Fi3 Financial Advisors, LLC Purchases in Q3 2024

Fi3 Financial Advisors, LLC

  • $251 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
26.5K
+ 3.89%
$47.6 - $53.31 $1.26M - $1.41M
708K $37.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.89K
+ 1.27%
$105.53 - $118.34 $411K - $460K
310K $36.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.95K
+ 2.81%
$520.18 - $576.82 $1.01M - $1.12M
71.2K $41.1M
AAPL
Apple Inc.

Technology
1.04K
+ 2.53%
$207.23 - $234.82 $216K - $245K
42.2K $9.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.22K
New
$92.63 - $105.69 $854K - $975K
9.22K $960K
NVDA
Nvidia Corp

Technology
7.32K
+ 26.77%
$98.91 - $134.91 $724K - $988K
34.7K $4.21M
AVGO
Broadcom Inc.

Technology
7.86K
+ 1624.59%
$136.27 - $1745.86 $1.07M - $13.7M
8.35K $1.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
868
+ 13.35%
$475.2 - $527.7 $412K - $458K
7.37K $3.89M
VTI
Vanguard Total Stock Market Et

ETFs
1.03K
+ 5.18%
$255.18 - $283.2 $262K - $290K
20.8K $5.89M
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.4K
New
$51.0 - $52.05 $581K - $593K
11.4K $592K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.87K
+ 4.87%
$51.58 - $53.79 $303K - $316K
126K $6.77M
TSLA
Tesla, Inc.

Consumer Cyclical
854
+ 21.14%
$191.76 - $263.26 $164K - $225K
4.89K $1.28M
META
Meta Platforms, Inc.

Communication Services
371
+ 12.52%
$453.41 - $572.44 $168K - $212K
3.34K $1.91M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.36K
New
$73.43 - $80.37 $320K - $350K
4.36K $350K
GOOG
Alphabet Inc.

Communication Services
2.49K
+ 54.51%
$149.54 - $192.66 $372K - $479K
7.04K $1.18M
WMB
Williams Companies, Inc.

Energy
6.45K
New
$41.24 - $46.22 $266K - $298K
6.45K $294K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.29K
New
$77.02 - $85.06 $253K - $280K
3.29K $278K
MS
Morgan Stanley

Financial Services
2.59K
New
$92.07 - $106.96 $238K - $277K
2.59K $269K
FCX
Freeport Mcmoran Inc

Basic Materials
5.27K
New
$39.52 - $51.92 $208K - $274K
5.27K $263K
AXP
American Express CO

Financial Services
967
New
$225.92 - $271.17 $218K - $262K
967 $262K
AMZN
Amazon Com Inc

Consumer Cyclical
2K
+ 12.55%
$161.02 - $200.0 $322K - $400K
17.9K $3.34M
NFLX
Netflix Inc

Communication Services
306
+ 32.28%
$598.55 - $722.26 $183K - $221K
1.25K $889K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.79K
New
$77.23 - $87.97 $215K - $245K
2.79K $242K
C
Citigroup Inc

Financial Services
3.76K
New
$56.11 - $67.61 $211K - $254K
3.76K $235K
PGR
Progressive Corp

Financial Services
918
New
$209.46 - $259.24 $192K - $238K
918 $232K
HUBS
Hubspot Inc

Technology
435
New
$450.09 - $592.58 $196K - $258K
435 $231K
CAT
Caterpillar Inc

Industrials
444
+ 49.01%
$316.8 - $391.12 $141K - $174K
1.35K $528K
CRM
Salesforce, Inc.

Technology
752
+ 62.98%
$238.42 - $276.53 $179K - $208K
1.95K $532K
IXUS
Ishares Tr

ETFs
3.07K
New
$64.9 - $73.35 $199K - $225K
3.07K $223K
EMR
Emerson Electric CO

Industrials
2.02K
New
$98.19 - $118.87 $198K - $240K
2.02K $220K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.19K
New
$100.09 - $100.69 $219K - $220K
2.19K $220K
CMCSA
Comcast Corp

Communication Services
5.17K
New
$37.33 - $41.78 $193K - $216K
5.17K $216K
MSFT
Microsoft Corp

Technology
853
+ 9.35%
$395.15 - $467.56 $337K - $399K
9.97K $4.29M
NOW
Service Now, Inc.

Technology
240
New
$730.87 - $937.36 $175K - $225K
240 $214K
SLV
I Shares Silver Trust

ETFs
7.5K
New
$24.33 - $29.38 $182K - $220K
7.5K $213K
BLK
Black Rock Inc.

Financial Services
219
New
$782.27 - $949.51 $171K - $208K
219 $207K
XLK
Technology Sector Spdr

ETFs
921
New
$197.34 - $237.68 $182K - $219K
921 $207K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.16K
New
$147.95 - $191.05 $172K - $222K
1.16K $201K
MCD
Mcdonalds Corp

Consumer Cyclical
661
New
$245.82 - $304.51 $162K - $201K
661 $201K
PH
Parker Hannifin Corp

Industrials
317
New
$501.01 - $635.92 $159K - $202K
317 $200K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
78
+ 2.59%
$405.19 - $478.57 $31.6K - $37.3K
3.08K $1.42M
FISV
Fiserv Inc

Technology
1.39K
New
N/A
1.39K $173K
GS
Goldman Sachs Group Inc

Financial Services
230
+ 39.79%
$459.02 - $510.25 $106K - $117K
808 $400K
UNH
Unitedhealth Group Inc

Healthcare
117
+ 15.16%
$488.01 - $604.18 $57.1K - $70.7K
889 $519K
V
Visa Inc.

Financial Services
271
+ 7.95%
$253.74 - $291.56 $68.8K - $79K
3.68K $1.01M
PEP
Pepsico Inc

Consumer Defensive
585
+ 22.9%
$161.9 - $179.3 $94.7K - $105K
3.14K $533K
WMT
Walmart Inc.

Consumer Defensive
194
+ 2.7%
$66.91 - $81.4 $13K - $15.8K
7.37K $594K
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 2.39%
$333.64 - $405.2 $11.3K - $13.8K
1.46K $589K
ORCL
Oracle Corp

Technology
256
+ 15.12%
$125.9 - $170.35 $32.2K - $43.6K
1.95K $332K
Activity Summary
Buys All Purchases 83 New Holdings 26 Increased Positions 57 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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