Family Wealth Group, LLC Incresed Positions in Q3 2024

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.02K
+ 131.33%
$36.98 - $41.55 $260K - $292K
12.4K $508K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.41K
+ 47.67%
$44.46 - $48.11 $196K - $212K
13.7K $656K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.06K
+ 25.9%
$44.83 - $47.42 $182K - $192K
19.7K $928K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.76%
$333.64 - $405.2 $7.67K - $9.32K
3.05K $1.23M
IBM
International Business Machines Corp

Technology
8
+ 0.24%
$175.1 - $223.38 $1.4K - $1.79K
3.29K $728K
EFV
Msci Eafe Value ETF

ETFs
720
+ 3.15%
$51.72 - $57.96 $37.2K - $41.7K
23.6K $1.36M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.58K
+ 1.87%
$24.86 - $26.33 $39.2K - $41.5K
85.9K $2.24M
UNH
Unitedhealth Group Inc

Healthcare
77
+ 9.17%
$488.01 - $604.18 $37.6K - $46.5K
917 $536K
WMT
Walmart Inc.

Consumer Defensive
208
+ 3.49%
$66.91 - $81.4 $13.9K - $16.9K
6.17K $498K
PGR
Progressive Corp

Financial Services
20
+ 1.06%
$209.46 - $259.24 $4.19K - $5.18K
1.92K $485K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
209
+ 0.5%
$44.9 - $47.55 $9.38K - $9.94K
41.7K $1.97M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
10
+ 0.03%
$49.82 - $52.8 $498 - $528
35.8K $1.88M
ADP
Automatic Data Processing Inc

Industrials
78
+ 6.26%
$233.44 - $279.45 $18.2K - $21.8K
1.33K $366K
VONV
Vanguard Russell 1000 Value Et

ETFs
159
+ 2.19%
$76.07 - $83.33 $12.1K - $13.2K
7.42K $618K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7
+ 0.12%
$105.53 - $118.34 $739 - $828
5.91K $691K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1.55K
+ 8.76%
$25.19 - $26.77 $38.9K - $41.4K
19.2K $509K
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 10.42%
$517.38 - $573.86 $33.1K - $36.7K
678 $389K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
59
+ 1.28%
$111.9 - $124.28 $6.6K - $7.33K
4.67K $576K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
42
+ 0.94%
$117.9 - $128.2 $4.95K - $5.38K
4.5K $577K
QJUN
First Tr ETF
1.57K
+ 17.28%
$24.85 - $27.22 $39K - $42.7K
10.6K $287K
HSY
Hershey CO

Consumer Defensive
175
+ 12.02%
$182.45 - $203.25 $31.9K - $35.6K
1.63K $312K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
529
+ 10.3%
$56.04 - $62.99 $29.6K - $33.3K
5.66K $346K
VGLT
Vanguard Long Term Treasury Et

ETFs
48
+ 0.56%
$56.52 - $63.23 $2.71K - $3.04K
8.69K $534K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
38
+ 0.52%
$48.51 - $52.86 $1.84K - $2.01K
7.31K $386K
REET
Ishares Global Reit ETF

ETFs
51
+ 0.57%
$23.07 - $27.17 $1.18K - $1.39K
8.94K $238K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.28%
$181.06 - $197.17 $905 - $986
1.81K $357K
PEP
Pepsico Inc

Consumer Defensive
99
+ 5.2%
$161.9 - $179.3 $16K - $17.8K
2K $340K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
331
+ 2.92%
$23.58 - $25.5 $7.8K - $8.44K
11.7K $296K
QQQ
Invesco Qqq Trust, Series 1

ETFs
29
+ 3.06%
$434.77 - $502.96 $12.6K - $14.6K
977 $476K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.13%
$160.76 - $177.82 $482 - $533
2.27K $393K
RJF
Raymond James Financial Inc

Financial Services
160
+ 8.44%
$106.39 - $125.13 $17K - $20K
2.06K $251K
MBB
Ishares Tr

ETFs
38
+ 1.31%
$90.85 - $96.66 $3.45K - $3.67K
2.94K $281K
SPYG
Spdr Portfolio

ETFs
6
+ 0.15%
$73.38 - $84.1 $440 - $505
3.96K $328K
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.26%
$194.9 - $224.8 $585 - $674
1.16K $244K
Aim ETF Products Trust
398
+ 0.79%
N/A
51K $0
Listed Fd Tr
129
+ 1.22%
N/A
10.7K $0
PSEC
Prospect Capital Corp

Financial Services
652
+ 1.87%
$4.75 - $5.6 $3.1K - $3.65K
35.6K $190K
MCHP
Microchip Technology Inc

Technology
16
+ 0.47%
$72.0 - $95.98 $1.15K - $1.54K
3.44K $276K
Activity Summary
Buys All Purchases 50 New Holdings 11 Increased Positions 39 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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