Financial Security Advisor, Inc. Incresed Positions in Q3 2024

Financial Security Advisor, Inc.

  • $401 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
31.5K
+ 1.53%
$30.71 - $34.79 $969K - $1.1M
2.1M $72.9B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
44.8K
+ 19.95%
$50.25 - $50.74 $2.25M - $2.27M
269K $13.7B
AAPL
Apple Inc.

Technology
810
+ 1.48%
$207.23 - $234.82 $168K - $190K
55.6K $13B
SO
Southern CO

Utilities
8.25K
+ 213.51%
$77.0 - $90.52 $635K - $747K
12.1K $1.09B
T. Rowe Price Capital Apprec Eq ETF
16K
+ 12.55%
N/A
144K $4.78B
MO
Altria Group, Inc.

Consumer Defensive
1.18K
+ 1.3%
$45.95 - $54.71 $54.2K - $64.5K
91.9K $4.78B
USFR
Wisdomtree Floating Rate Treas

ETFs
9.64K
+ 3.35%
$50.2 - $50.48 $484K - $487K
297K $14.9B
D
Dominion Energy, Inc

Utilities
2.89K
+ 8.8%
$48.01 - $58.53 $139K - $169K
35.7K $2.06B
PH
Parker Hannifin Corp

Industrials
30
+ 0.95%
$501.01 - $635.92 $15K - $19.1K
3.2K $2.02B
UNH
Unitedhealth Group Inc

Healthcare
433
+ 22.91%
$488.01 - $604.18 $211K - $262K
2.32K $1.36B
DHR
Danaher Corp

Healthcare
685
+ 26.18%
$239.25 - $280.76 $164K - $192K
3.3K $919M
VTI
Vanguard Total Stock Market Et

ETFs
871
+ 84.73%
$255.18 - $283.2 $222K - $247K
1.9K $539M
PG
Procter & Gamble CO

Consumer Defensive
500
+ 2.6%
$160.76 - $177.82 $80.4K - $88.9K
19.8K $3.42B
KO
Coca Cola CO

Consumer Defensive
182
+ 0.78%
$62.69 - $73.01 $11.4K - $13.3K
23.6K $1.71B
MSFT
Microsoft Corp

Technology
1.58K
+ 5.53%
$395.15 - $467.56 $623K - $737K
30.1K $12.9B
META
Meta Platforms, Inc.

Communication Services
54
+ 2.54%
$453.41 - $572.44 $24.5K - $30.9K
2.18K $1.25B
NSC
Norfolk Southern Corp

Industrials
3
+ 0.08%
$213.75 - $259.69 $641 - $779
3.86K $960M
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 1.96%
$517.38 - $573.86 $33.1K - $36.7K
3.34K $1.91B
XOM
Exxon Mobil Corp

Energy
361
+ 0.94%
$109.72 - $119.0 $39.6K - $43K
38.9K $4.56B
IBM
International Business Machines Corp

Technology
15
+ 0.64%
$175.1 - $223.38 $2.63K - $3.35K
2.37K $523M
TFC
Truist Financial Corp

Financial Services
591
+ 2.62%
$38.22 - $44.94 $22.6K - $26.6K
23.1K $989M
JPM
Jpmorgan Chase & CO

Financial Services
370
+ 14.9%
$194.9 - $224.8 $72.1K - $83.2K
2.85K $602M
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.16%
$1685.92 - $2128.51 $1.69K - $2.13K
611 $1.12B
TXN
Texas Instruments Inc

Technology
76
+ 1.14%
$194.6 - $194.6 $14.8K - $14.8K
6.74K $1.39B
ACN
Accenture PLC

Technology
13
+ 0.86%
$295.44 - $355.81 $3.84K - $4.63K
1.53K $541M
ADP
Automatic Data Processing Inc

Industrials
11
+ 0.87%
$233.44 - $279.45 $2.57K - $3.07K
1.28K $356M
RTX
Raytheon Technologies Corp

Industrials
25
+ 1.07%
$99.55 - $123.34 $2.49K - $3.08K
2.35K $285M
MDLZ
Mondelez International, Inc.

Consumer Defensive
27
+ 0.56%
$64.35 - $75.71 $1.74K - $2.04K
4.87K $361M
ABT
Abbott Laboratories

Healthcare
5
+ 0.13%
$100.07 - $118.13 $500 - $591
3.76K $429M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
218
+ 14.02%
$147.95 - $191.05 $32.3K - $41.6K
1.77K $309M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 1.28%
$801.83 - $917.05 $8.02K - $9.17K
791 $702M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.3%
$520.18 - $576.82 $1.56K - $1.73K
1K $577M
CGGO
Capital Group Global Growth Eq

ETFs
902
+ 12.43%
$27.25 - $30.52 $24.6K - $27.5K
8.16K $246M
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.75%
$233.14 - $263.97 $1.87K - $2.11K
1.07K $282M
LDOS
Leidos Holdings, Inc.

Technology
3
+ 0.2%
$142.66 - $163.02 $428 - $489
1.51K $246M
PKW
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.19%
$102.34 - $114.52 $409 - $458
2.11K $241M
MAIN
Main Street Capital Corp

Financial Services
527
+ 4.65%
$47.05 - $52.25 $24.8K - $27.5K
11.9K $595M
MS
Morgan Stanley

Financial Services
36
+ 1.46%
$92.07 - $106.96 $3.31K - $3.85K
2.5K $261M
WRB
Berkley W R Corp

Financial Services
1.74K
+ 50.0%
$51.54 - $79.62 $89.7K - $139K
5.22K $296M
PEP
Pepsico Inc

Consumer Defensive
17
+ 0.63%
$161.9 - $179.3 $2.75K - $3.05K
2.71K $460M
CVX
Chevron Corp

Energy
212
+ 9.19%
$137.88 - $161.97 $29.2K - $34.3K
2.52K $371M
BDX
Becton Dickinson & CO

Healthcare
9
+ 0.98%
$221.47 - $242.41 $1.99K - $2.18K
931 $224M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.24%
$341.08 - $391.94 $682 - $784
839 $322M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.28%
$514.43 - $606.85 $514 - $607
364 $214M
BAC
Bank Of America Corp

Financial Services
96
+ 1.04%
$36.65 - $44.13 $3.52K - $4.24K
9.3K $369M
VMC
Vulcan Materials CO

Basic Materials
2
+ 0.18%
$231.83 - $274.51 $464 - $549
1.12K $279M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
58
+ 0.54%
$18.29 - $20.25 $1.06K - $1.17K
10.8K $214M
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.52%
$248.27 - $294.37 $1.24K - $1.47K
968 $260M
COP
Conocophillips

Energy
13
+ 0.45%
$102.3 - $116.61 $1.33K - $1.52K
2.88K $303M
Activity Summary
Buys All Purchases 67 New Holdings 11 Increased Positions 56 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Security Advisor, Inc. Portfolio

Follow Financial Security Advisor, Inc. 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 Financial Security Advisor, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Security Advisor, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email