Wt Wealth Management Reduced Holdings in Q4 2024

Wt Wealth Management

  • $309 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-7.32K
- 1.44%
$24.06 - $48.88 $176K - $358K
499K $12M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-15.2K
- 4.11%
$24.19 - $50.58 $367K - $767K
354K $8.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-470
- 0.63%
$26.93 - $84.95 $12.7K - $39.9K
74.2K $2.03M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.1K
- 15.21%
$50.37 - $50.6 $508K - $511K
56.3K $2.83M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-468
- 0.89%
$55.45 - $61.08 $26K - $28.6K
52K $2.88M
UPS
United Parcel Service Inc

Industrials
-566
- 3.39%
$122.65 - $138.35 $69.4K - $78.3K
16.1K $2.03M
GLD
Spdr Gold Trust

ETFs
-887
- 26.86%
$236.59 - $257.5 $210K - $228K
2.42K $584K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
-459
- 0.3%
$45.44 - $46.52 $20.9K - $21.4K
151K $6.9M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-985
- 2.18%
$28.33 - $31.77 $27.9K - $31.3K
44.1K $1.25M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.26K
- 14.34%
$33.77 - $44.09 $76.4K - $99.7K
13.5K $458K
PSLV
Sprott Physical Silver Trust

Financial Services
-13.3K
- 50.57%
$9.65 - $11.76 $128K - $156K
13K $125K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-713
- 2.7%
$88.59 - $94.57 $63.2K - $67.4K
25.7K $2.28M
SJNK
Spdr Bloomberg Short Term High

ETFs
-3.91K
- 9.64%
$25.09 - $25.69 $98.1K - $100K
36.7K $925K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-8.77K
- 38.59%
$12.78 - $13.52 $112K - $119K
14K $179K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-5.04K
- 6.63%
$20.98 - $21.19 $106K - $107K
71K $1.5M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-18.8K
- 39.44%
$3.76 - $4.47 $70.7K - $84.1K
28.9K $108K
LOW
Lowes Companies Inc

Consumer Cyclical
-47
- 1.38%
$244.52 - $284.07 $11.5K - $13.4K
3.36K $828K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-915
- 0.76%
$40.34 - $40.62 $36.9K - $37.2K
119K $4.82M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-353
- 1.15%
$69.58 - $74.87 $24.6K - $26.4K
30.3K $2.12M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-732
- 0.47%
$50.62 - $50.97 $37.1K - $37.3K
156K $7.91M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-822
- 4.21%
$65.67 - $69.79 $54K - $57.4K
18.7K $1.26M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-2.01K
- 1.03%
$48.59 - $49.45 $97.8K - $99.5K
194K $9.55M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-442
- 3.45%
$67.38 - $75.88 $29.8K - $33.5K
12.4K $835K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-220
- 3.1%
$176.42 - $186.91 $38.8K - $41.1K
6.88K $1.22M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-145
- 0.77%
$20.55 - $23.26 $2.98K - $3.37K
18.7K $393K
XLK
Technology Sector Spdr

ETFs
-250
- 11.07%
$220.26 - $241.44 $55.1K - $60.4K
2.01K $467K
VO
Vanguard Mid Cap ETF

ETFs
-155
- 3.1%
$261.5 - $284.63 $40.5K - $44.1K
4.84K $1.28M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-717
- 5.07%
$50.0 - $50.27 $35.9K - $36K
13.4K $673K
HYHG
Proshares High Yield Interest

ETFs
-372
- 7.23%
$64.27 - $65.97 $23.9K - $24.5K
4.77K $312K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-15
- 0.17%
$45.17 - $47.23 $678 - $708
8.66K $392K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
-37
- 0.07%
N/A
50.3K $2.45M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-1.1K
- 5.21%
N/A
20K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-2.84K
- 3.12%
N/A
88.2K $0
First Tr Exchng Traded Fd Vi
-210K
- 94.9%
N/A
11.3K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-8
- 0.54%
$570.51 - $610.59 $4.56K - $4.88K
1.47K $865K
IYW
Ishares Dj Us Tech ETF

ETFs
-55
- 1.56%
$148.14 - $166.23 $8.15K - $9.14K
3.46K $551K
XLC
Select Sector Spdr Tr Communic

ETFs
-214
- 2.96%
$89.66 - $102.16 $19.2K - $21.9K
7.02K $679K
FDUS
Fidus Investment Corp

Financial Services
-2.2K
- 3.82%
$19.1 - $21.49 $42K - $47.3K
55.4K $1.17M
JPM
Jpmorgan Chase & CO

Financial Services
-12
- 0.66%
$205.18 - $250.29 $2.46K - $3K
1.8K $431K
XLY
Select Sector Spdr Consumer Di

ETFs
-110
- 2.78%
$194.8 - $239.43 $21.4K - $26.3K
3.85K $862K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3
- 0.01%
$124.61 - $133.96 $374 - $402
31K $4M
DIS
Walt Disney CO

Communication Services
-513
- 3.16%
$92.39 - $117.6 $47.4K - $60.3K
15.7K $1.75M
AMZN
Amazon Com Inc

Consumer Cyclical
-9
- 0.02%
$180.88 - $232.93 $1.63K - $2.1K
42.8K $9.39M
TSLA
Tesla, Inc.

Consumer Cyclical
-28
- 0.21%
$213.65 - $479.86 $5.98K - $13.4K
13.4K $5.43M
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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