Family Wealth Group, LLC Reduced Holdings in Q3 2024

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-15.4K
- 43.94%
$41.32 - $43.78 $636K - $674K
19.6K $859K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-23.3K
- 70.05%
$24.77 - $26.7 $578K - $623K
9.98K $266K
VGSH
Vanguard

ETFs
-8.46K
- 21.56%
$57.74 - $59.13 $488K - $500K
30.8K $1.82M
NVDA
Nvidia Corp

Technology
-2.3K
- 20.38%
$98.91 - $134.91 $228K - $311K
9K $1.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.66K
- 15.0%
$60.84 - $67.51 $405K - $449K
37.7K $2.55M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.03K
- 7.58%
$161.02 - $200.0 $166K - $206K
12.6K $2.35M
MSFT
Microsoft Corp

Technology
-267
- 6.66%
$395.15 - $467.56 $106K - $125K
3.74K $1.61M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-3.34K
- 30.79%
$43.21 - $46.51 $144K - $155K
7.5K $348K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-3.4K
- 25.21%
$43.5 - $45.75 $148K - $156K
10.1K $461K
IEMG
Ishares Inc

ETFs
-1.67K
- 3.24%
$53.64 - $53.64 $89.4K - $89.4K
49.7K $2.67M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.59K
- 10.34%
$33.74 - $37.96 $155K - $174K
39.7K $1.49M
IWP
Ishares Russell Mid Cap Growth

ETFs
-899
- 13.58%
$103.87 - $117.59 $93.4K - $106K
5.72K $671K
SCHW
Schwab Charles Corp

Financial Services
-165
- 4.04%
$61.74 - $76.08 $10.2K - $12.6K
3.92K $254K
IVW
Ishares S&P 500 Growth ETF

ETFs
-778
- 8.14%
$84.77 - $97.13 $66K - $75.6K
8.78K $840K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-1.11K
- 6.69%
$46.89 - $52.24 $52.2K - $58.2K
15.5K $805K
XOM
Exxon Mobil Corp

Energy
-396
- 15.86%
$109.72 - $119.0 $43.4K - $47.1K
2.1K $246K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.26K
- 11.22%
$46.67 - $50.52 $58.8K - $63.7K
9.97K $503K
AVY
Avery Dennison Corp

Industrials
-186
- 14.19%
$202.27 - $224.18 $37.6K - $41.7K
1.13K $248K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-755
- 8.42%
$40.69 - $42.33 $30.7K - $32K
8.22K $347K
MO
Altria Group, Inc.

Consumer Defensive
-1.07K
- 19.12%
$45.95 - $54.71 $49.1K - $58.5K
4.52K $230K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1.11K
- 4.31%
$42.73 - $44.94 $47.6K - $50.1K
24.8K $1.11M
ELV
Elevance Health, Inc.

Healthcare
-4
- 0.67%
$500.12 - $562.29 $2K - $2.25K
595 $309K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-407
- 2.79%
$12.67 - $14.36 $5.16K - $5.84K
14.2K $190K
ADI
Analog Devices Inc

Technology
-60
- 4.37%
$200.56 - $243.33 $12K - $14.6K
1.31K $302K
CSGP
Costar Group, Inc.

Real Estate
-117
- 4.13%
$71.59 - $79.61 $8.38K - $9.31K
2.71K $204K
IYW
Ishares Dj Us Tech ETF

ETFs
-35
- 1.95%
$133.16 - $158.73 $4.66K - $5.56K
1.76K $267K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-286
- 2.95%
$44.87 - $47.18 $12.8K - $13.5K
9.42K $444K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-86
- 6.29%
$138.82 - $162.76 $11.9K - $14K
1.28K $208K
Pimco ETF Tr
-7.18K
- 77.74%
N/A
2.06K $0
FJAN
First Exc Trd Viii Cboe Vest U
-131
- 1.01%
N/A
12.8K $0
First Tr Exchng Traded Fd Vi
-46
- 0.15%
N/A
30.4K $0
IDXX
Idexx Laboratories Inc

Healthcare
-14
- 3.25%
$455.08 - $517.19 $6.37K - $7.24K
417 $210K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-1.08K
- 2.18%
$26.36 - $28.69 $28.5K - $31K
48.4K $1.39M
VEA
Vanguard Ftse Developed Market

ETFs
-245
- 5.15%
$47.6 - $53.31 $11.7K - $13.1K
4.51K $238K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-698
- 3.18%
$39.18 - $42.26 $27.3K - $29.5K
21.2K $897K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-20
- 0.4%
$51.58 - $53.79 $1.03K - $1.08K
5.02K $269K
AFL
Aflac Inc

Financial Services
-464
- 17.33%
$88.52 - $111.8 $41.1K - $51.9K
2.21K $247K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-276
- 3.57%
$30.27 - $34.42 $8.35K - $9.5K
7.46K $254K
AMP
Ameriprise Financial Inc

Financial Services
-37
- 5.62%
$391.53 - $469.81 $14.5K - $17.4K
621 $291K
ABT
Abbott Laboratories

Healthcare
-49
- 2.52%
$100.07 - $118.13 $4.9K - $5.79K
1.9K $216K
IVV
Ishares Core S&P 500 ETF

ETFs
-28
- 2.53%
$520.18 - $576.82 $14.6K - $16.2K
1.08K $622K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-232
- 2.77%
$57.32 - $62.65 $13.3K - $14.5K
8.14K $507K
VTWO
Vanguard Russell 2000 ETF

ETFs
-244
- 4.51%
$81.17 - $90.77 $19.8K - $22.1K
5.16K $461K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-225
- 1.07%
$37.82 - $40.43 $8.51K - $9.1K
20.7K $837K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-608
- 2.64%
$26.69 - $29.87 $16.2K - $18.2K
22.4K $652K
IWY
Ishares Tr Russell 200 Growth

ETFs
-346
- 1.85%
$194.66 - $225.97 $67.4K - $78.2K
18.4K $4.05M
SPGI
S&P Global Inc.

Financial Services
-27
- 4.14%
$446.32 - $527.38 $12.1K - $14.2K
625 $322K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-170
- 1.08%
$44.24 - $49.47 $7.52K - $8.41K
15.6K $771K
NDAQ
Nasdaq, Inc.

Financial Services
-194
- 4.81%
$59.48 - $74.31 $11.5K - $14.4K
3.84K $280K
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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