Financial Life Planners Purchases in Q4 2024

Financial Life Planners

  • $119 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
113
New
$170.03 - $192.78 $19.2K - $21.8K
113 $21M
STRV
Ea Ser Tr Strive 500 ETF
555
New
N/A
555 $21M
BLD
Top Build Corp

Industrials
67
New
$308.96 - $414.77 $20.7K - $27.8K
67 $20.9M
INTC
Intel Corp

Technology
1.03K
New
$19.07 - $26.23 $19.5K - $26.9K
1.03K $20.6M
NOC
Northrop Grumman Corp

Industrials
43
New
$466.52 - $543.88 $20.1K - $23.4K
43 $20.2M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.99K
New
$5.7 - $8.27 $17K - $24.7K
2.99K $20.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
58
New
$275.15 - $388.2 $16K - $22.5K
58 $19.8M
BITO
Proshares Tr Bitcoin Strategy

ETFs
871
New
$16.99 - $27.42 $14.8K - $23.9K
871 $19.8M
LNG
Cheniere Energy, Inc.

Energy
90
New
$181.07 - $225.92 $16.3K - $20.3K
90 $19.3M
IYM
Ishares Tr

ETFs
148
New
$129.15 - $153.25 $19.1K - $22.7K
148 $19.2M
HSY
Hershey CO

Consumer Defensive
111
New
$168.67 - $193.65 $18.7K - $21.5K
111 $18.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
77
New
$238.25 - $261.28 $18.3K - $20.1K
77 $18.7M
PAA
Plains All American Pipeline LP

Energy
1.08K
New
$16.27 - $18.67 $17.6K - $20.2K
1.08K $18.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
317
New
$57.78 - $60.4 $18.3K - $19.1K
317 $18.4M
COF
Capital One Financial Corp

Financial Services
103
New
$145.19 - $192.01 $15K - $19.8K
103 $18.4M
MET
Metlife Inc

Financial Services
224
New
$78.15 - $88.25 $17.5K - $19.8K
224 $18.3M
VRT
Vertiv Holdings CO

Industrials
159
New
N/A
159 $18.1M
RNEM
First Tr Vi Emerging Mkts Equi

ETFs
359
New
$49.26 - $55.48 $17.7K - $19.9K
359 $17.7M
MTRN
Materion Corp

Basic Materials
179
New
$97.0 - $120.21 $17.4K - $21.5K
179 $17.7M
BRO
Brown & Brown, Inc.

Financial Services
173
New
$100.93 - $113.42 $17.5K - $19.6K
173 $17.7M
HEI
Heico Corp

Industrials
72
New
$237.06 - $279.02 $17.1K - $20.1K
72 $17.1M
SPGI
S&P Global Inc.

Financial Services
34
New
$480.36 - $529.17 $16.3K - $18K
34 $17M
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
New
$501.29 - $612.85 $16K - $19.6K
32 $16.8M
TSLL
Direxion Shs ETF Tr Daily Tsla
600
New
N/A
600 $16.5M
AN
Autonation, Inc.

Consumer Cyclical
97
New
$155.47 - $182.16 $15.1K - $17.7K
97 $16.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
40
New
$396.64 - $516.74 $15.9K - $20.7K
40 $16.1M
DIS
Walt Disney CO

Communication Services
143
New
$92.39 - $117.6 $13.2K - $16.8K
143 $16.1M
ADBE
Adobe Inc.

Technology
36
New
$437.39 - $552.96 $15.7K - $19.9K
36 $16M
ABC
Amerisourcebergen Corp

Healthcare
71
New
N/A
71 $15.9M
RMBS
Rambus Inc

Technology
300
New
$40.13 - $59.14 $12K - $17.7K
300 $15.9M
LEN
Lennar Corp

Consumer Cyclical
116
New
$136.2 - $188.96 $15.8K - $21.9K
116 $15.8M
EGP
Eastgroup Properties Inc

Real Estate
91
New
$158.74 - $185.14 $14.4K - $16.8K
91 $14.6M
AMT
American Tower Corp

Real Estate
76
New
$179.4 - $232.01 $13.6K - $17.6K
76 $14M
JNJ
Johnson & Johnson

Healthcare
97
New
$143.34 - $165.86 $13.9K - $16.1K
97 $13.9M
GS
Goldman Sachs Group Inc

Financial Services
24
New
$486.1 - $608.57 $11.7K - $14.6K
24 $13.8M
VLO
Valero Energy Corp

Energy
109
New
$118.59 - $144.02 $12.9K - $15.7K
109 $13.4M
ABT
Abbott Laboratories

Healthcare
118
New
$111.93 - $119.39 $13.2K - $14.1K
118 $13.3M
MCO
Moodys Corp

Financial Services
28
New
$454.04 - $500.88 $12.7K - $14K
28 $13.3M
RGR
Sturm Ruger & CO Inc

Industrials
366
New
N/A
366 $13M
FLR
Fluor Corp

Industrials
259
New
$46.92 - $58.93 $12.2K - $15.3K
259 $12.8M
AWK
American Water Works Company, Inc.

Utilities
102
New
$123.83 - $146.07 $12.6K - $14.9K
102 $12.7M
CNBS
Amplify ETF Tr Seymour Cannabi

ETFs
6.09K
New
$1.88 - $4.7 $11.4K - $28.6K
6.09K $12.5M
Linde PLC
30
New
N/A
30 $12.4M
SO
Southern CO

Utilities
150
New
$81.5 - $94.15 $12.2K - $14.1K
150 $12.4M
ES
Eversource Energy

Utilities
214
New
$55.9 - $67.73 $12K - $14.5K
214 $12.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
205
New
$59.25 - $72.99 $12.1K - $15K
205 $12.3M
Veralto Corp
114
New
N/A
114 $11.7M
SOXX
Ishares Semiconductor ETF

ETFs
53
New
$211.27 - $239.8 $11.2K - $12.7K
53 $11.5M
SVM
Silvercorp Metals Inc

Basic Materials
3.82K
New
$2.88 - $5.06 $11K - $19.3K
3.82K $11.5M
Activity Summary
Buys All Purchases 411 New Holdings 411 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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