Defined Wealth Management, LLC Incresed Positions in Q3 2024

Defined Wealth Management, LLC

  • $148 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
398
+ 2.29%
$475.2 - $527.7 $189K - $210K
17.8K $9.37M
IEFA
Ishares Tr

ETFs
1.45K
+ 1.67%
$70.09 - $78.74 $102K - $114K
88.2K $6.89M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.21K
+ 2.02%
$87.56 - $95.49 $106K - $115K
61K $5.83M
VTV
Vanguard Value ETF

ETFs
160
+ 0.54%
$159.75 - $174.57 $25.6K - $27.9K
29.8K $5.21M
VUG
Vanguard Growth ETF

ETFs
486
+ 2.51%
$341.08 - $391.94 $166K - $190K
19.9K $7.63M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
48
+ 0.06%
$41.9 - $48.26 $2.01K - $2.32K
79.5K $3.8M
AAPL
Apple Inc.

Technology
280
+ 2.62%
$207.23 - $234.82 $58K - $65.7K
11K $2.55M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
99
+ 0.28%
$83.76 - $91.82 $8.29K - $9.09K
35.3K $3.22M
TDIV
First Trust Nasdaq Technology

ETFs
412
+ 0.88%
$70.51 - $81.07 $29.1K - $33.4K
47.3K $3.8M
IEMG
Ishares Inc

ETFs
3.73K
+ 5.17%
$53.64 - $53.64 $200K - $200K
75.7K $4.06M
MSI
Motorola Solutions, Inc.

Technology
21
+ 0.74%
$385.65 - $450.49 $8.1K - $9.46K
2.85K $1.28M
AVGO
Broadcom Inc.

Technology
11.4K
+ 913.2%
$136.27 - $1745.86 $1.56M - $19.9M
12.7K $2.18M
PGR
Progressive Corp

Financial Services
13
+ 0.37%
$209.46 - $259.24 $2.72K - $3.37K
3.52K $892K
AXP
American Express CO

Financial Services
46
+ 1.37%
$225.92 - $271.17 $10.4K - $12.5K
3.41K $923K
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 1.43%
$333.64 - $405.2 $10K - $12.2K
2.14K $865K
SRE
Sempra Energy

Utilities
130
+ 0.76%
$74.97 - $84.04 $9.75K - $10.9K
17.2K $1.44M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
190
+ 1.74%
$105.53 - $118.34 $20.1K - $22.5K
11.1K $1.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 1.7%
$405.19 - $478.57 $14.6K - $17.2K
2.16K $993K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.38K
+ 2.54%
$24.39 - $25.28 $58K - $60.2K
96K $2.41M
ORCL
Oracle Corp

Technology
31
+ 0.78%
$125.9 - $170.35 $3.9K - $5.28K
4K $681K
AMT
American Tower Corp

Real Estate
10
+ 0.4%
$192.27 - $242.73 $1.92K - $2.43K
2.53K $588K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
770
+ 2.32%
$44.65 - $47.21 $34.4K - $36.4K
34K $1.59M
DE
Deere & CO

Industrials
12
+ 0.6%
$344.84 - $418.0 $4.14K - $5.02K
2.02K $840K
JPM
Jpmorgan Chase & CO

Financial Services
73
+ 0.83%
$194.9 - $224.8 $14.2K - $16.4K
8.89K $1.87M
NOC
Northrop Grumman Corp

Industrials
10
+ 1.13%
$423.73 - $533.14 $4.24K - $5.33K
892 $470K
SHW
Sherwin Williams CO

Basic Materials
22
+ 2.42%
$294.65 - $384.0 $6.48K - $8.45K
930 $354K
RTX
Raytheon Technologies Corp

Industrials
81
+ 2.26%
$99.55 - $123.34 $8.06K - $9.99K
3.66K $443K
APD
Air Products & Chemicals, Inc.

Basic Materials
11
+ 0.56%
$247.34 - $300.11 $2.72K - $3.3K
1.97K $587K
VEA
Vanguard Ftse Developed Market

ETFs
312
+ 1.63%
$47.6 - $53.31 $14.9K - $16.6K
19.4K $1.02M
VCIT
Vanguard Intermediate Term Cor

ETFs
322
+ 2.29%
$79.29 - $84.02 $25.5K - $27.1K
14.4K $1.2M
EIX
Edison International

Utilities
2
+ 0.04%
$71.19 - $87.72 $142 - $175
5.05K $439K
META
Meta Platforms, Inc.

Communication Services
67
+ 12.34%
$453.41 - $572.44 $30.4K - $38.4K
610 $349K
USB
Us Bancorp \De\

Financial Services
45
+ 0.39%
$39.04 - $47.23 $1.76K - $2.13K
11.5K $523K
HLN
Haleon PLC

Healthcare
20
+ 0.07%
$8.32 - $10.7 $166 - $214
29.2K $309K
OMFL
Invesco Exchange Traded Self I

ETFs
863
+ 2.14%
$47.65 - $52.99 $41.1K - $45.7K
41.3K $2.19M
HWM
Howmet Aerospace Inc.

Industrials
9
+ 0.32%
$77.3 - $100.22 $696 - $902
2.83K $283K
JNJ
Johnson & Johnson

Healthcare
110
+ 3.87%
$145.48 - $167.38 $16K - $18.4K
2.95K $478K
TRV
Travelers Companies, Inc.

Financial Services
14
+ 0.71%
$201.87 - $242.35 $2.83K - $3.39K
1.98K $462K
NVDA
Nvidia Corp

Technology
532
+ 28.34%
$98.91 - $134.91 $52.6K - $71.8K
2.41K $292K
NKE
Nike, Inc.

Consumer Cyclical
69
+ 1.65%
$71.09 - $89.44 $4.91K - $6.17K
4.25K $375K
EMB
Ishares Tr

ETFs
171
+ 2.09%
$87.75 - $93.74 $15K - $16K
8.35K $781K
MTD
Mettler Toledo International Inc

Healthcare
1
+ 0.21%
$1308.0 - $1521.03 $1.31K - $1.52K
468 $701K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
442
+ 2.29%
$36.06 - $37.66 $15.9K - $16.6K
19.7K $743K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
15
+ 0.48%
$210.25 - $231.86 $3.15K - $3.48K
3.15K $701K
BNDX
Vanguard Total International B

ETFs
322
+ 2.1%
$48.42 - $50.35 $15.6K - $16.2K
15.6K $786K
AMZN
Amazon Com Inc

Consumer Cyclical
286
+ 11.07%
$161.02 - $200.0 $46.1K - $57.2K
2.87K $534K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
222
+ 4.04%
$60.84 - $67.51 $13.5K - $15K
5.72K $386K
V
Visa Inc.

Financial Services
58
+ 4.09%
$253.74 - $291.56 $14.7K - $16.9K
1.48K $406K
WMB
Williams Companies, Inc.

Energy
147
+ 1.69%
$41.24 - $46.22 $6.06K - $6.79K
8.83K $403K
Activity Summary
Buys All Purchases 80 New Holdings 5 Increased Positions 75 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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