Fi3 Financial Advisors, LLC Purchases in Q4 2024

Fi3 Financial Advisors, LLC

  • $266 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
78.4K
New
$60.13 - $67.31 $4.71M - $5.27M
78.4K $4.76M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
44.3K
New
$96.64 - $101.23 $4.28M - $4.48M
44.3K $4.29M
VNQ
Vanguard Specialized Funds Van

ETFs
26.2K
+ 182.18%
$87.85 - $98.6 $2.31M - $2.59M
40.7K $3.62M
IEFA
Ishares Tr

ETFs
23.9K
+ 69.51%
$70.06 - $77.43 $1.68M - $1.85M
58.4K $4.1M
IEMG
Ishares Inc

ETFs
18.2K
+ 442.95%
N/A
22.3K $1.19M
TSLA
Tesla, Inc.

Consumer Cyclical
373
+ 7.62%
$213.65 - $479.86 $79.7K - $179K
5.27K $2.13M
AMZN
Amazon Com Inc

Consumer Cyclical
676
+ 3.77%
$180.88 - $232.93 $122K - $157K
18.6K $4.09M
PANW
Palo Alto Networks Inc

Technology
3.83K
New
$181.96 - $405.9 $697K - $1.56M
3.83K $697K
PLTR
Palantir Technologies Inc.

Technology
7.01K
New
$36.46 - $82.38 $255K - $577K
7.01K $529K
AVGO
Broadcom Inc.

Technology
106
+ 1.27%
$159.67 - $250.0 $16.9K - $26.5K
8.45K $1.96M
PFE
Pfizer Inc

Healthcare
12.7K
New
$24.8 - $30.19 $315K - $383K
12.7K $336K
GOOG
Alphabet Inc.

Communication Services
797
+ 11.31%
$163.08 - $198.16 $130K - $158K
7.84K $1.49M
JPM
Jpmorgan Chase & CO

Financial Services
597
+ 10.19%
$205.18 - $250.29 $122K - $149K
6.46K $1.55M
NOW
Service Now, Inc.

Technology
249
+ 103.75%
$867.18 - $1148.42 $216K - $286K
489 $518K
WFC
Wells Fargo & Company

Financial Services
3.85K
New
$54.98 - $77.35 $212K - $298K
3.85K $270K
GOOGL
Alphabet Inc.

Communication Services
241
+ 2.56%
$161.86 - $196.66 $39K - $47.4K
9.65K $1.83M
GM
General Motors CO

Consumer Cyclical
4.44K
New
$44.82 - $60.2 $199K - $267K
4.44K $236K
DAL
Delta Air Lines, Inc.

Industrials
3.76K
New
$47.46 - $65.77 $178K - $247K
3.76K $227K
DIS
Walt Disney CO

Communication Services
2.02K
New
$92.39 - $117.6 $186K - $237K
2.02K $224K
GILD
Gilead Sciences, Inc.

Healthcare
2.39K
New
$83.95 - $97.9 $200K - $234K
2.39K $220K
COP
Conocophillips

Energy
2.14K
New
$95.12 - $114.72 $203K - $245K
2.14K $211K
XLF
Financial Sector Spdr

ETFs
4.29K
New
$44.89 - $51.34 $192K - $220K
4.29K $207K
FTNT
Fortinet, Inc.

Technology
2.17K
New
$76.49 - $99.21 $166K - $215K
2.17K $204K
BMY
Bristol Myers Squibb CO

Healthcare
3.56K
New
$51.92 - $59.94 $185K - $213K
3.56K $201K
CME
Cme Group Inc.

Financial Services
856
New
$221.17 - $246.02 $189K - $211K
856 $198K
NOTV
Inotiv, Inc.

Healthcare
130
+ 0.16%
$1.68 - $5.95 $218 - $774
80.8K $334K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
191
+ 2.59%
$521.84 - $558.82 $99.7K - $107K
7.56K $4.07M
V
Visa Inc.

Financial Services
18
+ 0.49%
$273.87 - $320.91 $4.93K - $5.78K
3.7K $1.17M
CRM
Salesforce, Inc.

Technology
102
+ 5.24%
$270.87 - $367.87 $27.6K - $37.5K
2.05K $684K
MKL
Markel Corp

Financial Services
17
+ 2.47%
$1542.01 - $1785.11 $26.2K - $30.3K
705 $1.22M
MSFT
Microsoft Corp

Technology
495
+ 4.96%
$406.35 - $454.46 $201K - $225K
10.5K $4.41M
GS
Goldman Sachs Group Inc

Financial Services
79
+ 9.78%
$486.1 - $608.57 $38.4K - $48.1K
887 $507K
COIN
Coinbase Global, Inc.

Technology
10
+ 0.73%
$163.17 - $343.62 $1.63K - $3.44K
1.38K $341K
WMT
Walmart Inc.

Consumer Defensive
237
+ 3.22%
$79.1 - $95.7 $18.7K - $22.7K
7.6K $687K
VUG
Vanguard Growth ETF

ETFs
66
+ 3.75%
$378.79 - $428.11 $25K - $28.3K
1.83K $750K
BA
Boeing CO

Industrials
132
+ 7.48%
$138.14 - $180.72 $18.2K - $23.9K
1.9K $335K
SCHG
Schwab Strategic Tr Us Large C

ETFs
27.6K
+ 299.05%
$25.93 - $105.3 $715K - $2.9M
36.8K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
189
+ 6.13%
$442.29 - $483.08 $83.6K - $91.3K
3.27K $1.48M
SCHW
Schwab Charles Corp

Financial Services
237
+ 5.59%
$63.31 - $82.85 $15K - $19.6K
4.48K $331K
C
Citigroup Inc

Financial Services
402
+ 10.69%
$61.31 - $72.5 $24.6K - $29.1K
4.16K $292K
BAC
Bank Of America Corp

Financial Services
387
+ 4.06%
$39.22 - $47.77 $15.2K - $18.5K
9.91K $435K
LNG
Cheniere Energy, Inc.

Energy
19
+ 1.57%
$181.07 - $225.92 $3.44K - $4.29K
1.23K $264K
MA
Mastercard Inc

Financial Services
19
+ 2.65%
$491.3 - $536.15 $9.33K - $10.2K
736 $387K
ABT
Abbott Laboratories

Healthcare
284
+ 8.14%
$111.93 - $119.39 $31.8K - $33.9K
3.77K $426K
T
At&T Inc.

Communication Services
155
+ 1.05%
$21.22 - $23.88 $3.29K - $3.7K
14.8K $338K
ACN
Accenture PLC

Technology
43
+ 3.96%
$343.9 - $376.86 $14.8K - $16.2K
1.13K $397K
CMCSA
Comcast Corp

Communication Services
916
+ 17.72%
$37.39 - $45.14 $34.2K - $41.3K
6.09K $228K
VTV
Vanguard Value ETF

ETFs
127
+ 6.5%
$168.32 - $181.87 $21.4K - $23.1K
2.08K $352K
ADBE
Adobe Inc.

Technology
94
+ 20.75%
$437.39 - $552.96 $41.1K - $52K
547 $243K
Activity Summary
Buys All Purchases 73 New Holdings 17 Increased Positions 56 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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