Align Wealth Management, LLC New Holdings in Q4 2022

Align Wealth Management, LLC

  • $118 Billion
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
640
New
$88.99 - $103.33 $57K - $66.1K
640 $58.2M
VEA
Vanguard Ftse Developed Market

ETFs
1.6K
New
$36.19 - $43.78 $57.9K - $70K
1.6K $58.2M
PAYX
Paychex Inc

Industrials
500
New
$108.09 - $125.98 $54K - $63K
500 $56.1M
IEFA
Ishares Tr

ETFs
1.06K
New
$52.35 - $63.65 $55.4K - $67.4K
1.06K $55.8M
AAPL
Apple Inc.

Technology
400
New
$126.04 - $155.74 $50.4K - $62.3K
400 $55.3M
VFH
Vanguard Financial ETF

ETFs
717
New
$74.7 - $88.6 $53.6K - $63.5K
717 $53.4M
XLY
Select Sector Spdr Consumer Di

ETFs
372
New
$126.26 - $147.57 $47K - $54.9K
372 $53M
BEP
Brookfield Renewable Partners L.P.

Utilities
1.65K
New
$24.83 - $32.31 $41K - $53.3K
1.65K $51.6M
ABB
Abb LTD

Industrials
2K
New
$24.3 - $31.74 $48.6K - $63.5K
2K $51.3M
PG
Procter & Gamble CO

Consumer Defensive
400
New
$123.76 - $153.95 $49.5K - $61.6K
400 $50.5M
DE
Deere & CO

Industrials
150
New
$344.05 - $445.7 $51.6K - $66.9K
150 $50.1M
LLY
Eli Lilly & CO

Healthcare
154
New
$321.55 - $374.67 $49.5K - $57.7K
154 $49.8M
PFE
Pfizer Inc

Healthcare
1.04K
New
$41.75 - $54.5 $43.2K - $56.4K
1.04K $45.3M
TXN
Texas Instruments Inc

Technology
291
New
$148.34 - $180.46 $43.2K - $52.5K
291 $45M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.16K
New
$36.66 - $43.12 $42.5K - $50K
1.16K $44.3M
UNH
Unitedhealth Group Inc

Healthcare
85
New
$498.86 - $555.15 $42.4K - $47.2K
85 $42.9M
ORI
Old Republic International Corp

Financial Services
2K
New
$21.4 - $24.49 $42.8K - $49K
2K $41.9M
D
Dominion Energy, Inc

Utilities
596
New
$57.96 - $71.5 $34.5K - $42.6K
596 $41.2M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
940
New
$44.39 - $53.15 $41.7K - $50K
940 $41.1M
FXL
First Tr Exchange Traded Fd Fi

ETFs
458
New
$84.85 - $98.36 $38.9K - $45K
458 $39.7M
TGT
Target Corp

Consumer Defensive
255
New
$141.36 - $178.98 $36K - $45.6K
255 $37.8M
XOM
Exxon Mobil Corp

Energy
431
New
$91.92 - $114.2 $39.6K - $49.2K
431 $37.6M
PH
Parker Hannifin Corp

Industrials
155
New
$252.26 - $311.06 $39.1K - $48.2K
155 $37.6M
TSCO
Tractor Supply CO

Consumer Cyclical
200
New
$189.53 - $226.98 $37.9K - $45.4K
200 $37.2M
ETN
Eaton Corp PLC

Industrials
275
New
$134.31 - $166.52 $36.9K - $45.8K
275 $36.7M
LRCX
Lam Research Corp

Technology
100
New
$314.95 - $500.82 $31.5K - $50.1K
100 $36.6M
VHT
Vanguard Health Care ETF

ETFs
163
New
$224.15 - $255.96 $36.5K - $41.7K
163 $36.5M
ACN
Accenture PLC

Technology
141
New
$252.72 - $302.91 $35.6K - $42.7K
141 $36.3M
WMB
Williams Companies, Inc.

Energy
1.25K
New
$29.3 - $34.98 $36.6K - $43.7K
1.25K $35.8M
EL
Estee Lauder Companies Inc

Consumer Defensive
160
New
$189.96 - $249.81 $30.4K - $40K
160 $34.5M
NEE
Nextera Energy Inc

Utilities
440
New
$70.64 - $87.15 $31.1K - $38.3K
440 $34.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
360
New
$91.16 - $108.26 $32.8K - $39K
360 $33.4M
TJX
Tjx Companies Inc

Consumer Cyclical
525
New
$62.9 - $81.03 $33K - $42.5K
525 $32.6M
PFG
Principal Financial Group Inc

Financial Services
450
New
$75.39 - $95.0 $33.9K - $42.8K
450 $32.5M
OGS
One Gas, Inc.

Utilities
441
New
$70.29 - $88.33 $31K - $39K
441 $31M
VDE
Vanguard Energy ETF

ETFs
300
New
$107.13 - $131.88 $32.1K - $39.6K
300 $30.5M
HD
Home Depot, Inc.

Consumer Cyclical
110
New
$269.46 - $333.38 $29.6K - $36.7K
110 $30.4M
FBT
First Trust Nyse Arca Biotechn

ETFs
225
New
$132.87 - $159.04 $29.9K - $35.8K
225 $29.7M
HON
Honeywell International Inc

Industrials
175
New
$171.41 - $220.05 $30K - $38.5K
175 $29.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
125
New
$231.21 - $325.46 $28.9K - $40.7K
125 $29.1M
MKC
Mccormick & CO Inc

Consumer Defensive
400
New
$72.41 - $86.6 $29K - $34.6K
400 $28.5M
PSX
Phillips 66

Energy
352
New
$84.58 - $112.31 $29.8K - $39.5K
352 $28.4M
ENPH
Enphase Energy, Inc.

Technology
100
New
$237.87 - $336.0 $23.8K - $33.6K
100 $27.7M
BLK
Black Rock Inc.

Financial Services
50
New
$530.32 - $774.75 $26.5K - $38.7K
50 $27.5M
ABBV
Abb Vie Inc.

Healthcare
201
New
$138.31 - $165.87 $27.8K - $33.3K
201 $27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
298
New
$89.09 - $102.13 $26.5K - $30.4K
298 $26M
SYK
Stryker Corp

Healthcare
125
New
$205.51 - $253.93 $25.7K - $31.7K
125 $25.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
551
New
$45.45 - $53.83 $25K - $29.7K
551 $25.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
521
New
$47.5 - $50.06 $24.7K - $26.1K
521 $25.1M
Activity Summary
Buys All Purchases 219 New Holdings 219 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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