Fi3 Financial Advisors, LLC Reduced Holdings in Q3 2024

Fi3 Financial Advisors, LLC

  • $251 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HI
Hillenbrand, Inc.

Industrials
-9
- -0.0%
$26.35 - $45.14 $237 - $406
284K $7.88M
GOOGL
Alphabet Inc.

Communication Services
-423
- 4.3%
$148.65 - $191.18 $62.9K - $80.9K
9.41K $1.56M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.37K
- 28.44%
$48.06 - $49.39 $114K - $117K
5.95K $293K
COIN
Coinbase Global, Inc.

Technology
-4
- 0.29%
$147.09 - $265.15 $588 - $1.06K
1.37K $243K
QCOM
Qualcomm Inc

Technology
-19
- 0.97%
$156.12 - $209.64 $2.97K - $3.98K
1.94K $330K
BA
Boeing CO

Industrials
-36
- 2.0%
$152.04 - $190.6 $5.47K - $6.86K
1.77K $268K
ABBV
Abb Vie Inc.

Healthcare
-614
- 22.15%
$163.84 - $199.33 $101K - $122K
2.16K $426K
MRK
Merck & Co., Inc.

Healthcare
-127
- 4.02%
$111.15 - $128.97 $14.1K - $16.4K
3.03K $344K
WM
Waste Management Inc

Industrials
-169
- 14.21%
$196.96 - $223.45 $33.3K - $37.8K
1.02K $211K
IEMG
Ishares Inc

ETFs
-230
- 5.31%
$53.64 - $53.64 $12.3K - $12.3K
4.1K $219K
AMD
Advanced Micro Devices Inc

Technology
-26
- 1.11%
$128.67 - $183.96 $3.35K - $4.78K
2.33K $381K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4
- 0.9%
$434.77 - $502.96 $1.74K - $2.01K
440 $214K
AMGN
Amgen Inc

Healthcare
-13
- 1.88%
$309.38 - $337.38 $4.02K - $4.39K
677 $218K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-25
- 6.79%
$531.86 - $624.21 $13.3K - $15.6K
343 $212K
MA
Mastercard Inc

Financial Services
-53
- 6.88%
$429.6 - $500.99 $22.8K - $26.6K
717 $354K
ISRG
Intuitive Surgical Inc

Healthcare
-18
- 3.44%
$416.14 - $494.01 $7.49K - $8.89K
506 $248K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-17
- 0.22%
$41.9 - $48.26 $712 - $820
7.7K $368K
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.25K
- 7.59%
$53.07 - $62.66 $66.4K - $78.4K
15.2K $937K
LOW
Lowes Companies Inc

Consumer Cyclical
-8
- 0.61%
$213.3 - $270.78 $1.71K - $2.17K
1.3K $352K
IEFA
Ishares Tr

ETFs
-901
- 2.55%
$70.09 - $78.74 $63.2K - $70.9K
34.4K $2.69M
VNQ
Vanguard Specialized Funds Van

ETFs
-640
- 4.25%
$82.97 - $98.97 $53.1K - $63.3K
14.4K $1.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.77K
- 2.66%
$75.32 - $84.37 $133K - $149K
64.8K $5.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.11K
- 3.7%
$517.38 - $573.86 $572K - $634K
28.8K $16.5M
VB
Vanguard Small Cap ETF

ETFs
-581
- 1.79%
$214.77 - $237.72 $125K - $138K
31.9K $7.56M
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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