Family Wealth Group, LLC Incresed Positions in Q2 2024

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
39.7K
+ 404.2%
$25.43 - $28.05 $1.01M - $1.11M
49.5K $1.38M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
14.9K
+ 209.9%
$37.9 - $40.65 $563K - $604K
21.9K $890K
NVDA
Nvidia Corp

Technology
10.3K
+ 1056.91%
$118.11 - $1224.4 $1.22M - $12.6M
11.3K $1.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.09K
+ 74.85%
$79.31 - $93.31 $325K - $382K
9.56K $884K
AAPL
Apple Inc.

Technology
306
+ 3.47%
$165.0 - $216.67 $50.5K - $66.3K
9.12K $1.92M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
9.52K
+ 83.27%
$36.39 - $39.1 $346K - $372K
21K $817K
EFG
Msci Eafe Growth ETF

ETFs
2.96K
+ 21.21%
$97.17 - $106.25 $288K - $314K
16.9K $1.73M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
5.46K
+ 101.39%
$42.92 - $44.74 $234K - $244K
10.8K $483K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.41K
+ 27.63%
$42.0 - $47.28 $143K - $161K
15.8K $739K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.92K
+ 10.37%
$24.54 - $25.28 $194K - $200K
84.3K $2.11M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.69K
+ 14.89%
$57.14 - $58.53 $154K - $158K
20.8K $1.21M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.88K
+ 20.04%
$45.72 - $48.47 $85.7K - $90.9K
11.2K $543K
VGSH
Vanguard

ETFs
1.96K
+ 5.25%
$57.55 - $58.0 $113K - $114K
39.2K $2.28M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.41K
+ 7.22%
$49.21 - $50.7 $118K - $122K
35.8K $1.8M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.46K
+ 9.58%
$47.15 - $51.25 $68.7K - $74.6K
16.7K $847K
QQQ
Invesco Qqq Trust, Series 1

ETFs
118
+ 14.22%
$414.65 - $485.21 $48.9K - $57.3K
948 $454K
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.66K
+ 18.9%
$26.06 - $27.96 $95.5K - $102K
23K $627K
ADI
Analog Devices Inc

Technology
198
+ 16.84%
$183.36 - $240.16 $36.3K - $47.6K
1.37K $313K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
890
+ 20.97%
$55.18 - $59.2 $49.1K - $52.7K
5.14K $303K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
2.15K
+ 13.86%
$24.84 - $25.72 $53.3K - $55.2K
17.6K $448K
XOM
Exxon Mobil Corp

Energy
438
+ 21.27%
$108.36 - $122.2 $47.5K - $53.5K
2.5K $287K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
466
+ 11.67%
$114.71 - $121.51 $53.5K - $56.6K
4.46K $528K
ELV
Elevance Health, Inc.

Healthcare
38
+ 6.77%
$497.49 - $547.8 $18.9K - $20.8K
599 $324K
PSEC
Prospect Capital Corp

Financial Services
5.54K
+ 18.84%
$5.21 - $5.69 $28.9K - $31.5K
35K $193K
SPYG
Spdr Portfolio

ETFs
7
+ 0.18%
$68.71 - $80.95 $481 - $567
3.95K $316K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.35K
+ 13.5%
$23.66 - $24.62 $31.9K - $33.2K
11.3K $269K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.24K
+ 3.19%
$64.09 - $68.74 $79.5K - $85.2K
40.1K $2.63M
GS
Goldman Sachs Group Inc

Financial Services
6
+ 1.02%
$389.49 - $470.41 $2.34K - $2.82K
595 $269K
MCHP
Microchip Technology Inc

Technology
175
+ 5.38%
$81.68 - $99.49 $14.3K - $17.4K
3.43K $313K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.14K
+ 8.49%
$13.7 - $14.47 $15.6K - $16.5K
14.6K $204K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
549
+ 1.34%
$44.15 - $45.75 $24.2K - $25.1K
41.4K $1.88M
MO
Altria Group, Inc.

Consumer Defensive
72
+ 1.3%
$40.75 - $46.83 $2.93K - $3.37K
5.59K $254K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
579
+ 8.1%
$30.89 - $32.89 $17.9K - $19K
7.73K $245K
MBB
Ishares Tr

ETFs
145
+ 5.25%
$89.41 - $92.64 $13K - $13.4K
2.91K $266K
BAH
Booz Allen Hamilton Holding Corp

Industrials
10
+ 0.74%
$139.51 - $158.51 $1.4K - $1.59K
1.37K $210K
SCHW
Schwab Charles Corp

Financial Services
40
+ 0.99%
$70.03 - $78.9 $2.8K - $3.16K
4.09K $301K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
363
+ 4.53%
$56.43 - $60.79 $20.5K - $22.1K
8.38K $490K
Aim ETF Products Trust
13.9K
+ 33.31%
N/A
55.5K $0
EFV
Msci Eafe Value ETF

ETFs
565
+ 2.53%
$52.34 - $56.41 $29.6K - $31.9K
22.9K $1.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
205
+ 3.6%
$102.13 - $110.88 $20.9K - $22.7K
5.9K $629K
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
9.26K
+ 43.1%
N/A
30.8K $0
Pimco ETF Tr
3.89K
+ 72.69%
N/A
9.24K $0
Listed Fd Tr
2.72K
+ 34.67%
N/A
10.6K $0
AVY
Avery Dennison Corp

Industrials
23
+ 1.79%
$208.92 - $229.52 $4.81K - $5.28K
1.31K $286K
VGLT
Vanguard Long Term Treasury Et

ETFs
199
+ 2.36%
$55.25 - $59.25 $11K - $11.8K
8.64K $498K
AMP
Ameriprise Financial Inc

Financial Services
5
+ 0.77%
$407.69 - $442.22 $2.04K - $2.21K
658 $281K
RJF
Raymond James Financial Inc

Financial Services
27
+ 1.45%
$115.67 - $129.99 $3.12K - $3.51K
1.9K $234K
NDAQ
Nasdaq, Inc.

Financial Services
72
+ 1.82%
$58.6 - $63.56 $4.22K - $4.58K
4.03K $242K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
42
+ 0.58%
$47.37 - $50.09 $1.99K - $2.1K
7.27K $354K
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 53 Reductions 43 Sold out 10 Options Calls 0 Puts 0
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