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
MDT
Medtronic PLC

Healthcare
41
+ 0.56%
$76.84 - $91.03 $3.15K - $3.73K
7.31K $658K
JNJ
Johnson & Johnson

Healthcare
214
+ 7.26%
$145.48 - $167.38 $31.1K - $35.8K
3.16K $512K
SPNT
Sirius Point LTD

Financial Services
60
+ 0.16%
$11.99 - $15.01 $719 - $901
37.5K $536K
KO
Coca Cola CO

Consumer Defensive
575
+ 13.01%
$62.69 - $73.01 $36K - $42K
5K $359K
DE
Deere & CO

Industrials
119
+ 20.31%
$344.84 - $418.0 $41K - $49.7K
705 $294K
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 24.14%
$3305.62 - $4268.05 $46.3K - $59.8K
72 $303K
PG
Procter & Gamble CO

Consumer Defensive
143
+ 2.37%
$160.76 - $177.82 $23K - $25.4K
6.18K $1.07M
JPM
Jpmorgan Chase & CO

Financial Services
106
+ 1.84%
$194.9 - $224.8 $20.7K - $23.8K
5.86K $1.24M
GE
General Electric CO

Industrials
111
+ 6.42%
$156.66 - $189.66 $17.4K - $21.1K
1.84K $346K
BAC
Bank Of America Corp

Financial Services
1.78K
+ 22.92%
$36.65 - $44.13 $65.1K - $78.4K
9.53K $378K
T
At&T Inc.

Communication Services
1.08K
+ 7.93%
$18.21 - $22.28 $19.6K - $24K
14.7K $323K
SCHW
Schwab Charles Corp

Financial Services
1.37K
+ 47.89%
$61.74 - $76.08 $84.8K - $105K
4.24K $274K
NEE
Nextera Energy Inc

Utilities
85
+ 2.16%
$69.9 - $84.97 $5.94K - $7.22K
4.03K $340K
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 5.61%
$801.83 - $917.05 $30.5K - $34.8K
715 $633K
RTX
Raytheon Technologies Corp

Industrials
72
+ 3.28%
$99.55 - $123.34 $7.17K - $8.88K
2.26K $274K
XOM
Exxon Mobil Corp

Energy
287
+ 3.21%
$109.72 - $119.0 $31.5K - $34.2K
9.22K $1.08M
ABT
Abbott Laboratories

Healthcare
93
+ 2.74%
$100.07 - $118.13 $9.31K - $11K
3.49K $397K
CVX
Chevron Corp

Energy
357
+ 19.09%
$137.88 - $161.97 $49.2K - $57.8K
2.23K $327K
VTV
Vanguard Value ETF

ETFs
10
+ 0.51%
$159.75 - $174.57 $1.6K - $1.75K
1.96K $341K
TJX
Tjx Companies Inc

Consumer Cyclical
48
+ 2.04%
$107.93 - $120.23 $5.18K - $5.77K
2.4K $282K
VUG
Vanguard Growth ETF

ETFs
4
+ 0.23%
$341.08 - $391.94 $1.36K - $1.57K
1.76K $676K
ROST
Ross Stores, Inc.

Consumer Cyclical
65
+ 4.44%
$136.06 - $155.24 $8.84K - $10.1K
1.53K $230K
ETN
Eaton Corp PLC

Industrials
15
+ 2.15%
$272.52 - $333.02 $4.09K - $5K
714 $236K
AMAT
Applied Materials Inc

Technology
259
+ 23.35%
$174.88 - $254.97 $45.3K - $66K
1.37K $276K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.02%
$57.32 - $62.65 $57.3 - $62.7
4.05K $252K
LNG
Cheniere Energy, Inc.

Energy
13
+ 1.08%
$172.24 - $186.09 $2.24K - $2.42K
1.21K $218K
MU
Micron Technology Inc

Technology
637
+ 27.78%
$86.27 - $136.82 $55K - $87.2K
2.93K $303K
Linde PLC
504
New
N/A
504 $0
MAPS
Wm Technology, Inc.

Technology
341
+ 1.7%
$0.87 - $1.15 $297 - $392
20.3K $17K
MKL
Markel Corp

Financial Services
1
+ 0.15%
$1494.55 - $1645.69 $1.49K - $1.65K
688 $1.08M
ADBE
Adobe Inc.

Technology
20
+ 4.62%
$508.13 - $586.55 $10.2K - $11.7K
453 $234K
LLY
Eli Lilly & CO

Healthcare
22
+ 0.15%
$772.14 - $960.02 $17K - $21.1K
14.9K $13.2M
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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