Wealth Quarterback LLC Purchases in Q4 2024

Wealth Quarterback LLC

  • $212 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
22K
+ 37.15%
$570.51 - $610.59 $12.5M - $13.4M
81.1K $47.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
14.9K
+ 67.98%
$417.69 - $450.94 $6.23M - $6.72M
36.8K $15.7M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
76.7K
New
$70.54 - $79.61 $5.41M - $6.11M
76.7K $5.84M
IEMG
Ishares Inc

ETFs
56.2K
New
N/A
56.2K $3.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.1K
+ 23.81%
$176.42 - $186.91 $2.67M - $2.83M
78.7K $14M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.1K
New
$201.32 - $217.44 $1.43M - $1.54M
7.1K $1.47M
AAPL
Apple Inc.

Technology
2.94K
+ 8.56%
$221.69 - $259.02 $652K - $762K
37.3K $9.35M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.15K
+ 4.81%
$129.96 - $144.97 $410K - $457K
68.8K $9.58M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 10.17%
$180.88 - $232.93 $239K - $307K
14.3K $3.14M
IAU
Ishares Gold Trust

ETFs
12.5K
+ 60.75%
$48.37 - $52.65 $605K - $659K
33.1K $1.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
369
+ 4.25%
$481.22 - $538.17 $178K - $199K
9.05K $4.63M
TTD
Trade Desk, Inc.

Technology
2.24K
New
$108.7 - $139.51 $243K - $313K
2.24K $263K
COST
Costco Wholesale Corp

Consumer Defensive
198
+ 9.95%
$873.59 - $994.69 $173K - $197K
2.19K $2M
GILD
Gilead Sciences, Inc.

Healthcare
2.37K
New
$83.95 - $97.9 $199K - $232K
2.37K $219K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.91K
New
$47.29 - $84.74 $138K - $247K
2.91K $216K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.35K
+ 1.91%
$104.59 - $118.05 $141K - $159K
71.7K $7.79M
MA
Mastercard Inc

Financial Services
401
New
$491.3 - $536.15 $197K - $215K
401 $211K
WMT
Walmart Inc.

Consumer Defensive
258
+ 1.32%
$79.1 - $95.7 $20.4K - $24.7K
19.7K $1.78M
NVO
Novo Nordisk A S

Healthcare
5.17K
+ 71.99%
$85.0 - $120.04 $440K - $621K
12.4K $1.06M
FTNT
Fortinet, Inc.

Technology
77
+ 0.7%
$76.49 - $99.21 $5.89K - $7.64K
11.1K $1.05M
BMY
Bristol Myers Squibb CO

Healthcare
443
+ 2.4%
$51.92 - $59.94 $23K - $26.6K
18.9K $1.07M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
515
+ 8.13%
$238.25 - $261.28 $123K - $135K
6.85K $1.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
141
+ 8.14%
$567.81 - $607.81 $80.1K - $85.7K
1.87K $1.1M
D
Dominion Energy, Inc

Utilities
1.97K
+ 50.51%
$52.63 - $60.92 $104K - $120K
5.86K $315K
BK
Bank Of New York Mellon Corp

Financial Services
357
+ 3.18%
$70.82 - $81.87 $25.3K - $29.2K
11.6K $891K
META
Meta Platforms, Inc.

Communication Services
57
+ 1.99%
$554.08 - $632.68 $31.6K - $36.1K
2.92K $1.72M
CTRA
Coterra Energy Inc.

Energy
787
+ 2.48%
$22.71 - $27.63 $17.9K - $21.7K
32.5K $829K
SCHW
Schwab Charles Corp

Financial Services
97
+ 1.62%
$63.31 - $82.85 $6.14K - $8.04K
6.07K $449K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
708
+ 5.06%
$22.72 - $28.29 $16.1K - $20K
14.7K $387K
XLY
Select Sector Spdr Consumer Di

ETFs
4
+ 0.19%
$194.8 - $239.43 $779 - $958
2.09K $468K
ENB
Enbridge Inc

Energy
744
+ 10.4%
$40.4 - $43.92 $30.1K - $32.7K
7.9K $335K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
158
+ 3.66%
$442.29 - $483.08 $69.9K - $76.3K
4.48K $2.03M
PH
Parker Hannifin Corp

Industrials
47
+ 2.57%
$621.74 - $709.46 $29.2K - $33.3K
1.87K $1.19M
GOOG
Alphabet Inc.

Communication Services
14
+ 1.16%
$163.08 - $198.16 $2.28K - $2.77K
1.22K $232K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.12%
$378.79 - $428.11 $379 - $428
837 $343K
TFC
Truist Financial Corp

Financial Services
266
+ 1.77%
$41.51 - $48.1 $11K - $12.8K
15.3K $663K
XLK
Technology Sector Spdr

ETFs
49
+ 3.7%
$220.26 - $241.44 $10.8K - $11.8K
1.38K $319K
MO
Altria Group, Inc.

Consumer Defensive
49
+ 0.47%
$49.06 - $57.74 $2.4K - $2.83K
10.4K $544K
OUNZ
Van Eck Merk Gold Trust

ETFs
496
+ 4.13%
$24.72 - $26.9 $12.3K - $13.3K
12.5K $316K
MFC
Manulife Financial Corp

Financial Services
56
+ 0.79%
$29.21 - $32.87 $1.64K - $1.84K
7.19K $220K
EVC
Entravision Communications Corp

Communication Services
224
+ 2.04%
$2.02 - $2.59 $452 - $580
11.2K $26K
GUT
Gabelli Utility Trust

Financial Services
1.93K
+ 5.13%
$4.99 - $5.44 $9.64K - $10.5K
39.6K $199K
Super Micro Computer Inc
14.3K
New
N/A
14.3K $0
Fidelity Wise Origin Bitcoin
1.81K
+ 35.4%
N/A
6.9K $0
CVX
Chevron Corp

Energy
139
+ 1.58%
$141.15 - $162.53 $19.6K - $22.6K
8.92K $1.29M
QCOM
Qualcomm Inc

Technology
283
+ 9.16%
$150.4 - $178.04 $42.6K - $50.4K
3.37K $518K
O
Realty Income Corp

Real Estate
505
+ 14.55%
$51.76 - $64.71 $26.1K - $32.7K
3.98K $212K
STWD
Starwood Property Trust, Inc.

Real Estate
518
+ 3.62%
$18.95 - $20.37 $9.82K - $10.6K
14.8K $280K
DUK
Duke Energy Corp

Utilities
15
+ 0.62%
$105.76 - $120.76 $1.59K - $1.81K
2.44K $262K
Activity Summary
Buys All Purchases 72 New Holdings 8 Increased Positions 64 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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