Farrell Financial LLC Purchases in Q4 2024

Farrell Financial LLC

  • $140 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.39K
+ 6.34%
$100.18 - $109.1 $540K - $588K
90.4K $9.48B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.99K
+ 69.92%
$61.87 - $64.86 $247K - $259K
9.69K $601M
Wisdomtree Tr
4.82K
New
N/A
4.82K $237M
MSTR
Microstrategy Inc

Technology
489
+ 19.59%
$162.69 - $473.83 $79.6K - $232K
2.99K $865M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.42K
+ 3.67%
$80.13 - $83.77 $194K - $203K
68.4K $5.49B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.51K
+ 5.63%
$48.33 - $49.08 $122K - $123K
47.2K $2.29B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.01K
+ 10.05%
$96.64 - $101.23 $97.8K - $102K
11.1K $1.07B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
835
+ 2.05%
$77.86 - $79.27 $65K - $66.2K
41.5K $3.24B
EMB
Ishares Tr

ETFs
950
+ 4.58%
$88.94 - $93.46 $84.5K - $88.8K
21.7K $1.93B
VUG
Vanguard Growth ETF

ETFs
45
+ 3.55%
$378.79 - $428.11 $17K - $19.3K
1.31K $539M
CWB
Spdr Bloomberg Convertible Sec

ETFs
366
+ 2.98%
$76.21 - $82.24 $27.9K - $30.1K
12.6K $984M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.17%
$571.78 - $647.97 $572 - $648
578 $359M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
20
+ 0.48%
$51.33 - $53.74 $1.03K - $1.07K
4.19K $216M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
99
+ 0.51%
$49.79 - $51.14 $4.93K - $5.06K
19.3K $969M
MSFT
Microsoft Corp

Technology
9
+ 0.11%
$406.35 - $454.46 $3.66K - $4.09K
8.36K $3.52B
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
128
+ 0.8%
$44.29 - $45.82 $5.67K - $5.86K
16.1K $714M
XLK
Technology Sector Spdr

ETFs
2
+ 0.14%
$220.26 - $241.44 $441 - $483
1.42K $329M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
90
+ 0.73%
$11.42 - $12.5 $1.03K - $1.13K
12.4K $142M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
36
+ 0.15%
$24.94 - $26.14 $898 - $941
24K $601M
VEGI
Ishares Inc Msci Global Agricu

ETFs
143
+ 1.3%
$35.26 - $38.83 $5.04K - $5.55K
11.1K $394M
FYX
First Tr Small Cap Core Alphad

ETFs
13
+ 0.6%
$96.51 - $110.53 $1.25K - $1.44K
2.18K $220M
F
Ford Motor CO

Consumer Cyclical
170
+ 1.34%
$9.69 - $11.4 $1.65K - $1.94K
12.9K $127M
FNX
First Tr Mid Cap Core Alphadex

ETFs
7
+ 0.4%
$114.77 - $127.28 $803 - $891
1.77K $205M
VEU
Vanguard Ftse All World Ex Us

ETFs
149
+ 1.97%
$57.29 - $63.1 $8.54K - $9.4K
7.71K $443M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
84
+ 1.33%
$75.65 - $83.47 $6.35K - $7.01K
6.4K $487M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
14
+ 0.24%
$124.61 - $133.96 $1.74K - $1.88K
5.75K $741M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.03K
+ 3.99%
$56.61 - $61.63 $171K - $186K
78.9K $4.47B
VTI
Vanguard Total Stock Market Et

ETFs
28
+ 0.73%
$280.04 - $302.45 $7.84K - $8.47K
3.86K $1.12B
MTB
M&T Bank Corp

Financial Services
8
+ 0.67%
$172.48 - $221.95 $1.38K - $1.78K
1.2K $226M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
26
+ 0.39%
$94.66 - $102.14 $2.46K - $2.66K
6.72K $641M
VNQ
Vanguard Specialized Funds Van

ETFs
57
+ 0.9%
$87.85 - $98.6 $5.01K - $5.62K
6.38K $568M
IAU
Ishares Gold Trust

ETFs
368
+ 0.76%
$48.37 - $52.65 $17.8K - $19.4K
48.9K $2.42B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
534
+ 2.28%
$74.68 - $81.45 $39.9K - $43.5K
23.9K $1.79B
XOM
Exxon Mobil Corp

Energy
1
+ 0.03%
$105.51 - $125.37 $106 - $125
3.54K $381M
PFF
Ishares Trust Ishares Pfd And

ETFs
797
+ 1.39%
$31.23 - $33.51 $24.9K - $26.7K
58K $1.82B
QUAL
Ishares Msci Usa Quality Facto

ETFs
75
+ 0.39%
$176.42 - $186.91 $13.2K - $14K
19.5K $3.48B
VAW
Vanguard Materials ETF

ETFs
124
+ 1.95%
$186.91 - $215.32 $23.2K - $26.7K
6.49K $1.22B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
373
+ 0.99%
$55.45 - $61.08 $20.7K - $22.8K
38.1K $2.12B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
672
+ 1.37%
N/A
49.8K $4.62B
SCHX
Schwab Strategic Tr Us Large C

ETFs
299
+ 0.07%
$22.4 - $68.28 $6.7K - $20.4K
422K $9.79B
VEA
Vanguard Ftse Developed Market

ETFs
1.03K
+ 0.87%
$47.57 - $52.44 $49.1K - $54.1K
120K $5.74B
Activity Summary
Buys All Purchases 42 New Holdings 1 Increased Positions 41 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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