Bbjs Financial Advisors, LLC Purchases in Q3 2024

Bbjs Financial Advisors, LLC

  • $280 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.99K
+ 6.52%
$162.83 - $179.16 $1.46M - $1.61M
147K $26.3B
MSFT
Microsoft Corp

Technology
7.43K
+ 1959.89%
$395.15 - $467.56 $2.94M - $3.47M
7.81K $3.36B
TLT
Ishares Barclays 20+ Year Trea

ETFs
29K
+ 2887.54%
$89.91 - $101.33 $2.6M - $2.93M
30K $2.94B
BWXT
Bwx Technologies, Inc.

Industrials
25.8K
+ 12305.71%
$92.38 - $108.7 $2.39M - $2.81M
26.1K $2.83B
NVDA
Nvidia Corp

Technology
22.6K
+ 88.51%
$98.91 - $134.91 $2.24M - $3.05M
48.2K $5.85B
SRLN
Ssga Active Trust

ETFs
55.3K
New
$40.93 - $41.85 $2.26M - $2.32M
55.3K $2.31B
VBR
Vanguard Small Cap Value ETF

ETFs
45
+ 0.05%
$179.99 - $201.6 $8.1K - $9.07K
83K $16.7B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
285
+ 0.12%
$65.06 - $71.72 $18.5K - $20.4K
242K $17.2B
XLU
Utilities Sector Spdr

ETFs
468
+ 0.78%
$67.67 - $80.78 $31.7K - $37.8K
60.3K $4.87B
VPN
Global X Fds Data Ctr Reits &

ETFs
2.4K
+ 1.04%
$14.75 - $16.25 $35.4K - $39K
233K $4.11B
IVE
Ishares S&P 500 Value ETF

ETFs
50
+ 0.14%
$181.06 - $197.17 $9.05K - $9.86K
35.8K $7.07B
IVW
Ishares S&P 500 Growth ETF

ETFs
43
+ 0.03%
$84.77 - $97.13 $3.65K - $4.18K
156K $15B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.13K
+ 3.28%
$81.31 - $83.29 $255K - $261K
98.6K $8.2B
VLUE
Ishares Msci Usa Value Factor

ETFs
418
+ 0.75%
$99.14 - $109.18 $41.4K - $45.6K
56.1K $6.12B
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 0.12%
$520.18 - $576.82 $6.76K - $7.5K
10.7K $6.19B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
33
+ 0.06%
$90.87 - $102.43 $3K - $3.38K
51.8K $5.12B
JPIB
Jpmorgan International Bond Op

ETFs
3.62K
+ 4.28%
$46.96 - $48.73 $170K - $176K
88.1K $4.29B
XLV
Select Sector Spdr Fund Health

ETFs
91
+ 0.3%
$143.3 - $157.24 $13K - $14.3K
30.8K $4.74B
VTR
Ventas, Inc.

Real Estate
29
+ 0.19%
$50.88 - $65.33 $1.48K - $1.89K
15.3K $984M
CCI
Crown Castle International Corp

Real Estate
30
+ 0.38%
$95.29 - $120.24 $2.86K - $3.61K
7.98K $946M
HD
Home Depot, Inc.

Consumer Cyclical
101
+ 51.79%
$333.64 - $405.2 $33.7K - $40.9K
296 $120M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.31K
New
$31.18 - $33.5 $40.8K - $43.8K
1.31K $43.4M
V
Visa Inc.

Financial Services
150
+ 111.11%
$253.74 - $291.56 $38.1K - $43.7K
285 $78.4M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
13
+ 0.38%
$108.44 - $120.37 $1.41K - $1.56K
3.45K $415M
HON
Honeywell International Inc

Industrials
120
+ 114.29%
$196.73 - $220.21 $23.6K - $26.4K
225 $46.5M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
22
+ 0.32%
$38.03 - $42.06 $837 - $925
6.86K $287M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
11
+ 2.17%
$72.18 - $107.33 $794 - $1.18K
518 $55M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
24
+ 0.64%
$55.06 - $62.25 $1.32K - $1.49K
3.8K $234M
ASML
Asml Holding Nv

Technology
13
New
$749.82 - $1098.95 $9.75K - $14.3K
13 $10.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
49
+ 0.78%
$49.93 - $51.15 $2.45K - $2.51K
6.35K $325M
NEE
Nextera Energy Inc

Utilities
2
+ 0.33%
$69.9 - $84.97 $140 - $170
603 $50.9M
IBHG
Ishares Tr Ibonds 2027 Term Hi
6
+ 0.06%
$21.89 - $22.6 $131 - $136
9.84K $222M
ACM
Aecom

Industrials
1
+ 0.51%
$82.37 - $103.25 $82.4 - $103
196 $20.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
2
+ 0.35%
$51.0 - $57.07 $102 - $114
572 $31.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.25%
$59.25 - $65.33 $59.3 - $65.3
407 $26.4M
VPU
Vanguard Utilities ETF

ETFs
1
+ 1.54%
$146.64 - $174.54 $147 - $175
66 $11.4M
FCOM
Fidelity Covington Tr Msci Com

ETFs
1
+ 0.39%
$49.09 - $55.08 $49.1 - $55.1
257 $14.1M
CPB
Campbell Soup CO

Consumer Defensive
1
+ 0.56%
$45.01 - $51.89 $45 - $51.9
178 $8.71M
IBHD
Ishares Ibonds 2024 Term High

ETFs
4
+ 0.04%
$23.11 - $23.29 $92.4 - $93.2
10.3K $240M
HSY
Hershey CO

Consumer Defensive
1
+ 2.0%
$182.45 - $203.25 $182 - $203
51 $9.71M
IBHE
Ishares Ibonds 2025 Term High

ETFs
2
+ 0.02%
$23.03 - $23.3 $46.1 - $46.6
10.1K $236M
NORW
Global X Msci Norway ETF

ETFs
5
+ 0.68%
$23.95 - $26.45 $120 - $132
738 $19M
HPQ
Hp Inc

Technology
1
+ 0.87%
$32.02 - $38.11 $32 - $38.1
116 $4.17M
BAC
Bank Of America Corp

Financial Services
5
+ 0.66%
$36.65 - $44.13 $183 - $221
760 $30.1M
Amplify ETF Tr
5
+ 2.18%
N/A
234 $774K
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.86%
$16.1 - $21.44 $16.1 - $21.4
117 $2.39M
VDE
Vanguard Energy ETF

ETFs
1
+ 0.56%
$117.44 - $131.06 $117 - $131
181 $22.2M
Activity Summary
Buys All Purchases 48 New Holdings 3 Increased Positions 45 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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