Family Asset Management, LLC Purchases in Q3 2024

Family Asset Management, LLC

  • $166 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
51.1K
+ 267.25%
$40.84 - $45.74 $2.09M - $2.34M
70.2K $3.18B
DGRO
Ishares Core Dividend Growth E

ETFs
28.8K
+ 37.92%
$57.47 - $62.76 $1.66M - $1.81M
105K $6.57B
MBB
Ishares Tr

ETFs
18.4K
+ 85.87%
$90.85 - $96.66 $1.67M - $1.78M
39.8K $3.82B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
25.1K
+ 96.16%
$55.51 - $61.51 $1.4M - $1.55M
51.3K $3.12B
FLDR
Fidelity Merrimack Str Tr Low

ETFs
24.7K
New
$49.88 - $50.45 $1.23M - $1.25M
24.7K $1.24B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.85K
+ 5.22%
$162.64 - $179.3 $464K - $512K
57.5K $10.3B
Blackrock ETF Trust Ii
18.8K
+ 96.23%
N/A
38.4K $1.99B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
19.5K
New
$46.5 - $49.42 $905K - $962K
19.5K $957M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
18.5K
+ 33.71%
$50.25 - $50.74 $931K - $940K
73.5K $3.73B
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.46K
+ 1.34%
$92.63 - $105.69 $228K - $260K
187K $19.5B
JPIE
J P Morgan Exchange Traded Fd
10.3K
+ 23.65%
$45.17 - $46.39 $467K - $480K
54.1K $2.51B
SCHQ
Schwab Strategic Tr Long Term

ETFs
12K
+ 86.28%
$32.17 - $35.98 $385K - $430K
25.8K $904M
XLV
Select Sector Spdr Fund Health

ETFs
1.73K
+ 17.21%
$143.3 - $157.24 $248K - $272K
11.8K $1.82B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.75K
+ 26.33%
$117.9 - $128.2 $206K - $224K
8.4K $1.08B
ADP
Automatic Data Processing Inc

Industrials
769
New
$233.44 - $279.45 $180K - $215K
769 $213M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.59K
New
$70.04 - $77.47 $181K - $200K
2.59K $200M
XLK
Technology Sector Spdr

ETFs
665
+ 9.67%
$197.34 - $237.68 $131K - $158K
7.54K $1.7B
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.09%
$333.64 - $405.2 $667 - $810
2.33K $945M
GPN
Global Payments Inc

Industrials
452
+ 4.37%
$92.66 - $112.97 $41.9K - $51.1K
10.8K $1.11B
BBUS
J P Morgan Exchg Traded Fd

ETFs
478
+ 23.33%
$93.22 - $103.58 $44.6K - $49.5K
2.53K $262M
Annaly Capital Management In
46
+ 0.25%
N/A
18.6K $374M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.11%
$194.9 - $224.8 $390 - $450
1.9K $400M
OEF
Ishares S&P 100 ETF

ETFs
52
New
$266.03 - $266.03 $13.8K - $13.8K
52 $14.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
267
+ 30.2%
$44.83 - $47.42 $12K - $12.7K
1.15K $54.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
108
+ 15.19%
$58.75 - $64.07 $6.35K - $6.92K
819 $52.5M
IEV
Ishares Tr Europe ETF

ETFs
112
New
$53.25 - $58.78 $5.96K - $6.58K
112 $6.53M
NVDA
Nvidia Corp

Technology
126
+ 2.99%
$98.91 - $134.91 $12.5K - $17K
4.34K $527M
IYG
Ishares Tr

ETFs
57
+ 76.0%
$64.2 - $71.76 $3.66K - $4.09K
132 $9.38M
SPYG
Spdr Portfolio

ETFs
30
+ 4.85%
$73.38 - $84.1 $2.2K - $2.52K
649 $53.8M
IXUS
Ishares Tr

ETFs
15
+ 3.89%
$64.9 - $73.35 $974 - $1.1K
401 $29.1M
EMGF
Ishares Msci Emerging Markets

ETFs
61
New
$44.02 - $50.58 $2.69K - $3.09K
61 $3.04M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
24
+ 5.83%
$60.25 - $66.85 $1.45K - $1.6K
436 $28.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
45
New
$56.04 - $62.99 $2.52K - $2.83K
45 $2.75M
JCPB
J P Morgan Exchange Traded Fd

ETFs
25
+ 23.36%
$45.87 - $48.53 $1.15K - $1.21K
132 $6.37M
JPHY
Jp Morgan High Yield Research

ETFs
18
+ 7.76%
N/A
250 $11.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7
+ 6.19%
$66.31 - $74.08 $464 - $519
120 $8.81M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
5
+ 7.35%
$85.51 - $94.69 $428 - $473
73 $6.9M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
0
New
$45.82 - $48.72 $0 - $0
0 $21K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
0
New
$47.01 - $48.2 $0 - $0
0 $8K
AVGO
Broadcom Inc.

Technology
1.06K
+ 727.59%
$136.27 - $1745.86 $144K - $1.84M
1.2K $207M
GOOG
Alphabet Inc.

Communication Services
92
+ 1.77%
$149.54 - $192.66 $13.8K - $17.7K
5.28K $883M
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Family Asset Management, LLC Portfolio

Follow Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email