Grantvest Financial Group LLC Purchases in Q4 2024

Grantvest Financial Group LLC

  • $89.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
3.39K
New
$160.89 - $176.18 $545K - $596K
3.39K $548M
First Tr Exchng Traded Fd Vi
25.3K
New
N/A
25.3K $544M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
10.5K
New
$50.07 - $52.35 $527K - $551K
10.5K $541M
Ishares Tr
20.6K
New
N/A
20.6K $538M
TSLA
Tesla, Inc.

Consumer Cyclical
1.27K
New
$213.65 - $479.86 $271K - $609K
1.27K $512M
NVBT
Aim ETF Prods Tr Allianzim U S
14.7K
New
N/A
14.7K $479M
First Tr Exchng Traded Fd Vi
21.1K
New
N/A
21.1K $457M
First Tr Exchng Traded Fd Vi
12K
New
N/A
12K $449M
VO
Vanguard Mid Cap ETF

ETFs
1.68K
New
$261.5 - $284.63 $439K - $478K
1.68K $443M
DIS
Walt Disney CO

Communication Services
3.98K
New
$92.39 - $117.6 $367K - $468K
3.98K $443M
JNJ
Johnson & Johnson

Healthcare
3.04K
New
$143.34 - $165.86 $435K - $503K
3.04K $439M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.6K
New
$22.4 - $68.28 $418K - $1.27M
18.6K $432M
VIG
Vanguard Dividend Appreciation

ETFs
2.16K
New
N/A
2.16K $423M
VTI
Vanguard Total Stock Market Et

ETFs
1.43K
New
$280.04 - $302.45 $401K - $433K
1.43K $415M
GLD
Spdr Gold Trust

ETFs
1.69K
New
$236.59 - $257.5 $400K - $435K
1.69K $409M
XOM
Exxon Mobil Corp

Energy
3.78K
New
$105.51 - $125.37 $399K - $474K
3.78K $407M
QJUN
First Tr ETF
14.2K
New
$26.78 - $28.75 $380K - $408K
14.2K $398M
First Tr Exchng Traded Fd Vi
11.2K
New
N/A
11.2K $397M
VGT
Vanguard Information Technolog

ETFs
632
New
$571.78 - $647.97 $361K - $410K
632 $393M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.91K
New
$100.22 - $100.73 $392K - $394K
3.91K $392M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
855
New
$442.29 - $483.08 $378K - $413K
855 $388M
JPM
Jpmorgan Chase & CO

Financial Services
1.61K
New
$205.18 - $250.29 $329K - $402K
1.61K $385M
First Tr Exchng Traded Fd Vi
18.2K
New
N/A
18.2K $381M
Aim ETF Products Trust
12.3K
New
N/A
12.3K $376M
FTCS
First Trust Capital Strength E

ETFs
4.24K
New
$87.62 - $94.03 $372K - $399K
4.24K $372M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
8.56K
New
$41.96 - $43.69 $359K - $374K
8.56K $370M
XLE
Energy Sector Spdr

ETFs
4.3K
New
$83.32 - $97.27 $358K - $418K
4.3K $368M
FXL
First Tr Exchange Traded Fd Fi

ETFs
2.43K
New
$136.18 - $158.26 $331K - $385K
2.43K $361M
First Tr Exchng Traded Fd Vi
9.6K
New
N/A
9.6K $352M
Aim ETF Products Trust
12K
New
N/A
12K $351M
IFF
International Flavors & Fragrances Inc

Basic Materials
4.15K
New
$83.96 - $106.19 $348K - $440K
4.15K $351M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
11.7K
New
$28.37 - $30.25 $331K - $353K
11.7K $347M
First Tr Exchng Traded Fd Vi
17.1K
New
N/A
17.1K $345M
XLV
Select Sector Spdr Fund Health

ETFs
2.48K
New
$136.28 - $154.74 $338K - $384K
2.48K $341M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
7.05K
New
$47.07 - $48.75 $332K - $344K
7.05K $337M
V
Visa Inc.

Financial Services
1.06K
New
$273.87 - $320.91 $290K - $340K
1.06K $335M
Aim ETF Products Trust
12K
New
N/A
12K $328M
First Tr Exchng Traded Fd Vi
8.25K
New
N/A
8.25K $308M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
8.63K
New
N/A
8.63K $307M
GOOG
Alphabet Inc.

Communication Services
1.58K
New
$163.08 - $198.16 $258K - $313K
1.58K $301M
NVBW
Aim ETF Prods Tr Allianzim U S
9.48K
New
N/A
9.48K $293M
First Tr Exchng Traded Fd Vi
8.58K
New
N/A
8.58K $289M
CAT
Caterpillar Inc

Industrials
797
New
$360.37 - $416.88 $287K - $332K
797 $289M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
6.7K
New
$41.08 - $42.6 $275K - $285K
6.7K $281M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
7.3K
New
$36.3 - $37.43 $265K - $273K
7.3K $272M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.98K
New
$87.42 - $98.06 $261K - $293K
2.98K $267M
First Tr Exchng Traded Fd Vi
7.57K
New
N/A
7.57K $265M
Pgim Rock ETF Tr
10K
New
N/A
10K $264M
Ea Series Trust
10K
New
N/A
10K $261M
Activity Summary
Buys All Purchases 121 New Holdings 121 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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