The Analysis of WEALTHGARDEN F.S. LLC's Holdings
Currently, WEALTHGARDEN F.S. LLC holds 149 types of securities in its portfolio with a total value $140.2M. In the most recent quarter, they have increased their positions in BDYN (+148.1K shares, valued at $3.8M), AVEM (+24.9K shares, valued at $1.9M), BDVL (+70.1K shares, valued at $1.8M); decreased their positions in IEMG (-19.3K shares, valued at $1.3M), QUAL (-6.0K shares, valued at $1.2M), IYW (-4.9K shares, valued at $975.5K); initiated new positions in BDYN (+148.1K shares, valued at $3.8M), AVEM (+24.9K shares, valued at $1.9M), BDVL (+70.1K shares, valued at $1.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION27.9K shares8.04%2025-09-302025-11-04
QUAL ISHARES TR24.0K shares-20.03%2025-09-302025-11-04 IVV ISHARES TR5.9K shares6.98%2025-09-302025-11-04 IVW ISHARES TR32.5K shares-4.26%2025-09-302025-11-04 DYNF BLACKROCK ETF TRUST65.4K shares17.81%2025-09-302025-11-04 BDYN BLACKROCK ETF TRUST148.1K sharesnew addition2025-09-302025-11-04 SCHG SCHWAB STRATEGIC TR112.4K shares5.21%2025-09-302025-11-04 OEF ISHARES TR10.5K shares43.84%2025-09-302025-11-04 SPYV SPDR SERIES TRUST48.4K shares0.25%2025-09-302025-11-04 JPST J P MORGAN EXCHANGE TRADED F52.9K shares9.99%2025-09-302025-11-04 META META PLATFORMS INC3.6K shares4.50%2025-09-302025-11-04 SJNK SPDR SERIES TRUST101.0K shares20.91%2025-09-302025-11-04 AAPL APPLE INC9.8K shares-1.82%2025-09-302025-11-04 EFV ISHARES TR36.0K shares-18.08%2025-09-302025-11-04 QQQM INVESCO EXCH TRADED FD TR II9.7K shares-2.39%2025-09-302025-11-04 XLK SELECT SECTOR SPDR TR7.8K shares8.59%2025-09-302025-11-04 SCHD SCHWAB STRATEGIC TR79.6K shares-1.88%2025-09-302025-11-04 GLD SPDR GOLD TR5.2K shares1.97%2025-09-302025-11-04 XLF SELECT SECTOR SPDR TR37.9K shares25.77%2025-09-302025-11-04 IAU ISHARES GOLD TR24.2K shares12.54%2025-09-302025-11-04 AVEM AMERICAN CENTY ETF TR24.9K sharesnew addition2025-09-302025-11-04 BDVL BLACKROCK ETF TRUST70.1K sharesnew addition2025-09-302025-11-04 MSFT MICROSOFT CORP3.1K shares0.03%2025-09-302025-11-04 ESGU ISHARES TR10.2K shares13.75%2025-09-302025-11-04 BAI BLACKROCK ETF TRUST42.0K shares113.46%2025-09-302025-11-04 THRO BLACKROCK ETF TRUST37.5K shares0.68%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares-8.69%2025-09-302025-11-04 JULW AIM ETF PRODUCTS TRUST36.0K shares-28.47%2025-09-302025-11-04 PSTP INNOVATOR ETFS TRUST38.2K shares5.49%2025-09-302025-11-04 IEFA ISHARES TR14.4K shares-15.88%2025-09-302025-11-04 CVIE MORGAN STANLEY ETF TRUST18.1K shares2.86%2025-09-302025-11-04 TSLA TESLA INC2.8K shares56.79%2025-09-302025-11-04 QQQ INVESCO QQQ TR2.0K shares0.36%2025-09-302025-11-04 XJUN FIRST TR EXCHNG TRADED FD VI27.3K shares-0.40%2025-09-302025-11-04 XLI SELECT SECTOR SPDR TR7.4K shares28.86%2025-09-302025-11-04 NFLX NETFLIX INC857 shares0.94%2025-09-302025-11-04 SPYM SPDR SERIES TRUST13.3K shares16.30%2025-09-302025-11-04 TLT ISHARES TR11.2K shares-31.96%2025-09-302025-11-04 GOOG ALPHABET INC3.8K shares5.98%2025-09-302025-11-04 BINC BLACKROCK ETF TRUST II18.3K shares-3.52%2025-09-302025-11-04 IEUR ISHARES TR14.1K shares-1.61%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.3.1K shares0.06%2025-09-302025-11-04 XLC SELECT SECTOR SPDR TR8.0K shares-31.86%2025-09-302025-11-04 MBB ISHARES TR9.7K shares-11.22%2025-09-302025-11-04 YJUN FIRST TR EXCHNG TRADED FD VI36.6K shares0.00%2025-09-302025-11-04 LLY ELI LILLY & CO1.1K shares-13.03%2025-09-302025-11-04 IOCT INNOVATOR ETFS TRUST26.4K shares90.83%2025-09-302025-11-04 IWF ISHARES TR1.9K shares0.00%2025-09-302025-11-04 SPMO INVESCO EXCH TRADED FD TR II7.0K shares-6.30%2025-09-302025-11-04 SCHB SCHWAB STRATEGIC TR32.7K shares38.90%2025-09-302025-11-04 FSEP FIRST TR EXCHNG TRADED FD VI16.2K sharesnew addition2025-09-302025-11-04 XLY SELECT SECTOR SPDR TR3.4K shares49.52%2025-09-302025-11-04 LQD ISHARES TR7.1K shares-7.42%2025-09-302025-11-04 AMZN AMAZON COM INC3.7K shares-18.84%2025-09-302025-11-04 IUSB ISHARES TR16.9K shares5.55%2025-09-302025-11-04 SCHR SCHWAB STRATEGIC TR31.3K shares2.45%2025-09-302025-11-04 IVLU ISHARES TR21.7K shares-0.47%2025-09-302025-11-04 TLH ISHARES TR7.3K shares96.01%2025-09-302025-11-04 IHI ISHARES TR12.6K shares0.00%2025-09-302025-11-04 LCTU BLACKROCK ETF TRUST10.3K shares-1.19%2025-09-302025-11-04 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-04 IJUL INNOVATOR ETFS TRUST22.4K shares-0.53%2025-09-302025-11-04 XLV SELECT SECTOR SPDR TR5.0K shares-11.97%2025-09-302025-11-04 VTEB VANGUARD MUN BD FDS14.3K shares-7.55%2025-09-302025-11-04 IVE ISHARES TR3.4K shares7.55%2025-09-302025-11-04 IEMG ISHARES INC10.3K shares-65.30%2025-09-302025-11-04 ITA ISHARES TR3.3K shares6.13%2025-09-302025-11-04 IWM ISHARES TR2.7K shares0.26%2025-09-302025-11-04 SPAB SPDR SERIES TRUST25.8K shares0.02%2025-09-302025-11-04 CGGR CAPITAL GROUP GROWTH ETF15.0K shares0.00%2025-09-302025-11-04 IEV ISHARES TR10.0K shares-0.62%2025-09-302025-11-04 IJH ISHARES TR10.0K shares2.03%2025-09-302025-11-04 SHLD GLOBAL X FDS9.7K sharesnew addition2025-09-302025-11-04 GARP ISHARES TR9.5K sharesnew addition2025-09-302025-11-04 SPYG SPDR SERIES TRUST5.8K shares0.00%2025-09-302025-11-04 RING ISHARES INC8.8K shares40.10%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR886 shares0.00%2025-09-302025-11-04 FMAY FIRST TR EXCHNG TRADED FD VI10.8K shares-1.45%2025-09-302025-11-04 JNK SPDR SERIES TRUST5.7K shares0.00%2025-09-302025-11-04 YSEP FIRST TR EXCHNG TRADED FD VI21.0K shares29.78%2025-09-302025-11-04 FCPI FIDELITY COVINGTON TRUST10.8K shares-0.12%2025-09-302025-11-04 VTI VANGUARD INDEX FDS1.6K shares-4.38%2025-09-302025-11-04 USXF ISHARES TR9.0K shares-21.34%2025-09-302025-11-04 USMV ISHARES TR5.4K shares-1.20%2025-09-302025-11-04 SOXX ISHARES TR1.7K shares1.78%2025-09-302025-11-04 DSI ISHARES TR3.8K shares-1.34%2025-09-302025-11-04 SCHZ SCHWAB STRATEGIC TR20.5K shares3.78%2025-09-302025-11-04 XLG INVESCO EXCHANGE TRADED FD T8.3K shares94.46%2025-09-302025-11-04 EMB ISHARES TR5.0K shares119.50%2025-09-302025-11-04 UOCT INNOVATOR ETFS TRUST12.4K sharesnew addition2025-09-302025-11-04 IBUF INNOVATOR ETFS TRUST16.3K shares14.18%2025-09-302025-11-04 SAUG FIRST TR EXCHNG TRADED FD VI18.4K shares-1.85%2025-09-302025-11-04 IYW ISHARES TR2.3K shares-67.80%2025-09-302025-11-04 MUB ISHARES TR4.0K shares-8.74%2025-09-302025-11-04 ITB ISHARES TR4.1K shares0.00%2025-09-302025-11-04 CGDV CAPITAL GROUP DIVIDEND VALUE10.0K shares0.01%2025-09-302025-11-04 DAUG FIRST TR EXCHNG TRADED FD VI9.4K shares0.00%2025-09-302025-11-04 MTUM ISHARES TR1.5K sharesnew addition2025-09-302025-11-04 IAGG ISHARES TR7.5K shares9.33%2025-09-302025-11-04 ABBV ABBVIE INC1.7K shares0.79%2025-09-302025-11-04 SFLR INNOVATOR ETFS TRUST10.5K shares5.63%2025-09-302025-11-04 AWF ALLIANCEBERNSTEIN GLOBAL HIG33.0K shares0.00%2025-09-302025-11-04 USHY ISHARES TR9.1K shares0.00%2025-09-302025-11-04 CATF AMERICAN CENTY ETF TR6.7K shares47.08%2025-09-302025-11-04 KJUL INNOVATOR ETFS TRUST10.6K shares-0.52%2025-09-302025-11-04 VUG VANGUARD INDEX FDS681 shares0.00%2025-09-302025-11-04 SUSC ISHARES TR13.7K shares6.78%2025-09-302025-11-04 XTEN BONDBLOXX ETF TRUST6.9K shares2.21%2025-09-302025-11-04 BDEC INNOVATOR ETFS TRUST6.7K shares0.00%2025-09-302025-11-04 SPDW SPDR INDEX SHS FDS7.3K sharesnew addition2025-09-302025-11-04 GLDM WORLD GOLD TR3.7K shares18.68%2025-09-302025-11-04 IBIT ISHARES BITCOIN TRUST ETF5.0K shares-3.65%2025-09-302025-11-04 OCTM FIRST TR EXCHNG TRADED FD VI9.7K sharesnew addition2025-09-302025-11-04 URTH ISHARES INC1.7K shares-1.68%2025-09-302025-11-04 SUSA ISHARES TR2.2K shares-0.14%2025-09-302025-11-04 EAGG ISHARES TR6.2K shares-3.45%2025-09-302025-11-04 SIVR ABRDN SILVER ETF TRUST5.9K sharesnew addition2025-09-302025-11-04 LGLV SPDR SERIES TRUST1.7K shares0.06%2025-09-302025-11-04 DIS DISNEY WALT CO2.6K shares-0.42%2025-09-302025-11-04 IJUN INNOVATOR ETFS TRUST10.1K shares-0.40%2025-09-302025-11-04 HD HOME DEPOT INC748 shares12.14%2025-09-302025-11-04 HACK AMPLIFY ETF TR3.3K shares0.00%2025-09-302025-11-04 KOCT INNOVATOR ETFS TRUST8.6K sharesnew addition2025-09-302025-11-04 BFRZ INNOVATOR ETFS TRUST10.7K shares32.57%2025-09-302025-11-04 XLE SELECT SECTOR SPDR TR3.2K shares-10.29%2025-09-302025-11-04 ESGE ISHARES INC6.2K shares7.29%2025-09-302025-11-04 ITOT ISHARES TR1.8K shares0.00%2025-09-302025-11-04 GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-11-04 XAR SPDR SERIES TRUST1.1K shares1.73%2025-09-302025-11-04 FMAT FIDELITY COVINGTON TRUST4.9K shares0.21%2025-09-302025-11-04 IWB ISHARES TR683 shares0.00%2025-09-302025-11-04 NEAR ISHARES U S ETF TR4.9K shares-4.58%2025-09-302025-11-04 XSEP FIRST TR EXCHNG TRADED FD VI6.0K sharesnew addition2025-09-302025-11-04 IMAY INNOVATOR ETFS TRUST8.5K shares-19.57%2025-09-302025-11-04 CWI SPDR INDEX SHS FDS6.9K shares0.00%2025-09-302025-11-04 AGG ISHARES TR2.4K shares-11.55%2025-09-302025-11-04 SCHQ SCHWAB STRATEGIC TR7.2K shares-5.08%2025-09-302025-11-04 JUNW AIM ETF PRODUCTS TRUST7.0K shares-2.13%2025-09-302025-11-04 TFI SPDR SERIES TRUST4.9K shares2.06%2025-09-302025-11-04 FEBM FIRST TR EXCHNG TRADED FD VI7.5K shares-3.86%2025-09-302025-11-04 ZOCT INNOVATOR ETFS TRUST8.3K sharesnew addition2025-09-302025-11-04 PANW PALO ALTO NETWORKS INC999 sharesnew addition2025-09-302025-11-04 GAUG FIRST TR EXCHNG TRADED FD VI5.5K sharesnew addition2025-09-302025-11-04 EOCT INNOVATOR ETFS TRUST6.6K sharesnew addition2025-09-302025-11-04 EWJ ISHARES INC2.5K sharesnew addition2025-09-302025-11-04 SCHM SCHWAB STRATEGIC TR6.9K sharesnew addition2025-09-302025-11-04 JAJL INNOVATOR ETFS TRUST7.1K shares-4.36%2025-09-302025-11-04 AOM ISHARES TR4.2K sharesnew addition2025-09-302025-11-04 ESGD ISHARES TR2.1K sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available