Financial Architects, Inc Incresed Positions in Q2 2023

Financial Architects, Inc

  • $657 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.48K
+ 19.3%
$39.91 - $43.82 $98.8K - $108K
15.3K $670K
MA
Mastercard Inc

Financial Services
143
+ 6.53%
$360.14 - $393.3 $51.5K - $56.2K
2.33K $917K
NOW
Service Now, Inc.

Technology
113
+ 21.08%
$430.51 - $574.37 $48.6K - $64.9K
649 $364K
AVGO
Broadcom Inc.

Technology
10
+ 2.21%
$610.16 - $886.18 $6.1K - $8.86K
462 $400K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.25K
+ 6.57%
$35.81 - $40.7 $44.9K - $51K
20.3K $826K
PWR
Quanta Services, Inc.

Industrials
175
+ 7.95%
$159.13 - $196.45 $27.8K - $34.4K
2.38K $466K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
678
+ 10.59%
$64.88 - $76.39 $44K - $51.8K
7.08K $540K
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
2.17K
+ 35.69%
$33.3 - $36.27 $72.4K - $78.8K
8.26K $299K
MSEX
Middlesex Water CO

Utilities
576
+ 3.54%
$69.37 - $83.78 $40K - $48.3K
16.8K $1.36M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.37K
+ 39.81%
$60.28 - $64.24 $82.6K - $88K
4.81K $302K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18
+ 0.01%
$101.36 - $107.68 $1.82K - $1.94K
135K $14.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.16K
+ 2.67%
$50.19 - $50.83 $58.4K - $59.2K
44.7K $2.27M
XLV
Select Sector Spdr Fund Health

ETFs
332
+ 3.48%
$126.74 - $135.66 $42.1K - $45K
9.86K $1.31M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
861
+ 4.54%
$48.28 - $51.93 $41.6K - $44.7K
19.8K $1.02M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
233
+ 26.3%
$219.8 - $242.66 $51.2K - $56.5K
1.12K $271K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.06K
+ 5.74%
$33.87 - $37.05 $35.9K - $39.3K
19.5K $722K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.04%
$198.57 - $225.7 $199 - $226
2.44K $550K
IBM
International Business Machines Corp

Technology
241
+ 2.17%
$120.9 - $138.4 $29.1K - $33.4K
11.3K $1.52M
ABNB
Airbnb, Inc.

Consumer Cyclical
324
+ 6.02%
$104.42 - $128.68 $33.8K - $41.7K
5.71K $731K
CRM
Salesforce, Inc.

Technology
45
+ 1.0%
$188.89 - $223.38 $8.5K - $10.1K
4.54K $959K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
521
+ 16.35%
$117.3 - $124.97 $61.1K - $65.1K
3.71K $454K
FNDF
Schwab Fundamental Intl Large

ETFs
957
+ 3.63%
$30.91 - $33.09 $29.6K - $31.7K
27.3K $883K
RFG
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.62%
$176.57 - $195.32 $4.41K - $4.88K
4.05K $791K
AON
Aon PLC

Financial Services
14
+ 0.87%
$308.29 - $345.2 $4.32K - $4.83K
1.63K $563K
XOM
Exxon Mobil Corp

Energy
746
+ 6.13%
$102.18 - $118.34 $76.2K - $88.3K
12.9K $1.38M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.43K
+ 3.36%
$20.54 - $20.66 $50K - $50.2K
74.9K $1.54M
IXJ
Ishares Global Healthcare ETF

ETFs
31
+ 0.11%
$82.57 - $87.62 $2.56K - $2.72K
27.5K $2.33M
UNH
Unitedhealth Group Inc

Healthcare
81
+ 8.43%
$458.49 - $526.23 $37.1K - $42.6K
1.04K $500K
IVW
Ishares S&P 500 Growth ETF

ETFs
200
+ 4.15%
$63.21 - $70.48 $12.6K - $14.1K
5.02K $353K
VEU
Vanguard Ftse All World Ex Us

ETFs
470
+ 2.36%
$52.62 - $56.04 $24.7K - $26.3K
20.4K $1.11M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
279
+ 3.06%
$52.68 - $57.17 $14.7K - $16K
9.38K $529K
TJX
Tjx Companies Inc

Consumer Cyclical
101
+ 2.27%
$75.94 - $84.79 $7.67K - $8.56K
4.55K $385K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.03%
$327.75 - $344.77 $328 - $345
3.06K $1.05M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.03K
+ 3.43%
$74.96 - $77.47 $77.5K - $80.1K
31.2K $2.34M
NUDM
Nuveen Esg International Devel

ETFs
17
+ 0.05%
$27.91 - $29.55 $474 - $502
36.4K $1.05M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.02%
$69.81 - $78.36 $140 - $157
8.38K $611K
CI
Cigna Corp

Healthcare
1
+ 0.11%
$242.64 - $280.6 $243 - $281
905 $253K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.08%
$161.47 - $183.69 $161 - $184
1.24K $227K
XLP
Consumer Staples Sector Spdr

ETFs
330
+ 5.54%
$72.59 - $77.5 $24K - $25.6K
6.28K $465K
EFA
Ishares Tr Msci Eafe ETF

ETFs
134
+ 2.09%
$70.67 - $73.9 $9.47K - $9.9K
6.56K $475K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
22
+ 0.25%
$96.17 - $100.07 $2.12K - $2.2K
8.81K $863K
HNDL
Strategy Shs

ETFs
440
+ 1.56%
$19.67 - $20.41 $8.65K - $8.98K
28.6K $580K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
63
+ 0.51%
$21.7 - $23.09 $1.37K - $1.45K
12.3K $282K
EPD
Enterprise Products Partners L.P.

Energy
198
+ 1.86%
$25.27 - $27.01 $5K - $5.35K
10.9K $286K
MO
Altria Group, Inc.

Consumer Defensive
116
+ 1.8%
$43.42 - $47.78 $5.04K - $5.54K
6.56K $297K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
196
+ 0.48%
$23.66 - $25.54 $4.64K - $5.01K
40.7K $1M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.05%
$133.6 - $140.61 $134 - $141
1.93K $271K
HYG
Ishares Tr

ETFs
121
+ 3.03%
$73.57 - $75.42 $8.9K - $9.13K
4.11K $308K
VCIT
Vanguard Intermediate Term Cor

ETFs
124
+ 4.21%
$78.33 - $80.78 $9.71K - $10K
3.07K $242K
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