Wheelhouse Advisory Group LLC Incresed Positions in Q4 2024

Wheelhouse Advisory Group LLC

  • $168 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
65.2K
+ 138.59%
$46.75 - $47.8 $3.05M - $3.12M
112K $5.27B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.2K
+ 7.21%
$340.59 - $380.5 $1.09M - $1.22M
47.5K $17.4B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
26.4K
+ 180.64%
$47.65 - $48.6 $1.26M - $1.28M
41.1K $1.96B
MGK
Vanguard Mega Cap Growth ETF

ETFs
836
+ 2.04%
$316.94 - $357.88 $265K - $299K
41.8K $14.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 3.36%
$521.84 - $558.82 $597K - $639K
35.2K $19B
VGT
Vanguard Information Technolog

ETFs
386
+ 1.91%
$571.78 - $647.97 $221K - $250K
20.6K $12.8B
VFH
Vanguard Financial ETF

ETFs
1.94K
+ 2.98%
$108.87 - $126.2 $212K - $245K
67.2K $7.94B
VV
Vanguard Large Cap ETF

ETFs
1.14K
+ 2.14%
$260.27 - $280.65 $296K - $319K
54.2K $14.6B
AVSC
American Centy ETF Tr Avantis
5.44K
+ 4.82%
$52.7 - $59.57 $286K - $324K
118K $11.4B
VIG
Vanguard Dividend Appreciation

ETFs
3.2K
+ 4.6%
N/A
72.7K $14.2B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.78K
+ 6.89%
$91.29 - $91.8 $345K - $347K
58.6K $5.36B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.48K
+ 69.91%
$71.75 - $75.11 $322K - $337K
10.9K $784M
EMR
Emerson Electric CO

Industrials
5
+ 0.05%
$108.13 - $134.33 $541 - $672
9.82K $1.22B
WMT
Walmart Inc.

Consumer Defensive
636
+ 14.42%
$79.1 - $95.7 $50.3K - $60.9K
5.05K $456M
NVDA
Nvidia Corp

Technology
98
+ 1.53%
$117.0 - $148.88 $11.5K - $14.6K
6.48K $871M
T
At&T Inc.

Communication Services
1.74K
+ 7.74%
$21.22 - $23.88 $36.9K - $41.6K
24.2K $552M
VTI
Vanguard Total Stock Market Et

ETFs
123
+ 7.27%
$280.04 - $302.45 $34.4K - $37.2K
1.82K $527M
V
Visa Inc.

Financial Services
36
+ 4.93%
$273.87 - $320.91 $9.86K - $11.6K
766 $242M
GOOG
Alphabet Inc.

Communication Services
11
+ 0.68%
$163.08 - $198.16 $1.79K - $2.18K
1.63K $310M
MUB
Ishares National Muni Bond ETF

ETFs
343
+ 9.09%
$105.78 - $108.7 $36.3K - $37.3K
4.12K $439M
MSFT
Microsoft Corp

Technology
111
+ 4.8%
$406.35 - $454.46 $45.1K - $50.4K
2.42K $1.02B
META
Meta Platforms, Inc.

Communication Services
18
+ 4.97%
$554.08 - $632.68 $9.97K - $11.4K
380 $223M
AEE
Ameren Corp

Utilities
9
+ 0.12%
$85.81 - $94.98 $772 - $855
7.51K $669M
MO
Altria Group, Inc.

Consumer Defensive
39
+ 0.8%
$49.06 - $57.74 $1.91K - $2.25K
4.92K $257M
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.24%
$118.38 - $133.06 $1.3K - $1.46K
4.57K $550M
XOM
Exxon Mobil Corp

Energy
112
+ 3.08%
$105.51 - $125.37 $11.8K - $14K
3.74K $403M
NEE
Nextera Energy Inc

Utilities
127
+ 4.6%
$69.77 - $85.43 $8.86K - $10.8K
2.89K $207M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
496
+ 0.98%
$10.37 - $11.62 $5.14K - $5.76K
51.4K $534M
VHT
Vanguard Health Care ETF

ETFs
5.35K
+ 9.53%
$250.81 - $283.3 $1.34M - $1.52M
61.4K $15.6B
Activity Summary
Buys All Purchases 31 New Holdings 1 Increased Positions 30 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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