Wt Wealth Management Purchases in Q3 2024

Wt Wealth Management

  • $391 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
817K
+ 195.43%
$59.93 - $66.52 $49M - $54.4M
1.24M $82.2M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
446K
New
$43.73 - $46.29 $19.5M - $20.6M
446K $20.6M
SCHO
Schwab Short Term Us Treasury

ETFs
385K
+ 316.24%
$47.93 - $49.06 $18.5M - $18.9M
507K $24.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
298K
+ 417.86%
$48.4 - $50.91 $14.4M - $15.2M
369K $18.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
49.3K
+ 193.76%
$77.02 - $85.06 $3.8M - $4.19M
74.7K $6.32M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
82.2K
+ 118.16%
$44.87 - $46.67 $3.69M - $3.84M
152K $7.08M
JBBB
Janus Detroit Str Tr Henderson

ETFs
78K
+ 65.96%
$48.27 - $49.33 $3.77M - $3.85M
196K $9.61M
SCHQ
Schwab Strategic Tr Long Term

ETFs
103K
New
$32.17 - $35.98 $3.3M - $3.69M
103K $3.59M
SMCI
Super Micro Computer, Inc.

Technology
6.8K
New
$386.46 - $909.96 $2.63M - $6.19M
6.8K $2.83M
XLE
Energy Sector Spdr

ETFs
26.4K
New
$84.35 - $93.39 $2.22M - $2.46M
26.4K $2.31M
SGOL
Abrdn Gold ETF Trust

ETFs
42.8K
+ 13.7%
$22.26 - $25.51 $953K - $1.09M
355K $8.93M
NVDA
Nvidia Corp

Technology
16.5K
+ 48.5%
$98.91 - $134.91 $1.63M - $2.22M
50.5K $6.13M
SPOT
Spotify Technology S.A.

Communication Services
4.83K
New
$290.16 - $384.01 $1.4M - $1.85M
4.83K $1.78M
XLV
Select Sector Spdr Fund Health

ETFs
8.03K
+ 19.87%
$143.3 - $157.24 $1.15M - $1.26M
48.4K $7.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
30.2K
+ 83.3%
$50.25 - $50.74 $1.52M - $1.53M
66.4K $3.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.6K
+ 88.8%
$36.98 - $41.55 $910K - $1.02M
52.3K $2.15M
XLP
Consumer Staples Sector Spdr

ETFs
14.2K
+ 23.92%
$76.04 - $76.04 $1.08M - $1.08M
73.6K $5.6M
IAK
Ishares Tr

ETFs
4.67K
+ 21.9%
$112.0 - $130.47 $523K - $609K
26K $3.36M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
3.42K
+ 6.82%
$90.59 - $99.43 $310K - $340K
53.7K $5.1M
GLD
Spdr Gold Trust

ETFs
1.84K
+ 125.85%
$215.56 - $246.98 $397K - $454K
3.3K $802K
PPA
Invesco Exchange Traded Fd Tr

ETFs
403
+ 1.14%
$102.05 - $114.97 $41.1K - $46.3K
35.8K $4.12M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.64K
New
$45.2 - $47.87 $436K - $462K
9.64K $458K
UPS
United Parcel Service Inc

Industrials
3.18K
+ 23.5%
$123.32 - $147.38 $392K - $468K
16.7K $2.27M
VO
Vanguard Mid Cap ETF

ETFs
1.14K
+ 29.44%
$237.84 - $263.83 $270K - $300K
5K $1.32M
DBA
Invesco Db Agriculture Fund

ETFs
12.9K
New
$23.26 - $26.55 $300K - $342K
12.9K $335K
SLV
I Shares Silver Trust

ETFs
10.9K
+ 105.81%
$24.33 - $29.38 $264K - $319K
21.1K $600K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.95K
+ 78.89%
$33.89 - $41.64 $236K - $290K
15.8K $627K
DBB
Invesco Db Base Metals Fund

ETFs
15.3K
New
$18.08 - $20.99 $277K - $322K
15.3K $319K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.4K
+ 5.61%
$83.76 - $91.82 $118K - $129K
26.4K $2.41M
ENFR
Alerian Energy Infrastructure

ETFs
11K
New
$26.22 - $28.65 $288K - $315K
11K $310K
CTA
Simplify Exch Traded Fds Simpl

ETFs
11.7K
New
$25.73 - $27.07 $302K - $317K
11.7K $304K
PAVE
Global X Fds Us Infrastructure

ETFs
1.66K
+ 3.01%
$36.39 - $41.16 $60.3K - $68.2K
56.8K $2.34M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
563
+ 1.85%
$113.45 - $126.18 $63.9K - $71K
31K $3.92M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
2.28K
+ 21.69%
$61.04 - $71.27 $139K - $163K
12.8K $886K
NEE
Nextera Energy Inc

Utilities
2.72K
New
$69.9 - $84.97 $190K - $231K
2.72K $229K
VZ
Verizon Communications Inc

Communication Services
1.76K
+ 4.41%
$38.89 - $45.0 $68.6K - $79.4K
41.8K $1.88M
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
6.13K
New
$31.29 - $37.92 $192K - $232K
6.13K $217K
NSC
Norfolk Southern Corp

Industrials
850
New
$213.75 - $259.69 $182K - $221K
850 $211K
JNJ
Johnson & Johnson

Healthcare
1.28K
New
$145.48 - $167.38 $186K - $214K
1.28K $207K
UBER
Uber Technologies, Inc

Technology
1.5K
+ 7.06%
$58.48 - $77.47 $87.9K - $116K
22.8K $1.71M
PHYS
Sprott Physical Gold Trust

Financial Services
6.33K
+ 60.82%
$18.12 - $20.72 $115K - $131K
16.7K $341K
PSLV
Sprott Physical Silver Trust

Financial Services
13.8K
+ 110.4%
$9.17 - $10.84 $127K - $150K
26.3K $274K
SSO
Proshares Ultra S&P 500

ETFs
1.43K
+ 52.78%
$73.92 - $90.17 $105K - $128K
4.13K $371K
NFLX
Netflix Inc

Communication Services
36
+ 1.08%
$598.55 - $722.26 $21.5K - $26K
3.36K $2.38M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.9K
+ 4.39%
$29.28 - $32.18 $55.6K - $61.1K
45.1K $1.43M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
814
+ 53.62%
$126.87 - $148.36 $103K - $121K
2.33K $306K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.08%
$170.05 - $200.86 $510 - $603
3.96K $792K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.26K
+ 1.89%
$32.34 - $35.85 $73.2K - $81.1K
122K $4.31M
INTU
Intuit Inc

Technology
281
+ 8.64%
$602.97 - $670.49 $169K - $188K
3.53K $2.19M
Activity Summary
Buys All Purchases 66 New Holdings 20 Increased Positions 46 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wt Wealth Management Portfolio

Follow Wt Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wt Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Wt Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email