626 Financial, LLC Sells in Q3 2024

626 Financial, LLC

  • $177 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.6K
- 21.94%
$57.32 - $62.65 $1.58M - $1.73M
98.2K $6.12M
GOOGL
Alphabet Inc.

Communication Services
-1.23K
- 4.38%
$148.65 - $191.18 $182K - $235K
26.8K $4.45M
MSFT
Microsoft Corp

Technology
-622
- 3.22%
$395.15 - $467.56 $246K - $291K
18.7K $8.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.48K
- 3.95%
$161.02 - $200.0 $238K - $296K
35.9K $6.7M
QCOM
Qualcomm Inc

Technology
-189
- 1.21%
$156.12 - $209.64 $29.5K - $39.6K
15.4K $2.62M
NVDA
Nvidia Corp

Technology
-2.39K
- 6.28%
$98.91 - $134.91 $236K - $323K
35.7K $4.34M
GOOG
Alphabet Inc.

Communication Services
-359
- 2.47%
$149.54 - $192.66 $53.7K - $69.2K
14.2K $2.37M
CVS
Cvs Health Corp

Healthcare
-5.46K
- 30.99%
$55.81 - $63.18 $305K - $345K
12.2K $764K
XLK
Technology Sector Spdr

ETFs
-767
- 9.42%
$197.34 - $237.68 $151K - $182K
7.38K $1.66M
FEMS
First Trust Emerging Markets S

ETFs
-6.08K
- 4.05%
$37.85 - $42.19 $230K - $256K
144K $5.92M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-2.93K
- 25.31%
$37.19 - $44.15 $109K - $129K
8.64K $350K
SPYG
Spdr Portfolio

ETFs
-1.38K
- 13.89%
$73.38 - $84.1 $101K - $116K
8.54K $708K
DAL
Delta Air Lines, Inc.

Industrials
-2.18K
- 17.27%
$37.32 - $51.8 $81.5K - $113K
10.5K $530K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.35K
- 16.35%
$48.51 - $52.86 $114K - $124K
12K $635K
EMR
Emerson Electric CO

Industrials
-504
- 5.22%
$98.19 - $118.87 $49.5K - $59.9K
9.14K $1M
UBER
Uber Technologies, Inc

Technology
-1.24K
- 7.18%
$58.48 - $77.47 $72.7K - $96.4K
16.1K $1.21M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.46K
- 8.52%
$47.95 - $49.61 $69.9K - $72.3K
15.7K $773K
AXP
American Express CO

Financial Services
-427
- 23.3%
$225.92 - $271.17 $96.5K - $116K
1.41K $381K
DIS
Walt Disney CO

Communication Services
-200
- 5.05%
$85.6 - $98.61 $17.1K - $19.7K
3.76K $361K
CRM
Salesforce, Inc.

Technology
-229
- 9.9%
$238.42 - $276.53 $54.6K - $63.3K
2.09K $570K
ADBE
Adobe Inc.

Technology
-16
- 3.64%
$508.13 - $586.55 $8.13K - $9.38K
423 $219K
XOM
Exxon Mobil Corp

Energy
-170
- 4.32%
$109.72 - $119.0 $18.7K - $20.2K
3.77K $441K
ENPH
Enphase Energy, Inc.

Technology
-309
- 9.34%
$95.77 - $123.65 $29.6K - $38.2K
3K $339K
MO
Altria Group, Inc.

Consumer Defensive
-320
- 5.98%
$45.95 - $54.71 $14.7K - $17.5K
5.04K $256K
SPY
Spdr S&P 500 ETF Trust

ETFs
-38
- 2.28%
$517.38 - $573.86 $19.7K - $21.8K
1.63K $933K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-210
- 3.04%
$58.35 - $66.29 $12.3K - $13.9K
6.7K $443K
NKE
Nike, Inc.

Consumer Cyclical
-60
- 1.52%
$71.09 - $89.44 $4.27K - $5.37K
3.9K $344K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-422
- 10.58%
$57.22 - $80.08 $24.1K - $33.8K
3.57K $278K
PM
Philip Morris International Inc.

Consumer Defensive
-113
- 3.43%
$101.25 - $127.45 $11.4K - $14.4K
3.18K $386K
PG
Procter & Gamble CO

Consumer Defensive
-141
- 1.44%
$160.76 - $177.82 $22.7K - $25.1K
9.64K $1.67M
SBUX
Starbucks Corp

Consumer Cyclical
-164
- 4.47%
$72.51 - $98.6 $11.9K - $16.2K
3.5K $341K
UNH
Unitedhealth Group Inc

Healthcare
-168
- 8.0%
$488.01 - $604.18 $82K - $102K
1.93K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
-133
- 1.21%
$194.9 - $224.8 $25.9K - $29.9K
10.9K $2.29M
IWN
Ishares Russell2000 Val ETF

ETFs
-200
- 2.73%
$150.05 - $171.34 $30K - $34.3K
7.13K $1.19M
JNJ
Johnson & Johnson

Healthcare
-138
- 2.08%
$145.48 - $167.38 $20.1K - $23.1K
6.49K $1.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-74
- 3.27%
$405.19 - $478.57 $30K - $35.4K
2.19K $1.01M
T
At&T Inc.

Communication Services
-148
- 0.45%
$18.21 - $22.28 $2.7K - $3.3K
32.7K $719K
BMY
Bristol Myers Squibb CO

Healthcare
-60
- 0.64%
$39.66 - $51.75 $2.38K - $3.11K
9.35K $484K
WMT
Walmart Inc.

Consumer Defensive
-760
- 5.6%
$66.91 - $81.4 $50.9K - $61.9K
12.8K $1.03M
TSLA
Tesla, Inc.

Consumer Cyclical
-15
- 0.67%
$191.76 - $263.26 $2.88K - $3.95K
2.23K $583K
VTI
Vanguard Total Stock Market Et

ETFs
-172
- 1.28%
$255.18 - $283.2 $43.9K - $48.7K
13.3K $3.77M
FAB
First Tr Multi Cap Value Alpha

ETFs
-978
- 2.26%
$77.64 - $85.16 $75.9K - $83.3K
42.4K $3.58M
SYK
Stryker Corp

Healthcare
-1.09K
- 1.81%
$315.94 - $371.96 $346K - $407K
59.3K $21.4M
AAPL
Apple Inc.

Technology
-1.28K
- 2.44%
$207.23 - $234.82 $265K - $300K
51.2K $11.9M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-3.7K
- 1.22%
$70.02 - $76.68 $259K - $283K
299K $22.9M
Activity Summary
Buys All Purchases 32 New Holdings 12 Increased Positions 20 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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