Financial Advisors, LLC Purchases and Sells in Q4 2024

Financial Advisors, LLC

$520 Million
Q4 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	2.36M + 284.86%	$25.93 - $105.3 $61.2M - $248M	3.19M $88.8M
AAPL	905 + 3.56%	$221.69 - $259.02 $201K - $234K	26.4K $6.6M
AMZN	125 + 1.31%	$180.88 - $232.93 $22.6K - $29.1K	9.66K $2.12M
SCHX	154K + 210.88%	$22.4 - $68.28 $3.46M - $10.5M	228K $5.27M
VZ	4.55K + 26.97%	$39.6 - $45.21 $180K - $205K	21.4K $855K
IBM	371 + 18.68%	$204.9 - $238.04 $76K - $88.3K	2.36K $518K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SO	3.88K New	$81.5 - $94.15 $316K - $365K	3.88K $319K
SCHD	10.7K New	$26.93 - $84.95 $288K - $910K	10.7K $292K
VYM	1.83K New	$126.68 - $134.74 $232K - $247K	1.83K $233K
DIS	2.05K New	$92.39 - $117.6 $190K - $241K	2.05K $228K
IGV	2.13K New	$87.5 - $110.17 $186K - $234K	2.13K $212K
MAR	732 New	$246.06 - $292.59 $180K - $214K	732 $204K

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMV	-1.94K - 0.18%	$88.59 - $94.57 $172K - $184K	1.11M $98.3M
QUAL	-3.8K - 1.12%	$176.42 - $186.91 $671K - $711K	334K $59.6M
ESGD	-617 - 2.01%	$75.65 - $83.47 $46.7K - $51.5K	30.2K $2.3M
HEFA	-3.18K - 4.11%	$34.42 - $35.88 $110K - $114K	74.2K $2.58M
IWD	-563 - 7.93%	$183.23 - $199.79 $103K - $112K	6.54K $1.21M
ESGU	-2.15K - 3.48%	$124.61 - $133.96 $268K - $289K	59.8K $7.7M

Activity Summary All Purchases 28 New Holdings 7 Increased Positions 21 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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