Falcon Wealth Planning Incresed Positions in Q3 2024

Falcon Wealth Planning

  • $798 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
331
+ 5.26%
$39.43 - $44.82 $13.1K - $14.8K
6.62K $296K
NFLX
Netflix Inc

Communication Services
11
+ 1.77%
$598.55 - $722.26 $6.58K - $7.94K
634 $449K
XOM
Exxon Mobil Corp

Energy
185
+ 6.61%
$109.72 - $119.0 $20.3K - $22K
2.98K $349K
CMCSA
Comcast Corp

Communication Services
196
+ 2.89%
$37.33 - $41.78 $7.32K - $8.19K
6.99K $292K
SCHX
Schwab Strategic Tr Us Large C

ETFs
105
+ 2.61%
$61.11 - $67.85 $6.42K - $7.12K
4.13K $280K
PEP
Pepsico Inc

Consumer Defensive
32
+ 1.33%
$161.9 - $179.3 $5.18K - $5.74K
2.44K $414K
ROST
Ross Stores, Inc.

Consumer Cyclical
6
+ 0.36%
$136.06 - $155.24 $816 - $931
1.68K $253K
DIS
Walt Disney CO

Communication Services
100
+ 3.27%
$85.6 - $98.61 $8.56K - $9.86K
3.16K $303K
Wisdomtree Tr
55
+ 1.1%
N/A
5.04K $0
Fidelity Wise Origin Bitcoin
1.33K
+ 29.99%
N/A
5.77K $0
HON
Honeywell International Inc

Industrials
8
+ 0.66%
$196.73 - $220.21 $1.57K - $1.76K
1.22K $251K
INTC
Intel Corp

Technology
2.74K
+ 28.23%
$18.9 - $34.87 $51.9K - $95.7K
12.5K $292K
CDNS
Cadence Design Systems Inc

Technology
40
+ 5.13%
$246.84 - $321.11 $9.87K - $12.8K
819 $221K
FDX
Fedex Corp

Industrials
7
+ 0.78%
$254.64 - $313.52 $1.78K - $2.19K
908 $248K
ADBE
Adobe Inc.

Technology
42
+ 3.58%
$508.13 - $586.55 $21.3K - $24.6K
1.21K $628K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.99K
+ 54.32%
$31.02 - $58.9 $92.8K - $176K
8.5K $266K
GOOGL
Alphabet Inc.

Communication Services
171
+ 2.21%
$148.65 - $191.18 $25.4K - $32.7K
7.9K $1.31M
MSFT
Microsoft Corp

Technology
22
+ 0.22%
$395.15 - $467.56 $8.69K - $10.3K
10.3K $4.41M
Activity Summary
Buys All Purchases 89 New Holdings 20 Increased Positions 69 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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