Potentia Wealth New Holdings in Q4 2024

Potentia Wealth

  • $225 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.34K
New
$75.1 - $82.99 $626K - $692K
8.34K $630M
SMIN
Ishares Msci India Small Cap I

ETFs
8.04K
New
$75.68 - $86.0 $609K - $692K
8.04K $615M
MDT
Medtronic PLC

Healthcare
7.47K
New
$79.61 - $92.24 $595K - $689K
7.47K $597M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
4.55K
New
$123.69 - $133.68 $563K - $609K
4.55K $569M
PG
Procter & Gamble CO

Consumer Defensive
3.38K
New
$161.05 - $179.7 $545K - $608K
3.38K $567M
HD
Home Depot, Inc.

Consumer Cyclical
1.41K
New
$385.02 - $431.37 $544K - $610K
1.41K $550M
VBR
Vanguard Small Cap Value ETF

ETFs
2.71K
New
$197.36 - $217.3 $535K - $589K
2.71K $537M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.58K
New
$229.85 - $335.91 $362K - $530K
1.58K $515M
GLD
Spdr Gold Trust

ETFs
2.05K
New
$236.59 - $257.5 $485K - $528K
2.05K $497M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
882
New
$521.84 - $558.82 $460K - $493K
882 $475M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.77K
New
$57.53 - $60.83 $447K - $472K
7.77K $447M
QQQ
Invesco Qqq Trust, Series 1

ETFs
857
New
$481.22 - $538.17 $412K - $461K
857 $438M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.14K
New
$129.96 - $144.97 $408K - $455K
3.14K $437M
DGRO
Ishares Core Dividend Growth E

ETFs
7.06K
New
$60.73 - $64.94 $429K - $459K
7.06K $433M
GD
General Dynamics Corp

Industrials
1.61K
New
$260.28 - $314.03 $419K - $505K
1.61K $424M
JPM
Jpmorgan Chase & CO

Financial Services
1.76K
New
$205.18 - $250.29 $361K - $440K
1.76K $421M
SBUX
Starbucks Corp

Consumer Cyclical
4.55K
New
$87.44 - $102.5 $398K - $466K
4.55K $415M
WMT
Walmart Inc.

Consumer Defensive
4.54K
New
$79.1 - $95.7 $359K - $434K
4.54K $410M
NFLX
Netflix Inc

Communication Services
429
New
$687.65 - $936.56 $295K - $402K
429 $382M
Gsk PLC
11.3K
New
N/A
11.3K $381M
KEY
Keycorp

Financial Services
22K
New
$16.21 - $19.97 $357K - $439K
22K $377M
VO
Vanguard Mid Cap ETF

ETFs
1.4K
New
$261.5 - $284.63 $366K - $398K
1.4K $370M
ACN
Accenture PLC

Technology
1.05K
New
$343.9 - $376.86 $361K - $395K
1.05K $369M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.5K
New
$38.37 - $42.82 $365K - $407K
9.5K $365M
VLO
Valero Energy Corp

Energy
2.95K
New
$118.59 - $144.02 $349K - $424K
2.95K $361M
F
Ford Motor CO

Consumer Cyclical
34.8K
New
$9.69 - $11.4 $337K - $397K
34.8K $345M
XLP
Consumer Staples Sector Spdr

ETFs
4.35K
New
N/A
4.35K $342M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.28K
New
$101.82 - $114.06 $334K - $374K
3.28K $338M
ET
Energy Transfer LP

Energy
16.2K
New
$16.05 - $19.86 $260K - $321K
16.2K $317M
USB
Us Bancorp \De\

Financial Services
6.56K
New
$43.98 - $53.66 $289K - $352K
6.56K $314M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16K
New
$18.41 - $40.87 $294K - $653K
16K $296M
IYW
Ishares Dj Us Tech ETF

ETFs
1.81K
New
$148.14 - $166.23 $268K - $301K
1.81K $288M
COST
Costco Wholesale Corp

Consumer Defensive
308
New
$873.59 - $994.69 $269K - $306K
308 $282M
JPEM
Jp Morgan Diversified Return

ETFs
5.16K
New
$51.88 - $57.84 $267K - $298K
5.16K $268M
HE
Hawaiian Electric Industries Inc

Utilities
27K
New
$9.12 - $10.98 $246K - $297K
27K $263M
PEP
Pepsico Inc

Consumer Defensive
1.71K
New
$151.29 - $176.1 $259K - $301K
1.71K $260M
Community West Bancshares Ne
13.1K
New
N/A
13.1K $254M
UNH
Unitedhealth Group Inc

Healthcare
490
New
$485.52 - $625.25 $238K - $306K
490 $248M
NVO
Novo Nordisk A S

Healthcare
2.8K
New
$85.0 - $120.04 $238K - $336K
2.8K $240M
AVGO
Broadcom Inc.

Technology
1.02K
New
$159.67 - $250.0 $163K - $255K
1.02K $236M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.74K
New
$126.68 - $134.74 $221K - $235K
1.74K $222M
ADBE
Adobe Inc.

Technology
484
New
$437.39 - $552.96 $212K - $268K
484 $215M
DVY
Ishares Tr

ETFs
1.56K
New
$129.55 - $143.41 $202K - $223K
1.56K $204M
CMCL
Caledonia Mining Corp PLC

Basic Materials
20.2K
New
$9.18 - $16.82 $185K - $340K
20.2K $190M
OSCR
Oscar Health, Inc.

Healthcare
10.5K
New
$13.38 - $20.63 $141K - $217K
10.5K $141M
EVTV
Envirotech Vehicles, Inc.

Consumer Cyclical
16.1K
New
$1.21 - $2.11 $19.5K - $34.1K
16.1K $19.5M
Activity Summary
Buys All Purchases 97 New Holdings 97 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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