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
VGSH
Vanguard

ETFs
232
+ 2.36%
$57.74 - $59.13 $13.4K - $13.7K
10.1K $594K
AMGN
Amgen Inc

Healthcare
11
+ 0.72%
$309.38 - $337.38 $3.4K - $3.71K
1.54K $494K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
38
+ 1.21%
$96.25 - $101.98 $3.66K - $3.88K
3.18K $321K
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 0.55%
$221.96 - $243.27 $1.33K - $1.46K
1.1K $261K
TXN
Texas Instruments Inc

Technology
78
+ 3.15%
$194.6 - $194.6 $15.2K - $15.2K
2.56K $497K
XOM
Exxon Mobil Corp

Energy
54
+ 1.31%
$109.72 - $119.0 $5.92K - $6.43K
4.18K $490K
BDX
Becton Dickinson & CO

Healthcare
15
+ 1.01%
$221.47 - $242.41 $3.32K - $3.64K
1.5K $361K
MLM
Martin Marietta Materials Inc

Basic Materials
28
+ 3.0%
$502.48 - $593.35 $14.1K - $16.6K
962 $517K
USFR
Wisdomtree Floating Rate Treas

ETFs
197
+ 2.49%
$50.2 - $50.48 $9.89K - $9.94K
8.11K $407K
MSFT
Microsoft Corp

Technology
150
+ 4.4%
$395.15 - $467.56 $59.3K - $70.1K
3.56K $1.53M
ADSK
Autodesk, Inc.

Technology
14
+ 0.92%
$245.83 - $245.83 $3.44K - $3.44K
1.54K $377K
FLQH
Franklin Templeton Libertyq In

ETFs
1.29K
+ 1.08%
N/A
120K $0
HON
Honeywell International Inc

Industrials
15
+ 0.65%
$196.73 - $220.21 $2.95K - $3.3K
2.34K $483K
GOOGL
Alphabet Inc.

Communication Services
183
+ 6.75%
$148.65 - $191.18 $27.2K - $35K
2.9K $480K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
617
+ 1.22%
$12.67 - $14.36 $7.82K - $8.86K
51.2K $688K
CVX
Chevron Corp

Energy
84
+ 1.92%
$137.88 - $161.97 $11.6K - $13.6K
4.47K $657K
COP
Conocophillips

Energy
88
+ 2.04%
$102.3 - $116.61 $9K - $10.3K
4.41K $464K
ELV
Elevance Health, Inc.

Healthcare
9
+ 0.51%
$500.12 - $562.29 $4.5K - $5.06K
1.77K $919K
MRK
Merck & Co., Inc.

Healthcare
24
+ 0.44%
$111.15 - $128.97 $2.67K - $3.1K
5.54K $628K
SCHW
Schwab Charles Corp

Financial Services
27
+ 0.41%
$61.74 - $76.08 $1.67K - $2.05K
6.61K $428K
MCK
Mckesson Corp

Healthcare
8
+ 1.12%
$479.06 - $630.38 $3.83K - $5.04K
724 $357K
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 0.52%
$217.89 - $392.15 $872 - $1.57K
770 $215K
ASML
Asml Holding Nv

Technology
12
+ 1.69%
$749.82 - $1098.95 $9K - $13.2K
721 $600K
NVO
Novo Nordisk A S

Healthcare
21
+ 0.32%
$119.07 - $145.42 $2.5K - $3.05K
6.54K $778K
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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