Better Money Decisions, LLC Closed Holding Positions

Better Money Decisions, LLC

  • $140 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ISRG
Intuitive Surgical Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
2
$319.93 - $365.42 $640 - $731
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2021 Filed on Feb 14, 2022
111
$85.5 - $86.18 $9.49K - $9.57K
WMB
Williams Companies, Inc.

Energy
Q4 2021 Filed on Feb 14, 2022
221
$25.35 - $29.55 $5.6K - $6.53K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
4
$2067.01 - $2648.2 $8.27K - $10.6K
ETR
Entergy Corp

Utilities
Q4 2021 Filed on Feb 14, 2022
38
$99.37 - $112.65 $3.78K - $4.28K
TGT
Target Corp

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
107
$217.74 - $266.39 $23.3K - $28.5K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
285
$54.21 - $62.53 $15.4K - $17.8K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Feb 14, 2022
62
$125.2 - $162.72 $7.76K - $10.1K
IYE
Ishares Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
137
$28.79 - $32.36 $3.94K - $4.43K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q4 2021 Filed on Feb 14, 2022
154
$109.8 - $123.28 $16.9K - $19K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q4 2021 Filed on Feb 14, 2022
219
$80.48 - $90.28 $17.6K - $19.8K
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Feb 14, 2022
6
$285.04 - $352.16 $1.71K - $2.11K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
159
$42.64 - $48.7 $6.78K - $7.74K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 14, 2022
531
$35.39 - $39.43 $18.8K - $20.9K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
53
$151.74 - $173.89 $8.04K - $9.22K
THO
Thor Industries Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
39
$93.59 - $126.78 $3.65K - $4.94K
MKSI
Mks Instruments Inc

Technology
Q4 2021 Filed on Feb 14, 2022
90
$141.92 - $177.58 $12.8K - $16K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
3
$589.61 - $711.02 $1.77K - $2.13K
PAYX
Paychex Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
50
$115.01 - $137.38 $5.75K - $6.87K
SO
Southern CO

Utilities
Q4 2021 Filed on Feb 14, 2022
73
$61.1 - $68.58 $4.46K - $5.01K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
654
$6.47 - $7.04 $4.23K - $4.6K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
109
$36.84 - $49.39 $4.02K - $5.38K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
213
$60.8 - $67.59 $13K - $14.4K
ECL
Ecolab Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
23
$212.13 - $235.67 $4.88K - $5.42K
KMI
Kinder Morgan, Inc.

Energy
Q4 2021 Filed on Feb 14, 2022
363
$15.24 - $18.65 $5.53K - $6.77K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
186
$97.11 - $146.61 $18.1K - $27.3K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q4 2021 Filed on Feb 14, 2022
42
$99.12 - $110.76 $4.16K - $4.65K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
5
$370.57 - $477.91 $1.85K - $2.39K
ALG
Alamo Group Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
57
$136.01 - $158.25 $7.75K - $9.02K
ROLL
Rbc Bearings Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
23
$190.82 - $241.35 $4.39K - $5.55K
SMG
Scotts Miracle Gro CO

Basic Materials
Q4 2021 Filed on Feb 14, 2022
71
$134.0 - $176.89 $9.51K - $12.6K
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
269
$22.79 - $32.39 $6.13K - $8.71K
FFIC
Flushing Financial Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
184
$22.91 - $24.75 $4.22K - $4.55K
CTBI
Community Trust Bancorp Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
88
$41.87 - $45.85 $3.68K - $4.03K
AZZ
Azz Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
104
$51.7 - $57.2 $5.38K - $5.95K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
890
$29.33 - $34.9 $26.1K - $31.1K
CWCO
Consolidated Water Co. Ltd.

Utilities
Q4 2021 Filed on Feb 14, 2022
355
$10.5 - $11.87 $3.73K - $4.21K
BOH
Bank Of Hawaii Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
57
$79.78 - $88.41 $4.55K - $5.04K
TACT
Transact Technologies Inc

Technology
Q4 2021 Filed on Feb 14, 2022
677
$9.63 - $14.8 $6.52K - $10K
Zix Corp
Q4 2021 Filed on Feb 14, 2022
663
N/A
FIZZ
National Beverage Corp

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
82
$45.33 - $63.25 $3.72K - $5.19K
ODC
Oil Dri Corp Of America

Basic Materials
Q4 2021 Filed on Feb 14, 2022
110
$30.19 - $37.2 $3.32K - $4.09K
UNF
Unifirst Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
52
$191.65 - $223.56 $9.97K - $11.6K
PUK
Prudential PLC

Financial Services
Q4 2021 Filed on Feb 14, 2022
119
$32.31 - $42.05 $3.84K - $5K
RIG
Transocean Ltd.

Energy
Q4 2021 Filed on Feb 14, 2022
560
$2.76 - $4.1 $1.55K - $2.3K
CTT
Catch Mark Timber Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
631
$7.21 - $12.36 $4.55K - $7.8K
VMW
Vmware, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
69
$110.44 - $167.06 $7.62K - $11.5K
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
114
$52.85 - $60.09 $6.02K - $6.85K
OTRK
Ontrak, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
92
$10.21 - $17.85 $939 - $1.64K
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