Wick Capital Partners, LLC Sells in Q4 2024

Wick Capital Partners, LLC

  • $316 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-140K
- 99.49%
$873.59 - $994.69 $123M - $140M
714 $654K
SHV
Ishares Tr

ETFs
-866K
- 97.95%
$109.92 - $110.57 $95.2M - $95.7M
18.1K $1.99M
JPM
Jpmorgan Chase & CO

Financial Services
-230K
- 99.44%
$205.18 - $250.29 $47.1M - $57.5M
1.28K $307K
LLY
Eli Lilly & CO

Healthcare
-55.8K
- 99.16%
$727.2 - $932.06 $40.6M - $52M
471 $363K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-155K
- 79.38%
$198.04 - $221.51 $30.8M - $34.4M
40.4K $8.5M
ITW
Illinois Tool Works Inc

Industrials
-115K
- 99.01%
$253.56 - $278.5 $29.2M - $32.1M
1.15K $291K
IEFA
Ishares Tr

ETFs
-294K
- 65.31%
$70.06 - $77.43 $20.6M - $22.8M
156K $11M
VUG
Vanguard Growth ETF

ETFs
-39.4K
- 88.42%
$378.79 - $428.11 $14.9M - $16.9M
5.17K $2.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-27.6K
- 94.06%
$442.29 - $483.08 $12.2M - $13.3M
1.75K $791K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-85.8K
- 97.58%
$106.56 - $113.11 $9.14M - $9.7M
2.12K $226K
VOT
Vanguard Mid Cap Growth Index

ETFs
-26.8K
- 89.2%
$241.48 - $274.89 $6.48M - $7.37M
3.25K $824K
VIG
Vanguard Dividend Appreciation

ETFs
-37K
- 91.69%
N/A
3.36K $611K
MCO
Moodys Corp

Financial Services
-10.9K
- 95.54%
$454.04 - $500.88 $4.96M - $5.47M
510 $241K
VONE
Vanguard Russell 1000 ETF

ETFs
-16.3K
- 83.88%
$257.18 - $277.76 $4.19M - $4.52M
3.13K $834K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.29K
- 70.76%
$521.84 - $558.82 $3.8M - $4.07M
3.01K $1.62M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-25.1K
- 92.42%
$121.89 - $135.52 $3.06M - $3.4M
2.06K $257K
AMZN
Amazon Com Inc

Consumer Cyclical
-12.1K
- 71.31%
$180.88 - $232.93 $2.19M - $2.82M
4.87K $1.07M
ACN
Accenture PLC

Technology
-7.46K
- 91.48%
$343.9 - $376.86 $2.56M - $2.81M
694 $244K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-78.9K
- 88.74%
$29.46 - $32.64 $2.32M - $2.58M
10K $309K
META
Meta Platforms, Inc.

Communication Services
-3.68K
- 83.87%
$554.08 - $632.68 $2.04M - $2.33M
708 $417K
NFLX
Netflix Inc

Communication Services
-1.76K
- 82.85%
$687.65 - $936.56 $1.21M - $1.65M
364 $324K
TMUS
T Mobile Us, Inc.

Communication Services
-7.05K
- 84.36%
$206.1 - $246.94 $1.45M - $1.74M
1.31K $288K
AAPL
Apple Inc.

Technology
-5.66K
- 25.34%
$221.69 - $259.02 $1.26M - $1.47M
16.7K $4.18M
MA
Mastercard Inc

Financial Services
-2.68K
- 85.39%
$491.3 - $536.15 $1.32M - $1.44M
459 $241K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.41K
- 39.08%
$370.24 - $418.94 $1.26M - $1.43M
5.31K $2.13M
VNQ
Vanguard Specialized Funds Van

ETFs
-13.9K
- 77.04%
$87.85 - $98.6 $1.22M - $1.37M
4.15K $369K
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.1K
- 65.33%
$94.43 - $105.47 $1.14M - $1.28M
6.43K $652K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.63K
- 47.58%
$481.22 - $538.17 $785K - $878K
1.8K $919K
IEF
Ishares Barclays

ETFs
-8.36K
- 55.44%
$92.08 - $98.18 $770K - $820K
6.72K $620K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.78K
- 37.8%
$213.65 - $479.86 $380K - $854K
2.93K $1.18M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-20.9K
- 70.2%
$32.65 - $33.68 $683K - $704K
8.88K $290K
AZN
Astrazeneca PLC

Healthcare
-10.4K
- 56.58%
$63.2 - $79.58 $657K - $827K
7.97K $522K
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.48K
- 33.84%
$183.23 - $199.79 $637K - $695K
6.8K $1.26M
UNH
Unitedhealth Group Inc

Healthcare
-1.24K
- 69.13%
$485.52 - $625.25 $604K - $777K
555 $280K
IVE
Ishares S&P 500 Value ETF

ETFs
-2.58K
- 38.45%
$189.5 - $206.17 $489K - $532K
4.13K $789K
AVGO
Broadcom Inc.

Technology
-1.95K
- 66.52%
$159.67 - $250.0 $311K - $487K
980 $227K
IWM
Ishares Russell 2000 ETF

ETFs
-2.01K
- 59.3%
$216.13 - $242.4 $434K - $486K
1.38K $304K
VTV
Vanguard Value ETF

ETFs
-2.55K
- 44.83%
$168.32 - $181.87 $430K - $464K
3.14K $531K
VB
Vanguard Small Cap ETF

ETFs
-1.28K
- 14.46%
$233.76 - $261.58 $300K - $336K
7.59K $1.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.94K
- 31.08%
$49.79 - $51.14 $147K - $151K
6.53K $327K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.48K
- 30.49%
$90.66 - $99.46 $135K - $148K
3.38K $307K
IWY
Ishares Tr Russell 200 Growth

ETFs
-224
- 3.24%
$216.72 - $244.71 $48.5K - $54.8K
6.69K $1.57M
HYG
Ishares Tr

ETFs
-100
- 1.25%
$78.09 - $80.04 $7.81K - $8K
7.87K $619K
Calamos ETF Tr
-54.1K
- 64.82%
N/A
29.4K $0
Calamos ETF Tr
-562
- 2.45%
N/A
22.3K $0
Activity Summary
Buys All Purchases 41 New Holdings 0 Increased Positions 41 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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