Wt Wealth Management New Holdings in Q3 2024

Wt Wealth Management

  • $391 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
446K
New
$43.73 - $46.29 $19.5M - $20.6M
446K $20.6M
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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
39.6K
New
$49.83 - $62.75 $1.97M - $2.48M
39.6K $2.28M
SPOT
Spotify Technology S.A.

Communication Services
4.83K
New
$290.16 - $384.01 $1.4M - $1.85M
4.83K $1.78M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.64K
New
$45.2 - $47.87 $436K - $462K
9.64K $458K
DBA
Invesco Db Agriculture Fund

ETFs
12.9K
New
$23.26 - $26.55 $300K - $342K
12.9K $335K
DBB
Invesco Db Base Metals Fund

ETFs
15.3K
New
$18.08 - $20.99 $277K - $322K
15.3K $319K
ENFR
Alerian Energy Infrastructure

ETFs
11K
New
$26.22 - $28.65 $288K - $315K
11K $310K
NEE
Nextera Energy Inc

Utilities
2.72K
New
$69.9 - $84.97 $190K - $231K
2.72K $229K
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
First Tr Exchng Traded Fd Vi
8K
New
N/A
8K $0
First Tr Exchng Traded Fd Vi
221K
New
N/A
221K $0
Exchange Traded Concepts Tru
7.47K
New
N/A
7.47K $0
Ishares Tr
7.24K
New
N/A
7.24K $0
DAUG
First Tr ETF Viii Cboe Vest Us
8.16K
New
N/A
8.16K $0
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
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