Vital Stone Financial, LLC Purchases in Q3 2024

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
169
+ 91.85%
$517.38 - $573.86 $87.4K - $97K
353 $202K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.34K
+ 18.26%
$53.19 - $84.93 $71.3K - $114K
8.68K $629K
SCHG
Schwab Strategic Tr Us Large C

ETFs
805
+ 178.1%
$92.63 - $105.69 $74.6K - $85.1K
1.26K $130K
SHV
Ishares Tr

ETFs
719
+ 17.89%
$110.05 - $110.63 $79.1K - $79.5K
4.74K $524K
COST
Costco Wholesale Corp

Consumer Defensive
80
New
$801.83 - $917.05 $64.1K - $73.4K
80 $70K
XAR
Spdr S&P Aerospace & Defense E

ETFs
295
+ 21.64%
$139.03 - $157.34 $41K - $46.4K
1.66K $260K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
296
+ 57.14%
$175.46 - $203.3 $51.9K - $60.2K
814 $165K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.06K
+ 10.75%
$23.78 - $25.04 $48.9K - $51.5K
21.2K $530K
NFLX
Netflix Inc

Communication Services
76
+ 25.08%
$598.55 - $722.26 $45.5K - $54.9K
379 $268K
MCD
Mcdonalds Corp

Consumer Cyclical
186
+ 148.8%
$245.82 - $304.51 $45.7K - $56.6K
311 $94K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
173
+ 3.59%
$178.94 - $207.0 $31K - $35.8K
4.99K $1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
962
+ 69.66%
$38.04 - $45.36 $36.6K - $43.6K
2.34K $104K
DIG
Proshares Ultra Oil & Gas

ETFs
1.35K
+ 54.57%
$35.28 - $44.12 $47.8K - $59.7K
3.84K $147K
IWF
Ishares Russell 1000 Gr ETF

ETFs
61
+ 3.93%
$332.02 - $382.76 $20.3K - $23.3K
1.61K $605K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.62K
New
$23.09 - $25.75 $37.4K - $41.7K
1.62K $38K
RDVY
First Trust Rising Dividend Ac

ETFs
142
+ 2.26%
$53.68 - $59.24 $7.62K - $8.41K
6.43K $380K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
522
+ 178.77%
$61.47 - $67.36 $32.1K - $35.2K
814 $54K
FNGS
Bank Of Montreal

ETFs
662
New
$43.68 - $53.14 $28.9K - $35.2K
662 $32K
PLTR
Palantir Technologies Inc.

Technology
6
+ 0.28%
$24.09 - $37.95 $145 - $228
2.14K $79K
SHW
Sherwin Williams CO

Basic Materials
35
+ 31.82%
$294.65 - $384.0 $10.3K - $13.4K
145 $55K
SOXX
Ishares Semiconductor ETF

ETFs
116
+ 44.96%
$199.29 - $265.49 $23.1K - $30.8K
374 $86K
VBR
Vanguard Small Cap Value ETF

ETFs
9
+ 0.82%
$179.99 - $201.6 $1.62K - $1.81K
1.11K $222K
IBM
International Business Machines Corp

Technology
3
+ 0.7%
$175.1 - $223.38 $525 - $670
433 $95K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.21%
$66.91 - $81.4 $201 - $244
1.44K $116K
IWY
Ishares Tr Russell 200 Growth

ETFs
83
+ 78.3%
$194.66 - $225.97 $16.2K - $18.8K
189 $41K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
76
+ 400.0%
$201.42 - $273.98 $15.3K - $20.8K
95 $22K
NKE
Nike, Inc.

Consumer Cyclical
150
+ 52.63%
$71.09 - $89.44 $10.7K - $13.4K
435 $38K
XLG
Invesco Exchange Traded Fd Tr

ETFs
260
+ 10.7%
$42.54 - $47.97 $11.1K - $12.5K
2.69K $127K
RSP
Invesco S&P 500 Equal Weight E

ETFs
74
+ 45.96%
$162.83 - $179.16 $12K - $13.3K
235 $42K
VONG
Vanguard Russell 1000 Growth E

ETFs
107
+ 12.12%
$85.48 - $98.39 $9.15K - $10.5K
990 $95K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.99%
$333.64 - $405.2 $667 - $810
204 $82K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11
New
$1015.62 - $1159.62 $11.2K - $12.8K
11 $12K
IXN
Ishares Global Information Tec

ETFs
224
+ 0.88%
$73.0 - $87.81 $16.4K - $19.7K
25.7K $2.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
34
+ 1.94%
$96.25 - $101.98 $3.27K - $3.47K
1.78K $180K
CSCO
Cisco Systems, Inc.

Technology
14
+ 0.87%
$44.74 - $53.22 $626 - $745
1.62K $86K
XLK
Technology Sector Spdr

ETFs
40
+ 5.59%
$197.34 - $237.68 $7.89K - $9.51K
755 $170K
ZG
Zillow Group, Inc.

Communication Services
155
New
$40.35 - $65.79 $6.25K - $10.2K
155 $9K
VBK
Vanguard Small Cap Growth ETF

ETFs
20
+ 8.93%
$240.48 - $267.94 $4.81K - $5.36K
244 $65K
FXO
First Tr Exchange Traded Fd Fi

ETFs
24
+ 1.42%
$45.78 - $51.72 $1.1K - $1.24K
1.71K $87K
AR
Antero Resources Corp

Energy
315
New
$24.94 - $33.3 $7.86K - $10.5K
315 $9K
LAMR
Lamar Advertising CO

Real Estate
68
New
$110.9 - $135.58 $7.54K - $9.22K
68 $9K
VOYA
Voya Financial, Inc.

Financial Services
114
New
$64.58 - $79.22 $7.36K - $9.03K
114 $9K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 1.18%
$101.25 - $127.45 $506 - $637
430 $52K
HYG
Ishares Tr

ETFs
111
+ 925.0%
$76.72 - $80.36 $8.52K - $8.92K
123 $9K
ROAD
Construction Partners, Inc.

Industrials
137
New
$53.22 - $76.29 $7.29K - $10.5K
137 $9K
CNO
Cno Financial Group, Inc.

Financial Services
246
New
$27.71 - $35.42 $6.82K - $8.71K
246 $8K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
80
New
$95.75 - $118.1 $7.66K - $9.45K
80 $8K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
112
New
$67.08 - $79.32 $7.51K - $8.88K
112 $8K
MMS
Maximus, Inc.

Industrials
89
New
$84.08 - $93.17 $7.48K - $8.29K
89 $8K
Activity Summary
Buys All Purchases 205 New Holdings 73 Increased Positions 132 Sells All Sells 118 Reductions 117 Sold out 1 Options Calls 0 Puts 0
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