Kwb Wealth Sells in Q3 2024

Kwb Wealth

  • $806 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-360K
- 23.1%
$33.74 - $37.96 $12.1M - $13.6M
1.2M $45M
CRM
Salesforce, Inc.

Technology
-2.81K
- 78.22%
$238.42 - $276.53 $670K - $777K
782 $214K
HEFA
Ishares Currency Hedged Msci E

ETFs
-18K
- 18.15%
$32.34 - $35.85 $581K - $644K
81K $2.87M
MSFT
Microsoft Corp

Technology
-817
- 6.83%
$395.15 - $467.56 $323K - $382K
11.1K $4.79M
AMAT
Applied Materials Inc

Technology
-825
- 21.66%
$174.88 - $254.97 $144K - $210K
2.98K $602K
WM
Waste Management Inc

Industrials
-971
- 26.18%
$196.96 - $223.45 $191K - $217K
2.74K $568K
PEP
Pepsico Inc

Consumer Defensive
-1.44K
- 25.1%
$161.9 - $179.3 $234K - $259K
4.31K $732K
V
Visa Inc.

Financial Services
-952
- 25.16%
$253.74 - $291.56 $242K - $278K
2.83K $778K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.37K
- 31.92%
$245.82 - $304.51 $337K - $417K
2.92K $889K
IGV
Ishares Expanded Tech Software

ETFs
-2.47K
- 25.98%
$77.94 - $89.37 $192K - $221K
7.03K $628K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-2.69K
- 15.93%
$80.24 - $91.14 $216K - $245K
14.2K $1.29M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.47K
- 36.77%
$98.01 - $106.59 $144K - $157K
2.54K $265K
ITB
Ishares Tr

ETFs
-2.22K
- 34.84%
$97.52 - $128.64 $216K - $285K
4.14K $526K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-806
- 17.93%
$101.72 - $112.94 $82K - $91K
3.69K $416K
ABT
Abbott Laboratories

Healthcare
-853
- 23.66%
$100.07 - $118.13 $85.4K - $101K
2.75K $313K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-1.28K
- 19.03%
$50.43 - $55.76 $64.7K - $71.5K
5.45K $304K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.88K
- 4.8%
$22.38 - $23.66 $176K - $186K
156K $3.67M
WMT
Walmart Inc.

Consumer Defensive
-3.7K
- 17.96%
$66.91 - $81.4 $248K - $301K
16.9K $1.37M
XLK
Technology Sector Spdr

ETFs
-93
- 2.09%
$197.34 - $237.68 $18.4K - $22.1K
4.35K $982K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-190
- 4.95%
$305.34 - $350.41 $58K - $66.6K
3.65K $1.26M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
-1.21K
- 13.82%
$28.42 - $31.76 $34.5K - $38.6K
7.57K $237K
PULS
Pgim ETF Tr

ETFs
-295
- 3.95%
$49.47 - $49.8 $14.6K - $14.7K
7.18K $357K
IWM
Ishares Russell 2000 ETF

ETFs
-162
- 11.41%
$200.87 - $224.6 $32.5K - $36.4K
1.26K $277K
PAA
Plains All American Pipeline LP

Energy
-233
- 1.82%
$17.0 - $19.03 $3.96K - $4.43K
12.5K $217K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-133
- 6.14%
$116.79 - $133.54 $15.5K - $17.8K
2.03K $268K
DAL
Delta Air Lines, Inc.

Industrials
-521
- 9.67%
$37.32 - $51.8 $19.4K - $27K
4.87K $247K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-357
- 0.25%
$20.27 - $20.27 $7.24K - $7.24K
143K $2.91M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-3.25K
- 4.6%
$28.45 - $30.18 $92.5K - $98.2K
67.4K $2.02M
DHS
Wisdomtree Tr U.S

ETFs
-168
- 5.99%
$83.9 - $93.83 $14.1K - $15.8K
2.64K $247K
VB
Vanguard Small Cap ETF

ETFs
-62
- 4.67%
$214.77 - $237.72 $13.3K - $14.7K
1.27K $300K
VO
Vanguard Mid Cap ETF

ETFs
-57
- 4.31%
$237.84 - $263.83 $13.6K - $15K
1.27K $333K
JNJ
Johnson & Johnson

Healthcare
-30
- 1.57%
$145.48 - $167.38 $4.36K - $5.02K
1.89K $305K
FLIA
Franklin Templeton ETF Tr Libe

ETFs
-2.45K
- 1.82%
$20.13 - $20.83 $49.4K - $51.1K
132K $2.74M
IEFA
Ishares Tr

ETFs
-30
- 0.37%
$70.09 - $78.74 $2.1K - $2.36K
8.17K $637K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-19
- 0.24%
$38.04 - $45.36 $723 - $862
7.9K $352K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-106
- 1.75%
$175.0 - $190.72 $18.6K - $20.2K
5.96K $1.14M
AXP
American Express CO

Financial Services
-1.12K
- 11.46%
$225.92 - $271.17 $252K - $303K
8.63K $2.34M
AAPL
Apple Inc.

Technology
-1.33K
- 7.44%
$207.23 - $234.82 $275K - $311K
16.5K $3.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-78
- 0.56%
$162.83 - $179.16 $12.7K - $14K
13.8K $2.47M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-654
- 0.99%
$46.96 - $52.62 $30.7K - $34.4K
65.6K $3.42M
EIX
Edison International

Utilities
-383
- 2.51%
$71.19 - $87.72 $27.3K - $33.6K
14.9K $1.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-259
- 1.3%
$475.2 - $527.7 $123K - $137K
19.7K $10.4M
SPMD
Spdr Portfolio

ETFs
-1.1K
- 0.65%
$50.29 - $54.92 $55.4K - $60.5K
168K $9.16M
SPYG
Spdr Portfolio

ETFs
-35.4K
- 2.68%
$73.38 - $84.1 $2.6M - $2.98M
1.29M $107M
Activity Summary
Buys All Purchases 73 New Holdings 11 Increased Positions 62 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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