Members Wealth LLC Purchases in Q4 2024

Members Wealth LLC

  • $134 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.64K
New
$311.11 - $335.64 $509K - $549K
1.64K $544M
XSMO
Invesco S&P Smallcap Momentum

ETFs
7.85K
New
$65.08 - $73.72 $511K - $579K
7.85K $533M
DSTL
ETF Ser Solution Distillate Us

ETFs
9.38K
New
$54.74 - $58.88 $514K - $552K
9.38K $528M
GOOGL
Alphabet Inc.

Communication Services
2.83K
New
$161.86 - $196.66 $458K - $556K
2.83K $519M
QQQ
Invesco Qqq Trust, Series 1

ETFs
973
New
$481.22 - $538.17 $468K - $524K
973 $514M
VUG
Vanguard Growth ETF

ETFs
1.21K
New
$378.79 - $428.11 $459K - $518K
1.21K $510M
LOW
Lowes Companies Inc

Consumer Cyclical
2.01K
New
$244.52 - $284.07 $492K - $572K
2.01K $504M
XLV
Select Sector Spdr Fund Health

ETFs
3.28K
New
$136.28 - $154.74 $447K - $508K
3.28K $479M
AVLV
American Centy ETF Tr Avantis
6.93K
New
$65.51 - $71.22 $454K - $493K
6.93K $478M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.31K
New
$50.67 - $50.9 $421K - $423K
8.31K $422M
VGT
Vanguard Information Technolog

ETFs
659
New
$571.78 - $647.97 $377K - $427K
659 $413M
VTV
Vanguard Value ETF

ETFs
2.3K
New
$168.32 - $181.87 $387K - $418K
2.3K $406M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
20K
New
$20.08 - $20.61 $402K - $412K
20K $403M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
17.2K
New
$23.26 - $23.6 $399K - $405K
17.2K $400M
WMT
Walmart Inc.

Consumer Defensive
3.82K
New
$79.1 - $95.7 $302K - $366K
3.82K $396M
SO
Southern CO

Utilities
4.45K
New
$81.5 - $94.15 $363K - $419K
4.45K $387M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
18.3K
New
$20.28 - $21.2 $370K - $387K
18.3K $371M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.76K
New
$96.64 - $101.23 $363K - $381K
3.76K $364M
JNJ
Johnson & Johnson

Healthcare
2.34K
New
$143.34 - $165.86 $336K - $389K
2.34K $364M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.46K
New
$75.1 - $82.99 $335K - $370K
4.46K $360M
MA
Mastercard Inc

Financial Services
626
New
$491.3 - $536.15 $308K - $336K
626 $353M
ABC
Amerisourcebergen Corp

Healthcare
1.43K
New
N/A
1.43K $348M
CVX
Chevron Corp

Energy
2.23K
New
$141.15 - $162.53 $315K - $363K
2.23K $346M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.5K
New
$209.89 - $233.24 $316K - $351K
1.5K $344M
XLE
Energy Sector Spdr

ETFs
3.73K
New
$83.32 - $97.27 $311K - $363K
3.73K $332M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
566
New
$563.99 - $620.12 $319K - $351K
566 $328M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.49K
New
$49.79 - $51.14 $323K - $332K
6.49K $324M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.21K
New
$129.96 - $144.97 $287K - $320K
2.21K $318M
TSLA
Tesla, Inc.

Consumer Cyclical
890
New
$213.65 - $479.86 $190K - $427K
890 $299M
GWW
W.W. Grainger, Inc.

Industrials
288
New
$1023.06 - $1220.93 $295K - $352K
288 $296M
CEG
Constellation Energy Corp

Utilities
908
New
$224.28 - $285.52 $204K - $259K
908 $285M
XOM
Exxon Mobil Corp

Energy
2.62K
New
$105.51 - $125.37 $276K - $328K
2.62K $281M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.42K
New
$113.92 - $127.38 $275K - $308K
2.42K $279M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.16K
New
$216.72 - $244.71 $252K - $285K
1.16K $278M
RDVY
First Trust Rising Dividend Ac

ETFs
4.43K
New
$58.65 - $64.37 $260K - $285K
4.43K $272M
DIS
Walt Disney CO

Communication Services
2.49K
New
$92.39 - $117.6 $230K - $292K
2.49K $272M
PEP
Pepsico Inc

Consumer Defensive
1.87K
New
$151.29 - $176.1 $283K - $329K
1.87K $269M
NOW
Service Now, Inc.

Technology
273
New
$867.18 - $1148.42 $237K - $314K
273 $268M
ACN
Accenture PLC

Technology
671
New
$343.9 - $376.86 $231K - $253K
671 $261M
SYY
Sysco Corp

Consumer Defensive
3.69K
New
$73.63 - $81.77 $272K - $302K
3.69K $259M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.77K
New
$91.29 - $91.8 $252K - $254K
2.77K $253M
ADBE
Adobe Inc.

Technology
546
New
$437.39 - $552.96 $239K - $302K
546 $253M
AMGN
Amgen Inc

Healthcare
854
New
$258.78 - $328.31 $221K - $280K
854 $252M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.76K
New
$138.59 - $156.61 $243K - $275K
1.76K $245M
MRK
Merck & Co., Inc.

Healthcare
2.83K
New
$96.31 - $114.76 $272K - $325K
2.83K $242M
JPM
Jpmorgan Chase & CO

Financial Services
848
New
$205.18 - $250.29 $174K - $212K
848 $233M
HON
Honeywell International Inc

Industrials
1.14K
New
$202.84 - $236.0 $230K - $268K
1.14K $233M
NFLX
Netflix Inc

Communication Services
226
New
$687.65 - $936.56 $155K - $212K
226 $232M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.14K
New
$100.18 - $109.1 $214K - $233K
2.14K $231M
Activity Summary
Buys All Purchases 110 New Holdings 110 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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