Wt Wealth Management Purchases in Q4 2024

Wt Wealth Management

  • $309 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
69.7K
New
$29.73 - $30.81 $2.07M - $2.15M
69.7K $2.12M
SGOL
Abrdn Gold ETF Trust

ETFs
83.2K
+ 23.41%
$24.46 - $26.62 $2.03M - $2.21M
438K $11M
NVDA
Nvidia Corp

Technology
4.58K
+ 9.08%
$117.0 - $148.88 $536K - $682K
55K $7.39M
AAPL
Apple Inc.

Technology
1.28K
+ 3.21%
$221.69 - $259.02 $284K - $332K
41.3K $10.3M
GOOG
Alphabet Inc.

Communication Services
350
+ 0.89%
$163.08 - $198.16 $57.1K - $69.4K
39.9K $7.59M
ENFR
Alerian Energy Infrastructure

ETFs
23.8K
+ 216.28%
$28.52 - $33.11 $678K - $787K
34.8K $1.08M
NFLX
Netflix Inc

Communication Services
81
+ 2.41%
$687.65 - $936.56 $55.7K - $75.9K
3.44K $3.06M
SIVR
Abrdn Silver ETF Trust

ETFs
24.9K
+ 108.48%
$27.61 - $33.22 $686K - $826K
47.8K $1.32M
WMT
Walmart Inc.

Consumer Defensive
1.32K
+ 2.91%
$79.1 - $95.7 $104K - $126K
46.6K $4.21M
EXPE
Expedia Group, Inc.

Consumer Cyclical
304
+ 2.61%
$146.47 - $191.01 $44.5K - $58.1K
11.9K $2.22M
SPOT
Spotify Technology S.A.

Communication Services
135
+ 2.8%
$362.95 - $502.38 $49K - $67.8K
4.97K $2.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
645
New
$567.81 - $607.81 $366K - $392K
645 $378K
QQQ
Invesco Qqq Trust, Series 1

ETFs
558
+ 14.32%
$481.22 - $538.17 $269K - $300K
4.46K $2.28M
XLF
Financial Sector Spdr

ETFs
2.16K
+ 2.57%
$44.89 - $51.34 $97.1K - $111K
86.3K $4.17M
META
Meta Platforms, Inc.

Communication Services
409
+ 6.35%
$554.08 - $632.68 $227K - $259K
6.85K $4.04M
COPX
Global X Copper Miners ETF

ETFs
8.36K
New
$38.17 - $48.57 $319K - $406K
8.36K $319K
MA
Mastercard Inc

Financial Services
209
+ 3.94%
$491.3 - $536.15 $103K - $112K
5.52K $2.9M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.49K
New
$81.34 - $96.75 $284K - $337K
3.49K $283K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.66K
New
$40.97 - $42.66 $273K - $284K
6.66K $275K
CVX
Chevron Corp

Energy
1.79K
New
$141.15 - $162.53 $252K - $290K
1.79K $258K
PLTR
Palantir Technologies Inc.

Technology
3.32K
New
$36.46 - $82.38 $121K - $274K
3.32K $251K
XLP
Consumer Staples Sector Spdr

ETFs
3.27K
+ 4.44%
N/A
76.9K $5.85M
AVGO
Broadcom Inc.

Technology
1.02K
New
$159.67 - $250.0 $163K - $255K
1.02K $236K
IBM
International Business Machines Corp

Technology
1.05K
New
$204.9 - $238.04 $215K - $249K
1.05K $230K
CSCO
Cisco Systems, Inc.

Technology
3.27K
+ 59.56%
$52.45 - $60.02 $172K - $196K
8.76K $518K
MARA
Marathon Digital Holdings, Inc.

Financial Services
10K
New
N/A
10K $226K
GOOGL
Alphabet Inc.

Communication Services
1.19K
New
$161.86 - $196.66 $193K - $235K
1.19K $226K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.73K
+ 4.38%
$55.73 - $66.16 $96.6K - $115K
41.3K $2.49M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.07K
New
$172.07 - $207.36 $183K - $221K
1.07K $210K
FE
Firstenergy Corp

Utilities
5.1K
New
$39.14 - $44.52 $200K - $227K
5.1K $202K
CRWD
Crowd Strike Holdings, Inc.

Technology
593
New
$275.15 - $388.2 $163K - $230K
593 $202K
UCO
Pro Shares Trust Ii

ETFs
7.34K
New
$24.47 - $30.76 $180K - $226K
7.34K $201K
TMUS
T Mobile Us, Inc.

Communication Services
332
+ 3.95%
$206.1 - $246.94 $68.4K - $82K
8.74K $1.93M
ET
Energy Transfer LP

Energy
3.15K
+ 8.81%
$16.05 - $19.86 $50.6K - $62.6K
38.9K $762K
RIOT
Riot Blockchain, Inc.

Technology
17.5K
New
$7.08 - $14.97 $124K - $261K
17.5K $178K
FDX
Fedex Corp

Industrials
403
+ 4.85%
$260.5 - $305.15 $105K - $123K
8.71K $2.45M
COST
Costco Wholesale Corp

Consumer Defensive
98
+ 3.38%
$873.59 - $994.69 $85.6K - $97.5K
3K $2.75M
CTA
Simplify Exch Traded Fds Simpl

ETFs
4.84K
+ 41.31%
$25.8 - $28.97 $125K - $140K
16.6K $461K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.25K
+ 3.48%
$113.79 - $124.5 $142K - $155K
37.1K $4.25M
MSFT
Microsoft Corp

Technology
779
+ 3.45%
$406.35 - $454.46 $317K - $354K
23.4K $9.85M
DBA
Invesco Db Agriculture Fund

ETFs
4.23K
+ 32.84%
$24.81 - $27.83 $105K - $118K
17.1K $454K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.85K
+ 2.53%
$50.23 - $50.46 $92.9K - $93.3K
74.9K $3.77M
DBB
Invesco Db Base Metals Fund

ETFs
6.52K
+ 42.47%
$18.85 - $21.42 $123K - $140K
21.9K $412K
XOM
Exxon Mobil Corp

Energy
1.07K
+ 43.88%
$105.51 - $125.37 $113K - $134K
3.5K $376K
INTU
Intuit Inc

Technology
93
+ 2.63%
$602.01 - $706.25 $56K - $65.7K
3.63K $2.28M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.53K
+ 4.64%
$50.35 - $50.69 $76.9K - $77.5K
34.4K $1.74M
WM
Waste Management Inc

Industrials
579
+ 5.34%
$201.79 - $228.46 $117K - $132K
11.4K $2.3M
PAVE
Global X Fds Us Infrastructure

ETFs
2.22K
+ 3.91%
$40.41 - $45.95 $89.8K - $102K
59K $2.38M
PAA
Plains All American Pipeline LP

Energy
2.81K
+ 10.69%
$16.27 - $18.67 $45.7K - $52.4K
29.1K $496K
Activity Summary
Buys All Purchases 76 New Holdings 20 Increased Positions 56 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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