Wealthgarden F.S. LLC Incresed Positions in Q4 2024

Wealthgarden F.S. LLC

  • $107 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.16K
+ 21.77%
$176.42 - $186.91 $1.09M - $1.15M
34.5K $6.14B
XLF
Financial Sector Spdr

ETFs
9.15K
+ 32.29%
$44.89 - $51.34 $411K - $470K
37.5K $1.81B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.15K
+ 14.98%
$66.77 - $71.52 $277K - $297K
31.8K $2.2B
IAU
Ishares Gold Trust

ETFs
5.36K
+ 47.16%
$48.37 - $52.65 $259K - $282K
16.7K $827M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.8K
+ 474.49%
$22.01 - $66.82 $369K - $1.12M
20.3K $461M
SJNK
Spdr Bloomberg Short Term High

ETFs
9.54K
+ 22.61%
$25.09 - $25.69 $239K - $245K
51.7K $1.31B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.46K
+ 13.06%
$50.37 - $50.6 $225K - $226K
38.6K $1.94B
SCHR
Schwab Intermediate Term Us Tr

ETFs
15K
+ 253.76%
$24.19 - $50.58 $362K - $757K
20.9K $507M
XLK
Technology Sector Spdr

ETFs
635
+ 7.81%
$220.26 - $241.44 $140K - $153K
8.77K $2.04B
QQQ
Invesco Qqq Trust, Series 1

ETFs
324
+ 21.18%
$481.22 - $538.17 $156K - $174K
1.85K $948M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
400
+ 3.97%
$198.04 - $221.51 $79.2K - $88.6K
10.5K $2.21B
EFG
Msci Eafe Growth ETF

ETFs
3.83K
+ 21.74%
$96.83 - $106.88 $371K - $409K
21.4K $2.08B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.81K
+ 27.64%
$61.68 - $67.87 $173K - $191K
13K $808M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
15.3K
+ 202.63%
$22.63 - $47.53 $347K - $730K
22.9K $520M
AAPL
Apple Inc.

Technology
41
+ 0.48%
$221.69 - $259.02 $9.09K - $10.6K
8.66K $2.17B
AMZN
Amazon Com Inc

Consumer Cyclical
35
+ 0.77%
$180.88 - $232.93 $6.33K - $8.15K
4.59K $1.01B
XLY
Select Sector Spdr Consumer Di

ETFs
278
+ 7.0%
$194.8 - $239.43 $54.2K - $66.6K
4.25K $953M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.07K
+ 1.94%
$49.03 - $53.35 $52.7K - $57.3K
56.4K $2.89B
IWM
Ishares Russell 2000 ETF

ETFs
665
+ 25.08%
$216.13 - $242.4 $144K - $161K
3.32K $733M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
4.19K
+ 16.57%
$31.29 - $32.43 $131K - $136K
29.5K $943M
USXF
Ishares Esg Advanced Msci Usa

Technology
2.69K
+ 23.44%
$48.45 - $52.57 $130K - $142K
14.2K $705M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
6.95K
+ 76.31%
$21.7 - $22.73 $151K - $158K
16.1K $349M
Morgan Stanley ETF Trust
3.27K
+ 27.34%
N/A
15.2K $841M
MUB
Ishares National Muni Bond ETF

ETFs
1.19K
+ 47.35%
$105.78 - $108.7 $126K - $129K
3.7K $395M
Blackrock ETF Trust Ii
2.37K
+ 20.52%
N/A
13.9K $724M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.29%
$205.18 - $250.29 $1.85K - $2.25K
3.13K $751M
SOXX
Ishares Semiconductor ETF

ETFs
485
+ 39.37%
$211.27 - $239.8 $102K - $116K
1.72K $370M
META
Meta Platforms, Inc.

Communication Services
98
+ 4.66%
$554.08 - $632.68 $54.3K - $62K
2.2K $1.29B
OEF
Ishares S&P 100 ETF

ETFs
97
+ 2.12%
N/A
4.67K $1.35B
SCHG
Schwab Strategic Tr Us Large C

ETFs
60.6K
+ 287.94%
$25.93 - $105.3 $1.57M - $6.39M
81.7K $2.28B
MBB
Ishares Tr

ETFs
1.49K
+ 11.33%
$91.26 - $95.82 $136K - $143K
14.6K $1.34B
GOOG
Alphabet Inc.

Communication Services
9
+ 0.26%
$163.08 - $198.16 $1.47K - $1.78K
3.47K $660M
SPY
Spdr S&P 500 ETF Trust

ETFs
128
+ 23.57%
$567.81 - $607.81 $72.7K - $77.8K
671 $393M
IVE
Ishares S&P 500 Value ETF

ETFs
427
+ 24.1%
$189.5 - $206.17 $80.9K - $88K
2.2K $420M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
780
+ 8.1%
$62.07 - $66.61 $48.4K - $52K
10.4K $667M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
231
+ 2.99%
$124.61 - $133.96 $28.8K - $30.9K
7.95K $1.02B
SPYG
Spdr Portfolio

ETFs
226
+ 3.88%
$81.74 - $91.38 $18.5K - $20.7K
6.06K $532M
MGC
Vanguard Mega Cap ETF

ETFs
10
+ 0.28%
$204.21 - $220.18 $2.04K - $2.2K
3.56K $756M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
924
+ 16.75%
$64.62 - $71.43 $59.7K - $66K
6.44K $416M
NEAR
Blackrock Short Maturity Bond

ETFs
351
+ 7.49%
$50.28 - $51.08 $17.6K - $17.9K
5.04K $254M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
441
+ 7.99%
$45.38 - $46.88 $20K - $20.7K
5.96K $272M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
382
+ 6.4%
$74.5 - $78.37 $28.5K - $29.9K
6.35K $475M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
21
+ 1.16%
$118.0 - $127.04 $2.48K - $2.67K
1.84K $223M
URTH
Ishares Msci World ETF

ETFs
29
+ 1.77%
$153.73 - $162.67 $4.46K - $4.72K
1.67K $259M
IFRA
Ishares Tr

ETFs
33
+ 0.52%
$45.94 - $51.71 $1.52K - $1.71K
6.36K $294M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.62%
$385.02 - $431.37 $1.54K - $1.73K
648 $252M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
54.5K
+ 207.15%
$26.93 - $84.95 $1.47M - $4.63M
80.8K $2.21B
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
7
+ 0.02%
$10.56 - $11.31 $73.9 - $79.2
33.4K $358M
MSFT
Microsoft Corp

Technology
3
+ 0.1%
$406.35 - $454.46 $1.22K - $1.36K
2.96K $1.25B
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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