WT Wealth Management Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$318.6B

Holdings

134

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (134 positions)

StockValue
SCHBSCHWAB STRATEGIC TR
$28.8M
SCHOSCHWAB STRATEGIC TR
$12.0M
SGOLETFS GOLD TR
$11.0M
AAPLAPPLE INC
$10.3M
SCHISCHWAB STRATEGIC TR
$9.9M
MSFTMICROSOFT CORP
$9.9M
JBBBJANUS DETROIT STR TR
$9.5M
AMZNAMAZON COM INC
$9.4M
SCHRSCHWAB STRATEGIC TR
$8.6M
JAAAJANUS DETROIT STR TR
$7.9M
GOOGALPHABET INC
$7.6M
NVDANVIDIA CORPORATION
$7.4M
SIHYHARBOR ETF TRUST
$6.9M
XLVSELECT SECTOR SPDR TR
$6.8M
XLFISELECT SECTOR SPDR TR
$6.0M
SMHVANECK ETF TRUST
$5.9M
TSLATESLA INC
$5.4M
PPHVANECK ETF TRUST
$4.9M
ULSTSSGA ACTIVE ETF TR
$4.8M
CSHINEOS ETF TRUST
$4.4M
HEFAISHARES TR
$4.3M
PPAINVESCO EXCHANGE TRADED FD T
$4.3M
WMTWALMART INC
$4.2M
XLFSELECT SECTOR SPDR TR
$4.2M
METAMETA PLATFORMS INC
$4.0M
ESGUISHARES TR
$4.0M
USFRWISDOMTREE TR
$3.8M
IAKISHARES TR
$3.3M
SCHQSCHWAB STRATEGIC TR
$3.2M
VVISA INC
$3.1M
NFLXNETFLIX INC
$3.1M
HDHOME DEPOT INC
$3.0M
MAMASTERCARD INCORPORATED
$2.9M
EMXCISHARES INC
$2.9M
JPSTJ P MORGAN EXCHANGE TRADED F
$2.8M
COSTCOSTCO WHSL CORP NEW
$2.7M
CMGCHIPOTLE MEXICAN GRILL INC
$2.5M
FDXFEDEX CORP
$2.5M
QSIGWISDOMTREE TR
$2.4M
BCCCGLOBAL X FDS
$2.4M
XLESELECT SECTOR SPDR TR
$2.3M
WMWASTE MGMT INC DEL
$2.3M
USMVISHARES TR
$2.3M
INTUINTUIT
$2.3M
NDQINVESCO QQQ TR
$2.3M
EXPEEXPEDIA GROUP INC
$2.2M
SPOTSPOTIFY TECHNOLOGY S A
$2.2M
ADBEADOBE INC
$2.2M
BUFRFIRST TR EXCHNG TRADED FD VI
$2.1M
SPLVINVESCO EXCH TRADED FD TR II
$2.1M
OIHVANECK ETF TRUST
$2.1M
UPSUNITED PARCEL SERVICE INC
$2.0M
SCHDSCHWAB STRATEGIC TR
$2.0M
TMUST-MOBILE US INC
$1.9M
BACVERIZON COMMUNICATIONS INC
$1.8M
DISDISNEY WALT CO
$1.8M
ICSHISHARES TR
$1.7M
BKLNINVESCO EXCH TRADED FD TR II
$1.5M
UBERUBER TECHNOLOGIES INC
$1.5M
SIVRABRDN SILVER ETF TRUST
$1.3M
VOVANGUARD INDEX FDS
$1.3M
SPHQINVESCO EXCHANGE TRADED FD T
$1.3M
IDHQINVESCO EXCH TRADED FD TR II
$1.2M
QUALISHARES TR
$1.2M
FDUSFIDUS INVT CORP
$1.2M
ENFRALPS ETF TR
$1.1M
XHLFBONDBLOXX ETF TRUST
$1.0M
BITBBITWISE BITCOIN ETF TR
$981K
SCHFSCHWAB STRATEGIC TR
$979K
SJNKSPDR SER TR
$926K
IVVISHARES TR
$865K
XLYSELECT SECTOR SPDR TR
$863K
SMDVPROSHARES TR
$836K
LOWLOWES COS INC
$829K
ETENERGY TRANSFER L P
$762K
BUXXEA SERIES TRUST
$695K
XLCSELECT SECTOR SPDR TR
$679K
GSYINVESCO ACTIVELY MANAGED EXC
$673K
LLYELI LILLY & CO
$618K
ESGDISHARES TR
$611K
GQ9SPDR GOLD TR
$585K
IYWISHARES TR
$552K
COMDIREXION SHS ETF TR
$535K
CSCOCISCO SYS INC
$519K
IVWISHARES TR
$509K
PAAPLAINS ALL AMERN PIPELINE L
$497K
XLKSELECT SECTOR SPDR TR
$467K
MCKMCKESSON CORP
$464K
CTASIMPLIFY EXCHANGE TRADED FUN
$462K
GDXVANECK ETF TRUST
$458K
DBAINVESCO DB MULTI-SECTOR COMM
$455K
JPMJPMORGAN CHASE & CO.
$431K
DBBINVESCO DB MULTI-SECTOR COMM
$412K
CMDYISHARES U S ETF TR
$399K
SMCISUPER MICRO COMPUTER INC
$398K
SCHPSCHWAB STRATEGIC TR
$397K
SCHHSCHWAB STRATEGIC TR
$393K
VMBSVANGUARD SCOTTSDALE FDS
$393K
EXCHANGE TRADED CONCEPTS TRU
$388K
SPYSPDR S&P 500 ETF TR
$378K
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