Wealth Collab, LLC Incresed Positions in Q4 2024

Wealth Collab, LLC

  • $157 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MED
Medifast Inc

Consumer Cyclical
78
+ 17.03%
$16.85 - $21.76 $1.31K - $1.7K
536 $9.45M
LPI
Laredo Petroleum, Inc.

Energy
2
+ 1.32%
N/A
154 $4.76M
BSAC
Banco Santander Chile

Financial Services
52
+ 30.59%
$18.6 - $20.89 $967 - $1.09K
222 $4.19M
SCHX
Schwab Strategic Tr Us Large C

ETFs
692
+ 200.0%
$22.4 - $68.28 $15.5K - $47.2K
1.04K $24.1M
FNV
Franco Nevada Corp

Basic Materials
5
+ 250.0%
$113.26 - $137.22 $566 - $686
7 $824K
HMY
Harmony Gold Mining CO LTD

Basic Materials
208
+ 35.86%
$8.14 - $12.23 $1.69K - $2.54K
788 $6.47M
ETR
Entergy Corp

Utilities
26
+ 100.0%
$73.19 - $156.4 $1.9K - $4.07K
52 $3.94M
AMCX
Amc Networks Inc.

Communication Services
21
+ 9.17%
$7.66 - $9.92 $161 - $208
250 $2.48M
PANW
Palo Alto Networks Inc

Technology
18
+ 100.0%
$181.96 - $405.9 $3.28K - $7.31K
36 $6.55M
MO
Altria Group, Inc.

Consumer Defensive
5
+ 5.62%
$49.06 - $57.74 $245 - $289
94 $4.92M
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
1.16K
+ 80.98%
$0.86 - $1.75 $999 - $2.03K
2.6K $2.73M
ELV
Elevance Health, Inc.

Healthcare
9
+ 42.86%
$365.96 - $514.62 $3.29K - $4.63K
30 $11.1M
TIGO
Millicom International Cellular Sa

Communication Services
7
+ 7.37%
$24.19 - $28.22 $169 - $198
102 $2.55M
FNDA
Schwab Fundamental U S Small C

ETFs
219
+ 100.0%
$29.26 - $59.11 $6.41K - $12.9K
438 $13M
GFI
Gold Fields LTD

Basic Materials
90
+ 14.73%
$13.16 - $18.91 $1.18K - $1.7K
701 $9.25M
NEU
Newmarket Corp

Basic Materials
1
+ 3.33%
$519.96 - $563.85 $520 - $564
31 $16.4M
ASC
Ardmore Shipping Corp

Industrials
14
+ 15.91%
$11.09 - $18.59 $155 - $260
102 $1.24M
LPL
Lg Display Co., Ltd.

Technology
85
+ 13.04%
$3.07 - $4.02 $261 - $342
737 $2.26M
IX
Orix Corp

Financial Services
24
+ 7.77%
$104.38 - $117.09 $2.51K - $2.81K
333 $35.4M
DAC
Danaos Corp

Industrials
36
+ 6.78%
$76.4 - $87.8 $2.75K - $3.16K
567 $45.4M
CCI
Crown Castle International Corp

Real Estate
33
+ 25.0%
$89.78 - $119.11 $2.96K - $3.93K
165 $15M
ACT
Enact Holdings, Inc.

Financial Services
49
+ 7.61%
$32.36 - $36.93 $1.59K - $1.81K
693 $22.4M
EBF
Ennis, Inc.

Industrials
204
+ 11.17%
$20.19 - $24.55 $4.12K - $5.01K
2.03K $42.8M
EFG
Msci Eafe Growth ETF

ETFs
1
+ 0.6%
$96.83 - $106.88 $96.8 - $107
167 $16.2M
SNY
Sanofi

Healthcare
173
+ 15.63%
$45.89 - $57.31 $7.94K - $9.91K
1.28K $61.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.48K
+ 10.32%
$75.65 - $83.47 $112K - $124K
15.8K $1.2B
OGN
Organon & Co.

Healthcare
78
+ 9.07%
$14.44 - $18.83 $1.13K - $1.47K
938 $14M
PATK
Patrick Industries Inc

Consumer Cyclical
75
+ 49.34%
$82.71 - $146.16 $6.2K - $11K
227 $18.9M
AMD
Advanced Micro Devices Inc

Technology
79
+ 27.43%
$118.88 - $172.8 $9.39K - $13.7K
367 $44.3M
NEE
Nextera Energy Inc

Utilities
25
+ 5.95%
$69.77 - $85.43 $1.74K - $2.14K
445 $31.9M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
4
+ 0.49%
$39.84 - $43.92 $159 - $176
822 $32.7M
HCA
Hca Healthcare, Inc.

Healthcare
9
+ 13.85%
$297.52 - $415.61 $2.68K - $3.74K
74 $22.2M
MDT
Medtronic PLC

Healthcare
9
+ 1.41%
$79.61 - $92.24 $716 - $830
648 $51.8M
UHS
Universal Health Services Inc

Healthcare
20
+ 10.58%
$175.8 - $236.9 $3.52K - $4.74K
209 $37.5M
GE
General Electric CO

Industrials
1
+ 0.32%
$159.95 - $194.23 $160 - $194
316 $52.7M
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.36%
$91.13 - $117.95 $91.1 - $118
282 $25.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.77K
+ 100.97%
$18.41 - $40.87 $32.6K - $72.4K
3.53K $65.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.69K
+ 200.28%
$26.93 - $84.95 $153K - $484K
8.54K $233M
NVS
Novartis Ag

Healthcare
18
+ 3.28%
$96.78 - $117.18 $1.74K - $2.11K
567 $55.2M
LLY
Eli Lilly & CO

Healthcare
6
+ 5.26%
$727.2 - $932.06 $4.36K - $5.59K
120 $92.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.62K
+ 4.65%
$74.5 - $78.37 $195K - $205K
59K $4.41B
ASML
Asml Holding Nv

Technology
8
+ 7.02%
$658.43 - $872.27 $5.27K - $6.98K
122 $84.6M
AVEM
American Centy ETF Tr Avantis

ETFs
3.46K
+ 8.11%
$58.59 - $66.14 $203K - $229K
46.2K $2.71B
IXUS
Ishares Tr

ETFs
10.1K
+ 9.16%
$65.95 - $72.56 $667K - $733K
120K $7.97B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.18K
+ 88.94%
$22.63 - $47.53 $208K - $436K
19.5K $443M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.67K
+ 3.33%
$71.75 - $75.11 $192K - $201K
82.9K $5.96B
VEU
Vanguard Ftse All World Ex Us

ETFs
81
+ 0.4%
$57.29 - $63.1 $4.64K - $5.11K
20.1K $1.15B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
17K
+ 7.25%
$20.55 - $23.26 $349K - $395K
251K $5.29B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.41K
+ 1.14%
$58.88 - $64.8 $142K - $156K
213K $12.6B
Activity Summary
Buys All Purchases 231 New Holdings 81 Increased Positions 150 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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