Wt Wealth Management Incresed Positions in Q4 2024

Wt Wealth Management

  • $309 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOL
Abrdn Gold ETF Trust

ETFs
83.2K
+ 23.41%
$24.46 - $26.62 $2.03M - $2.21M
438K $11M
NVDA
Nvidia Corp

Technology
4.58K
+ 9.08%
$117.0 - $148.88 $536K - $682K
55K $7.39M
AAPL
Apple Inc.

Technology
1.28K
+ 3.21%
$221.69 - $259.02 $284K - $332K
41.3K $10.3M
GOOG
Alphabet Inc.

Communication Services
350
+ 0.89%
$163.08 - $198.16 $57.1K - $69.4K
39.9K $7.59M
ENFR
Alerian Energy Infrastructure

ETFs
23.8K
+ 216.28%
$28.52 - $33.11 $678K - $787K
34.8K $1.08M
NFLX
Netflix Inc

Communication Services
81
+ 2.41%
$687.65 - $936.56 $55.7K - $75.9K
3.44K $3.06M
SIVR
Abrdn Silver ETF Trust

ETFs
24.9K
+ 108.48%
$27.61 - $33.22 $686K - $826K
47.8K $1.32M
WMT
Walmart Inc.

Consumer Defensive
1.32K
+ 2.91%
$79.1 - $95.7 $104K - $126K
46.6K $4.21M
EXPE
Expedia Group, Inc.

Consumer Cyclical
304
+ 2.61%
$146.47 - $191.01 $44.5K - $58.1K
11.9K $2.22M
V
Visa Inc.

Financial Services
302
+ 3.2%
$273.87 - $320.91 $82.7K - $96.9K
9.73K $3.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
558
+ 14.32%
$481.22 - $538.17 $269K - $300K
4.46K $2.28M
XLF
Financial Sector Spdr

ETFs
2.16K
+ 2.57%
$44.89 - $51.34 $97.1K - $111K
86.3K $4.17M
META
Meta Platforms, Inc.

Communication Services
409
+ 6.35%
$554.08 - $632.68 $227K - $259K
6.85K $4.04M
MA
Mastercard Inc

Financial Services
209
+ 3.94%
$491.3 - $536.15 $103K - $112K
5.52K $2.9M
XLP
Consumer Staples Sector Spdr

ETFs
3.27K
+ 4.44%
N/A
76.9K $5.85M
CSCO
Cisco Systems, Inc.

Technology
3.27K
+ 59.56%
$52.45 - $60.02 $172K - $196K
8.76K $518K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.73K
+ 4.38%
$55.73 - $66.16 $96.6K - $115K
41.3K $2.49M
TMUS
T Mobile Us, Inc.

Communication Services
332
+ 3.95%
$206.1 - $246.94 $68.4K - $82K
8.74K $1.93M
ET
Energy Transfer LP

Energy
3.15K
+ 8.81%
$16.05 - $19.86 $50.6K - $62.6K
38.9K $762K
FDX
Fedex Corp

Industrials
403
+ 4.85%
$260.5 - $305.15 $105K - $123K
8.71K $2.45M
COST
Costco Wholesale Corp

Consumer Defensive
98
+ 3.38%
$873.59 - $994.69 $85.6K - $97.5K
3K $2.75M
CTA
Simplify Exch Traded Fds Simpl

ETFs
4.84K
+ 41.31%
$25.8 - $28.97 $125K - $140K
16.6K $461K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.25K
+ 3.48%
$113.79 - $124.5 $142K - $155K
37.1K $4.25M
MSFT
Microsoft Corp

Technology
779
+ 3.45%
$406.35 - $454.46 $317K - $354K
23.4K $9.85M
DBA
Invesco Db Agriculture Fund

ETFs
4.23K
+ 32.84%
$24.81 - $27.83 $105K - $118K
17.1K $454K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.85K
+ 2.53%
$50.23 - $50.46 $92.9K - $93.3K
74.9K $3.77M
DBB
Invesco Db Base Metals Fund

ETFs
6.52K
+ 42.47%
$18.85 - $21.42 $123K - $140K
21.9K $412K
XOM
Exxon Mobil Corp

Energy
1.07K
+ 43.88%
$105.51 - $125.37 $113K - $134K
3.5K $376K
INTU
Intuit Inc

Technology
93
+ 2.63%
$602.01 - $706.25 $56K - $65.7K
3.63K $2.28M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.53K
+ 4.64%
$50.35 - $50.69 $76.9K - $77.5K
34.4K $1.74M
WM
Waste Management Inc

Industrials
579
+ 5.34%
$201.79 - $228.46 $117K - $132K
11.4K $2.3M
PAVE
Global X Fds Us Infrastructure

ETFs
2.22K
+ 3.91%
$40.41 - $45.95 $89.8K - $102K
59K $2.38M
PAA
Plains All American Pipeline LP

Energy
2.81K
+ 10.69%
$16.27 - $18.67 $45.7K - $52.4K
29.1K $496K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
300
+ 8.82%
$100.16 - $100.7 $30K - $30.2K
3.7K $371K
HD
Home Depot, Inc.

Consumer Cyclical
334
+ 4.49%
$385.02 - $431.37 $129K - $144K
7.77K $3.02M
Ea Series Trust
697
+ 10.17%
N/A
7.55K $0
Ea Series Trust
8.77K
+ 34.42%
N/A
34.3K $0
Exchange Traded Concepts Tru
6.02K
+ 80.53%
N/A
13.5K $0
XLE
Energy Sector Spdr

ETFs
610
+ 2.31%
$83.32 - $97.27 $50.8K - $59.3K
27K $2.31M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.93K
+ 1.58%
$34.42 - $35.88 $66.3K - $69.1K
124K $4.3M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
37
+ 0.44%
$46.31 - $51.02 $1.71K - $1.89K
8.38K $398K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
252
+ 3.44%
$260.96 - $307.26 $65.8K - $77.4K
7.57K $2.05M
IAK
Ishares Tr

ETFs
309
+ 1.19%
$123.78 - $138.16 $38.2K - $42.7K
26.3K $3.33M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
10
+ 0.11%
$33.39 - $37.66 $334 - $377
9.32K $311K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
341
+ 4.44%
$75.65 - $83.47 $25.8K - $28.5K
8.02K $610K
VZ
Verizon Communications Inc

Communication Services
2.28K
+ 5.46%
$39.6 - $45.21 $90.4K - $103K
44.1K $1.76M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
3.03K
+ 5.65%
$86.03 - $94.92 $261K - $288K
56.7K $4.89M
ADBE
Adobe Inc.

Technology
280
+ 5.99%
$437.39 - $552.96 $122K - $155K
4.96K $2.2M
UBER
Uber Technologies, Inc

Technology
1.76K
+ 7.73%
$59.93 - $86.34 $106K - $152K
24.6K $1.48M
Activity Summary
Buys All Purchases 76 New Holdings 20 Increased Positions 56 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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