Family Firm, Inc. Incresed Positions in Q3 2024

Family Firm, Inc.

  • $932 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
42K
+ 4.91%
$294.75 - $326.73 $12.4M - $13.7M
898K $294M
IVV
Ishares Core S&P 500 ETF

ETFs
11.6K
+ 6.29%
$520.18 - $576.82 $6.04M - $6.7M
196K $113M
VNQ
Vanguard Specialized Funds Van

ETFs
2.99K
+ 1.01%
$82.97 - $98.97 $248K - $296K
298K $29M
AVGO
Broadcom Inc.

Technology
22K
+ 3296.85%
$136.27 - $1745.86 $3M - $38.4M
22.7K $3.91M
VEA
Vanguard Ftse Developed Market

ETFs
558
+ 0.07%
$47.6 - $53.31 $26.6K - $29.7K
771K $40.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.9K
+ 3.16%
$59.93 - $66.52 $774K - $859K
421K $28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.03K
+ 0.65%
$71.45 - $75.64 $288K - $305K
623K $46.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
13
+ 0.01%
$95.81 - $109.03 $1.25K - $1.42K
174K $18.7M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
13.6K
+ 4.27%
$37.78 - $40.34 $512K - $547K
331K $13.3M
AAPL
Apple Inc.

Technology
893
+ 2.39%
$207.23 - $234.82 $185K - $210K
38.3K $8.91M
IBB
Ishares Biotechnology ETF

ETFs
2.85K
+ 7.54%
$135.09 - $149.47 $385K - $426K
40.7K $5.92M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.16K
+ 1.74%
$112.99 - $126.45 $131K - $147K
68.1K $8.58M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
5.52K
+ 7.2%
$54.2 - $65.22 $299K - $360K
82.1K $5.23M
IEF
Ishares Barclays

ETFs
5.96K
+ 26.5%
$92.67 - $99.14 $552K - $591K
28.4K $2.79M
IWC
Russell Micro Cap ETF

ETFs
408
+ 0.6%
$112.21 - $129.46 $45.8K - $52.8K
68.1K $8.39M
AFL
Aflac Inc

Financial Services
4
+ 0.01%
$88.52 - $111.8 $354 - $447
29.9K $3.35M
QCOM
Qualcomm Inc

Technology
4.01K
+ 611.89%
$156.12 - $209.64 $627K - $841K
4.67K $794K
IGE
Ishares Tr North Amern Nat Res

ETFs
14K
+ 2.9%
$42.07 - $45.59 $588K - $637K
495K $21.8M
VTHR
Vanguard Russell 3000 ETF

ETFs
143
+ 0.36%
$228.55 - $253.74 $32.7K - $36.3K
39.5K $10M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.35K
+ 1.21%
$41.9 - $48.26 $56.5K - $65.1K
113K $5.42M
IFGL
Ishares International Develope

ETFs
2.42K
+ 1.69%
$19.81 - $23.14 $47.9K - $56K
145K $3.31M
IEFA
Ishares Tr

ETFs
5.75K
+ 142.84%
$70.09 - $78.74 $403K - $453K
9.78K $763K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
35.7K
+ 13.58%
$8.98 - $10.08 $320K - $359K
298K $2.87M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
18.6K
+ 2.87%
$25.19 - $25.5 $468K - $473K
666K $17M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.6K
+ 24.42%
$22.38 - $23.66 $350K - $370K
79.6K $1.87M
EMF
Templeton Emerging Markets Fund

Financial Services
7.12K
+ 2.73%
$11.8 - $13.77 $84K - $98K
268K $3.63M
VOOV
Vanguard S&P 500 Value ETF

ETFs
23
+ 0.09%
$175.0 - $190.72 $4.03K - $4.39K
25.7K $4.9M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.05K
+ 1.15%
$39.37 - $41.68 $80.9K - $85.6K
180K $7.47M
EEM
Ishares Msci Emerging Markets

ETFs
4.29K
+ 8.5%
$40.42 - $46.7 $174K - $200K
54.8K $2.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
130
+ 0.42%
$105.53 - $118.34 $13.7K - $15.4K
31.1K $3.63M
SCHA
Schwab Strategic Tr Us Small C

ETFs
790
+ 1.45%
$46.9 - $51.96 $37.1K - $41K
55.4K $2.85M
MSFT
Microsoft Corp

Technology
726
+ 19.64%
$395.15 - $467.56 $287K - $339K
4.42K $1.9M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.95K
+ 13.47%
$84.81 - $93.54 $165K - $182K
16.4K $1.51M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
189
+ 0.96%
$111.9 - $124.28 $21.1K - $23.5K
19.9K $2.46M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
600
+ 0.48%
$14.38 - $16.69 $8.63K - $10K
127K $2.08M
VB
Vanguard Small Cap ETF

ETFs
461
+ 9.7%
$214.77 - $237.72 $99K - $110K
5.21K $1.24M
VBR
Vanguard Small Cap Value ETF

ETFs
217
+ 2.68%
$179.99 - $201.6 $39.1K - $43.7K
8.32K $1.67M
META
Meta Platforms, Inc.

Communication Services
286
+ 99.65%
$453.41 - $572.44 $130K - $164K
573 $328K
TLT
Ishares Barclays 20+ Year Trea

ETFs
998
+ 7.92%
$89.91 - $101.33 $89.7K - $101K
13.6K $1.33M
IVE
Ishares S&P 500 Value ETF

ETFs
101
+ 0.98%
$181.06 - $197.17 $18.3K - $19.9K
10.4K $2.05M
IVW
Ishares S&P 500 Growth ETF

ETFs
70
+ 0.14%
$84.77 - $97.13 $5.93K - $6.8K
51.6K $4.95M
BOND
Pimco Active Bond Exchange Tra

ETFs
855
+ 3.37%
$90.01 - $95.32 $77K - $81.5K
26.3K $2.48M
AMZN
Amazon Com Inc

Consumer Cyclical
1.02K
+ 29.69%
$161.02 - $200.0 $164K - $203K
4.44K $827K
IBM
International Business Machines Corp

Technology
5
+ 0.15%
$175.1 - $223.38 $876 - $1.12K
3.38K $746K
ABBV
Abb Vie Inc.

Healthcare
154
+ 3.2%
$163.84 - $199.33 $25.2K - $30.7K
4.97K $980K
PHM
Pultegroup Inc

Consumer Cyclical
89
+ 2.18%
$103.95 - $144.98 $9.25K - $12.9K
4.17K $598K
IWM
Ishares Russell 2000 ETF

ETFs
31
+ 0.4%
$200.87 - $224.6 $6.23K - $6.96K
7.85K $1.73M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
2.91K
+ 12.8%
$26.87 - $30.93 $78.1K - $89.9K
25.6K $755K
PICK
Ishares Inc Msci Global Select

ETFs
1.12K
+ 3.49%
$36.29 - $43.35 $40.6K - $48.5K
33.2K $1.43M
Activity Summary
Buys All Purchases 143 New Holdings 2 Increased Positions 141 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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