0001780507-24-000001.txt : 20240208 0001780507-24-000001.hdr.sgml : 20240208 20240208165855 ACCESSION NUMBER: 0001780507-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WT Wealth Management CENTRAL INDEX KEY: 0001780507 ORGANIZATION NAME: IRS NUMBER: 463844469 STATE OF INCORPORATION: WY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19605 FILM NUMBER: 24609953 BUSINESS ADDRESS: STREET 1: 813 N BEAVER ST CITY: FLAGSTAFF STATE: AZ ZIP: 86001 BUSINESS PHONE: 9282252474 MAIL ADDRESS: STREET 1: 813 N BEAVER ST CITY: FLAGSTAFF STATE: AZ ZIP: 86001 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001780507 XXXXXXXX 12-31-2023 12-31-2023 WT Wealth Management
813 N BEAVER ST FLAGSTAFF AZ 86001
13F HOLDINGS REPORT 028-19605 000169566 801-112701 N
Ryan Stuart Business Director 9282252242 Ryan Stuart Evergreen CO 02-08-2024 0 109 253119266 false
INFORMATION TABLE 2 informationtable31122023.xml ISHARES TRHDG MSCI EAFE46434V8034096451130005SHSOLE13000500ISHARES INCMSCI EMRG CHN46434G764294502553150SHSOLE5315000SCHWAB STRATEGIC TRUS BRD MKT ETF80852410223264082417893SHSOLE41789300VICTORY PORTFOLIOS IISHORT TRM BD ETF92647N5352130884297SHSOLE429700ABRDN GOLD ETF TRUSTPHYSCL GOLD SHS00326A1048715509441515SHSOLE44151500ABRDN SILVER ETF TRUSTPHYSCL SILVR SHS00326410841675918303SHSOLE1830300DIREXION SHS ETF TRAUSPCE CMD STG25460E307165173459404SHSOLE5940400INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E354245832039233SHSOLE3923300INVESCO EXCH TRADED FD TR IISR LN ETF46138G5085376511253848SHSOLE25384800J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8375488313108885SHSOLE10888500NEOS ETF TRUSTNEOS ENH INM CAS78433H50112004392240449SHSOLE24044900SCHWAB STRATEGIC TRINTL EQTY ETF808524805149525140456SHSOLE4045600SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797137262418030SHSOLE1803000SPDR SER TRBLOOMBERG 1-3 MO78468R663269442629483SHSOLE2948300SPDR SER TRBLOOMBERG SHT TE78468R4083432283136527SHSOLE13652700SSGA ACTIVE ETF TRULT SHT TRM BD78467V7078475549209895SHSOLE20989500WISDOMTREE TRFLOATNG RAT TREA97717Y52710157995202189SHSOLE20218900ADOBE INCCOM00724F10119885893333SHSOLE333300ALPHABET INCCAP STK CL C02079K107612177143438SHSOLE4343800AMAZON COM INCCOM023135106626645941243SHSOLE4124300APPLE INCCOM037833100742646638573SHSOLE3857300SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308406627756453SHSOLE5645300COSTCO WHSL CORP NEWCOM22160K10531113494644SHSOLE464400EXPEDIA GROUP INCCOM NEW30212P30311522297591SHSOLE759100FEDEX CORPCOM31428X10618087927128SHSOLE712800SELECT SECTOR SPDR TRFINANCIAL81369Y605329843887724SHSOLE8772400GLOBAL X FDSRBTCS ARTFL INTE37954Y715165483058059SHSOLE5805900GLOBAL X FDSUS INFR DEV ETF37954Y673203104458761SHSOLE5876100SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209440226832279SHSOLE3227900INTUITCOM46120210319695223151SHSOLE315100INVESCO EXCHANGE TRADED FD TAEROSPACE DEFN46137V100330069835815SHSOLE3581500JPMORGAN CHASE & COCOM46625H100328603419318SHSOLE1931800LOWES COS INCCOM54866110718854538472SHSOLE847200LULULEMON ATHLETICA INCCOM55002110911394962229SHSOLE222900MASTERCARD INCORPORATEDCL A57636Q10430355697117SHSOLE711700MCDONALDS CORPCOM58013510120531656924SHSOLE692400META PLATFORMS INCCL A30303M10229389518303SHSOLE830300MICROSOFT CORPCOM594918104694725718475SHSOLE1847500NETFLIX INCCOM64110L10619347923974SHSOLE397400NIKE INCCL B654106103114117410490SHSOLE1049000SOUTHWEST AIRLS COCOM844741108153379452898SHSOLE5289800STARBUCKS CORPCOM855244109104688210904SHSOLE1090400T-MOBILE US INCCOM87259010411890357416SHSOLE741600TESLA INCCOM88160R101308346112409SHSOLE1240900HOME DEPOT INCCOM43707610229442328496SHSOLE849600DISNEY WALT COCOM254687106166667618420SHSOLE1842000UBER TECHNOLOGIES INCCOM90353T100115146718702SHSOLE1870200UNITED PARCEL SERVICE INCCL B911312106187666911936SHSOLE1193600VANECK ETF TRUSTOIL SERVICES ETF92189H60717899765783SHSOLE578300VANECK ETF TRUSTPHARMACEUTCL ETF92189F692322314039613SHSOLE3961300VANECK ETF TRUSTSEMICONDUCTR ETF92189F676480281627465SHSOLE2746500VERIZON COMMUNICATIONS INCCOM92343V104113842930197SHSOLE3019700VISA INCCOM CL A92826C839305376111729SHSOLE1172900WALMART INCCOM931142103276694817511SHSOLE1751100WASTE MGMT INC DELCOM94106L109194276510847SHSOLE1084700SCHWAB STRATEGIC TRUS REIT ETF80852484741846620206SHSOLE2020600ISHARES U S ETF TRBLOOMBERG ROLL46431W5984435879427SHSOLE942700SCHWAB STRATEGIC TRINT-TRM U.S TRES80852485451553310369SHSOLE1036900SCHWAB STRATEGIC TRSHT TM US TRES808524862107466922181SHSOLE2218100SCHWAB STRATEGIC TRUS TIPS ETF8085248703954677576SHSOLE757600VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF92206C77154876311837SHSOLE1183700HARBOR ETF TRUSTSCIENTIFIC HIGH41151J109244909154133SHSOLE5413300ISHARES TR1 3 YR TREAS BD4642874578710389106172SHSOLE10617200WISDOMTREE TRUS SHT TRM CORP97717X1567500229156352SHSOLE15635200SELECT SECTOR SPDR TRCOMMUNICATION81369Y8526896899492SHSOLE949200SELECT SECTOR SPDR TRSBI CONS DISCR81369Y4076957503891SHSOLE389100INVESCO QQQ TRUNIT SER 146090E10314170353460SHSOLE346000INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V241118684021946SHSOLE2194600INVESCO EXCH TRADED FD TR IIS&P INTL QULTY46138E214127099744456SHSOLE4445600ISHARES TRMSCI USA MIN VOL46429B697205101926285SHSOLE2628500ISHARES TRMSCI USA QLT FCT46432F33911816228028SHSOLE802800ISHARES TRU.S. TECH ETF4642877214821623928SHSOLE392800PROSHARES TRRUSS 2000 DIVD74347B69894406514522SHSOLE1452200SELECT SECTOR SPDR TRTECHNOLOGY81369Y80310388155397SHSOLE539700VANGUARD INDEX FDSMID CAP ETF92290862911317944865SHSOLE486500ISHARES TRESG AW MSCI EAFE46435G5164972046582SHSOLE658200ISHARES INCESG AWR MSCI EM46434G8632462857682SHSOLE768200ISHARES TRESG AWR MSCI USA46435G425279874126675SHSOLE2667500PUTNAM ETF TRUSTESG ULTRA SHORT7467298543614817162SHSOLE716200FIRST TR EXCHANGE-TRADED FDNASD TECH DIV33738R1182187393413SHSOLE341300MERCADOLIBRE INCCOM58733R102529609337SHSOLE33700SHOPIFY INCCL A82509L1072351803019SHSOLE301900DBX ETF TRXTRACK MSCI EAFE2330512002037235509SHSOLE550900VANECK ETF TRUSTRARE EARTH/STRTG92189H8052051753333SHSOLE333300INVESCO ACTIVELY MANAGED ETFULTRA SHRT DUR46090A887221826344472SHSOLE4447200ISHARES TRBLACKROCK ULTRA46434V878274457054499SHSOLE5449900ISHARES TRCORE S&P500 ETF4642872007159671499SHSOLE149900ELI LILLY & COCOM532457108533955916SHSOLE91600BONDBLOXX ETF TRUSTBLOOMBERG SIX MN09789C78897789319479SHSOLE1947900PROSHARES TRHGH YLD INT RATE74348A5414989237932SHSOLE793200ALPHABET INCCAP STK CL A02079K3052703001935SHSOLE193500JOHNSON & JOHNSONCOM4781601042006271280SHSOLE128000BRISTOL-MYERS SQUIBB COCOM1101221083119656080SHSOLE608000CISCO SYS INCCOM17275R1022824075590SHSOLE559000ILLINOIS TOOL WKS INCCOM4523081092619401000SHSOLE100000MCKESSON CORPCOM58155Q103384746831SHSOLE83100NORFOLK SOUTHN CORPCOM655844108200923850SHSOLE85000NIKOLA CORPCOM6541101051236514135SHSOLE1413500ISHARES TR0-3 MNTH TREASRY46436E7183537533528SHSOLE352800FIDUS INVT CORPCOM316500107132450767268SHSOLE6726800VANGUARD BD INDEX FDSTOTAL BND MRKT9219378352114012874SHSOLE287400NUVEEN CR STRATEGIES INCOMECOM SHS67073D1028084715488SHSOLE1548800PIMCO HIGH INCOME FDCOM SHS72201410710425620893SHSOLE2089300SPDR SER TRPORTFOLIO SHORT78464A47429780010000SHSOLE1000000ENERGY TRANSFER L PCOM UT LTD PTN29273V10027755920113SHSOLE2011300ESPERION THERAPEUTICS INC NECOM29664W1053019910100SHSOLE1010000PLAINS ALL AMERN PIPELINE LUNIT LTD PARTN72650310536875124340SHSOLE2434000PROSHARES TRSHORT S&P 500 NE74347B42519485015000SHSOLE1500000ISHARES TRS&P 500 GRWT ETF4642873093893945185SHSOLE518500