All Gen Financial Advisors, Inc. New Holdings in Q1 2024

All Gen Financial Advisors, Inc.

  • $246 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
550K
New
$57.88 - $58.54 $31.8M - $32.2M
550K $31.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
14.4K
New
$396.28 - $446.38 $5.7M - $6.42M
14.4K $6.38B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.7K
New
$359.29 - $420.52 $5.28M - $6.18M
14.7K $6.18B
JNJ
Johnson & Johnson

Healthcare
31.6K
New
$155.22 - $162.74 $4.91M - $5.15M
31.6K $5.01B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
70.4K
New
$45.67 - $49.16 $3.21M - $3.46M
70.4K $3.46B
NVDA
Nvidia Corp

Technology
275
New
$475.69 - $950.02 $131K - $261K
275 $248M
TSLA
Tesla, Inc.

Consumer Cyclical
1.26K
New
$162.5 - $248.42 $205K - $313K
1.26K $221M
VMC
Vulcan Materials CO

Basic Materials
770
New
$219.33 - $275.59 $169K - $212K
770 $210M
Activity Summary
Buys All Purchases 20 New Holdings 8 Increased Positions 12 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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