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CIK: 0001780507
Total reported value
$361.1M
$361.1M
134 檔
19.9%
In Q4 2024, WT Wealth Management's U.S. equity holdings reached a combined market value of $361.1M, distributed across 134 disclosed stock positions.
In Q4 2024, WT Wealth Management displayed an active expansion posture, initiating 13 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 9.04% | +0.56% | +2.67% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.77% | — | -1.44% | |
| 3 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 3.45% | -1.31% | +23.41% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.36% | +3.21% | |
| 5 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 3.10% | +0.12% | +0.45% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | +0.29% | +3.45% | |
| 7 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 3.00% | +0.10% | -1.03% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.20% | -0.02% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.70% | -0.05% | -4.11% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.48% | -0.32% | -0.47% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.38% | +0.35% | +0.89% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | +0.18% | +9.08% | |
| 13 | SIHY | Harbor Ares Systemt Hi Yd-us | ETF-Other | 2.17% | +0.12% | -0.30% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 2.13% | -0.02% | +2.07% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.90% | — | +4.44% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.85% | +0.86% | -1.21% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.70% | +0.41% | -0.21% | |
| 18 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 1.54% | +0.07% | +5.65% | |
| 19 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.51% | +0.03% | -0.76% | |
| 20 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 1.38% | +0.04% | -3.12% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.35% | — | +1.58% | |
| 22 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.34% | +0.20% | +3.48% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.32% | -0.44% | +2.91% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.31% | -1.59% | EXIT | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | +0.36% | +6.35% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.25% | +0.10% | -0.01% | |
| 27 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.18% | -0.41% | +2.53% | |
| 28 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 1.04% | — | +1.19% | |
| 29 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.02% | +0.05% | +0.58% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.10% | +3.20% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.96% | -0.17% | +2.41% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.67% | EXIT | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | +0.09% | +3.94% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.90% | +0.13% | -0.89% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.89% | -0.45% | -15.21% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | +0.01% | +3.38% | |
| 37 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.78% | — | +4.38% | |
| 38 | FDX | Fedex CORP | Stock-Industrials | 0.77% | — | +4.85% | |
| 39 | QSIG | Wisdomtree US Short Term Cor | ETF-Other | 0.76% | +0.02% | -0.07% | |
| 40 | PAVE | Global X US Infrastructure | ETF-Other | 0.75% | +0.14% | +3.91% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.72% | — | +2.31% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.72% | +0.12% | +5.34% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.72% | -0.01% | -2.70% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.72% | — | +2.63% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.33% | +14.32% | |
| 46 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.70% | +0.11% | +2.61% | |
| 47 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.70% | -0.02% | +2.79% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.69% | — | +5.99% | |
| 49 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.67% | — | — | |
| 50 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.67% | -0.04% | -1.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.8% | -0.21% | Trim |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.7% | NEW | New buy |
| 3 | SGOL | Abrdn Physical Gold Shares | +0.5% | +23.41% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.02% | Trim |
| 5 | BITB | Bitwise Bitcoin ETF | +0.3% | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +0.89% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +3.21% | Add |
| 8 | ENFR | Alerian Energy Infrastructur | +0.2% | +216.28% | Add |
| 9 | SIVR | Abrdn Physical Silver Shares | +0.2% | +108.48% | Add |
| 10 | WMT | Walmart Inc | +0.1% | +2.91% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | +2.41% | Add |
| 12 | SMCI | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 13 | SPOT | Spotify Technology S.A. | +0.1% | +2.79% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 15 | SCHB | Schwab US Broad Market ETF | +0.1% | +2.67% | Add |
| 16 | EXPE | Expedia Group Inc | +0.1% | +2.61% | Add |
| 17 | COPX | Global X Copper Miners ETF | +0.1% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | +0.1% | +9.08% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +14.32% | Add |
| 20 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | NEW | New buy |
| 21 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | NEW | New buy |
| 22 | V | Visa Inc-class A Shares | +0.1% | +3.20% | Add |
| 23 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 25 | ETHE | Grayscale Ethereum Staking E | +0.1% | NEW | New buy |
| 26 | MSFT | Microsoft CORP | +0.1% | +3.45% | Add |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +6.35% | Add |
| 28 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 29 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 31 | NEE | Nextera Energy Inc | -0.1% | EXIT | Sold out |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | EXIT | Sold out |
| 33 | AUGM | Ft Vest US Eq Max Buf Aug | -0.1% | EXIT | Sold out |
| 34 | UPS | United Parcel Service-cl B | -0.1% | -3.39% | Trim |
| 35 | GLD | Spdr Gold Shares | -0.1% | -26.86% | Trim |
| 36 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | Sold out |
| 37 | XOP | Ss Spdr S&p Og Exp & Prod | -0.1% | EXIT | Sold out |
| 38 | PHYS | Sprott Physical Gold Trust | -0.1% | EXIT | Sold out |
| 39 | SH1USD | Proshares Short S&p500 | -0.1% | EXIT | Sold out |
| 40 | UBER | Uber Technologies Inc | -0.1% | +7.73% | Add |
| 41 | SSO | Proshares Ultra S&p500 | -0.1% | EXIT | Sold out |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | -0.89% | Trim |
| 43 | SMH | Vaneck Semiconductor ETF | -0.1% | -1.21% | Trim |
| 44 | SCHI | Schwab 5-10 Year Corporate B | -0.1% | +0.45% | Add |
| 45 | SCHO | Schwab Short-term US Treas | -0.2% | -1.44% | Trim |
| 46 | JPST | Jpmorgan Ultra-short Income | -0.2% | -15.21% | Trim |
| 47 | SLV | Ishares Silver Trust | -0.2% | EXIT | Sold out |
| 48 | XLV | Ss Health Care Select Sector | -0.2% | +2.07% | Add |
| 49 | SCHR | Schwab Intermediate-term US | -0.2% | -4.11% | Trim |
| 50 | SEPM | Ft Vest US Eq Max Buf Sep | -2% | -94.90% | Trim |
According to official SEC Form 13F filings, WT Wealth Management reported a total U.S. public equity portfolio value of $361.1M across 134 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, SCHO, SGOL) accounted for 19.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BUFR
市值: $2.1M
Top Position Liquidated / Trimmed
SLV
前期市值: $647.6K
During Q4 2024, WT Wealth Management's top holdings by market value included SCHB (9.0%)、SCHO (3.8%)、SGOL (3.5%). The largest single position, SCHB, represented 9.0% of total portfolio value.
In Q4 2024, WT Wealth Management made 50 total portfolio adjustments, initiating 13 new buys, adding to 18 positions, trimming 10 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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