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 32.95% of WealthCollab's stock portfolio.
- Added to shares of these 10 stocks: VTI, AAPL, VXUS, AVUV, VNQ, SCHP, AVEM, AVDV, MUB, SSRM.
- Started 86 new stock positions in SCHL, CRSP, GOLD, IPGP, BB, DGII, ARGX, DD, SPGI, BBW.
- Reduced shares in these 10 stocks: QQQ, SCHB, , HDB, , SMCI, ACT, BA, ACI, HZO.
- Sold out of its positions in AZZ, ADPT, ARE, LNT, AWK, ANGO, AIF, MT, ADM, ARCC.
- WealthCollab was a net buyer of stock by $7.8M.
- WealthCollab has $136M in assets under management (AUM), dropping by 5.76%.
- Central Index Key (CIK): 0002017870
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Portfolio Holdings for WealthCollab
WealthCollab holds 852 positions in its portfolio as reported in the March 2024 quarterly 13F filing
WealthCollab has 852 total positions. Only the first 250 positions are shown.
- Sign up to view all of the WealthCollab March 31, 2024 positions
- Download the WealthCollab March 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) | 8.7 | $12M | +7% | 196k | 60.30 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.1 | $11M | +14% | 42k | 259.90 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.6 | $8.9M | +9% | 95k | 93.71 |
|
| Ishares Tr Core Msci Total (IXUS) | 5.4 | $7.3M | 108k | 67.86 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.1 | $5.6M | +2% | 77k | 72.63 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.5 | $4.8M | +7% | 73k | 65.86 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 3.5 | $4.7M | 233k | 20.30 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.1 | $4.2M | +10% | 49k | 86.48 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.1 | $4.2M | 82k | 50.60 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.0 | $4.1M | 54k | 75.40 |
|
|
| Ssr Mining (SSRM) | 2.8 | $3.8M | +6% | 852k | 4.45 |
|
| Amazon (AMZN) | 2.7 | $3.6M | 20k | 180.38 |
|
|
| Ishares Tr National Mun Etf (MUB) | 2.7 | $3.6M | +8% | 34k | 107.60 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.5 | $3.3M | 55k | 61.05 |
|
|
| Microsoft Corporation (MSFT) | 2.1 | $2.9M | 6.9k | 420.74 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.8 | $2.5M | 78k | 31.95 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.7 | $2.3M | +18% | 40k | 57.96 |
|
| Ishares Tr Tips Bd Etf (TIP) | 1.7 | $2.3M | 21k | 107.41 |
|
|
| Apple (AAPL) | 1.6 | $2.2M | +121% | 13k | 171.48 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $1.9M | 3.9k | 480.68 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.2 | $1.6M | +31% | 31k | 52.16 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 1.1 | $1.5M | 16k | 93.19 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.9 | $1.3M | +2% | 22k | 57.54 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.9 | $1.3M | 23k | 54.43 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $1.2M | 20k | 58.65 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $1.1M | 14k | 79.91 |
|
|
| Snap Cl A (SNAP) | 0.8 | $1.1M | 99k | 11.48 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.8 | $1.1M | 4.7k | 239.76 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $959k | 8.3k | 115.30 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $856k | -3% | 1.8k | 485.58 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $844k | +34% | 8.4k | 100.54 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.6 | $806k | +10% | 14k | 57.47 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $750k | 1.4k | 523.07 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $641k | 1.5k | 420.52 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.4 | $574k | 11k | 53.80 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $513k | 6.6k | 77.31 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $513k | 6.4k | 80.51 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $504k | +3% | 558.00 | 903.56 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $496k | 4.3k | 114.96 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $475k | 10k | 46.00 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $456k | -2% | 11k | 41.77 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $400k | 4.1k | 97.94 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $372k | 2.4k | 152.26 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $363k | 496.00 | 732.63 |
|
|
| Uber Technologies (UBER) | 0.2 | $315k | +2% | 4.1k | 76.99 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $305k | 603.00 | 504.99 |
|
|
| Boeing Company (BA) | 0.2 | $284k | -9% | 1.5k | 192.96 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $283k | 3.4k | 84.09 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $278k | -2% | 3.5k | 80.63 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $265k | 5.3k | 50.17 |
|
|
| Home Depot (HD) | 0.2 | $264k | 688.00 | 383.60 |
|
|
| Intel Corporation (INTC) | 0.2 | $256k | -6% | 5.8k | 44.17 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.2 | $255k | 2.8k | 90.79 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $234k | 812.00 | 288.03 |
|
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $217k | 8.5k | 25.62 |
|
|
| salesforce (CRM) | 0.2 | $206k | -6% | 685.00 | 301.18 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $205k | 2.0k | 100.71 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $197k | 1.3k | 150.93 |
|
|
| Chevron Corporation (CVX) | 0.1 | $195k | +24% | 1.2k | 157.74 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $195k | 787.00 | 247.41 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $194k | +64% | 969.00 | 200.30 |
|
| Wal-Mart Stores (WMT) | 0.1 | $159k | +191% | 2.6k | 60.17 |
|
| Servicenow (NOW) | 0.1 | $158k | 207.00 | 762.40 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $157k | 818.00 | 191.88 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $157k | 270.00 | 581.21 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $156k | 462.00 | 337.05 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $155k | 863.00 | 179.09 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $152k | -10% | 1.3k | 116.24 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $151k | +12% | 11k | 13.98 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $147k | +400% | 2.4k | 60.74 |
|
| American Express Company (AXP) | 0.1 | $145k | 638.00 | 227.69 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $141k | +31% | 889.00 | 158.19 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $139k | 1.7k | 79.86 |
|
|
| Celestica Sub Vtg Shs (CLS) | 0.1 | $137k | -5% | 3.1k | 44.94 |
|
| McDonald's Corporation (MCD) | 0.1 | $134k | -10% | 476.00 | 281.95 |
|
| Stellantis SHS (STLA) | 0.1 | $128k | 4.5k | 28.30 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $126k | 3.0k | 42.01 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $125k | 546.00 | 228.59 |
|
|
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.1 | $121k | 2.5k | 49.06 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $119k | 1.3k | 91.39 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $112k | 1.8k | 63.33 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $112k | 2.6k | 42.87 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $110k | 860.00 | 128.41 |
|
|
| Pepsi (PEP) | 0.1 | $108k | 617.00 | 175.01 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $107k | +3% | 110.00 | 970.48 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $106k | 1.9k | 56.98 |
|
|
| Cisco Systems (CSCO) | 0.1 | $106k | 2.1k | 49.91 |
|
|
| Walt Disney Company (DIS) | 0.1 | $102k | +31% | 832.00 | 122.36 |
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.1 | $102k | 2.4k | 42.26 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $100k | 1.1k | 89.90 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $99k | 1.3k | 76.35 |
|
|
| Applied Materials (AMAT) | 0.1 | $97k | 472.00 | 206.24 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $96k | 462.00 | 208.39 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $94k | 824.00 | 114.14 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $94k | 3.7k | 25.28 |
|
|
| PPG Industries (PPG) | 0.1 | $92k | 633.00 | 144.90 |
|
|
| Visa Com Cl A (V) | 0.1 | $92k | 328.00 | 279.08 |
|
|
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $91k | +57% | 4.2k | 21.56 |
|
| Abbott Laboratories (ABT) | 0.1 | $90k | 794.00 | 113.67 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $90k | 2.2k | 41.08 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $88k | 796.00 | 110.49 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $87k | 638.00 | 136.05 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $86k | 458.00 | 186.81 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $81k | 104.00 | 777.96 |
|
|
| Netflix (NFLX) | 0.1 | $79k | -20% | 130.00 | 607.33 |
|
| M/I Homes (MHO) | 0.1 | $79k | 578.00 | 136.29 |
|
|
| Icici Bank Adr (IBN) | 0.1 | $78k | 3.0k | 26.41 |
|
|
| Infosys Sponsored Adr (INFY) | 0.1 | $78k | +83% | 4.3k | 17.93 |
|
| Paccar (PCAR) | 0.1 | $77k | -6% | 625.00 | 123.89 |
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $77k | 5.5k | 14.02 |
|
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| Pfizer (PFE) | 0.1 | $77k | +219% | 2.8k | 27.75 |
|
| Genpact SHS (G) | 0.1 | $76k | +88% | 2.3k | 32.95 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $76k | 3.0k | 25.25 |
|
|
| UnitedHealth (UNH) | 0.1 | $75k | 152.00 | 494.70 |
|
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $75k | 425.00 | 175.27 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $74k | 968.00 | 76.67 |
|
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $74k | 2.1k | 35.84 |
|
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| Freeport-mcmoran CL B (FCX) | 0.1 | $73k | +2777% | 1.6k | 47.02 |
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| Lennar Corp CL B (LEN.B) | 0.1 | $72k | 468.00 | 154.18 |
|
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $71k | 74.00 | 962.50 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $71k | 1.1k | 64.15 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $71k | 337.00 | 210.30 |
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| Tesla Motors (TSLA) | 0.1 | $69k | -20% | 395.00 | 175.79 |
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| Medtronic SHS (MDT) | 0.1 | $69k | 796.00 | 87.15 |
|
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $69k | 1.0k | 67.34 |
|
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| Ark Etf Tr Israel Inovate (IZRL) | 0.1 | $69k | 3.3k | 21.03 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $68k | 1.8k | 39.01 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.0 | $67k | 1.5k | 45.77 |
|
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| Ituran Location And Control SHS (ITRN) | 0.0 | $67k | +38% | 2.4k | 27.96 |
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| Procter & Gamble Company (PG) | 0.0 | $66k | -4% | 406.00 | 162.26 |
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| Automatic Data Processing (ADP) | 0.0 | $65k | 262.00 | 249.74 |
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| Dr Reddys Labs Adr (RDY) | 0.0 | $65k | 891.00 | 73.35 |
|
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| Sanofi Sponsored Adr (SNY) | 0.0 | $63k | +87% | 1.3k | 48.60 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $63k | +72% | 986.00 | 63.74 |
|
| Open Text Corp (OTEX) | 0.0 | $62k | -27% | 1.6k | 38.83 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $62k | 5.3k | 11.84 |
|
|
| Broadcom (AVGO) | 0.0 | $62k | +11% | 47.00 | 1325.47 |
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $62k | +20% | 12k | 5.04 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $61k | -3% | 632.00 | 96.73 |
|
| Vontier Corporation (VNT) | 0.0 | $60k | 1.3k | 45.36 |
|
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| Merck & Co (MRK) | 0.0 | $60k | 456.00 | 131.95 |
|
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| FedEx Corporation (FDX) | 0.0 | $59k | +5000% | 204.00 | 289.74 |
|
| General Electric Com New (GE) | 0.0 | $59k | +290% | 336.00 | 175.53 |
|
| International Paper Company (IP) | 0.0 | $59k | NEW | 1.5k | 39.02 |
|
| International Business Machines (IBM) | 0.0 | $57k | +200% | 300.00 | 190.96 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $57k | +19% | 1.6k | 35.49 |
|
| Ingles Mkts Cl A (IMKTA) | 0.0 | $56k | +13% | 729.00 | 76.68 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $56k | 502.00 | 110.52 |
|
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| Qualcomm (QCOM) | 0.0 | $55k | +157% | 327.00 | 169.30 |
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| Winmark Corporation (WINA) | 0.0 | $55k | 152.00 | 361.70 |
|
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $55k | +25% | 1.5k | 37.23 |
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| C3 Ai Cl A (AI) | 0.0 | $54k | NEW | 2.0k | 27.07 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $53k | 319.00 | 164.96 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $52k | 288.00 | 180.49 |
|
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| Ennis (EBF) | 0.0 | $52k | +148% | 2.5k | 20.51 |
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| Target Corporation (TGT) | 0.0 | $52k | 292.00 | 177.21 |
|
|
| Kroger (KR) | 0.0 | $52k | +487% | 905.00 | 57.13 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $50k | 1.6k | 32.23 |
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| Tfii Cn (TFII) | 0.0 | $49k | 304.00 | 159.46 |
|
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $48k | +128% | 657.00 | 72.36 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $47k | +127% | 1.1k | 43.24 |
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| Abbvie (ABBV) | 0.0 | $47k | +4% | 257.00 | 182.12 |
|
| Goldman Sachs (GS) | 0.0 | $47k | +833% | 112.00 | 417.51 |
|
| Comerica Incorporated (CMA) | 0.0 | $46k | 839.00 | 54.99 |
|
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| Kb Finl Group Sponsored Adr (KB) | 0.0 | $45k | 870.00 | 52.07 |
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| Suncor Energy (SU) | 0.0 | $44k | NEW | 1.2k | 36.91 |
|
| Manulife Finl Corp (MFC) | 0.0 | $44k | 1.7k | 24.99 |
|
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| Woori Finl Group Sponsored Ads (WF) | 0.0 | $43k | +17% | 1.3k | 32.43 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $43k | -32% | 266.00 | 162.56 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $42k | NEW | 2.5k | 16.64 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $41k | 280.00 | 147.73 |
|
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| Federated Hermes CL B (FHI) | 0.0 | $40k | +68% | 1.1k | 36.12 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $40k | +11% | 241.00 | 164.01 |
|
| Amgen (AMGN) | 0.0 | $40k | -21% | 139.00 | 284.32 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $40k | 71.00 | 555.80 |
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| Waste Management (WM) | 0.0 | $39k | -7% | 184.00 | 213.15 |
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| Prog Holdings Com Npv (PRG) | 0.0 | $39k | +60% | 1.1k | 34.44 |
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| United Sts Oil Units (USO) | 0.0 | $38k | 487.00 | 78.73 |
|
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| Danaos Corporation SHS (DAC) | 0.0 | $38k | -9% | 531.00 | 72.20 |
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| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.0 | $38k | +30% | 2.3k | 16.55 |
|
| Verizon Communications (VZ) | 0.0 | $38k | -2% | 912.00 | 41.96 |
|
| Perdoceo Ed Corp (PRDO) | 0.0 | $38k | 2.2k | 17.56 |
|
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| Western Union Company (WU) | 0.0 | $38k | +5% | 2.7k | 13.98 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $37k | -28% | 106.00 | 346.61 |
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| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $36k | +239% | 4.0k | 9.01 |
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| Pulte (PHM) | 0.0 | $36k | +13% | 300.00 | 120.62 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $36k | +40% | 6.3k | 5.75 |
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| Meritage Homes Corporation (MTH) | 0.0 | $36k | +64% | 205.00 | 175.46 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $36k | 630.00 | 56.93 |
|
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| Brightsphere Investment Group (BSIG) | 0.0 | $36k | 1.6k | 22.84 |
|
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| Allstate Corporation (ALL) | 0.0 | $36k | 206.00 | 173.01 |
|
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| Godaddy Cl A (GDDY) | 0.0 | $36k | 300.00 | 118.68 |
|
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| Bank of America Corporation (BAC) | 0.0 | $36k | -5% | 937.00 | 37.91 |
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| Universal Hlth Svcs CL B (UHS) | 0.0 | $35k | 189.00 | 182.46 |
|
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| Tower Semiconductor Shs New (TSEM) | 0.0 | $34k | +54% | 1.0k | 33.45 |
|
| Super Micro Computer (SMCI) | 0.0 | $34k | -48% | 34.00 | 1010.06 |
|
| Orix Corp Sponsored Adr (IX) | 0.0 | $34k | 309.00 | 110.20 |
|
|
| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.0 | $34k | 802.00 | 42.08 |
|
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| First Solar (FSLR) | 0.0 | $34k | 199.00 | 168.84 |
|
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $34k | 284.00 | 118.29 |
|
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| NetApp (NTAP) | 0.0 | $34k | 320.00 | 104.97 |
|
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $33k | 543.00 | 61.43 |
|
|
| Gilead Sciences (GILD) | 0.0 | $33k | 454.00 | 73.25 |
|
|
| Ormat Technologies (ORA) | 0.0 | $33k | 497.00 | 66.19 |
|
|
| Lennox International (LII) | 0.0 | $33k | 67.00 | 488.76 |
|
|
| Premier Cl A (PINC) | 0.0 | $33k | NEW | 1.5k | 22.10 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $33k | +24% | 4.0k | 8.09 |
|
| Affiliated Managers (AMG) | 0.0 | $32k | 193.00 | 167.47 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $32k | 441.00 | 73.29 |
|
|
| Lowe's Companies (LOW) | 0.0 | $32k | 125.00 | 254.74 |
|
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $32k | 2.9k | 11.01 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $32k | 2.9k | 10.99 |
|
|
| Evercore Class A (EVR) | 0.0 | $32k | 164.00 | 192.59 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $32k | -3% | 471.00 | 66.99 |
|
| Avista Corporation (AVA) | 0.0 | $31k | +32% | 887.00 | 35.02 |
|
| Hackett (HCKT) | 0.0 | $31k | +52% | 1.3k | 24.30 |
|
| Ready Cap Corp Com reit (RC) | 0.0 | $31k | 3.4k | 9.13 |
|
|
| MGIC Investment (MTG) | 0.0 | $31k | 1.4k | 22.36 |
|
|
| 3M Company (MMM) | 0.0 | $31k | +35% | 288.00 | 106.07 |
|
| Republic Services (RSG) | 0.0 | $30k | -11% | 159.00 | 191.44 |
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $30k | 1.0k | 30.33 |
|
|
| Medifast (MED) | 0.0 | $30k | +411% | 788.00 | 38.32 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $30k | 466.00 | 64.48 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $30k | +984% | 553.00 | 54.23 |
|
| United Parcel Service CL B (UPS) | 0.0 | $30k | -5% | 201.00 | 148.63 |
|
| Capital One Financial (COF) | 0.0 | $30k | 200.00 | 148.89 |
|
|
| Imperial Oil Com New (IMO) | 0.0 | $30k | +150% | 429.00 | 69.13 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $30k | -27% | 278.00 | 106.52 |
|
| Heidrick & Struggles International (HSII) | 0.0 | $30k | 877.00 | 33.66 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $29k | +3757% | 270.00 | 108.32 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $29k | -35% | 3.3k | 8.90 |
|
| Sofi Technologies (SOFI) | 0.0 | $29k | NEW | 4.0k | 7.30 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $29k | 1.9k | 15.21 |
|
|
| Alaska Air (ALK) | 0.0 | $29k | 674.00 | 42.99 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $29k | 60.00 | 481.58 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $29k | 247.00 | 116.84 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $29k | +6% | 317.00 | 90.05 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $28k | 493.00 | 57.69 |
|
|
| Teekay Tankers Cl A (TNK) | 0.0 | $28k | +241% | 485.00 | 58.41 |
|
| Coca-Cola Company (KO) | 0.0 | $28k | +55% | 461.00 | 61.18 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $28k | 319.00 | 87.42 |
|
|
| Linde SHS (LIN) | 0.0 | $28k | -31% | 60.00 | 464.33 |
|
| Eagle Pharmaceuticals (EGRX) | 0.0 | $28k | +108% | 5.3k | 5.24 |
|
| Telus Intl Cda Sub Vtg Shs (TIXT) | 0.0 | $27k | +15% | 3.2k | 8.46 |
|
| Peak (DOC) | 0.0 | $27k | NEW | 1.4k | 18.75 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $27k | 762.00 | 35.61 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $27k | 748.00 | 36.19 |
|
|
| Hollysys Automation Tchngy L SHS (HOLI) | 0.0 | $27k | 1.1k | 25.58 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $27k | 148.00 | 182.61 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $27k | 716.00 | 37.68 |
|
Past Filings by WealthCollab
SEC 13F filings are viewable for WealthCollab going back to 2023
- WealthCollab 2024 Q1 filed May 10, 2024
- WealthCollab 2023 Q4 filed April 3, 2024