Wp Wealth LLP Reduced Holdings in Q4 2024

Wp Wealth LLP

  • $489 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PJUN
Innovator U.S. Equity Power Bu

ETFs
-57.8K
- 34.62%
$36.63 - $37.8 $2.12M - $2.19M
109K $4.1B
IOCT
Innovator Etfs Tr Intl Dev Pow
-47.7K
- 40.85%
N/A
69K $2.02B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.37K
- 25.26%
$442.29 - $483.08 $1.05M - $1.15M
7.01K $3.18B
Innovator Etfs Trust
-30.3K
- 78.37%
N/A
8.35K $202M
MSFT
Microsoft Corp

Technology
-1.12K
- 30.67%
$406.35 - $454.46 $454K - $508K
2.53K $1.07B
PJUL
Innovator U.S. Equity Power Bu

ETFs
-12.3K
- 41.22%
$40.12 - $41.68 $495K - $515K
17.6K $725M
PNOV
Innovator U.S. Equity Power Bu
-13.6K
- 21.45%
N/A
49.9K $1.89B
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-15.6K
- 50.05%
$24.59 - $25.81 $384K - $404K
15.6K $385M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-6.17K
- 9.16%
$22.72 - $25.76 $140K - $159K
61.2K $1.42B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.69K
- 42.87%
$61.68 - $67.87 $289K - $318K
6.24K $389M
VTI
Vanguard Total Stock Market Et

ETFs
-1K
- 9.99%
$280.04 - $302.45 $281K - $303K
9.04K $2.62B
GOOGL
Alphabet Inc.

Communication Services
-1.35K
- 48.74%
$161.86 - $196.66 $219K - $266K
1.42K $269M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-395
- 39.66%
$417.69 - $450.94 $165K - $178K
601 $256M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-2.69K
- 12.09%
$47.65 - $48.6 $128K - $130K
19.5K $932M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-303
- 20.97%
$481.22 - $538.17 $146K - $163K
1.14K $584M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-3.65K
- 8.09%
$33.71 - $34.99 $123K - $128K
41.4K $1.43B
BMAR
Innovator U.S. Equity Buffer E

ETFs
-2.33K
- 22.87%
$44.7 - $46.74 $104K - $109K
7.86K $362M
EAPR
Innovator Etfs Tr Emerging Mkt
-2.98K
- 21.82%
$25.87 - $27.33 $77.1K - $81.4K
10.7K $276M
OEF
Ishares S&P 100 ETF

ETFs
-312
- 23.67%
N/A
1.01K $291M
VIG
Vanguard Dividend Appreciation

ETFs
-323
- 23.46%
N/A
1.05K $206M
PSEP
Innovator U.S. Equity Power Bu
-2.1K
- 6.75%
N/A
29K $1.13B
Innovator Etfs Trust
-131
- 0.39%
N/A
33.4K $823M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-239
- 11.55%
$174.22 - $187.62 $41.6K - $44.8K
1.83K $321M
TXN
Texas Instruments Inc

Technology
-86
- 6.47%
N/A
1.24K $233M
POCT
Innovator U.S. Equity Power Bu

ETFs
-2.45K
- 1.68%
$38.63 - $40.03 $94.5K - $98K
143K $5.68B
HCP
Hashi Corp, Inc.

Technology
-298
- 1.88%
$33.57 - $34.27 $10K - $10.2K
15.6K $533M
WMT
Walmart Inc.

Consumer Defensive
-285
- 5.62%
$79.1 - $95.7 $22.5K - $27.3K
4.78K $432M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-138
- 0.35%
$35.71 - $37.1 $4.93K - $5.12K
39.6K $1.46B
GOOG
Alphabet Inc.

Communication Services
-76
- 4.11%
$163.08 - $198.16 $12.4K - $15.1K
1.77K $338M
SPY
Spdr S&P 500 ETF Trust

ETFs
-86
- 0.93%
$567.81 - $607.81 $48.8K - $52.3K
9.12K $5.34B
AVGO
Broadcom Inc.

Technology
-6
- 0.48%
$159.67 - $250.0 $958 - $1.5K
1.25K $289M
AAPL
Apple Inc.

Technology
-599
- 2.3%
$221.69 - $259.02 $133K - $155K
25.5K $6.38B
Activity Summary
Buys All Purchases 43 New Holdings 9 Increased Positions 34 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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