Fft Wealth Management LLC Purchases in Q4 2024

Fft Wealth Management LLC

  • $1.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
9.23K
New
$24.06 - $48.88 $222K - $451K
9.23K $222K
VEEV
Veeva Systems Inc

Healthcare
1.06K
New
$201.81 - $250.45 $214K - $265K
1.06K $222K
NFLX
Netflix Inc

Communication Services
235
New
$687.65 - $936.56 $162K - $220K
235 $209K
VIG
Vanguard Dividend Appreciation

ETFs
1.11K
New
N/A
1.11K $202K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.6K
+ 25.81%
$55.73 - $66.16 $145K - $172K
12.7K $764K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.77K
+ 45.83%
$26.63 - $30.23 $233K - $265K
27.9K $742K
CRM
Salesforce, Inc.

Technology
143
+ 7.63%
$270.87 - $367.87 $38.7K - $52.6K
2.02K $674K
CBRE
Cbre Group, Inc.

Real Estate
123
+ 0.62%
$119.22 - $140.71 $14.7K - $17.3K
20K $2.63M
CG
Carlyle Group Inc.

Financial Services
863
+ 7.18%
$43.2 - $54.81 $37.3K - $47.3K
12.9K $650K
MA
Mastercard Inc

Financial Services
81
+ 3.05%
$491.3 - $536.15 $39.8K - $43.4K
2.73K $1.44M
KLAC
Kla Corp

Technology
257
+ 85.67%
$614.46 - $829.55 $158K - $213K
557 $350K
VUG
Vanguard Growth ETF

ETFs
172
+ 14.92%
$378.79 - $428.11 $65.2K - $73.6K
1.33K $543K
BX
Blackstone Inc.

Financial Services
18
+ 0.37%
$148.45 - $199.05 $2.67K - $3.58K
4.83K $833K
COF
Capital One Financial Corp

Financial Services
65
+ 2.45%
$145.19 - $192.01 $9.44K - $12.5K
2.72K $485K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
4.3K
+ 34.33%
$26.65 - $29.34 $115K - $126K
16.8K $456K
AMP
Ameriprise Financial Inc

Financial Services
6
+ 0.5%
$473.15 - $574.01 $2.84K - $3.44K
1.2K $639K
LYV
Live Nation Entertainment, Inc.

Communication Services
224
+ 10.49%
$109.06 - $140.54 $24.4K - $31.5K
2.36K $305K
TRU
Trans Union

Industrials
1.08K
+ 40.84%
$92.71 - $108.67 $99.7K - $117K
3.71K $343K
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 5.87%
$873.59 - $994.69 $34.9K - $39.8K
722 $661K
TMO
Thermo Fisher Scientific Inc.

Healthcare
197
+ 41.91%
$501.29 - $612.85 $98.8K - $121K
667 $346K
MPWR
Monolithic Power Systems Inc

Technology
246
+ 88.49%
$560.06 - $942.58 $138K - $232K
524 $310K
ABT
Abbott Laboratories

Healthcare
458
+ 12.94%
$111.93 - $119.39 $51.3K - $54.7K
4K $452K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
105
+ 19.06%
$442.29 - $483.08 $46.4K - $50.7K
656 $297K
HON
Honeywell International Inc

Industrials
40
+ 2.28%
$202.84 - $236.0 $8.11K - $9.44K
1.8K $405K
A
Agilent Technologies, Inc.

Healthcare
578
+ 19.67%
$125.69 - $146.56 $72.6K - $84.7K
3.52K $472K
SONY
Sony Group Corp

Technology
13.3K
+ 404.66%
$17.53 - $96.8 $233K - $1.29M
16.6K $350K
VT
Vanguard Total World Stk Index

ETFs
295
+ 12.35%
$117.09 - $123.07 $34.5K - $36.3K
2.68K $315K
DHR
Danaher Corp

Healthcare
676
+ 25.76%
$226.16 - $274.52 $153K - $186K
3.3K $757K
PNC
Pnc Financial Services Group, Inc.

Financial Services
46
+ 2.59%
$178.39 - $215.0 $8.21K - $9.89K
1.82K $351K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10
+ 3.24%
$1146.59 - $1270.6 $11.5K - $12.7K
319 $378K
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 12.63%
$385.02 - $431.37 $33.9K - $38K
785 $305K
VMC
Vulcan Materials CO

Basic Materials
6
+ 0.24%
$237.95 - $292.31 $1.43K - $1.75K
2.51K $646K
USB
Us Bancorp \De\

Financial Services
22
+ 0.29%
$43.98 - $53.66 $968 - $1.18K
7.5K $358K
PG
Procter & Gamble CO

Consumer Defensive
189
+ 6.87%
$161.05 - $179.7 $30.4K - $34K
2.94K $492K
ECL
Ecolab Inc.

Basic Materials
239
+ 12.49%
$234.32 - $261.43 $56K - $62.5K
2.15K $504K
PH
Parker Hannifin Corp

Industrials
15
+ 1.32%
$621.74 - $709.46 $9.33K - $10.6K
1.15K $731K
ORCL
Oracle Corp

Technology
111
+ 5.81%
$165.41 - $192.43 $18.4K - $21.4K
2.02K $336K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.2%
$311.11 - $335.64 $622 - $671
979 $315K
FISV
Fiserv Inc

Technology
62
+ 0.23%
N/A
26.7K $3.35M
TTE
Total Energies Se

Energy
1
+ 0.02%
N/A
4.22K $289K
Lam Research Corp
4.53K
New
N/A
4.53K $0
Capital Group Core Balanced
7.08K
New
N/A
7.08K $0
2023 ETF Series Trust Ii
332K
+ 71.29%
N/A
799K $0
Veralto Corp
2.68K
New
N/A
2.68K $0
ITM
Vaneck Intermediate Muni ETF

ETFs
70
+ 0.92%
$45.56 - $46.97 $3.19K - $3.29K
7.67K $353K
XOM
Exxon Mobil Corp

Energy
191
+ 7.1%
$105.51 - $125.37 $20.2K - $23.9K
2.88K $310K
SAN
Banco Santander, S.A.

Financial Services
705
+ 3.35%
$4.49 - $5.05 $3.17K - $3.56K
21.7K $99K
MLM
Martin Marietta Materials Inc

Basic Materials
38
+ 3.05%
$516.5 - $619.58 $19.6K - $23.5K
1.28K $662K
JNJ
Johnson & Johnson

Healthcare
269
+ 9.95%
$143.34 - $165.86 $38.6K - $44.6K
2.97K $429K
Activity Summary
Buys All Purchases 124 New Holdings 20 Increased Positions 104 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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