WealthCollab
Latest statistics and disclosures from WealthCollab's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VXUS, VTI, AVUV, IXUS, BND, and represent 32.77% of WealthCollab's stock portfolio.
- Added to shares of these 10 stocks: MUB, VXUS, AMD, VTI, NVDA, AVUV, AVDV, EA, CMF, VNQ.
- Started 137 new stock positions in CCAP, AFMD, GOOS, TOP, NWG, TREX, LAAC, AVNS, COLL, MGA.
- Reduced shares in these 10 stocks: AMZN, MSFT, , META, SCHB, VTEB, AAPL, SCHD, TIP, ITOT.
- Sold out of its positions in AFCG, ALGM, ALLY, AMED, American Equity Investment Life Holding, AIRC, ACA, ATRI, DOOO, BZUN.
- WealthCollab was a net buyer of stock by $8.1M.
- WealthCollab has $153M in assets under management (AUM), dropping by 12.73%.
- Central Index Key (CIK): 0002017870
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Portfolio Holdings for WealthCollab
WealthCollab holds 881 positions in its portfolio as reported in the September 2024 quarterly 13F filing
WealthCollab has 881 total positions. Only the first 250 positions are shown.
- Sign up to view all of the WealthCollab Sept. 30, 2024 positions
- Download the WealthCollab September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 8.9 | $14M | +7% | 211k | 64.74 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.3 | $13M | +5% | 45k | 283.16 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.3 | $9.7M | +5% | 101k | 95.95 |
|
| Ishares Tr Core Msci Total (IXUS) | 5.2 | $8.0M | +2% | 110k | 72.63 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.9 | $6.0M | +4% | 80k | 75.11 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.7 | $5.7M | +9% | 80k | 70.67 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 3.6 | $5.4M | 234k | 23.17 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.4 | $5.2M | +8% | 53k | 97.42 |
|
| Ssr Mining (SSRM) | 3.2 | $4.8M | 852k | 5.68 |
|
|
| Ishares Tr National Mun Etf (MUB) | 3.1 | $4.8M | +30% | 44k | 108.63 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 2.9 | $4.4M | +4% | 56k | 78.37 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.7 | $4.1M | 81k | 51.12 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.3 | $3.5M | -2% | 53k | 66.52 |
|
| Amazon (AMZN) | 2.1 | $3.2M | -15% | 17k | 186.33 |
|
| Apple (AAPL) | 1.9 | $3.0M | -2% | 13k | 233.00 |
|
| Microsoft Corporation (MSFT) | 1.8 | $2.8M | -6% | 6.4k | 430.32 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.8 | $2.8M | +6% | 43k | 64.60 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.7 | $2.7M | 78k | 34.29 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 1.5 | $2.3M | -2% | 21k | 110.47 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $2.1M | 3.9k | 527.74 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.3 | $2.1M | +22% | 38k | 53.63 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 1.1 | $1.7M | +6% | 17k | 101.65 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 1.1 | $1.7M | +31% | 29k | 58.11 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.8 | $1.3M | 23k | 55.63 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.8 | $1.3M | 20k | 63.00 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $1.2M | 14k | 84.17 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.8 | $1.2M | -3% | 4.5k | 263.29 |
|
| Snap Cl A (SNAP) | 0.7 | $1.1M | +3% | 103k | 10.70 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.7 | $1.1M | +25% | 18k | 61.51 |
|
| Advanced Micro Devices Call Call Option (Principal) (AMD) | 0.7 | $999k | +2013% | 6.1k | 164.08 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $996k | -4% | 7.9k | 125.62 |
|
| Meta Platforms Cl A (META) | 0.6 | $903k | -10% | 1.6k | 572.44 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $857k | 8.5k | 100.69 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $823k | 1.4k | 573.76 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $702k | 1.5k | 460.26 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $658k | +870% | 5.4k | 121.44 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.4 | $653k | 11k | 61.57 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $544k | 4.3k | 126.18 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $543k | +32% | 3.2k | 167.20 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $533k | 6.4k | 83.75 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $527k | 6.6k | 79.42 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $525k | 11k | 47.85 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $491k | 10k | 47.52 |
|
|
| Electronic Arts (EA) | 0.3 | $461k | +12744% | 3.2k | 143.44 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $440k | 496.00 | 886.52 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $418k | 4.1k | 101.27 |
|
|
| Uber Technologies (UBER) | 0.2 | $345k | +12% | 4.6k | 75.16 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $332k | +6% | 641.00 | 517.37 |
|
| Doordash Cl A (DASH) | 0.2 | $300k | NEW | 2.1k | 142.73 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $297k | 3.4k | 88.14 |
|
|
| Home Depot (HD) | 0.2 | $284k | 701.00 | 405.20 |
|
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.2 | $269k | 2.8k | 95.72 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $255k | 812.00 | 314.39 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $253k | -9% | 4.8k | 52.81 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $243k | +12% | 1.5k | 165.85 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $240k | -17% | 2.8k | 84.52 |
|
| Boeing Company (BA) | 0.1 | $224k | 1.5k | 152.02 |
|
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $222k | 8.5k | 26.28 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $218k | 787.00 | 276.76 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $217k | 2.7k | 80.75 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $210k | +2% | 2.1k | 100.72 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $204k | 969.00 | 210.86 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.1 | $192k | +41% | 3.5k | 55.32 |
|
| Servicenow (NOW) | 0.1 | $185k | 207.00 | 894.39 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $173k | 462.00 | 375.38 |
|
|
| American Express Company (AXP) | 0.1 | $173k | 638.00 | 271.20 |
|
|
| salesforce (CRM) | 0.1 | $173k | -7% | 631.00 | 273.71 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $172k | +12% | 1.5k | 117.22 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $167k | 270.00 | 618.57 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $165k | 820.00 | 200.78 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $164k | 863.00 | 189.78 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $159k | 11k | 14.69 |
|
|
| Celestica (CLS) | 0.1 | $156k | NEW | 3.1k | 51.12 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $151k | 2.4k | 62.32 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $149k | 3.0k | 49.70 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $149k | +3% | 917.00 | 162.06 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $146k | 1.7k | 83.63 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $145k | +30% | 835.00 | 173.67 |
|
| Tesla Motors (TSLA) | 0.1 | $144k | +39% | 552.00 | 261.63 |
|
| McDonald's Corporation (MCD) | 0.1 | $137k | -5% | 450.00 | 304.51 |
|
| Chevron Corporation (CVX) | 0.1 | $134k | -26% | 911.00 | 147.27 |
|
| Intel Corporation (INTC) | 0.1 | $134k | 5.7k | 23.46 |
|
|
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $130k | +29% | 5.5k | 23.77 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $130k | 546.00 | 237.21 |
|
|
| Genpact SHS (G) | 0.1 | $124k | +36% | 3.2k | 39.21 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $122k | +26% | 5.5k | 22.27 |
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.1 | $120k | +10% | 2.7k | 45.12 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $119k | 1.8k | 67.70 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.1 | $119k | +211% | 2.0k | 60.58 |
|
| Pfizer (PFE) | 0.1 | $118k | +47% | 4.1k | 28.94 |
|
| Starbucks Corporation (SBUX) | 0.1 | $117k | -7% | 1.2k | 97.49 |
|
| Cisco Systems (CSCO) | 0.1 | $116k | +3% | 2.2k | 53.22 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $116k | 1.9k | 62.20 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $115k | +26% | 1.0k | 114.96 |
|
| Broadcom (AVGO) | 0.1 | $115k | +1317% | 666.00 | 172.50 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $113k | 1.1k | 101.87 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $107k | 1.3k | 82.99 |
|
|
| Finvolution Group Sponsored Ads (FINV) | 0.1 | $107k | +41% | 17k | 6.18 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $106k | 2.6k | 40.88 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $104k | 462.00 | 225.89 |
|
|
| Pepsi (PEP) | 0.1 | $103k | 605.00 | 170.05 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $102k | 860.00 | 119.08 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $101k | +9% | 114.00 | 885.95 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $100k | 2.2k | 45.86 |
|
|
| M/I Homes (MHO) | 0.1 | $99k | 578.00 | 171.36 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $97k | 3.7k | 26.14 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $97k | 824.00 | 117.29 |
|
|
| Netflix (NFLX) | 0.1 | $97k | +4% | 136.00 | 709.27 |
|
| Applied Materials (AMAT) | 0.1 | $95k | 472.00 | 202.05 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $95k | +3% | 114.00 | 833.26 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $90k | 458.00 | 197.17 |
|
|
| Visa Com Cl A (V) | 0.1 | $90k | 328.00 | 274.95 |
|
|
| UnitedHealth (UNH) | 0.1 | $89k | 152.00 | 584.68 |
|
|
| Icici Bank Adr (IBN) | 0.1 | $88k | 3.0k | 29.85 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $88k | 3.0k | 29.18 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $88k | -3% | 768.00 | 114.02 |
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $84k | 5.5k | 15.38 |
|
|
| PPG Industries (PPG) | 0.1 | $84k | 633.00 | 132.46 |
|
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| Lennar Corp CL B (LEN.B) | 0.1 | $83k | +2% | 478.00 | 172.94 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $83k | +18% | 778.00 | 106.12 |
|
| Walt Disney Company (DIS) | 0.1 | $80k | 832.00 | 96.19 |
|
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $79k | +2% | 2.1k | 37.56 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $78k | 1.6k | 49.92 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $78k | 1.1k | 70.06 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $77k | 425.00 | 181.99 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $76k | 968.00 | 78.69 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $74k | 337.00 | 220.89 |
|
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $74k | +9% | 1.8k | 42.37 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $74k | +30% | 6.9k | 10.84 |
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $74k | +4% | 929.00 | 79.45 |
|
| International Paper Company (IP) | 0.0 | $73k | 1.5k | 48.85 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $73k | 1.0k | 71.10 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $73k | 262.00 | 276.73 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $72k | 1.8k | 41.13 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $70k | 406.00 | 173.20 |
|
|
| Qualcomm (QCOM) | 0.0 | $70k | +25% | 410.00 | 170.05 |
|
| Prog Holdings Com Npv (PRG) | 0.0 | $67k | +21% | 1.4k | 48.49 |
|
| International Business Machines (IBM) | 0.0 | $66k | 300.00 | 221.08 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $65k | +39% | 2.0k | 31.73 |
|
| Ark Etf Tr Israel Inovate (IZRL) | 0.0 | $65k | 3.3k | 19.81 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $64k | -14% | 1.1k | 57.63 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.0 | $64k | 1.5k | 43.32 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $63k | -13% | 549.00 | 115.02 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $62k | +53% | 9.6k | 6.48 |
|
| Ituran Location And Control SHS (ITRN) | 0.0 | $61k | -3% | 2.3k | 26.54 |
|
| Ge Aerospace Com New (GE) | 0.0 | $59k | -6% | 315.00 | 188.58 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $59k | 502.00 | 116.96 |
|
|
| Kb Finl Group Sponsored Adr (KB) | 0.0 | $58k | +8% | 943.00 | 61.75 |
|
| Medtronic SHS (MDT) | 0.0 | $58k | -19% | 639.00 | 90.03 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $57k | 1.6k | 36.41 |
|
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| FedEx Corporation (FDX) | 0.0 | $56k | 204.00 | 273.68 |
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| Goldman Sachs (GS) | 0.0 | $55k | 112.00 | 494.90 |
|
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| Kroger (KR) | 0.0 | $54k | +4% | 944.00 | 57.30 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $54k | -23% | 757.00 | 71.17 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $52k | +4% | 2.6k | 19.89 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $52k | -33% | 49.00 | 1051.24 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $52k | 466.00 | 110.41 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $51k | 1.7k | 29.55 |
|
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| Comerica Incorporated (CMA) | 0.0 | $50k | 839.00 | 59.91 |
|
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| Godaddy Cl A (GDDY) | 0.0 | $50k | +6% | 319.00 | 156.78 |
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| Woori Finl Group Sponsored Ads (WF) | 0.0 | $50k | +4% | 1.4k | 35.73 |
|
| First Solar (FSLR) | 0.0 | $50k | 199.00 | 249.47 |
|
|
| C3 Ai Cl A (AI) | 0.0 | $49k | 2.0k | 24.23 |
|
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| Vontier Corporation (VNT) | 0.0 | $48k | +7% | 1.4k | 33.74 |
|
| Perdoceo Ed Corp (PRDO) | 0.0 | $48k | 2.2k | 22.24 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $48k | +2% | 273.00 | 174.26 |
|
| Brightsphere Investment Group (BSIG) | 0.0 | $47k | +16% | 1.8k | 25.40 |
|
| Danaos Corporation SHS (DAC) | 0.0 | $46k | 531.00 | 86.74 |
|
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.0 | $46k | 415.00 | 109.75 |
|
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| Target Corporation (TGT) | 0.0 | $46k | 292.00 | 155.87 |
|
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| Parker-Hannifin Corporation (PH) | 0.0 | $45k | 71.00 | 631.83 |
|
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| Open Text Corp (OTEX) | 0.0 | $45k | -16% | 1.3k | 33.28 |
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| Paccar (PCAR) | 0.0 | $45k | -27% | 452.00 | 98.68 |
|
| Ennis (EBF) | 0.0 | $44k | -27% | 1.8k | 24.32 |
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| Suncor Energy (SU) | 0.0 | $44k | 1.2k | 36.92 |
|
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| Abbvie (ABBV) | 0.0 | $43k | -14% | 220.00 | 197.48 |
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $43k | 189.00 | 229.01 |
|
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $43k | 280.00 | 154.02 |
|
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| Amgen (AMGN) | 0.0 | $43k | -5% | 132.00 | 322.21 |
|
| Global Ship Lease Com Cl A (GSL) | 0.0 | $43k | +28% | 1.6k | 26.65 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $42k | -9% | 218.00 | 192.81 |
|
| Pulte (PHM) | 0.0 | $42k | -2% | 292.00 | 143.53 |
|
| Tower Semiconductor Shs New (TSEM) | 0.0 | $42k | -8% | 942.00 | 44.26 |
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| Tfii Cn (TFII) | 0.0 | $42k | 304.00 | 136.89 |
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| Evercore Class A (EVR) | 0.0 | $42k | 164.00 | 253.34 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $41k | +21% | 4.9k | 8.42 |
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| Winmark Corporation (WINA) | 0.0 | $41k | -30% | 106.00 | 382.93 |
|
| Lennox International (LII) | 0.0 | $41k | 67.00 | 604.30 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $41k | 319.00 | 126.81 |
|
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $40k | NEW | 1.7k | 23.45 |
|
| Qifu Technology American Dep (QFIN) | 0.0 | $40k | 1.3k | 29.81 |
|
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| NetApp (NTAP) | 0.0 | $40k | 320.00 | 123.51 |
|
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| 3M Company (MMM) | 0.0 | $39k | 288.00 | 136.70 |
|
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| Allstate Corporation (ALL) | 0.0 | $39k | 206.00 | 189.65 |
|
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| Meritage Homes Corporation (MTH) | 0.0 | $39k | -8% | 188.00 | 205.07 |
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| Dropbox Cl A (DBX) | 0.0 | $38k | +67% | 1.5k | 25.43 |
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| Waste Management (WM) | 0.0 | $38k | 184.00 | 207.60 |
|
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| Bank of America Corporation (BAC) | 0.0 | $37k | 937.00 | 39.67 |
|
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| SEI Investments Company (SEIC) | 0.0 | $37k | +40% | 527.00 | 69.19 |
|
| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.0 | $36k | 818.00 | 44.44 |
|
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| Paypal Holdings (PYPL) | 0.0 | $36k | 465.00 | 78.03 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $36k | +10% | 349.00 | 103.81 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $36k | +34% | 343.00 | 105.29 |
|
| Orix Corp Sponsored Adr (IX) | 0.0 | $36k | 309.00 | 116.05 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $36k | +16% | 572.00 | 62.11 |
|
| Nextera Energy (NEE) | 0.0 | $36k | 420.00 | 84.53 |
|
|
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $35k | 541.00 | 65.30 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $35k | 284.00 | 123.62 |
|
|
| MGIC Investment (MTG) | 0.0 | $35k | 1.4k | 25.60 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $35k | 319.00 | 109.65 |
|
|
| Ormat Technologies (ORA) | 0.0 | $34k | -10% | 443.00 | 76.94 |
|
| United Sts Oil Units (USO) | 0.0 | $34k | 487.00 | 69.92 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $34k | 441.00 | 77.18 |
|
|
| Merck & Co (MRK) | 0.0 | $34k | -34% | 299.00 | 113.56 |
|
| Lowe's Companies (LOW) | 0.0 | $34k | 125.00 | 270.86 |
|
|
| Hackett (HCKT) | 0.0 | $34k | 1.3k | 26.27 |
|
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $33k | 2.9k | 11.52 |
|
|
| Peak (DOC) | 0.0 | $33k | 1.4k | 22.87 |
|
|
| Coca-Cola Company (KO) | 0.0 | $33k | 461.00 | 71.86 |
|
|
| Stellantis SHS (STLA) | 0.0 | $33k | -48% | 2.3k | 14.05 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $33k | 281.00 | 115.67 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $32k | +8% | 525.00 | 61.12 |
|
| Republic Services (RSG) | 0.0 | $32k | 159.00 | 200.84 |
|
|
| Ingles Mkts Cl A (IMKTA) | 0.0 | $32k | -41% | 427.00 | 74.60 |
|
| Sofi Technologies (SOFI) | 0.0 | $31k | 4.0k | 7.86 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $31k | 247.00 | 125.96 |
|
|
| Federated Hermes CL B (FHI) | 0.0 | $31k | -24% | 841.00 | 36.77 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $31k | 748.00 | 41.28 |
|
|
| Gravity Sponsored Ads Ne (GRVY) | 0.0 | $30k | +171% | 511.00 | 59.28 |
|
| Capital One Financial (COF) | 0.0 | $30k | 200.00 | 149.73 |
|
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $30k | 1.0k | 29.82 |
|
|
| Heidrick & Struggles International (HSII) | 0.0 | $30k | -12% | 767.00 | 38.86 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $30k | 60.00 | 493.80 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $29k | +40% | 5.8k | 5.10 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $29k | 148.00 | 198.06 |
|
|
| Consol Energy (CEIX) | 0.0 | $29k | 280.00 | 104.65 |
|
|
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $29k | +30% | 1.5k | 19.78 |
|
| National Retail Properties (NNN) | 0.0 | $29k | 601.00 | 48.49 |
|
|
| Imperial Oil Com New (IMO) | 0.0 | $29k | -3% | 412.00 | 70.45 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $29k | 59.00 | 491.27 |
|
|
| Affiliated Managers (AMG) | 0.0 | $29k | -15% | 163.00 | 177.80 |
|
| Linde SHS (LIN) | 0.0 | $29k | 60.00 | 476.87 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $29k | 762.00 | 37.37 |
|
|
| Teekay Tankers Cl A (TNK) | 0.0 | $28k | 488.00 | 58.25 |
|
|
| Verisign (VRSN) | 0.0 | $28k | +175% | 149.00 | 189.97 |
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.0 | $28k | 4.1k | 6.88 |
|
|
| Descartes Sys Grp (DSGX) | 0.0 | $28k | 274.00 | 102.96 |
|
|
| Teleflex Incorporated (TFX) | 0.0 | $28k | -4% | 114.00 | 247.32 |
|
| Portland Gen Elec Com New (POR) | 0.0 | $28k | 588.00 | 47.90 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $28k | 2.9k | 9.76 |
|
Past Filings by WealthCollab
SEC 13F filings are viewable for WealthCollab going back to 2023
- WealthCollab 2024 Q3 filed Nov. 14, 2024
- WealthCollab 2024 Q2 filed Aug. 13, 2024
- WealthCollab 2024 Q1 filed May 10, 2024
- WealthCollab 2023 Q4 filed April 3, 2024