Discipline Wealth Solutions, LLC Purchases in Q4 2024

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
86.4K
+ 10.96%
$33.92 - $36.6 $2.93M - $3.16M
875K $30.3M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
75.4K
New
$41.16 - $44.07 $3.1M - $3.32M
75.4K $3.17M
ZECP
Zacks Tr Earnings Constant Por

ETFs
92.3K
New
$30.35 - $32.25 $2.8M - $2.98M
92.3K $2.81M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
42.6K
+ 9.26%
$74.5 - $78.37 $3.18M - $3.34M
503K $37.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.98K
+ 12.58%
$521.84 - $558.82 $1.03M - $1.11M
17.7K $9.55M
SSO
Proshares Ultra S&P 500

ETFs
11.9K
+ 128.58%
$87.92 - $99.73 $1.05M - $1.19M
21.2K $1.96M
QLD
Proshares Ultra Qqq

ETFs
9.78K
+ 162.37%
$97.85 - $120.25 $957K - $1.18M
15.8K $1.71M
BNDX
Vanguard Total International B

ETFs
29.1K
+ 7.63%
$48.91 - $50.61 $1.42M - $1.47M
410K $20.1M
GLD
Spdr Gold Trust

ETFs
3.22K
+ 119.54%
$236.59 - $257.5 $761K - $829K
5.91K $1.43M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19K
+ 7.92%
$51.54 - $52.55 $981K - $1M
259K $13.4M
SECT
Sector 10, Inc.

ETFs
12.9K
+ 44.5%
$53.17 - $57.82 $688K - $748K
42K $2.3M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
12.9K
+ 37.01%
$49.97 - $54.88 $642K - $705K
47.6K $2.48M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.59K
+ 46.29%
$91.29 - $91.8 $693K - $697K
24K $2.19M
UPS
United Parcel Service Inc

Industrials
5.05K
New
$122.65 - $138.35 $620K - $699K
5.05K $637K
VEA
Vanguard Ftse Developed Market

ETFs
38.4K
+ 15.86%
$47.57 - $52.44 $1.83M - $2.02M
281K $13.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
17.2K
+ 14.45%
$30.18 - $33.87 $520K - $584K
137K $4.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.88K
+ 13.19%
$63.58 - $71.15 $501K - $560K
67.6K $4.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.25K
+ 55.41%
$100.16 - $100.7 $526K - $528K
14.7K $1.48M
DDM
Proshares Ultra Dow30

ETFs
5.16K
+ 86.83%
$92.63 - $107.31 $478K - $553K
11.1K $1.06M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
35.5K
+ 14.29%
$26.16 - $28.82 $930K - $1.02M
284K $7.45M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
20.3K
New
$20.55 - $23.26 $418K - $473K
20.3K $428K
MUB
Ishares National Muni Bond ETF

ETFs
3.76K
New
$105.78 - $108.7 $398K - $409K
3.76K $400K
IAU
Ishares Gold Trust

ETFs
7.71K
New
$48.37 - $52.65 $373K - $406K
7.71K $381K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.04K
New
$51.58 - $52.91 $363K - $372K
7.04K $364K
VNQI
Vanguard Global Ex U.S. Real

ETFs
9.02K
New
$39.22 - $47.52 $354K - $429K
9.02K $356K
AAPL
Apple Inc.

Technology
733
+ 8.48%
$221.69 - $259.02 $162K - $190K
9.37K $2.35M
DFIS
Dimensional ETF Tr Dimensional

ETFs
36.7K
+ 14.65%
$24.25 - $26.7 $889K - $979K
287K $7.05M
SLV
I Shares Silver Trust

ETFs
12.6K
New
$26.33 - $31.74 $332K - $400K
12.6K $331K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.64K
New
$172.07 - $207.36 $281K - $339K
1.64K $322K
ROM
Proshares Ultra Technology

ETFs
4.32K
New
$63.86 - $75.32 $276K - $325K
4.32K $301K
MSTR
Microstrategy Inc

Technology
1.03K
New
$162.69 - $473.83 $167K - $487K
1.03K $297K
DTE
Dte Energy CO

Utilities
2.25K
New
$117.04 - $129.77 $263K - $291K
2.25K $271K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
2.5K
+ 55.78%
$91.39 - $113.27 $228K - $283K
6.98K $660K
UPRO
Proshares Trust Proshares Ultr

ETFs
2.36K
+ 47.43%
$82.66 - $99.48 $195K - $235K
7.33K $649K
JPM
Jpmorgan Chase & CO

Financial Services
398
+ 10.76%
$205.18 - $250.29 $81.7K - $99.6K
4.1K $982K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.11K
+ 38.99%
$157.33 - $189.22 $174K - $210K
3.95K $666K
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 2.17%
$570.51 - $610.59 $56.5K - $60.4K
4.65K $2.74M
NVDA
Nvidia Corp

Technology
192
+ 2.94%
$117.0 - $148.88 $22.5K - $28.6K
6.72K $901K
V
Visa Inc.

Financial Services
89
+ 6.73%
$273.87 - $320.91 $24.4K - $28.6K
1.41K $446K
QQQ
Invesco Qqq Trust, Series 1

ETFs
69
+ 4.03%
$481.22 - $538.17 $33.2K - $37.1K
1.78K $911K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.33K
+ 29.77%
$50.37 - $50.6 $67.1K - $67.4K
5.81K $292K
TILT
Flexshares Tr

ETFs
6
+ 0.25%
$210.31 - $227.39 $1.26K - $1.36K
2.39K $516K
AVDV
American Centy ETF Tr Avantis

ETFs
3.82K
+ 8.86%
$63.85 - $70.4 $244K - $269K
46.9K $3.05M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
841
+ 4.57%
$12.74 - $14.23 $10.7K - $12K
19.3K $250K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
5.46K
New
N/A
5.46K $0
Coinshares Valkyrie Bitcoin
8.87K
New
N/A
8.87K $0
Direxion Shs ETF Tr
54.5K
+ 35.17%
N/A
209K $0
Proshares Tr
20.3K
New
N/A
20.3K $0
MSFT
Microsoft Corp

Technology
42
+ 1.58%
$406.35 - $454.46 $17.1K - $19.1K
2.7K $1.14M
Activity Summary
Buys All Purchases 52 New Holdings 16 Increased Positions 36 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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