Financial Architects, Inc Sells in Q2 2023

Financial Architects, Inc

  • $657 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-319
- 5.31%
$205.75 - $247.67 $65.6K - $79K
5.69K $1.4M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-54
- 1.02%
$85.65 - $93.64 $4.63K - $5.06K
5.26K $492K
BCE
Bce Inc

Communication Services
-859
- 1.03%
$44.58 - $48.3 $38.3K - $41.5K
82.2K $3.75M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-406
- 1.13%
$63.33 - $67.21 $25.7K - $27.3K
35.5K $2.38M
CMCSA
Comcast Corp

Communication Services
-573
- 3.79%
$36.52 - $41.67 $20.9K - $23.9K
14.5K $603K
IWD
Ishares Russell 1000 Val ETF

ETFs
-33
- 0.5%
$148.55 - $157.83 $4.9K - $5.21K
6.52K $1.03M
XLY
Select Sector Spdr Consumer Di

ETFs
-226
- 6.14%
$143.54 - $169.81 $32.4K - $38.4K
3.46K $586K
FDX
Fedex Corp

Industrials
-84
- 2.68%
$217.29 - $249.98 $18.3K - $21K
3.06K $757K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-139
- 3.0%
$0.0 - $295.8 $0 - $41.1K
4.49K $1.32M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-134
- 0.59%
$16.97 - $20.91 $2.27K - $2.8K
22.7K $474K
HD
Home Depot, Inc.

Consumer Cyclical
-198
- 2.63%
$282.33 - $313.74 $55.9K - $62.1K
7.32K $2.27M
PEP
Pepsico Inc

Consumer Defensive
-202
- 0.61%
$180.11 - $196.12 $36.4K - $39.6K
32.7K $6.06M
NVS
Novartis Ag

Healthcare
-128
- 1.45%
$92.52 - $104.91 $11.8K - $13.4K
8.68K $875K
FNDA
Schwab Fundamental U S Small C

ETFs
-158
- 0.38%
$46.06 - $50.45 $7.28K - $7.97K
41.2K $2.08M
IWR
Ishares Russell Mid Cap ETF

ETFs
-456
- 1.35%
$67.49 - $73.03 $30.8K - $33.3K
33.3K $2.43M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-24
- 0.56%
$439.95 - $478.91 $10.6K - $11.5K
4.24K $2.03M
BX
Blackstone Inc.

Financial Services
-993
- 2.91%
$80.4 - $92.97 $79.8K - $92.3K
33.1K $3.08M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-441
- 2.27%
$53.71 - $62.21 $23.7K - $27.4K
19K $1.18M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-225
- 1.27%
$70.39 - $78.35 $15.8K - $17.6K
17.5K $1.37M
LLY
Eli Lilly & CO

Healthcare
-387
- 16.38%
$350.74 - $468.98 $136K - $181K
1.98K $926K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.5K
- 2.21%
$139.61 - $149.64 $209K - $224K
66.2K $9.91M
MRK
Merck & Co., Inc.

Healthcare
-184
- 1.18%
$108.61 - $118.38 $20K - $21.8K
15.5K $1.79M
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.9K
- 1.66%
$31.61 - $33.47 $59.9K - $63.4K
112K $3.75M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-16
- 0.25%
$239.31 - $275.18 $3.83K - $4.4K
6.39K $1.76M
JPM
Jpmorgan Chase & CO

Financial Services
-301
- 1.76%
$127.47 - $145.44 $38.4K - $43.8K
16.8K $2.45M
ORCL
Oracle Corp

Technology
-25
- 0.25%
$93.71 - $126.55 $2.34K - $3.16K
9.8K $1.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-768
- 0.59%
$91.14 - $99.81 $70K - $76.7K
129K $12.8M
JNJ
Johnson & Johnson

Healthcare
-692
- 1.5%
$154.35 - $166.11 $107K - $115K
45.4K $7.51M
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
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