Financial Advisory Partners, LLC Incresed Positions in Q3 2024

Financial Advisory Partners, LLC

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
84K
+ 20.09%
$79.29 - $84.02 $6.66M - $7.05M
502K $42B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
102K
+ 21.55%
$41.95 - $43.42 $4.26M - $4.41M
573K $24.9B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
17.5K
+ 21.34%
$74.85 - $82.2 $1.31M - $1.44M
99.5K $8.08B
VTV
Vanguard Value ETF

ETFs
1.55K
+ 2.23%
$159.75 - $174.57 $248K - $271K
71.1K $12.4B
VUG
Vanguard Growth ETF

ETFs
1.44K
+ 2.08%
$341.08 - $391.94 $490K - $564K
70.4K $27B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.6K
+ 34.48%
$100.3 - $100.74 $1.17M - $1.17M
45.4K $4.57B
VGIT
Vanguard Intermediate Term Tre

ETFs
13.2K
+ 25.54%
$57.8 - $60.8 $764K - $804K
65K $3.93B
VIG
Vanguard Dividend Appreciation

ETFs
1.83K
+ 6.14%
$182.15 - $182.15 $333K - $333K
31.6K $6.26B
WMT
Walmart Inc.

Consumer Defensive
66
+ 0.11%
$66.91 - $81.4 $4.42K - $5.37K
61.6K $4.98B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
36.4K
+ 26.48%
$20.69 - $21.17 $753K - $770K
174K $3.65B
VDC
Vanguard Consumer Staples ETF

ETFs
438
+ 2.02%
$201.77 - $221.32 $88.4K - $96.9K
22.1K $4.84B
VO
Vanguard Mid Cap ETF

ETFs
357
+ 2.58%
$237.84 - $263.83 $84.9K - $94.2K
14.2K $3.75B
VB
Vanguard Small Cap ETF

ETFs
391
+ 2.53%
$214.77 - $237.72 $84K - $92.9K
15.8K $3.75B
NVDA
Nvidia Corp

Technology
2.78K
+ 86.66%
$98.91 - $134.91 $275K - $375K
5.99K $727M
COST
Costco Wholesale Corp

Consumer Defensive
310
+ 86.11%
$801.83 - $917.05 $249K - $284K
670 $594M
JPM
Jpmorgan Chase & CO

Financial Services
506
+ 2.41%
$194.9 - $224.8 $98.6K - $114K
21.5K $4.54B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.03K
+ 4.8%
$30.61 - $34.92 $62.1K - $70.9K
44.3K $1.53B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.36K
+ 4.71%
$46.17 - $51.13 $62.6K - $69.3K
30.2K $1.54B
VGT
Vanguard Information Technolog

ETFs
96
+ 1.16%
$514.43 - $606.85 $49.4K - $58.3K
8.37K $4.91B
AVGO
Broadcom Inc.

Technology
37.6K
+ 844.29%
$136.27 - $1745.86 $5.13M - $65.7M
42.1K $7.26B
IDV
Ishares Tr

ETFs
1.4K
+ 5.8%
$27.62 - $30.64 $38.7K - $42.9K
25.6K $772M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
521
+ 4.6%
$33.74 - $37.96 $17.6K - $19.8K
11.8K $445M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
910
+ 11.14%
$24.86 - $26.33 $22.6K - $24K
9.08K $237M
SPIB
Spdr Portfolio Intermediate Te

ETFs
720
+ 11.43%
$32.36 - $33.78 $23.3K - $24.3K
7.02K $237M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
406
+ 5.97%
$33.62 - $38.33 $13.6K - $15.6K
7.21K $272M
MSFT
Microsoft Corp

Technology
231
+ 1.74%
$395.15 - $467.56 $91.3K - $108K
13.5K $5.82B
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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