Topsail Wealth Management, LLC Purchases in Q4 2024

Topsail Wealth Management, LLC

  • $468 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
1.06K
New
$221.17 - $246.02 $234K - $260K
1.06K $252M
COST
Costco Wholesale Corp

Consumer Defensive
273
New
$873.59 - $994.69 $238K - $272K
273 $250M
BAC
Bank Of America Corp

Financial Services
5.57K
New
$39.22 - $47.77 $218K - $266K
5.57K $245M
FXD
First Tr Exchange Traded Fd

ETFs
3.77K
New
$62.05 - $68.52 $234K - $258K
3.77K $244M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
550
New
$417.69 - $450.94 $230K - $248K
550 $235M
TSLA
Tesla, Inc.

Consumer Cyclical
579
New
$213.65 - $479.86 $124K - $278K
579 $234M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.71K
New
$61.68 - $67.87 $229K - $252K
3.71K $231M
TMUS
T Mobile Us, Inc.

Communication Services
1.04K
New
$206.1 - $246.94 $215K - $258K
1.04K $230M
Bank America Corp
189
New
N/A
189 $230M
TMO
Thermo Fisher Scientific Inc.

Healthcare
434
New
$501.29 - $612.85 $218K - $266K
434 $226M
CTAS
Cintas Corp

Industrials
1.21K
New
$182.7 - $226.47 $221K - $274K
1.21K $221M
UNP
Union Pacific Corp

Industrials
957
New
$223.15 - $249.32 $214K - $239K
957 $218M
CRM
Salesforce, Inc.

Technology
643
New
$270.87 - $367.87 $174K - $237K
643 $215M
PEP
Pepsico Inc

Consumer Defensive
1.4K
New
$151.29 - $176.1 $212K - $246K
1.4K $215M
VUG
Vanguard Growth ETF

ETFs
522
New
$378.79 - $428.11 $198K - $223K
522 $214M
MRK
Merck & Co., Inc.

Healthcare
2.12K
New
$96.31 - $114.76 $204K - $243K
2.12K $213M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.12K
New
$185.87 - $204.12 $207K - $228K
1.12K $210M
ASML
Asml Holding Nv

Technology
295
New
$658.43 - $872.27 $194K - $257K
295 $204M
MA
Mastercard Inc

Financial Services
386
New
$491.3 - $536.15 $190K - $207K
386 $203M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.72K
New
$113.92 - $127.38 $195K - $218K
1.72K $198M
DVY
Ishares Tr

ETFs
1.5K
New
$129.55 - $143.41 $194K - $215K
1.5K $197M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.08K
New
$27.54 - $83.04 $195K - $588K
7.08K $196M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.41K
New
$25.33 - $51.16 $188K - $379K
7.41K $192M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.13K
New
$86.65 - $94.9 $184K - $202K
2.13K $185M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.08K
New
$87.25 - $95.52 $181K - $198K
2.08K $184M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.32K
New
$126.68 - $134.74 $167K - $178K
1.32K $168M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.98K
New
$51.09 - $55.27 $152K - $164K
2.98K $152M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6.39K
New
$23.25 - $23.56 $149K - $151K
6.39K $149M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.6K
New
$89.9 - $100.66 $144K - $161K
1.6K $144M
First Tr Exchng Traded Fd Vi
6.53K
New
N/A
6.53K $137M
IWF
Ishares Russell 1000 Gr ETF

ETFs
336
New
$370.24 - $418.94 $124K - $141K
336 $135M
FXH
First Tr Exchange Trd Fd Healt

ETFs
1.28K
New
$103.53 - $112.72 $133K - $145K
1.28K $133M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1K
New
$131.66 - $144.0 $132K - $144K
1K $132M
IFV
First Trust Dorsey Wright Inte

ETFs
6.8K
New
$19.09 - $20.83 $130K - $142K
6.8K $130M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
2.98K
New
$42.25 - $43.54 $126K - $130K
2.98K $128M
VT
Vanguard Total World Stk Index

ETFs
1.03K
New
$117.09 - $123.07 $120K - $127K
1.03K $121M
VNQ
Vanguard Specialized Funds Van

ETFs
1.26K
New
$87.85 - $98.6 $111K - $124K
1.26K $112M
EEM
Ishares Msci Emerging Markets

ETFs
2.65K
New
$41.82 - $47.36 $111K - $126K
2.65K $111M
First Tr Exchange Traded Fd
5.34K
New
N/A
5.34K $110M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
3.98K
New
$26.5 - $28.18 $105K - $112K
3.98K $110M
IVV
Ishares Core S&P 500 ETF

ETFs
164
New
$570.51 - $610.59 $93.6K - $100K
164 $96.5M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3.01K
New
$29.46 - $32.64 $88.5K - $98.1K
3.01K $92.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.75K
New
$31.23 - $33.51 $85.9K - $92.2K
2.75K $86.5M
IWN
Ishares Russell2000 Val ETF

ETFs
523
New
$162.69 - $181.35 $85.1K - $94.8K
523 $85.9M
HYLS
First Tr Tactical High Yield L

ETFs
2K
New
$41.29 - $42.03 $82.6K - $84.1K
2K $82.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
430
New
$183.23 - $199.79 $78.8K - $85.9K
430 $79.6M
SKYY
First Trust Cloud Computing Et

ETFs
668
New
$99.98 - $130.46 $66.8K - $87.1K
668 $79.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
576
New
$134.53 - $150.65 $77.5K - $86.8K
576 $78M
QJUN
First Tr ETF
2.75K
New
$26.78 - $28.75 $73.6K - $79.1K
2.75K $77.1M
Activity Summary
Buys All Purchases 202 New Holdings 202 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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