Wealthquest Corp Incresed Positions in Q4 2024

Wealthquest Corp

  • $948 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
1.02M
+ 49.63%
$30.76 - $31.55 $31.4M - $32.2M
3.08M $96.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.82K
+ 0.46%
$95.27 - $107.82 $554K - $627K
1.27M $132M
VV
Vanguard Large Cap ETF

ETFs
4.91K
+ 0.69%
$260.27 - $280.65 $1.28M - $1.38M
719K $194M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
48.4K
+ 17.05%
$77.02 - $78.58 $3.73M - $3.8M
332K $25.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
11.1K
+ 1.01%
$69.3 - $74.3 $768K - $824K
1.11M $79.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.8K
+ 3.06%
$61.68 - $67.87 $1.28M - $1.41M
701K $43.6M
VO
Vanguard Mid Cap ETF

ETFs
3.61K
+ 2.93%
$261.5 - $284.63 $943K - $1.03M
127K $33.5M
VB
Vanguard Small Cap ETF

ETFs
1.44K
+ 1.01%
$233.76 - $261.58 $336K - $376K
144K $34.7M
AMZN
Amazon Com Inc

Consumer Cyclical
411
+ 2.82%
$180.88 - $232.93 $74.3K - $95.7K
15K $3.28M
APA
Apa Corp

Energy
23K
+ 14.94%
$20.47 - $27.07 $472K - $624K
177K $4.1M
JPM
Jpmorgan Chase & CO

Financial Services
71
+ 0.8%
$205.18 - $250.29 $14.6K - $17.8K
8.92K $2.14M
GOOGL
Alphabet Inc.

Communication Services
349
+ 6.51%
$161.86 - $196.66 $56.5K - $68.6K
5.71K $1.08M
DFAI
Dimensional ETF Tr

ETFs
32.9K
+ 10.55%
$29.0 - $31.6 $955K - $1.04M
345K $10.1M
DFAE
Dimensional ETF Tr

ETFs
28.3K
+ 10.17%
$25.36 - $28.15 $717K - $796K
306K $7.77M
WMT
Walmart Inc.

Consumer Defensive
222
+ 2.25%
$79.1 - $95.7 $17.6K - $21.2K
10.1K $912K
V
Visa Inc.

Financial Services
77
+ 4.38%
$273.87 - $320.91 $21.1K - $24.7K
1.84K $579K
VUG
Vanguard Growth ETF

ETFs
31
+ 1.03%
$378.79 - $428.11 $11.7K - $13.3K
3.03K $1.25M
META
Meta Platforms, Inc.

Communication Services
103
+ 16.38%
$554.08 - $632.68 $57.1K - $65.2K
732 $431K
DIS
Walt Disney CO

Communication Services
54
+ 1.34%
$92.39 - $117.6 $4.99K - $6.35K
4.08K $453K
AXP
American Express CO

Financial Services
32
+ 1.84%
$267.35 - $305.57 $8.56K - $9.78K
1.77K $524K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$280.04 - $302.45 $280 - $302
5.17K $1.5M
MA
Mastercard Inc

Financial Services
22
+ 3.48%
$491.3 - $536.15 $10.8K - $11.8K
655 $344K
BMY
Bristol Myers Squibb CO

Healthcare
135
+ 2.81%
$51.92 - $59.94 $7.01K - $8.09K
4.95K $279K
KR
Kroger CO

Consumer Defensive
34
+ 0.46%
$55.21 - $63.3 $1.88K - $2.15K
7.47K $456K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 6.04%
$873.59 - $994.69 $17.5K - $19.9K
351 $321K
T
At&T Inc.

Communication Services
426
+ 3.46%
$21.22 - $23.88 $9.04K - $10.2K
12.7K $289K
CINF
Cincinnati Financial Corp

Financial Services
9
+ 0.6%
$132.86 - $160.16 $1.2K - $1.44K
1.51K $217K
PH
Parker Hannifin Corp

Industrials
12
+ 2.24%
$621.74 - $709.46 $7.46K - $8.51K
547 $347K
TJX
Tjx Companies Inc

Consumer Cyclical
16
+ 0.78%
$112.15 - $127.2 $1.79K - $2.04K
2.06K $248K
SYK
Stryker Corp

Healthcare
20
+ 1.9%
$345.14 - $392.15 $6.9K - $7.84K
1.07K $386K
TXN
Texas Instruments Inc

Technology
31
+ 2.69%
N/A
1.18K $230K
CVX
Chevron Corp

Energy
95
+ 1.82%
$141.15 - $162.53 $13.4K - $15.4K
5.32K $770K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.27K
+ 88.03%
N/A
9.13K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
25K
+ 3.23%
N/A
800K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
32.7K
+ 4.89%
N/A
701K $0
Dimensional Us Large Cap Vector ETF
60.2K
+ 4.54%
N/A
1.38M $0
Innovator U.S. Equity 10 Buffer ETF Quarterly
1M
+ 43.92%
N/A
3.29M $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
8.04K
+ 2.68%
N/A
308K $0
FITB
Fifth Third Bancorp

Financial Services
24
+ 0.21%
$41.76 - $48.44 $1K - $1.16K
11.7K $492K
WEC
Wec Energy Group, Inc.

Utilities
17
+ 0.5%
$92.94 - $101.82 $1.58K - $1.73K
3.42K $321K
UNP
Union Pacific Corp

Industrials
25
+ 2.37%
$223.15 - $249.32 $5.58K - $6.23K
1.08K $246K
UNH
Unitedhealth Group Inc

Healthcare
34
+ 7.8%
$485.52 - $625.25 $16.5K - $21.3K
470 $237K
CMCSA
Comcast Corp

Communication Services
135
+ 2.13%
$37.39 - $45.14 $5.05K - $6.09K
6.47K $242K
ADBE
Adobe Inc.

Technology
22
+ 4.71%
$437.39 - $552.96 $9.62K - $12.2K
489 $217K
DUK
Duke Energy Corp

Utilities
79
+ 1.76%
$105.76 - $120.76 $8.36K - $9.54K
4.56K $491K
MCD
Mcdonalds Corp

Consumer Cyclical
29
+ 1.13%
$288.47 - $316.54 $8.37K - $9.18K
2.6K $752K
PFE
Pfizer Inc

Healthcare
254
+ 1.6%
$24.8 - $30.19 $6.3K - $7.67K
16.1K $428K
ABBV
Abb Vie Inc.

Healthcare
119
+ 4.3%
$164.99 - $203.87 $19.6K - $24.3K
2.89K $512K
KO
Coca Cola CO

Consumer Defensive
33
+ 0.57%
$61.74 - $71.71 $2.04K - $2.37K
5.77K $359K
Activity Summary
Buys All Purchases 65 New Holdings 8 Increased Positions 57 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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