Worth Pointe, LLC Incresed Positions in Q4 2024

Worth Pointe, LLC

  • $241 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
12.3K
+ 4.91%
$94.36 - $102.06 $1.16M - $1.26M
263K $25.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.97K
+ 8.16%
$521.84 - $558.82 $1.03M - $1.1M
26.1K $14.1M
GLD
Spdr Gold Trust

ETFs
3.85K
+ 62.53%
$236.59 - $257.5 $910K - $990K
10K $2.42M
POCT
Innovator U.S. Equity Power Bu

ETFs
16.1K
+ 64.99%
$38.63 - $40.03 $624K - $646K
41K $1.62M
AVUV
American Centy ETF Tr Avantis

ETFs
3.94K
+ 8.81%
$94.37 - $106.41 $371K - $419K
48.6K $4.69M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.59K
+ 80.12%
$46.75 - $47.8 $355K - $363K
17.1K $799K
AAPL
Apple Inc.

Technology
6
+ 0.04%
$221.69 - $259.02 $1.33K - $1.55K
16.7K $4.18M
DFIC
Dimensional ETF Tr Dimensional

ETFs
12.6K
+ 33.66%
$25.61 - $28.0 $322K - $353K
50K $1.29M
NVDA
Nvidia Corp

Technology
519
+ 7.75%
$117.0 - $148.88 $60.7K - $77.3K
7.22K $969K
AMZN
Amazon Com Inc

Consumer Cyclical
154
+ 4.23%
$180.88 - $232.93 $27.9K - $35.9K
3.79K $832K
GOOGL
Alphabet Inc.

Communication Services
302
+ 20.0%
$161.86 - $196.66 $48.9K - $59.4K
1.81K $343K
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.09K
+ 2.93%
$41.16 - $42.25 $44.7K - $45.9K
38.1K $1.61M
GOOG
Alphabet Inc.

Communication Services
165
+ 8.74%
$163.08 - $198.16 $26.9K - $32.7K
2.05K $390K
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.78K
+ 28.82%
$22.72 - $25.76 $109K - $123K
21.4K $496K
JPM
Jpmorgan Chase & CO

Financial Services
43
+ 2.86%
$205.18 - $250.29 $8.82K - $10.8K
1.55K $370K
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
717
+ 3.0%
$29.48 - $31.5 $21.1K - $22.6K
24.6K $744K
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
1.66K
+ 12.55%
$20.3 - $21.52 $33.7K - $35.8K
14.9K $302K
ORCL
Oracle Corp

Technology
67
+ 4.02%
$165.41 - $192.43 $11.1K - $12.9K
1.73K $288K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
30
+ 0.47%
$32.84 - $33.81 $985 - $1.01K
6.43K $216K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 1.94%
$442.29 - $483.08 $6.19K - $6.76K
735 $333K
ABT
Abbott Laboratories

Healthcare
24
+ 1.35%
$111.93 - $119.39 $2.69K - $2.87K
1.81K $204K
PSEP
Innovator U.S. Equity Power Bu
1.71K
+ 29.95%
N/A
7.4K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
394
+ 2.29%
N/A
17.6K $0
PNOV
Innovator U.S. Equity Power Bu
5.11K
+ 60.48%
N/A
13.6K $0
Innovator Etfs Trust
70
+ 0.53%
N/A
13.2K $0
Dimensional ETF Trust
281
+ 1.34%
N/A
21.2K $0
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 1.38%
$385.02 - $431.37 $3.85K - $4.31K
737 $286K
CVX
Chevron Corp

Energy
16
+ 0.31%
$141.15 - $162.53 $2.26K - $2.6K
5.14K $744K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
177
+ 3.69%
$58.88 - $64.8 $10.4K - $11.5K
4.97K $292K
MRK
Merck & Co., Inc.

Healthcare
69
+ 3.24%
$96.31 - $114.76 $6.65K - $7.92K
2.2K $218K
AVDV
American Centy ETF Tr Avantis

ETFs
606
+ 3.87%
$63.85 - $70.4 $38.7K - $42.7K
16.3K $1.06M
AVDE
American Centy ETF Tr Avantis

ETFs
11.9K
+ 7.94%
$60.9 - $66.69 $725K - $794K
162K $9.94M
AVEM
American Centy ETF Tr Avantis

ETFs
3.73K
+ 6.39%
$58.59 - $66.14 $218K - $247K
62.1K $3.65M
XOM
Exxon Mobil Corp

Energy
49
+ 0.17%
$105.51 - $125.37 $5.17K - $6.14K
28.3K $3.04M
Activity Summary
Buys All Purchases 54 New Holdings 19 Increased Positions 35 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 1
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