Wood Tarver Financial Group, LLC Purchases in Q4 2024

Wood Tarver Financial Group, LLC

  • $299 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
26.8K
New
$33.03 - $34.15 $885K - $915K
26.8K $905K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.95K
New
$442.29 - $483.08 $863K - $943K
1.95K $884K
First Tr Exchng Traded Fd Vi
23.7K
New
N/A
23.7K $875K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.43K
New
$131.66 - $144.0 $847K - $926K
6.43K $849K
XLE
Energy Sector Spdr

ETFs
9.89K
New
$83.32 - $97.27 $824K - $962K
9.89K $847K
OMFL
Invesco Exchange Traded Self I

ETFs
15.1K
New
$52.49 - $56.58 $794K - $856K
15.1K $820K
CGGR
Capital Group Growth ETF Shs C

ETFs
21.3K
New
$34.49 - $39.24 $736K - $837K
21.3K $792K
Capital Grp Fixed Incm ETF T
30.6K
New
N/A
30.6K $787K
VIG
Vanguard Dividend Appreciation

ETFs
4K
New
N/A
4K $782K
XLF
Financial Sector Spdr

ETFs
14.4K
New
$44.89 - $51.34 $644K - $737K
14.4K $693K
First Tr Exchng Traded Fd Vi
17.9K
New
N/A
17.9K $645K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
17.7K
New
$34.72 - $35.93 $616K - $638K
17.7K $633K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
16.2K
New
$37.97 - $38.95 $616K - $632K
16.2K $632K
PJUL
Innovator U.S. Equity Power Bu

ETFs
14.6K
New
$40.12 - $41.68 $587K - $609K
14.6K $601K
NVDA
Nvidia Corp

Technology
4.4K
New
$117.0 - $148.88 $514K - $654K
4.4K $590K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
17.4K
New
$32.84 - $33.81 $572K - $589K
17.4K $585K
TSLA
Tesla, Inc.

Consumer Cyclical
1.44K
New
$213.65 - $479.86 $309K - $693K
1.44K $583K
POCT
Innovator U.S. Equity Power Bu

ETFs
14.5K
New
$38.63 - $40.03 $561K - $581K
14.5K $574K
WMT
Walmart Inc.

Consumer Defensive
6.27K
New
$79.1 - $95.7 $496K - $600K
6.27K $566K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.78K
New
$96.64 - $101.23 $558K - $585K
5.78K $559K
XOM
Exxon Mobil Corp

Energy
5.12K
New
$105.51 - $125.37 $540K - $641K
5.12K $550K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
7.25K
New
$75.44 - $80.53 $547K - $584K
7.25K $549K
XDOC
Innovator Etfs Tr U S Equity A

ETFs
17.8K
New
$29.33 - $30.91 $523K - $551K
17.8K $540K
PG
Procter & Gamble CO

Consumer Defensive
3.1K
New
$161.05 - $179.7 $499K - $557K
3.1K $519K
PSEP
Innovator U.S. Equity Power Bu
13.3K
New
N/A
13.3K $517K
WFC
Wells Fargo & Company

Financial Services
7.33K
New
$54.98 - $77.35 $403K - $567K
7.33K $514K
Innovator Etfs Trust
13.6K
New
N/A
13.6K $506K
USEP
Innovator U.S. Equity Ultra Bu
14.1K
New
N/A
14.1K $495K
PMAR
Innovator U.S. Equity Power Bu

ETFs
12.2K
New
$39.04 - $40.41 $478K - $495K
12.2K $492K
PDEC
Innovator U.S. Equity Power Bu
12.8K
New
N/A
12.8K $490K
LLY
Eli Lilly & CO

Healthcare
623
New
$727.2 - $932.06 $453K - $581K
623 $480K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
13.6K
New
$34.96 - $35.65 $474K - $484K
13.6K $476K
XLV
Select Sector Spdr Fund Health

ETFs
3.43K
New
$136.28 - $154.74 $467K - $531K
3.43K $471K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
15.2K
New
$30.02 - $31.23 $456K - $474K
15.2K $468K
CGMU
Capital Group Core Plus Income
17.3K
New
N/A
17.3K $465K
First Tr Exchng Traded Fd Vi
13.7K
New
N/A
13.7K $462K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.09K
New
$100.18 - $109.1 $410K - $446K
4.09K $429K
MCD
Mcdonalds Corp

Consumer Cyclical
1.48K
New
$288.47 - $316.54 $426K - $468K
1.48K $428K
IDA
Idacorp Inc

Utilities
3.7K
New
$100.11 - $118.96 $370K - $440K
3.7K $403K
KOCT
Innovator Laddered Fund Of U.S
12.8K
New
N/A
12.8K $390K
PFEB
Innovator U.S. Equity Power Bu

ETFs
10.5K
New
$35.94 - $36.85 $379K - $388K
10.5K $387K
PAPR
Innovator U.S. Equity Power Bu

ETFs
10.5K
New
$35.71 - $37.1 $375K - $390K
10.5K $385K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.48K
New
$49.79 - $51.14 $372K - $382K
7.48K $374K
Capital Grp Fixed Incm ETF T
14.2K
New
N/A
14.2K $368K
PAYX
Paychex Inc

Industrials
2.62K
New
$135.86 - $148.73 $356K - $390K
2.62K $367K
BMAR
Innovator U.S. Equity Buffer E

ETFs
7.79K
New
$44.7 - $46.74 $348K - $364K
7.79K $359K
First Tr Exchng Traded Fd Vi
15.2K
New
N/A
15.2K $358K
IWM
Ishares Russell 2000 ETF

ETFs
1.54K
New
$216.13 - $242.4 $333K - $373K
1.54K $340K
IWF
Ishares Russell 1000 Gr ETF

ETFs
846
New
$370.24 - $418.94 $313K - $354K
846 $339K
Activity Summary
Buys All Purchases 794 New Holdings 794 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wood Tarver Financial Group, LLC Portfolio

Follow Wood Tarver Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wood Tarver Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wood Tarver Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email