Financial Security Advisor, Inc. Purchases in Q3 2024

Financial Security Advisor, Inc.

  • $401 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Neos Enhanced Income Credit Select ETF
7.38M
New
N/A
7.38M $77.6B
CGGR
Capital Group Growth ETF Shs C

ETFs
31.5K
+ 1.53%
$30.71 - $34.79 $969K - $1.1M
2.1M $72.9B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
44.8K
+ 19.95%
$50.25 - $50.74 $2.25M - $2.27M
269K $13.7B
AAPL
Apple Inc.

Technology
810
+ 1.48%
$207.23 - $234.82 $168K - $190K
55.6K $13B
SO
Southern CO

Utilities
8.25K
+ 213.51%
$77.0 - $90.52 $635K - $747K
12.1K $1.09B
T. Rowe Price Capital Apprec Eq ETF
16K
+ 12.55%
N/A
144K $4.78B
MO
Altria Group, Inc.

Consumer Defensive
1.18K
+ 1.3%
$45.95 - $54.71 $54.2K - $64.5K
91.9K $4.78B
USFR
Wisdomtree Floating Rate Treas

ETFs
9.64K
+ 3.35%
$50.2 - $50.48 $484K - $487K
297K $14.9B
D
Dominion Energy, Inc

Utilities
2.89K
+ 8.8%
$48.01 - $58.53 $139K - $169K
35.7K $2.06B
PH
Parker Hannifin Corp

Industrials
30
+ 0.95%
$501.01 - $635.92 $15K - $19.1K
3.2K $2.02B
TOWN
Towne Bank (Va)

Financial Services
1.83K
+ 5.19%
$26.78 - $34.85 $49K - $63.8K
37.1K $1.23B
DHR
Danaher Corp

Healthcare
685
+ 26.18%
$239.25 - $280.76 $164K - $192K
3.3K $919M
VTI
Vanguard Total Stock Market Et

ETFs
871
+ 84.73%
$255.18 - $283.2 $222K - $247K
1.9K $539M
PG
Procter & Gamble CO

Consumer Defensive
500
+ 2.6%
$160.76 - $177.82 $80.4K - $88.9K
19.8K $3.42B
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.58K
New
$109.16 - $155.35 $172K - $245K
1.58K $244M
FTV
Fortive Corp

Technology
2.88K
New
$67.01 - $79.2 $193K - $228K
2.88K $227M
GLD
Spdr Gold Trust

ETFs
930
New
$215.56 - $246.98 $200K - $230K
930 $226M
BMY
Bristol Myers Squibb CO

Healthcare
4.27K
New
$39.66 - $51.75 $169K - $221K
4.27K $221M
MA
Mastercard Inc

Financial Services
424
New
$429.6 - $500.99 $182K - $212K
424 $210M
AMD
Advanced Micro Devices Inc

Technology
1.27K
New
$128.67 - $183.96 $163K - $233K
1.27K $208M
GD
General Dynamics Corp

Industrials
682
New
$279.51 - $308.09 $191K - $210K
682 $206M
KO
Coca Cola CO

Consumer Defensive
182
+ 0.78%
$62.69 - $73.01 $11.4K - $13.3K
23.6K $1.71B
MSFT
Microsoft Corp

Technology
1.58K
+ 5.53%
$395.15 - $467.56 $623K - $737K
30.1K $12.9B
CAT
Caterpillar Inc

Industrials
518
New
$316.8 - $391.12 $164K - $203K
518 $203M
HOLX
Hologic Inc

Healthcare
2.48K
New
$73.48 - $83.64 $182K - $207K
2.48K $202M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.46K
New
$53.41 - $57.9 $185K - $200K
3.46K $201M
META
Meta Platforms, Inc.

Communication Services
54
+ 2.54%
$453.41 - $572.44 $24.5K - $30.9K
2.18K $1.25B
NSC
Norfolk Southern Corp

Industrials
3
+ 0.08%
$213.75 - $259.69 $641 - $779
3.86K $960M
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 1.96%
$517.38 - $573.86 $33.1K - $36.7K
3.34K $1.91B
XOM
Exxon Mobil Corp

Energy
361
+ 0.94%
$109.72 - $119.0 $39.6K - $43K
38.9K $4.56B
IBM
International Business Machines Corp

Technology
15
+ 0.64%
$175.1 - $223.38 $2.63K - $3.35K
2.37K $523M
TFC
Truist Financial Corp

Financial Services
591
+ 2.62%
$38.22 - $44.94 $22.6K - $26.6K
23.1K $989M
JPM
Jpmorgan Chase & CO

Financial Services
370
+ 14.9%
$194.9 - $224.8 $72.1K - $83.2K
2.85K $602M
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.16%
$1685.92 - $2128.51 $1.69K - $2.13K
611 $1.12B
TXN
Texas Instruments Inc

Technology
76
+ 1.14%
$194.6 - $194.6 $14.8K - $14.8K
6.74K $1.39B
ACN
Accenture PLC

Technology
13
+ 0.86%
$295.44 - $355.81 $3.84K - $4.63K
1.53K $541M
ADP
Automatic Data Processing Inc

Industrials
11
+ 0.87%
$233.44 - $279.45 $2.57K - $3.07K
1.28K $356M
RTX
Raytheon Technologies Corp

Industrials
25
+ 1.07%
$99.55 - $123.34 $2.49K - $3.08K
2.35K $285M
MDLZ
Mondelez International, Inc.

Consumer Defensive
27
+ 0.56%
$64.35 - $75.71 $1.74K - $2.04K
4.87K $361M
ABT
Abbott Laboratories

Healthcare
5
+ 0.13%
$100.07 - $118.13 $500 - $591
3.76K $429M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
218
+ 14.02%
$147.95 - $191.05 $32.3K - $41.6K
1.77K $309M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 1.28%
$801.83 - $917.05 $8.02K - $9.17K
791 $702M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.3%
$520.18 - $576.82 $1.56K - $1.73K
1K $577M
CGGO
Capital Group Global Growth Eq

ETFs
902
+ 12.43%
$27.25 - $30.52 $24.6K - $27.5K
8.16K $246M
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.75%
$233.14 - $263.97 $1.87K - $2.11K
1.07K $282M
LDOS
Leidos Holdings, Inc.

Technology
3
+ 0.2%
$142.66 - $163.02 $428 - $489
1.51K $246M
PKW
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.19%
$102.34 - $114.52 $409 - $458
2.11K $241M
MAIN
Main Street Capital Corp

Financial Services
527
+ 4.65%
$47.05 - $52.25 $24.8K - $27.5K
11.9K $595M
MS
Morgan Stanley

Financial Services
36
+ 1.46%
$92.07 - $106.96 $3.31K - $3.85K
2.5K $261M
Activity Summary
Buys All Purchases 67 New Holdings 11 Increased Positions 56 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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