Falcon Wealth Planning Reduced Holdings in Q4 2024

Falcon Wealth Planning

  • $810 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
-53
- 6.47%
$249.1 - $324.54 $13.2K - $17.2K
766 $230K
NFLX
Netflix Inc

Communication Services
-115
- 18.14%
$687.65 - $936.56 $79.1K - $108K
519 $462K
EQIX
Equinix Inc

Real Estate
-7
- 1.54%
$865.69 - $985.0 $6.06K - $6.9K
448 $422K
VTI
Vanguard Total Stock Market Et

ETFs
-85
- 1.28%
$280.04 - $302.45 $23.8K - $25.7K
6.57K $1.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
-190
- 2.59%
$241.48 - $274.89 $45.9K - $52.2K
7.14K $1.81M
XLF
Financial Sector Spdr

ETFs
-42
- 0.21%
$44.89 - $51.34 $1.89K - $2.16K
19.9K $962K
WMT
Walmart Inc.

Consumer Defensive
-31
- 0.36%
$79.1 - $95.7 $2.45K - $2.97K
8.6K $776K
BAC
Bank Of America Corp

Financial Services
-1.68K
- 3.76%
$39.22 - $47.77 $65.8K - $80.1K
42.9K $1.88M
GOOG
Alphabet Inc.

Communication Services
-38
- 0.32%
$163.08 - $198.16 $6.2K - $7.53K
12K $2.29M
VUG
Vanguard Growth ETF

ETFs
-81
- 0.21%
$378.79 - $428.11 $30.7K - $34.7K
37.7K $15.5M
Activity Summary
Buys All Purchases 91 New Holdings 16 Increased Positions 75 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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