Wealthgarden F.S. LLC Sells in Q4 2024

Wealthgarden F.S. LLC

  • $107 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-9.11K
- 34.27%
$70.06 - $77.43 $639K - $706K
17.5K $1.23B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.29K
- 19.11%
$87.1 - $98.49 $287K - $324K
13.9K $1.22B
IJUL
Innovator Etfs Tr

ETFs
-10.3K
- 28.72%
$27.59 - $29.25 $286K - $303K
25.7K $711M
XLV
Select Sector Spdr Fund Health

ETFs
-919
- 11.19%
$136.28 - $154.74 $125K - $142K
7.29K $1B
NVO
Novo Nordisk A S

Healthcare
-1.24K
- 31.3%
$85.0 - $120.04 $106K - $149K
2.73K $235M
YJUN
First Tr Exchange Traded Fd Vi
-5.53K
- 13.12%
$21.53 - $22.81 $119K - $126K
36.6K $790M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-4.18K
- 44.77%
$40.12 - $41.68 $168K - $174K
5.16K $212M
XLI
Industrial Sector Spdr

ETFs
-1.12K
- 23.62%
$131.76 - $143.99 $148K - $161K
3.63K $478M
LLY
Eli Lilly & CO

Healthcare
-9
- 0.7%
$727.2 - $932.06 $6.54K - $8.39K
1.28K $990M
IVV
Ishares Core S&P 500 ETF

ETFs
-428
- 4.62%
$570.51 - $610.59 $244K - $261K
8.83K $5.2B
IBB
Ishares Biotechnology ETF

ETFs
-800
- 33.77%
$131.21 - $148.85 $105K - $119K
1.57K $207M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-3.43K
- 10.97%
$37.81 - $38.94 $130K - $133K
27.8K $1.07B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-658
- 6.18%
$53.86 - $60.27 $35.4K - $39.7K
9.99K $539M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-562
- 7.43%
$106.56 - $113.11 $59.9K - $63.6K
7K $748M
ITB
Ishares Tr

ETFs
-60
- 1.43%
$103.31 - $129.34 $6.2K - $7.76K
4.12K $426M
GLD
Spdr Gold Trust

ETFs
-412
- 8.17%
$236.59 - $257.5 $97.5K - $106K
4.63K $1.12B
IEMG
Ishares Inc

ETFs
-475
- 6.86%
N/A
6.45K $337M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-840
- 6.31%
$57.38 - $61.11 $48.2K - $51.3K
12.5K $727M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-174
- 0.65%
$45.07 - $47.1 $7.84K - $8.2K
26.7K $1.21B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-1.7K
- 20.81%
N/A
6.47K $218M
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-2.14K
- 3.97%
N/A
51.8K $1.82B
KJUL
Innovator U.S. Small Cap Power

Technology
-1.66K
- 12.64%
$28.78 - $30.34 $47.7K - $50.3K
11.5K $337M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-408
- 1.55%
$24.94 - $26.14 $10.2K - $10.7K
25.9K $646M
VTI
Vanguard Total Stock Market Et

ETFs
-167
- 9.52%
$280.04 - $302.45 $46.8K - $50.5K
1.59K $460M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-32
- 1.06%
$442.29 - $483.08 $14.2K - $15.5K
2.99K $1.36B
VONV
Vanguard Russell 1000 Value Et

ETFs
-351
- 12.41%
$80.87 - $87.69 $28.4K - $30.8K
2.48K $201M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-8
- 0.31%
$99.04 - $109.59 $792 - $877
2.6K $259M
First Tr Exchng Traded Fd Vi
-1.16K
- 5.81%
N/A
18.8K $443M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-37
- 0.21%
$49.79 - $51.14 $1.84K - $1.89K
17.8K $891M
XLE
Energy Sector Spdr

ETFs
-100
- 2.08%
$83.32 - $97.27 $8.33K - $9.73K
4.72K $404M
CGDV
Capital Group Divid Value ETF

ETFs
-198
- 1.97%
$35.16 - $37.12 $6.96K - $7.35K
9.83K $347M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6
- 0.1%
$88.59 - $94.57 $532 - $567
6.22K $552M
DIS
Walt Disney CO

Communication Services
-570
- 17.5%
$92.39 - $117.6 $52.7K - $67K
2.69K $299M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-35
- 1.96%
$164.89 - $177.66 $5.77K - $6.22K
1.76K $290M
VUG
Vanguard Growth ETF

ETFs
-74
- 9.26%
$378.79 - $428.11 $28K - $31.7K
725 $298M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-119
- 3.03%
$107.41 - $115.71 $12.8K - $13.8K
3.81K $420M
Aim ETF Products Trust
-56
- 0.74%
N/A
7.47K $224M
XLC
Select Sector Spdr Tr Communic

ETFs
-128
- 2.71%
$89.66 - $102.16 $11.5K - $13.1K
4.59K $444M
CGGR
Capital Group Growth ETF Shs C

ETFs
-359
- 2.2%
$34.49 - $39.24 $12.4K - $14.1K
16K $594M
IYW
Ishares Dj Us Tech ETF

ETFs
-186
- 1.91%
$148.14 - $166.23 $27.6K - $30.9K
9.56K $1.52B
NFLX
Netflix Inc

Communication Services
-28
- 3.94%
$687.65 - $936.56 $19.3K - $26.2K
682 $608M
TSLA
Tesla, Inc.

Consumer Cyclical
-160
- 12.58%
$213.65 - $479.86 $34.2K - $76.8K
1.11K $449M
IVW
Ishares S&P 500 Growth ETF

ETFs
-48
- 0.13%
$94.43 - $105.47 $4.53K - $5.06K
37.9K $3.85B
NVDA
Nvidia Corp

Technology
-571
- 2.4%
$117.0 - $148.88 $66.8K - $85K
23.2K $3.12B
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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