Financial Advisory Group Incresed Positions in Q1 2024

Financial Advisory Group

  • $552 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.67K
+ 2.61%
$429.43 - $481.35 $2M - $2.25M
184K $88.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
40.4K
+ 2.5%
$36.74 - $40.97 $1.48M - $1.66M
1.65M $67.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
67.2K
+ 5.72%
$32.85 - $35.9 $2.21M - $2.41M
1.24M $44.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
433K
+ 417.33%
$56.98 - $284.98 $24.7M - $123M
537K $32.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
116K
+ 13.21%
$22.51 - $23.08 $2.61M - $2.68M
994K $22.6M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
13.4K
+ 6.48%
$77.43 - $82.98 $1.04M - $1.11M
220K $18.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.76K
+ 6.61%
$153.84 - $169.37 $424K - $467K
44.5K $7.53M
SPTL
Spdr Portfolio Long Term Treas

ETFs
45.7K
+ 8.94%
$27.25 - $28.98 $1.25M - $1.32M
557K $15.6M
NVDA
Nvidia Corp

Technology
100
+ 6.7%
$475.69 - $950.02 $47.6K - $95K
1.59K $1.44M
LLY
Eli Lilly & CO

Healthcare
495
+ 44.04%
$592.2 - $792.28 $293K - $392K
1.62K $1.26M
XOM
Exxon Mobil Corp

Energy
36
+ 0.16%
$96.8 - $116.24 $3.48K - $4.18K
23.1K $2.68M
BSCU
Invesco Exc Self Ind Tr

ETFs
20.8K
+ 91.39%
$16.22 - $16.67 $337K - $347K
43.5K $713K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
8.95K
+ 13.39%
$18.13 - $18.56 $162K - $166K
75.7K $1.39M
WMT
Walmart Inc.

Consumer Defensive
12K
+ 200.08%
$58.61 - $175.86 $706K - $2.12M
18.1K $1.09M
GOOG
Alphabet Inc.

Communication Services
67
+ 0.7%
$132.56 - $154.84 $8.88K - $10.4K
9.61K $1.46M
NVO
Novo Nordisk A S

Healthcare
24
+ 0.53%
$102.11 - $135.92 $2.45K - $3.26K
4.51K $579K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.27%
$338.26 - $395.2 $2.71K - $3.16K
2.97K $1.14M
RCEL
Avita Medical, Inc.

Healthcare
2.5K
+ 19.2%
$12.56 - $18.31 $31.4K - $45.8K
15.5K $248K
IEF
Ishares Barclays

ETFs
1.74K
+ 2.69%
$93.54 - $96.82 $163K - $169K
66.4K $6.29M
CSX
Csx Corp

Industrials
8
+ 0.13%
$34.39 - $38.38 $275 - $307
5.99K $222K
TXN
Texas Instruments Inc

Technology
20
+ 0.7%
$156.85 - $175.27 $3.14K - $3.51K
2.88K $501K
Powershs Qqq Trust Ser 1
751
+ 3.16%
N/A
24.5K $0
Invesco Exch Trd Slf Idx Fd
598
+ 0.74%
N/A
81.6K $0
MMM
3 M CO

Industrials
10
+ 0.34%
$91.25 - $110.0 $913 - $1.1K
2.99K $316K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.2%
$278.58 - $300.53 $2.79K - $3.01K
5.06K $1.43M
BA
Boeing CO

Industrials
10
+ 0.28%
$179.84 - $251.76 $1.8K - $2.52K
3.63K $699K
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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