Financial & Tax Architects, LLC Purchases in Q3 2024

Financial & Tax Architects, LLC

  • $389 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
292K
New
$53.07 - $62.66 $15.5M - $18.3M
292K $18B
VGLT
Vanguard Long Term Treasury Et

ETFs
145K
New
$56.52 - $63.23 $8.21M - $9.18M
145K $8.94B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
21.9K
New
$100.75 - $111.62 $2.2M - $2.44M
21.9K $2.39B
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.6K
+ 11.34%
$71.45 - $75.64 $1.19M - $1.26M
163K $12.3B
SGOL
Abrdn Gold ETF Trust

ETFs
62K
New
$22.26 - $25.51 $1.38M - $1.58M
62K $1.56B
NFLX
Netflix Inc

Communication Services
1.82K
New
$598.55 - $722.26 $1.09M - $1.31M
1.82K $1.29B
IVV
Ishares Core S&P 500 ETF

ETFs
1.88K
New
$520.18 - $576.82 $976K - $1.08M
1.88K $1.08B
IEF
Ishares Barclays

ETFs
986
+ 0.53%
$92.67 - $99.14 $91.4K - $97.8K
188K $18.5B
AAPL
Apple Inc.

Technology
1.93K
+ 20.59%
$207.23 - $234.82 $401K - $454K
11.3K $2.64B
HYG
Ishares Tr

ETFs
5.6K
+ 15.67%
$76.72 - $80.36 $429K - $450K
41.3K $3.32B
VB
Vanguard Small Cap ETF

ETFs
1.73K
New
$214.77 - $237.72 $372K - $412K
1.73K $411M
QQQ
Invesco Qqq Trust, Series 1

ETFs
836
New
$434.77 - $502.96 $363K - $420K
836 $408M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.29K
+ 9.26%
$36.06 - $37.66 $263K - $275K
86K $3.24B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.3K
New
$77.02 - $85.06 $331K - $366K
4.3K $364M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.61K
+ 8.7%
$92.1 - $95.52 $240K - $249K
32.6K $3.11B
KXI
Ishares Tr Global Consumer Sta

ETFs
5.02K
New
$59.84 - $66.17 $301K - $332K
5.02K $330M
IGF
Ishares Global Infrastructure

ETFs
5.68K
New
$47.97 - $54.56 $272K - $310K
5.68K $309M
OUNZ
Van Eck Merk Gold Trust

ETFs
11.1K
New
$22.51 - $25.83 $251K - $287K
11.1K $283M
GD
General Dynamics Corp

Industrials
112
+ 0.58%
$279.51 - $308.09 $31.3K - $34.5K
19.3K $5.84B
ARGT
Global X Msci Argentina ETF

ETFs
3.67K
New
$54.45 - $70.18 $200K - $257K
3.67K $243M
IVE
Ishares S&P 500 Value ETF

ETFs
1.14K
New
$181.06 - $197.17 $207K - $226K
1.14K $226M
PEP
Pepsico Inc

Consumer Defensive
299
+ 0.88%
$161.9 - $179.3 $48.4K - $53.6K
34.1K $5.8B
META
Meta Platforms, Inc.

Communication Services
46
+ 1.68%
$453.41 - $572.44 $20.9K - $26.3K
2.78K $1.59B
VO
Vanguard Mid Cap ETF

ETFs
780
New
$237.84 - $263.83 $186K - $206K
780 $206M
PNR
Pentair PLC

Industrials
303
+ 4.88%
$74.39 - $97.79 $22.5K - $29.6K
6.51K $637M
SNY
Sanofi

Healthcare
584
+ 6.01%
$48.54 - $58.53 $28.3K - $34.2K
10.3K $594M
UL
Unilever PLC

Consumer Defensive
190
+ 2.08%
$54.7 - $65.59 $10.4K - $12.5K
9.3K $604M
AMCR
Amcor PLC

Consumer Cyclical
2.22K
+ 4.64%
$9.5 - $11.44 $21.1K - $25.4K
50.1K $568M
CB
Chubb LTD

Financial Services
123
+ 6.66%
$252.51 - $292.2 $31.1K - $35.9K
1.97K $569M
Linde PLC
113
+ 10.52%
N/A
1.19K $566M
SCHR
Schwab Intermediate Term Us Tr

ETFs
194
+ 0.43%
$48.4 - $50.91 $9.39K - $9.88K
45.1K $2.28B
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 2.33%
$801.83 - $917.05 $29.7K - $33.9K
1.62K $1.44B
SAP
Sap Se

Technology
39
+ 1.49%
$197.21 - $231.0 $7.69K - $9.01K
2.66K $609M
NVS
Novartis Ag

Healthcare
136
+ 2.89%
$106.13 - $120.89 $14.4K - $16.4K
4.84K $557M
MSFT
Microsoft Corp

Technology
172
+ 3.4%
$395.15 - $467.56 $68K - $80.4K
5.23K $2.25B
AVGO
Broadcom Inc.

Technology
7.46K
+ 806.81%
$136.27 - $1745.86 $1.02M - $13M
8.39K $1.45B
GOOG
Alphabet Inc.

Communication Services
84
+ 1.05%
$149.54 - $192.66 $12.6K - $16.2K
8.12K $1.36B
ASML
Asml Holding Nv

Technology
101
+ 7.62%
$749.82 - $1098.95 $75.7K - $111K
1.43K $1.19B
CVX
Chevron Corp

Energy
1.05K
+ 2.78%
$137.88 - $161.97 $145K - $170K
38.8K $5.71B
Activity Summary
Buys All Purchases 40 New Holdings 16 Increased Positions 24 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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