Fi3 Financial Advisors, LLC Incresed Positions 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
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
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
GOOG
Alphabet Inc.

Communication Services
2.49K
+ 54.51%
$149.54 - $192.66 $372K - $479K
7.04K $1.18M
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
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
MSFT
Microsoft Corp

Technology
853
+ 9.35%
$395.15 - $467.56 $337K - $399K
9.97K $4.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
78
+ 2.59%
$405.19 - $478.57 $31.6K - $37.3K
3.08K $1.42M
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
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
PG
Procter & Gamble CO

Consumer Defensive
143
+ 2.37%
$160.76 - $177.82 $23K - $25.4K
6.18K $1.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 24.14%
$3305.62 - $4268.05 $46.3K - $59.8K
72 $303K
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
ACN
Accenture PLC

Technology
45
+ 4.32%
$295.44 - $355.81 $13.3K - $16K
1.09K $384K
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
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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