Briaud Financial Planning, Inc Purchases in Q3 2024

Briaud Financial Planning, Inc

  • $194 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
2.75K
+ 1.09%
$215.56 - $246.98 $593K - $679K
255K $62.1M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
497K
+ 43.07%
$12.67 - $14.36 $6.29M - $7.13M
1.65M $22.2M
VTI
Vanguard Total Stock Market Et

ETFs
4K
+ 2.05%
$255.18 - $283.2 $1.02M - $1.13M
200K $56.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
23
+ 0.04%
$434.77 - $502.96 $10K - $11.6K
61.8K $30.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.68K
New
$162.83 - $179.16 $273K - $300K
1.68K $300K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
8.07K
New
$11.31 - $11.96 $91.3K - $96.6K
8.07K $96K
SOUN
Soundhound Ai, Inc.

Technology
19.9K
New
$3.89 - $6.2 $77.3K - $123K
19.9K $92K
XOM
Exxon Mobil Corp

Energy
475
+ 3.51%
$109.72 - $119.0 $52.1K - $56.5K
14K $1.64M
MRVL
Marvell Technology, Inc.

Technology
600
New
$56.15 - $76.24 $33.7K - $45.7K
600 $43K
ADBE
Adobe Inc.

Technology
70
New
$508.13 - $586.55 $35.6K - $41.1K
70 $36K
BMY
Bristol Myers Squibb CO

Healthcare
402
+ 35.45%
$39.66 - $51.75 $15.9K - $20.8K
1.54K $79K
MSFT
Microsoft Corp

Technology
100
+ 11.15%
$395.15 - $467.56 $39.5K - $46.8K
997 $429K
PM
Philip Morris International Inc.

Consumer Defensive
45
New
$101.25 - $127.45 $4.56K - $5.74K
45 $5K
OLN
Olin Corp

Basic Materials
46
New
$40.38 - $50.21 $1.86K - $2.31K
46 $2K
HPQ
Hp Inc

Technology
31
+ 19.02%
$32.02 - $38.11 $993 - $1.18K
194 $6K
KMI
Kinder Morgan, Inc.

Energy
5
+ 1.45%
$19.72 - $22.22 $98.6 - $111
350 $7K
Skye Bioscience Inc
1
New
N/A
1 $0
CC
Chemours CO

Basic Materials
2
New
$16.79 - $24.99 $33.6 - $50
2 $0
META
Meta Platforms, Inc.

Communication Services
0
New
$453.41 - $572.44 $0 - $0
0 $0
OXY
Occidental Petroleum Corp

Energy
29
+ 6.24%
$49.91 - $63.73 $1.45K - $1.85K
494 $25K
DIS
Walt Disney CO

Communication Services
100
+ 1.46%
$85.6 - $98.61 $8.56K - $9.86K
6.97K $670K
Activity Summary
Buys All Purchases 22 New Holdings 10 Increased Positions 12 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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