Instrumental Wealth, LLC Incresed Positions in Q4 2024

Instrumental Wealth, LLC

  • $106 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
20.5K
+ 9.68%
$56.06 - $61.35 $1.15M - $1.26M
233K $13.5B
IVE
Ishares S&P 500 Value ETF

ETFs
5.32K
+ 9.85%
$189.5 - $206.17 $1.01M - $1.1M
59.3K $11.7B
IVW
Ishares S&P 500 Growth ETF

ETFs
722
+ 0.52%
$94.43 - $105.47 $68.2K - $76.1K
139K $14.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.4K
+ 8.66%
$61.68 - $67.87 $1.07M - $1.18M
218K $13.5B
Ishares Tr
28.5K
+ 8.78%
N/A
354K $8.98B
IVV
Ishares Core S&P 500 ETF

ETFs
413
+ 3.13%
$570.51 - $610.59 $236K - $252K
13.6K $8.21B
AAPL
Apple Inc.

Technology
518
+ 7.39%
$221.69 - $259.02 $115K - $134K
7.53K $1.85B
AMZN
Amazon Com Inc

Consumer Cyclical
312
+ 5.92%
$180.88 - $232.93 $56.4K - $72.7K
5.59K $1.21B
META
Meta Platforms, Inc.

Communication Services
128
+ 12.05%
$554.08 - $632.68 $70.9K - $81K
1.19K $813M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
15K
+ 18.73%
$43.84 - $48.76 $657K - $730K
94.9K $3.9B
IBDV
Ishares Tr

Technology
7.64K
+ 9.34%
$21.24 - $22.15 $162K - $169K
89.4K $1.93B
JPM
Jpmorgan Chase & CO

Financial Services
241
+ 21.23%
$205.18 - $250.29 $49.4K - $60.3K
1.38K $364M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.57K
+ 6.37%
$24.82 - $25.48 $113K - $116K
76.3K $1.91B
GOOGL
Alphabet Inc.

Communication Services
366
+ 16.43%
$161.86 - $196.66 $59.2K - $72K
2.59K $466M
NVDA
Nvidia Corp

Technology
768
+ 8.12%
$117.0 - $148.88 $89.9K - $114K
10.2K $1.37B
V
Visa Inc.

Financial Services
43
+ 5.94%
$273.87 - $320.91 $11.8K - $13.8K
767 $267M
AVGO
Broadcom Inc.

Technology
73
+ 5.62%
$159.67 - $250.0 $11.7K - $18.3K
1.37K $300M
CVX
Chevron Corp

Energy
318
+ 14.23%
$141.15 - $162.53 $44.9K - $51.7K
2.55K $401M
SYK
Stryker Corp

Healthcare
16
+ 0.98%
$345.14 - $392.15 $5.52K - $6.27K
1.65K $631M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
137
+ 5.76%
$170.03 - $192.78 $23.3K - $26.4K
2.52K $467M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.24K
+ 8.89%
$23.29 - $23.93 $28.9K - $29.6K
15.2K $360M
CMF
Ishares California Muni Bond E

ETFs
561
+ 5.12%
$56.66 - $58.1 $31.8K - $32.6K
11.5K $658M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.14K
+ 5.0%
$13.54 - $14.25 $15.4K - $16.2K
23.8K $336M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 1.07%
$442.29 - $483.08 $3.54K - $3.86K
756 $362M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
150
+ 1.28%
$14.28 - $14.81 $2.14K - $2.22K
11.8K $174M
KO
Coca Cola CO

Consumer Defensive
7
+ 0.15%
$61.74 - $71.71 $432 - $502
4.75K $339M
Tidal Tr Ii
1.29K
+ 3.63%
N/A
36.8K $406M
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 6.99%
$385.02 - $431.37 $15K - $16.8K
597 $230M
Activity Summary
Buys All Purchases 35 New Holdings 6 Increased Positions 29 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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