626 Financial, LLC Incresed Positions in Q4 2024

626 Financial, LLC

  • $179 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
69.5K
+ 102.29%
$43.84 - $48.76 $3.05M - $3.39M
138K $6.05M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.78K
+ 12.65%
$216.72 - $244.71 $819K - $924K
33.6K $7.91M
AMZN
Amazon Com Inc

Consumer Cyclical
229
+ 0.64%
$180.88 - $232.93 $41.4K - $53.3K
36.2K $7.94M
GOOGL
Alphabet Inc.

Communication Services
131
+ 0.49%
$161.86 - $196.66 $21.2K - $25.8K
26.9K $5.1M
GOOG
Alphabet Inc.

Communication Services
153
+ 1.08%
$163.08 - $198.16 $25K - $30.3K
14.3K $2.72M
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 0.99%
$213.65 - $479.86 $4.7K - $10.6K
2.25K $909K
IWM
Ishares Russell 2000 ETF

ETFs
1.44K
+ 27.5%
$216.13 - $242.4 $311K - $349K
6.68K $1.48M
WMT
Walmart Inc.

Consumer Defensive
379
+ 2.96%
$79.1 - $95.7 $30K - $36.3K
13.2K $1.19M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
5.12K
+ 1.71%
$75.44 - $80.53 $386K - $412K
304K $23M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.93K
+ 4.64%
$44.33 - $49.55 $174K - $195K
88.5K $3.98M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.32%
$275.15 - $388.2 $1.38K - $1.94K
1.55K $530K
BMY
Bristol Myers Squibb CO

Healthcare
699
+ 7.47%
$51.92 - $59.94 $36.3K - $41.9K
10.1K $568K
AXP
American Express CO

Financial Services
135
+ 9.6%
$267.35 - $305.57 $36.1K - $41.3K
1.54K $457K
C
Citigroup Inc

Financial Services
97
+ 1.14%
$61.31 - $72.5 $5.95K - $7.03K
8.61K $606K
PFE
Pfizer Inc

Healthcare
6.51K
+ 15.39%
$24.8 - $30.19 $162K - $197K
48.8K $1.3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.69K
+ 26.05%
$35.45 - $40.33 $59.9K - $68.2K
8.18K $293K
T
At&T Inc.

Communication Services
614
+ 1.88%
$21.22 - $23.88 $13K - $14.7K
33.3K $758K
VZ
Verizon Communications Inc

Communication Services
1.55K
+ 31.42%
$39.6 - $45.21 $61.4K - $70.1K
6.49K $259K
GLD
Spdr Gold Trust

ETFs
135
+ 3.48%
$236.59 - $257.5 $31.9K - $34.8K
4.01K $971K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.06%
$567.81 - $607.81 $568 - $608
1.63K $953K
HBI
Hanesbrands Inc.

Consumer Cyclical
663
+ 4.57%
$6.91 - $8.91 $4.58K - $5.91K
15.2K $123K
GLW
Corning Inc

Technology
1
+ 0.02%
$44.11 - $49.76 $44.1 - $49.8
6.38K $302K
SRE
Sempra Energy

Utilities
20
+ 0.74%
$80.81 - $94.77 $1.62K - $1.9K
2.72K $238K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
485
+ 3.1%
$48.48 - $49.47 $23.5K - $24K
16.1K $785K
MSFT
Microsoft Corp

Technology
386
+ 2.07%
$406.35 - $454.46 $157K - $175K
19.1K $8.04M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
24.7K
+ 112.85%
N/A
46.7K $0
ABT
Abbott Laboratories

Healthcare
5
+ 0.21%
$111.93 - $119.39 $560 - $597
2.34K $264K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
28
+ 0.28%
$77.23 - $82.11 $2.16K - $2.3K
9.94K $773K
ORCL
Oracle Corp

Technology
6
+ 0.23%
$165.41 - $192.43 $992 - $1.15K
2.62K $435K
F
Ford Motor CO

Consumer Cyclical
237
+ 1.2%
$9.69 - $11.4 $2.3K - $2.7K
20K $197K
CVX
Chevron Corp

Energy
18
+ 0.31%
$141.15 - $162.53 $2.54K - $2.93K
5.91K $855K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.03%
$87.44 - $102.5 $87.4 - $103
3.5K $319K
KO
Coca Cola CO

Consumer Defensive
72
+ 1.84%
$61.74 - $71.71 $4.45K - $5.16K
4K $248K
XOM
Exxon Mobil Corp

Energy
4
+ 0.11%
$105.51 - $125.37 $422 - $501
3.77K $405K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.01%
$161.05 - $179.7 $161 - $180
9.64K $1.62M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.02%
$143.34 - $165.86 $143 - $166
6.49K $938K
GIS
General Mills Inc

Consumer Defensive
358
+ 2.57%
$62.78 - $74.62 $22.5K - $26.7K
14.3K $910K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.05%
$485.52 - $625.25 $486 - $625
1.93K $977K
SMIN
Ishares Msci India Small Cap I

ETFs
1.07K
+ 3.29%
$75.68 - $86.0 $81.3K - $92.4K
33.7K $2.58M
FEMS
First Trust Emerging Markets S

ETFs
832
+ 0.58%
$37.58 - $41.53 $31.3K - $34.6K
145K $5.47M
Activity Summary
Buys All Purchases 42 New Holdings 1 Increased Positions 41 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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