Financial Advisors, LLC Purchases in Q4 2024

Financial Advisors, LLC

  • $520 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.36M
+ 284.86%
$25.93 - $105.3 $61.2M - $248M
3.19M $88.8M
AAPL
Apple Inc.

Technology
905
+ 3.56%
$221.69 - $259.02 $201K - $234K
26.4K $6.6M
AMZN
Amazon Com Inc

Consumer Cyclical
125
+ 1.31%
$180.88 - $232.93 $22.6K - $29.1K
9.66K $2.12M
SO
Southern CO

Utilities
3.88K
New
$81.5 - $94.15 $316K - $365K
3.88K $319K
SCHX
Schwab Strategic Tr Us Large C

ETFs
154K
+ 210.88%
$22.4 - $68.28 $3.46M - $10.5M
228K $5.27M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.7K
New
$26.93 - $84.95 $288K - $910K
10.7K $292K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.83K
New
$126.68 - $134.74 $232K - $247K
1.83K $233K
DIS
Walt Disney CO

Communication Services
2.05K
New
$92.39 - $117.6 $190K - $241K
2.05K $228K
IGV
Ishares Expanded Tech Software

ETFs
2.13K
New
$87.5 - $110.17 $186K - $234K
2.13K $212K
MAR
Marriott International Inc

Consumer Cyclical
732
New
$246.06 - $292.59 $180K - $214K
732 $204K
IBM
International Business Machines Corp

Technology
371
+ 18.68%
$204.9 - $238.04 $76K - $88.3K
2.36K $518K
PH
Parker Hannifin Corp

Industrials
107
+ 12.63%
$621.74 - $709.46 $66.5K - $75.9K
954 $606K
NVDA
Nvidia Corp

Technology
21
+ 0.75%
$117.0 - $148.88 $2.46K - $3.13K
2.81K $377K
USXF
Ishares Esg Advanced Msci Usa

Technology
75
+ 0.2%
$48.45 - $52.57 $3.63K - $3.94K
37.9K $1.88M
T
At&T Inc.

Communication Services
10
+ 0.06%
$21.22 - $23.88 $212 - $239
17.5K $398K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.09%
$521.84 - $558.82 $522 - $559
1.16K $624K
SCHA
Schwab Strategic Tr Us Small C

ETFs
31.4K
+ 100.14%
$25.33 - $51.16 $796K - $1.61M
62.8K $1.62M
Lam Research Corp
6.5K
New
N/A
6.5K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.28%
$442.29 - $483.08 $1.77K - $1.93K
1.43K $646K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.06%
$288.47 - $316.54 $288 - $317
1.7K $491K
GE
General Electric CO

Industrials
6
+ 0.37%
$159.95 - $194.23 $960 - $1.17K
1.61K $269K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
41
+ 0.81%
$64.62 - $71.43 $2.65K - $2.93K
5.08K $328K
KO
Coca Cola CO

Consumer Defensive
2
+ 0.05%
$61.74 - $71.71 $123 - $143
3.9K $242K
MSFT
Microsoft Corp

Technology
16
+ 0.11%
$406.35 - $454.46 $6.5K - $7.27K
15.1K $6.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
842
+ 0.17%
$113.92 - $127.38 $95.9K - $107K
503K $58M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
4.96K
+ 0.28%
$31.99 - $33.51 $159K - $166K
1.75M $56.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.81M
+ 197.78%
$25.79 - $80.4 $46.7M - $146M
2.72M $71M
Activity Summary
Buys All Purchases 28 New Holdings 7 Increased Positions 21 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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