6K
1.12K $236K
AMZN
Amazon Com Inc

Consumer Cyclical
230
+ 8.01%
$161.02 - $200.0 $37K - $46K
3.1K $577K
Syros Pharmaceuticals Inc
10K
New
N/A
10K $0
Bitwise Ethereum ETF
21.3K
New
N/A
21.3K $0
Bitwise Bitcoin ETF Tr
5.57K
+ 28.45%
N/A
25.2K $0
GOOGL
Alphabet Inc.

Communication Services
125
+ 4.49%
$148.65 - $191.18 $18.6K - $23.9K
2.91K $482K
Activity Summary
Buys All Purchases 39 New Holdings 14 Increased Positions 25 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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