Family Firm, Inc. Reduced Holdings in Q3 2024

Family Firm, Inc.

  • $932 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-39.1K
- 93.59%
$405.19 - $478.57 $15.9M - $18.7M
2.68K $1.23M
TIP
Ishares Tr Tips Bd ETF

ETFs
-18.7K
- 9.13%
$105.92 - $110.83 $1.98M - $2.08M
186K $20.6M
IGOV
Ishares 1 3 International Trea

ETFs
-28.4K
- 14.62%
$38.52 - $42.09 $1.09M - $1.19M
166K $6.93M
VUG
Vanguard Growth ETF

ETFs
-457
- 44.72%
$341.08 - $391.94 $156K - $179K
565 $216K
CVX
Chevron Corp

Energy
-247
- 9.5%
$137.88 - $161.97 $34.1K - $40K
2.35K $346K
GOOG
Alphabet Inc.

Communication Services
-69
- 2.66%
$149.54 - $192.66 $10.3K - $13.3K
2.53K $422K
DIS
Walt Disney CO

Communication Services
-283
- 11.52%
$85.6 - $98.61 $24.2K - $27.9K
2.17K $209K
IYH
Ishares Tr

ETFs
-629
- 14.87%
$60.29 - $66.38 $37.9K - $41.8K
3.6K $234K
IXP
Ishares Global Comm Services E

ETFs
-630
- 9.24%
$83.95 - $94.13 $52.9K - $59.3K
6.19K $582K
EFV
Msci Eafe Value ETF

ETFs
-1.07K
- 11.68%
$51.72 - $57.96 $55.4K - $62.1K
8.11K $466K
SPY
Spdr S&P 500 ETF Trust

ETFs
-71
- 7.38%
$517.38 - $573.86 $36.7K - $40.7K
891 $511K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-526
- 7.58%
$36.98 - $41.55 $19.5K - $21.9K
6.42K $263K
IYM
Ishares Tr

ETFs
-226
- 6.7%
$136.13 - $151.64 $30.8K - $34.3K
3.15K $472K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-965
- 11.32%
$33.89 - $41.64 $32.7K - $40.2K
7.56K $301K
IYK
Ishares U.S. Consumer Staples

ETFs
-1
- 0.03%
$65.27 - $72.12 $65.3 - $72.1
3.02K $213K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-1.84K
- 9.71%
$21.65 - $25.28 $39.8K - $46.5K
17.1K $431K
MO
Altria Group, Inc.

Consumer Defensive
-61
- 1.36%
$45.95 - $54.71 $2.8K - $3.34K
4.43K $226K
EWA
Ishares Msci Australia ETF

ETFs
-387
- 3.01%
$23.21 - $27.11 $8.98K - $10.5K
12.5K $337K
ACN
Accenture PLC

Technology
-30
- 3.97%
$295.44 - $355.81 $8.86K - $10.7K
726 $256K
SBUX
Starbucks Corp

Consumer Cyclical
-421
- 11.77%
$72.51 - $98.6 $30.5K - $41.5K
3.16K $307K
COST
Costco Wholesale Corp

Consumer Defensive
-35
- 2.14%
$801.83 - $917.05 $28.1K - $32.1K
1.6K $1.42M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-82
- 3.77%
$178.41 - $210.18 $14.6K - $17.2K
2.09K $415K
WMT
Walmart Inc.

Consumer Defensive
-244
- 6.16%
$66.91 - $81.4 $16.3K - $19.9K
3.72K $300K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-149
- 1.12%
$116.79 - $133.54 $17.4K - $19.9K
13.2K $1.74M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-32
- 0.21%
$38.1 - $44.5 $1.22K - $1.42K
15.4K $662K
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
-112
- 0.85%
$67.38 - $77.85 $7.55K - $8.72K
13K $995K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
-339
- 1.94%
$69.46 - $74.23 $23.5K - $25.2K
17.2K $1.27M
NOC
Northrop Grumman Corp

Industrials
-5
- 0.81%
$423.73 - $533.14 $2.12K - $2.67K
613 $323K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-403
- 3.55%
$283.28 - $314.39 $114K - $127K
10.9K $3.44M
RTX
Raytheon Technologies Corp

Industrials
-93
- 2.57%
$99.55 - $123.34 $9.26K - $11.5K
3.53K $427K
IEV
Ishares Tr Europe ETF

ETFs
-2.27K
- 4.02%
$53.25 - $58.78 $121K - $133K
54.2K $3.16M
IXJ
Ishares Global Healthcare ETF

ETFs
-227
- 1.37%
$91.63 - $101.25 $20.8K - $23K
16.3K $1.6M
MMM
3 M CO

Industrials
-2
- 0.1%
$99.69 - $139.42 $199 - $279
2.02K $275K
IWN
Ishares Russell2000 Val ETF

ETFs
-281
- 3.51%
$150.05 - $171.34 $42.2K - $48.1K
7.73K $1.29M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.56K
- 2.79%
$96.25 - $101.98 $150K - $159K
54.3K $5.49M
XLY
Select Sector Spdr Consumer Di

ETFs
-20
- 0.41%
$170.05 - $200.86 $3.4K - $4.02K
4.82K $965K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-231
- 0.84%
$57.32 - $62.65 $13.2K - $14.5K
27.1K $1.69M
IYG
Ishares Tr

ETFs
-1.58K
- 4.34%
$64.2 - $71.76 $101K - $113K
34.7K $2.47M
ITB
Ishares Tr

ETFs
-667
- 9.0%
$97.52 - $128.64 $65K - $85.8K
6.74K $856K
EWC
Ishares Msci Canada ETF

ETFs
-410
- 1.42%
$36.52 - $41.67 $15K - $17.1K
28.4K $1.18M
JXI
Ishares Tr Global Utils ETF

ETFs
-5
- 0.05%
$59.7 - $70.74 $299 - $354
10.4K $738K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.28K
- 0.9%
$98.99 - $101.51 $127K - $130K
142K $14.3M
IAT
Ishares Tr

ETFs
-1.02K
- 3.18%
$40.8 - $48.93 $41.5K - $49.8K
30.9K $1.47M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4
- 0.02%
$60.13 - $68.17 $241 - $273
24.3K $1.64M
RING
Ishares Inc Msci Global Gold M

ETFs
-779
- 2.31%
$27.51 - $34.67 $21.4K - $27K
32.9K $1.09M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-568
- 2.24%
$127.29 - $141.5 $72.3K - $80.4K
24.8K $3.45M
BHK
Blackrock Core Bond Trust

Financial Services
-5.3K
- 2.33%
$10.55 - $12.06 $55.9K - $63.9K
222K $2.68M
IDU
Ishares Tr U S Utils ETF

ETFs
-108
- 0.47%
$87.2 - $102.21 $9.42K - $11K
23K $2.34M
ICF
Ishares Tr

ETFs
-4.22K
- 5.43%
$56.77 - $67.33 $240K - $284K
73.5K $4.84M
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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