Carlsbad Wealth Advisory Group, Inc. Purchases in Q2 2023

Carlsbad Wealth Advisory Group, Inc.

  • $155 Billion
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
445K
New
$47.67 - $52.37 $21.2M - $23.3M
445K $23.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
282K
New
$63.6 - $74.95 $18M - $21.2M
282K $21.2B
SCHV
Schwab Strategic Tr Us Large C

ETFs
260K
New
$63.33 - $67.21 $16.5M - $17.5M
260K $17.5B
VEA
Vanguard Ftse Developed Market

ETFs
328K
New
$44.63 - $47.33 $14.6M - $15.5M
328K $15.2B
SCHP
Schwab Strategic Us Tips ETF

ETFs
195K
New
$52.18 - $54.02 $10.2M - $10.5M
195K $10.2B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
125K
New
$74.96 - $77.47 $9.37M - $9.69M
125K $9.41B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
100K
New
$75.52 - $76.97 $7.59M - $7.73M
100K $7.59B
SCHA
Schwab Strategic Tr Us Small C

ETFs
145K
New
$39.91 - $43.82 $5.77M - $6.34M
145K $6.34B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
137K
New
$34.48 - $36.54 $4.73M - $5.01M
137K $4.89B
HD
Home Depot, Inc.

Consumer Cyclical
15.3K
New
$282.33 - $313.74 $4.31M - $4.79M
15.3K $4.74B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
85.9K
New
$45.86 - $47.33 $3.94M - $4.07M
85.9K $3.97B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
191K
New
$18.34 - $19.64 $3.51M - $3.75M
191K $3.73B
AAPL
Apple Inc.

Technology
15.2K
New
$160.1 - $193.97 $2.43M - $2.94M
15.2K $2.94B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
68.3K
New
$39.05 - $42.09 $2.67M - $2.88M
68.3K $2.78B
HYLB
Xtrackers Usd High Yield Corp

ETFs
51.4K
New
$33.77 - $34.69 $1.74M - $1.78M
51.4K $1.78B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
45.6K
New
$34.61 - $35.48 $1.58M - $1.62M
45.6K $1.61B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
30.1K
New
$47.37 - $48.0 $1.43M - $1.45M
30.1K $1.43B
LMT
Lockheed Martin Corp

Industrials
2.75K
New
$442.83 - $501.41 $1.22M - $1.38M
2.75K $1.27B
VUG
Vanguard Growth ETF

ETFs
3.22K
New
$243.06 - $282.96 $782K - $910K
3.22K $910M
SCHC
Schwab Strategic Tr Intl Small

ETFs
21.5K
New
$32.67 - $34.58 $701K - $742K
21.5K $725M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.92K
New
$72.23 - $74.46 $716K - $738K
9.92K $721M
VB
Vanguard Small Cap ETF

ETFs
3.28K
New
$181.26 - $198.89 $594K - $652K
3.28K $652M
VV
Vanguard Large Cap ETF

ETFs
3.21K
New
$184.38 - $202.72 $592K - $651K
3.21K $651M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
24.4K
New
$23.66 - $25.54 $578K - $624K
24.4K $602M
VEU
Vanguard Ftse All World Ex Us

ETFs
11K
New
$52.62 - $56.04 $581K - $618K
11K $600M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.93K
New
$97.49 - $100.53 $578K - $596K
5.93K $581M
VTI
Vanguard Total Stock Market Et

ETFs
2.35K
New
$200.75 - $220.28 $473K - $519K
2.35K $518M
VTV
Vanguard Value ETF

ETFs
3.53K
New
$134.74 - $142.42 $476K - $503K
3.53K $502M
COST
Costco Wholesale Corp

Consumer Defensive
867
New
$482.76 - $538.38 $419K - $467K
867 $467M
MSFT
Microsoft Corp

Technology
1.26K
New
$275.42 - $348.1 $348K - $440K
1.26K $430M
HYG
Ishares Tr

ETFs
5.14K
New
$73.57 - $75.42 $378K - $387K
5.14K $386M
PFF
Ishares Trust Ishares Pfd And

ETFs
12.4K
New
$29.33 - $31.46 $362K - $389K
12.4K $382M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.12K
New
$90.21 - $92.61 $372K - $382K
4.12K $379M
VNQ
Vanguard Specialized Funds Van

ETFs
4K
New
$78.4 - $83.98 $313K - $336K
4K $334M
O
Realty Income Corp

Real Estate
5.5K
New
$58.44 - $62.95 $321K - $346K
5.5K $329M
AMZN
Amazon Com Inc

Consumer Cyclical
2.48K
New
$97.83 - $130.36 $243K - $323K
2.48K $323M
SPY
Spdr S&P 500 ETF Trust

ETFs
629
New
$404.36 - $443.28 $254K - $279K
629 $279M
ETN
Eaton Corp PLC

Industrials
1.31K
New
$156.25 - $201.1 $204K - $262K
1.31K $262M
WMT
Walmart Inc.

Consumer Defensive
1.44K
New
$146.06 - $157.73 $210K - $226K
1.44K $226M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.23K
New
$50.04 - $50.36 $212K - $213K
4.23K $212M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
12.3K
New
$10.83 - $11.75 $133K - $144K
12.3K $139M
PSLV
Sprott Physical Silver Trust

Financial Services
11.4K
New
$7.63 - $8.97 $87.3K - $103K
11.4K $89.1M
LFVN
Lifevantage Corp

Consumer Defensive
14.6K
New
$3.04 - $5.5 $44.3K - $80.2K
14.6K $63.4M
PLM
Polymet Mining Corp

Basic Materials
16.5K
New
$0.78 - $2.16 $12.9K - $35.6K
16.5K $13M
Activity Summary
Buys All Purchases 45 New Holdings 45 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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