Financial Architects, Inc Incresed Positions in Q2 2023

Financial Architects, Inc

  • $657 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
25.2K
+ 64.89%
$275.42 - $348.1 $6.93M - $8.76M
63.9K $21.8M
AAPL
Apple Inc.

Technology
9.98K
+ 5.9%
$160.1 - $193.97 $1.6M - $1.94M
179K $34.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
93.7K
+ 141.65%
$44.13 - $48.37 $4.13M - $4.53M
160K $7.73M
LVHI
Franklin International Low Vol

ETFs
110K
+ 48.95%
$26.62 - $27.89 $2.92M - $3.06M
333K $9.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.77K
+ 0.54%
$47.08 - $51.7 $130K - $143K
515K $26.6M
XLK
Technology Sector Spdr

ETFs
1.29K
+ 1.77%
$143.97 - $174.63 $186K - $226K
74.2K $12.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.6K
+ 6.8%
$53.85 - $55.4 $1.21M - $1.25M
354K $19.6M
META
Meta Platforms, Inc.

Communication Services
706
+ 5.12%
$207.55 - $288.73 $147K - $204K
14.5K $4.16M
AMZN
Amazon Com Inc

Consumer Cyclical
2.45K
+ 8.44%
$97.83 - $130.36 $239K - $319K
31.4K $4.1M
VUG
Vanguard Growth ETF

ETFs
828
+ 3.39%
$243.06 - $282.96 $201K - $234K
25.2K $7.14M
NVDA
Nvidia Corp

Technology
330
+ 9.22%
$262.41 - $438.08 $86.6K - $145K
3.91K $1.65M
NKE
Nike, Inc.

Consumer Cyclical
6.37K
+ 135.91%
$103.63 - $127.92 $660K - $815K
11.1K $1.22M
SCHG
Schwab Strategic Tr Us Large C

ETFs
173
+ 0.29%
$63.6 - $74.95 $11K - $13K
60.5K $4.53M
PAPR
Innovator U.S. Equity Power Bu

ETFs
18.2K
+ 163.97%
$29.28 - $30.9 $533K - $562K
29.3K $905K
GOOGL
Alphabet Inc.

Communication Services
1.06K
+ 3.89%
$103.71 - $127.31 $110K - $135K
28.4K $3.4M
GOOG
Alphabet Inc.

Communication Services
608
+ 2.17%
$104.45 - $127.91 $63.5K - $77.8K
28.6K $3.46M
VIG
Vanguard Dividend Appreciation

ETFs
1.42K
+ 4.06%
$152.74 - $162.43 $217K - $231K
36.4K $5.92M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.53K
+ 2.88%
$44.37 - $47.9 $290K - $313K
233K $11.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.6K
+ 4.63%
$75.46 - $76.54 $574K - $582K
172K $13M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
13.5K
+ 26.16%
$24.18 - $26.13 $326K - $352K
65K $1.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.36K
+ 1.31%
$65.29 - $71.03 $88.7K - $96.5K
105K $7.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.75K
+ 2.36%
$69.18 - $73.94 $536K - $573K
337K $24.5M
SCHO
Schwab Short Term Us Treasury

ETFs
7.62K
+ 26.95%
$48.06 - $48.89 $366K - $372K
35.9K $1.72M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
7.62K
+ 36.32%
$35.65 - $37.9 $272K - $289K
28.6K $1.08M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.64K
+ 0.61%
$34.48 - $36.54 $56.5K - $59.9K
271K $9.66M
ACN
Accenture PLC

Technology
420
+ 6.04%
$263.48 - $323.77 $111K - $136K
7.38K $2.28M
WMT
Walmart Inc.

Consumer Defensive
1.44K
+ 23.75%
$146.06 - $157.73 $210K - $227K
7.48K $1.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.05K
+ 26.07%
$47.67 - $52.37 $193K - $212K
19.6K $1.03M
IVV
Ishares Core S&P 500 ETF

ETFs
372
+ 12.15%
$406.17 - $445.71 $151K - $166K
3.43K $1.53M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.72K
+ 3.71%
$61.07 - $65.21 $166K - $178K
76K $4.81M
VTI
Vanguard Total Stock Market Et

ETFs
299
+ 2.51%
$200.75 - $220.28 $60K - $65.9K
12.2K $2.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
152
+ 2.85%
$404.36 - $443.28 $61.5K - $67.4K
5.49K $2.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
101
+ 2.36%
$309.99 - $370.26 $31.3K - $37.4K
4.38K $1.62M
VEA
Vanguard Ftse Developed Market

ETFs
4.39K
+ 12.83%
$44.63 - $47.33 $196K - $208K
38.6K $1.78M
VO
Vanguard Mid Cap ETF

ETFs
710
+ 9.58%
$203.43 - $220.16 $144K - $156K
8.12K $1.79M
CVS
Cvs Health Corp

Healthcare
3.93K
+ 36.01%
$66.65 - $77.75 $262K - $306K
14.8K $1.03M
PANW
Palo Alto Networks Inc

Technology
311
+ 14.44%
$176.89 - $255.51 $55K - $79.5K
2.47K $629K
V
Visa Inc.

Financial Services
66
+ 0.44%
$221.03 - $237.48 $14.6K - $15.7K
15.2K $3.61M
PJUL
Innovator U.S. Equity Power Bu

ETFs
4.53K
+ 27.87%
$31.38 - $34.22 $142K - $155K
20.8K $711K
IXN
Ishares Global Information Tec

ETFs
23
+ 0.09%
$51.78 - $62.58 $1.19K - $1.44K
24.9K $1.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
230
+ 9.72%
$371.44 - $407.28 $85.4K - $93.7K
2.6K $1.06M
MUB
Ishares National Muni Bond ETF

ETFs
1.8K
+ 6.62%
$105.16 - $108.58 $189K - $195K
28.9K $3.09M
NFLX
Netflix Inc

Communication Services
196
+ 24.94%
$317.55 - $445.27 $62.2K - $87.3K
982 $432K
IYW
Ishares Dj Us Tech ETF

ETFs
3
+ 0.03%
$88.68 - $109.37 $266 - $328
9.68K $1.05M
ADBE
Adobe Inc.

Technology
171
+ 25.15%
$335.45 - $495.18 $57.4K - $84.7K
851 $416K
ABT
Abbott Laboratories

Healthcare
598
+ 5.52%
$100.78 - $112.29 $60.3K - $67.1K
11.4K $1.25M
MCD
Mcdonalds Corp

Consumer Cyclical
228
+ 5.7%
$281.9 - $298.41 $64.3K - $68K
4.23K $1.26M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.11K
+ 25.21%
$20.11 - $20.4 $143K - $145K
35.3K $710K
CWB
Spdr Bloomberg Convertible Sec

ETFs
187
+ 0.44%
$65.49 - $69.95 $12.2K - $13.1K
42.5K $2.97M
Activity Summary
Buys All Purchases 135 New Holdings 21 Increased Positions 114 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Architects, Inc Portfolio

Follow Financial Architects, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Architects, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Architects, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email