Fi3 Financial Advisors, LLC New Holdings in Q3 2024

Fi3 Financial Advisors, LLC

  • $251 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.22K
New
$92.63 - $105.69 $854K - $975K
9.22K $960K
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.4K
New
$51.0 - $52.05 $581K - $593K
11.4K $592K
FITB
Fifth Third Bancorp

Financial Services
12.7K
New
$36.01 - $43.64 $458K - $555K
12.7K $544K
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.36K
New
$73.43 - $80.37 $320K - $350K
4.36K $350K
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
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.79K
New
$77.23 - $87.97 $215K - $245K
2.79K $242K
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
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
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
FISV
Fiserv Inc

Technology
1.39K
New
N/A
1.39K $173K
Linde PLC
504
New
N/A
504 $0
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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