Mkd Wealth Coaches, LLC Closed Holding Positions

Mkd Wealth Coaches, LLC

  • $98.8 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
Q4 2024 Filed on Feb 04, 2025
772
$442.29 - $483.08 $341K - $373K
MSFT
Microsoft Corp

Technology
Q4 2024 Filed on Feb 04, 2025
1,210
$406.35 - $454.46 $492K - $550K
UNP
Union Pacific Corp

Industrials
Q4 2024 Filed on Feb 04, 2025
854
$223.15 - $249.32 $191K - $213K
GOOG
Alphabet Inc.

Communication Services
Q4 2024 Filed on Feb 04, 2025
156
$163.08 - $198.16 $25.4K - $30.9K
META
Meta Platforms, Inc.

Communication Services
Q4 2024 Filed on Feb 04, 2025
352
$554.08 - $632.68 $195K - $223K
BLK
Black Rock Inc.

Financial Services
Q4 2024 Filed on Feb 04, 2025
182
$934.02 - $1065.26 $170K - $194K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2024 Filed on Feb 04, 2025
154
$501.29 - $612.85 $77.2K - $94.4K
ADI
Analog Devices Inc

Technology
Q4 2024 Filed on Feb 04, 2025
932
$206.35 - $236.48 $192K - $220K
ACN
Accenture PLC

Technology
Q4 2024 Filed on Feb 04, 2025
726
$343.9 - $376.86 $250K - $274K
AMD
Advanced Micro Devices Inc

Technology
Q4 2024 Filed on Feb 04, 2025
1,105
$118.88 - $172.8 $131K - $191K
SYK
Stryker Corp

Healthcare
Q4 2024 Filed on Feb 04, 2025
800
$345.14 - $392.15 $276K - $314K
TGT
Target Corp

Consumer Defensive
Q4 2024 Filed on Feb 04, 2025
4,400
$121.59 - $160.69 $535K - $707K
PG
Procter & Gamble CO

Consumer Defensive
Q4 2024 Filed on Feb 04, 2025
1,115
$161.05 - $179.7 $180K - $200K
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q4 2024 Filed on Feb 04, 2025
8,414
$37.12 - $41.23 $312K - $347K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q4 2024 Filed on Feb 04, 2025
9,734
$17.93 - $18.8 $175K - $183K
STLA
Stellantis N.V.

Consumer Cyclical
Q4 2024 Filed on Feb 04, 2025
22,972
$12.37 - $13.99 $284K - $321K
VINO
Gaucho Group Holdings, Inc.

Real Estate
Q4 2021 Filed on Jan 24, 2022
52,366
$2.08 - $4.52 $109K - $237K
FBC
Flagstar Bancorp Inc

Financial Services
Q4 2021 Filed on Jan 24, 2022
8,352
$45.08 - $55.96 $377K - $467K
Ishares Comex Gold Trust
Q2 2021 Filed on Jul 19, 2021
19,418
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2021 Filed on Apr 06, 2021
5,427
$65.18 - $69.88 $354K - $379K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q1 2021 Filed on Apr 06, 2021
6,168
$54.65 - $56.18 $337K - $347K
IEFA
Ishares Tr

ETFs
Q1 2021 Filed on Apr 06, 2021
3,142
$68.58 - $73.12 $215K - $230K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on Apr 06, 2021
23,801
$124.29 - $128.12 $2.96M - $3.05M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2020 Filed on Feb 10, 2021
2,616
$133.73 - $138.48 $350K - $362K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2020 Filed on Feb 10, 2021
4,842
$155.16 - $163.36 $751K - $791K
VT
Vanguard Total World Stk Index

ETFs
Q4 2020 Filed on Feb 10, 2021
4,150
$78.99 - $92.58 $328K - $384K
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Feb 10, 2021
40,583
$119.27 - $121.81 $4.84M - $4.94M
EEMV
Ishares Msci Emerging Markets

ETFs
Q4 2020 Filed on Feb 10, 2021
79,689
$54.96 - $61.3 $4.38M - $4.88M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q4 2020 Filed on Feb 10, 2021
5,395
$74.0 - $77.04 $399K - $416K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2020 Filed on Feb 10, 2021
5,848
$92.55 - $93.62 $541K - $547K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2020 Filed on Feb 10, 2021
38,447
$65.49 - $73.81 $2.52M - $2.84M
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q4 2020 Filed on Feb 10, 2021
8,535
$34.75 - $37.09 $297K - $317K
EMB
Ishares Tr

ETFs
Q4 2020 Filed on Feb 10, 2021
4,650
$109.8 - $115.91 $511K - $539K
MNA
Iq Merger Arbitrage ETF

ETFs
Q3 2020 Filed on Oct 29, 2020
9,626
$31.38 - $33.64 $302K - $324K
HAP
Vaneck ETF Tr Natural Resource

ETFs
Q3 2020 Filed on Oct 29, 2020
9,125
$30.03 - $34.01 $274K - $310K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q3 2020 Filed on Oct 29, 2020
4,667
$72.62 - $86.26 $339K - $403K
IGOV
Ishares 1 3 International Trea

ETFs
Q3 2020 Filed on Oct 29, 2020
12,829
$50.88 - $53.72 $653K - $689K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q3 2020 Filed on Oct 29, 2020
5,794
$51.46 - $57.08 $298K - $331K
Proshares K 1 Free Crude Oil Strategy ETF
Q2 2020 Filed on Aug 11, 2020
144,407
N/A
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2020 Filed on Aug 11, 2020
10,343
$59.66 - $82.42 $617K - $852K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2020 Filed on Aug 11, 2020
14,386
$41.21 - $51.19 $593K - $736K
Reality Shares Divcon Dividend Defender ETF
Q2 2020 Filed on Aug 11, 2020
178,973
N/A
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q2 2020 Filed on Aug 11, 2020
19,500
$27.52 - $37.21 $537K - $726K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q2 2020 Filed on Aug 11, 2020
17,816
$33.58 - $40.67 $598K - $725K
SH
Proshares Short S&P500 New (De

ETFs
Q2 2020 Filed on Aug 11, 2020
122,911
$21.58 - $28.93 $2.65M - $3.56M
Reality Shares Divs ETF
Q2 2020 Filed on Aug 11, 2020
321,131
N/A
DTE
Dte Energy CO

Utilities
Q1 2020 Filed on May 12, 2020
4,117
$65.37 - $114.86 $269K - $473K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q1 2020 Filed on May 12, 2020
29,133
$16.9 - $29.89 $492K - $871K
Reality Shares Divcon Dividend Guard ETF
Q1 2020 Filed on May 12, 2020
262,707
N/A
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