Fi3 Financial Advisors, LLC Incresed Positions in Q4 2024

Fi3 Financial Advisors, LLC

  • $266 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
AVGO
Broadcom Inc.

Technology
106
+ 1.27%
$159.67 - $250.0 $16.9K - $26.5K
8.45K $1.96M
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
GOOGL
Alphabet Inc.

Communication Services
241
+ 2.56%
$161.86 - $196.66 $39K - $47.4K
9.65K $1.83M
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
BAC
Bank Of America Corp

Financial Services
387
+ 4.06%
$39.22 - $47.77 $15.2K - $18.5K
9.91K $435K
C
Citigroup Inc

Financial Services
402
+ 10.69%
$61.31 - $72.5 $24.6K - $29.1K
4.16K $292K
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
TJX
Tjx Companies Inc

Consumer Cyclical
11
+ 0.46%
$112.15 - $127.2 $1.23K - $1.4K
2.41K $291K
ETN
Eaton Corp PLC

Industrials
15
+ 2.1%
$326.96 - $377.52 $4.9K - $5.66K
729 $241K
PH
Parker Hannifin Corp

Industrials
4
+ 1.26%
$621.74 - $709.46 $2.49K - $2.84K
321 $204K
Mesoblast LTD F Sponsored Adr
15.7K
+ 75.24%
N/A
36.6K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.02%
$61.68 - $67.87 $61.7 - $67.9
4.05K $252K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3
+ 0.14%
$100.22 - $100.73 $301 - $302
2.19K $219K
ORCL
Oracle Corp

Technology
30
+ 1.54%
$165.41 - $192.43 $4.96K - $5.77K
1.98K $329K
WM
Waste Management Inc

Industrials
1
+ 0.1%
$201.79 - $228.46 $202 - $228
1.02K $206K
RTX
Raytheon Technologies Corp

Industrials
40
+ 1.77%
$114.45 - $127.21 $4.58K - $5.09K
2.3K $266K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.58K
+ 200.0%
$26.93 - $84.95 $177K - $559K
9.87K $269K
PGR
Progressive Corp

Financial Services
16
+ 1.74%
$239.6 - $268.88 $3.83K - $4.3K
934 $223K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.72K
+ 200.0%
$25.79 - $80.4 $225K - $701K
13.1K $340K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
392
+ 5.09%
$44.04 - $49.49 $17.3K - $19.4K
8.09K $356K
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 1.99%
$385.02 - $431.37 $11.2K - $12.5K
1.48K $577K
MRK
Merck & Co., Inc.

Healthcare
233
+ 7.68%
$96.31 - $114.76 $22.4K - $26.7K
3.27K $324K
QCOM
Qualcomm Inc

Technology
42
+ 2.16%
$150.4 - $178.04 $6.32K - $7.48K
1.98K $304K
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
Track This Portfolio

Track Fi3 Financial Advisors, LLC Portfolio

Follow Fi3 Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fi3 Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fi3 Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email