Vci Wealth Management LLC Purchases in Q4 2024

Vci Wealth Management LLC

  • $236 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
82.3K
New
$77.02 - $78.58 $6.34M - $6.47M
82.3K $6.36B
AOA
Ishares Tr Core Aggressive All

ETFs
65.3K
New
$76.61 - $79.88 $5.01M - $5.22M
65.3K $5.01B
AVGO
Broadcom Inc.

Technology
17.6K
New
$159.67 - $250.0 $2.8M - $4.39M
17.6K $4.07B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
36.7K
+ 85.07%
$74.5 - $78.37 $2.73M - $2.87M
79.8K $5.96B
SNPS
Synopsys Inc

Technology
4.55K
New
$485.36 - $588.0 $2.21M - $2.68M
4.55K $2.21B
IAU
Ishares Gold Trust

ETFs
43K
+ 11.83%
$48.37 - $52.65 $2.08M - $2.27M
407K $20.2B
CMCSA
Comcast Corp

Communication Services
44.2K
New
$37.39 - $45.14 $1.65M - $1.99M
44.2K $1.66B
KKR
Kkr & Co. Inc.

Financial Services
10.9K
New
$129.87 - $162.87 $1.42M - $1.78M
10.9K $1.61B
A
Agilent Technologies, Inc.

Healthcare
11.6K
New
$125.69 - $146.56 $1.46M - $1.71M
11.6K $1.56B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
29.4K
+ 16.01%
$50.37 - $50.6 $1.48M - $1.49M
213K $10.7B
SUI
Sun Communities Inc

Real Estate
10.7K
New
$119.89 - $139.05 $1.28M - $1.48M
10.7K $1.31B
BX
Blackstone Inc.

Financial Services
7.41K
New
$148.45 - $199.05 $1.1M - $1.48M
7.41K $1.28B
PANW
Palo Alto Networks Inc

Technology
6.83K
New
$181.96 - $405.9 $1.24M - $2.77M
6.83K $1.24B
INCY
Incyte Corp

Healthcare
14.8K
New
$65.08 - $83.38 $966K - $1.24M
14.8K $1.03B
GRMN
Garmin LTD

Technology
4.96K
New
$161.91 - $220.77 $803K - $1.09M
4.96K $1.02B
PRU
Prudential Financial Inc

Financial Services
7.86K
+ 65.69%
$114.59 - $129.52 $900K - $1.02M
19.8K $2.35B
PLTR
Palantir Technologies Inc.

Technology
11.2K
New
$36.46 - $82.38 $407K - $919K
11.2K $844M
MA
Mastercard Inc

Financial Services
1.22K
+ 27.16%
$491.3 - $536.15 $598K - $653K
5.7K $3B
FCOM
Fidelity Covington Tr Msci Com

ETFs
12.1K
+ 109.73%
$54.65 - $61.96 $659K - $747K
23K $1.35B
PCG
Pg&E Corp

Utilities
34.3K
New
$19.2 - $21.63 $659K - $742K
34.3K $692M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
9.85K
+ 70.99%
$70.31 - $77.39 $693K - $763K
23.7K $1.67B
HD
Home Depot, Inc.

Consumer Cyclical
1.88K
+ 39.22%
$385.02 - $431.37 $725K - $812K
6.68K $2.6B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
27.6K
+ 18.92%
$24.66 - $27.63 $680K - $762K
173K $4.39B
XLF
Financial Sector Spdr

ETFs
10.4K
+ 41.82%
$44.89 - $51.34 $467K - $534K
35.3K $1.71B
EL
Estee Lauder Companies Inc

Consumer Defensive
7.57K
New
$62.74 - $97.24 $475K - $736K
7.57K $568M
JPM
Jpmorgan Chase & CO

Financial Services
1.18K
+ 11.99%
$205.18 - $250.29 $241K - $294K
11K $2.63B
ROK
Rockwell Automation, Inc

Industrials
1.54K
+ 33.85%
$264.65 - $302.92 $407K - $466K
6.08K $1.74B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.65K
+ 26.77%
$229.83 - $258.46 $379K - $426K
7.8K $1.93B
XLI
Industrial Sector Spdr

ETFs
3.65K
+ 45.93%
$131.76 - $143.99 $481K - $525K
11.6K $1.53B
JNJ
Johnson & Johnson

Healthcare
4.81K
+ 32.92%
$143.34 - $165.86 $689K - $797K
19.4K $2.81B
BAC
Bank Of America Corp

Financial Services
6.92K
+ 22.24%
$39.22 - $47.77 $271K - $330K
38K $1.67B
WMT
Walmart Inc.

Consumer Defensive
1.94K
+ 7.46%
$79.1 - $95.7 $154K - $186K
28K $2.53B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.02K
+ 18.49%
$63.19 - $73.31 $254K - $294K
25.7K $1.77B
GOOG
Alphabet Inc.

Communication Services
1.27K
+ 25.12%
$163.08 - $198.16 $206K - $251K
6.31K $1.2B
NSC
Norfolk Southern Corp

Industrials
1.79K
+ 39.81%
$230.6 - $277.0 $413K - $496K
6.29K $1.48B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.2K
+ 18.15%
$278.49 - $315.16 $334K - $378K
7.81K $2.22B
CL
Colgate Palmolive CO

Consumer Defensive
5.6K
+ 46.86%
$90.22 - $102.31 $505K - $573K
17.5K $1.6B
FSTA
Fidelity Covington Tr Msci Con

ETFs
6.99K
+ 50.17%
$49.28 - $52.29 $344K - $366K
20.9K $1.03B
Ishares Ethereum Tr
10K
New
N/A
10K $253M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.13K
+ 69.23%
$40.06 - $45.21 $246K - $277K
15K $609M
K
Kellogg CO

Consumer Defensive
2.52K
+ 19.0%
$80.34 - $81.29 $202K - $205K
15.8K $1.28B
BDX
Becton Dickinson & CO

Healthcare
1.21K
+ 20.78%
$220.02 - $243.75 $265K - $294K
7K $1.59B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.71K
+ 28.94%
$64.85 - $73.04 $305K - $344K
21K $1.37B
META
Meta Platforms, Inc.

Communication Services
156
+ 2.42%
$554.08 - $632.68 $86.4K - $98.7K
6.6K $3.87B
FDIS
Fidelity Covington Tr Msci Con

ETFs
916
+ 12.77%
$85.33 - $104.24 $78.2K - $95.5K
8.09K $788M
PWR
Quanta Services, Inc.

Industrials
188
+ 4.15%
$296.05 - $346.6 $55.7K - $65.2K
4.72K $1.49B
XLP
Consumer Staples Sector Spdr

ETFs
1.98K
+ 27.74%
N/A
9.1K $715M
CARR
Carrier Global Corp

Industrials
4.97K
+ 27.22%
$66.69 - $82.65 $331K - $410K
23.2K $1.58B
CVS
Cvs Health Corp

Healthcare
10.6K
+ 52.48%
$43.78 - $67.46 $465K - $717K
30.9K $1.39B
Activity Summary
Buys All Purchases 67 New Holdings 16 Increased Positions 51 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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