Financial & Tax Architects, LLC Purchases in Q4 2024

Financial & Tax Architects, LLC

  • $393 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
199K
+ 88.4%
$91.29 - $91.8 $18.2M - $18.3M
425K $38.8B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
284K
New
$44.87 - $46.86 $12.8M - $13.3M
284K $12.8B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
124K
+ 4751.65%
$77.86 - $79.27 $9.66M - $9.83M
127K $9.88B
CWB
Spdr Bloomberg Convertible Sec

ETFs
117K
New
$76.21 - $82.24 $8.94M - $9.65M
117K $9.14B
T
At&T Inc.

Communication Services
270K
New
$21.22 - $23.88 $5.72M - $6.44M
270K $6.14B
RTX
Raytheon Technologies Corp

Industrials
49.9K
New
$114.45 - $127.21 $5.71M - $6.35M
49.9K $5.77B
JNK
Spdr Bloomberg High Yield Bond

ETFs
50.2K
New
$94.77 - $97.36 $4.76M - $4.89M
50.2K $4.79B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
18.6K
New
$69.58 - $74.87 $1.29M - $1.39M
18.6K $1.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
705
+ 1.88%
$567.81 - $607.81 $400K - $429K
38.2K $22.4B
IVW
Ishares S&P 500 Growth ETF

ETFs
8.46K
New
$94.43 - $105.47 $799K - $892K
8.46K $859M
VO
Vanguard Mid Cap ETF

ETFs
2.43K
+ 312.05%
$261.5 - $284.63 $636K - $693K
3.21K $849M
IWM
Ishares Russell 2000 ETF

ETFs
2.72K
New
$216.13 - $242.4 $587K - $658K
2.72K $600M
EWS
Ishares Inc Msci Singapore ETF

ETFs
26K
New
$21.36 - $23.24 $555K - $604K
26K $568M
NVDA
Nvidia Corp

Technology
749
+ 2.19%
$117.0 - $148.88 $87.6K - $112K
35K $4.7B
AAPL
Apple Inc.

Technology
949
+ 8.38%
$221.69 - $259.02 $210K - $246K
12.3K $3.07B
AMZN
Amazon Com Inc

Consumer Cyclical
748
+ 9.23%
$180.88 - $232.93 $135K - $174K
8.85K $1.94B
GOOG
Alphabet Inc.

Communication Services
1.11K
+ 13.63%
$163.08 - $198.16 $180K - $219K
9.22K $1.76B
CVX
Chevron Corp

Energy
3.13K
+ 8.07%
$141.15 - $162.53 $442K - $509K
41.9K $6.07B
SPYG
Spdr Portfolio

ETFs
3.99K
New
$81.74 - $91.38 $326K - $365K
3.99K $351M
ASML
Asml Holding Nv

Technology
688
+ 48.25%
$658.43 - $872.27 $453K - $600K
2.11K $1.47B
ABT
Abbott Laboratories

Healthcare
2.86K
+ 5.09%
$111.93 - $119.39 $320K - $341K
59.1K $6.68B
VTWO
Vanguard Russell 2000 ETF

ETFs
2.39K
+ 5.0%
$87.42 - $98.06 $209K - $234K
50.1K $4.47B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.15K
New
$176.42 - $186.91 $203K - $215K
1.15K $205M
HYG
Ishares Tr

ETFs
3.44K
+ 8.34%
$78.09 - $80.04 $269K - $276K
44.8K $3.52B
GBIL
Goldman Sachs Access Treasury

ETFs
1.97K
+ 8.25%
$99.85 - $100.22 $197K - $198K
25.8K $2.58B
SCHR
Schwab Intermediate Term Us Tr

ETFs
56.1K
+ 124.52%
$24.19 - $50.58 $1.36M - $2.84M
101K $2.46B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.41K
+ 7.4%
$93.52 - $95.37 $225K - $230K
35K $3.28B
COST
Costco Wholesale Corp

Consumer Defensive
122
+ 7.52%
$873.59 - $994.69 $107K - $121K
1.75K $1.6B
JFR
Nuveen Floating Rate Income Fund

Financial Services
17.6K
New
$8.74 - $9.22 $154K - $162K
17.6K $157M
META
Meta Platforms, Inc.

Communication Services
183
+ 6.59%
$554.08 - $632.68 $101K - $116K
2.96K $1.73B
IGF
Ishares Global Infrastructure

ETFs
2.9K
+ 51.03%
$51.2 - $55.7 $148K - $161K
8.58K $448M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.62K
+ 6.53%
$36.54 - $37.53 $205K - $211K
91.6K $3.37B
XLY
Select Sector Spdr Consumer Di

ETFs
233
+ 7.36%
$194.8 - $239.43 $45.4K - $55.8K
3.4K $763M
KXI
Ishares Tr Global Consumer Sta

ETFs
2.47K
+ 49.07%
$60.15 - $65.39 $148K - $161K
7.49K $451M
PG
Procter & Gamble CO

Consumer Defensive
1.89K
+ 5.17%
$161.05 - $179.7 $305K - $340K
38.5K $6.45B
VOX
Vanguard Communication Service

ETFs
321
+ 7.05%
$144.31 - $163.57 $46.3K - $52.5K
4.88K $755M
XLK
Technology Sector Spdr

ETFs
304
+ 10.87%
$220.26 - $241.44 $67K - $73.4K
3.1K $721M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.46K
+ 7.6%
$104.01 - $115.38 $152K - $168K
20.6K $2.18B
VB
Vanguard Small Cap ETF

ETFs
325
+ 18.75%
$233.76 - $261.58 $76K - $85K
2.06K $495M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.86K
+ 13.0%
$34.25 - $37.94 $63.8K - $70.7K
16.2K $588M
FM
Ishares Msci Frontier And Sele

ETFs
2.67K
+ 11.98%
$27.11 - $27.7 $72.5K - $74K
25K $678M
QQQ
Invesco Qqq Trust, Series 1

ETFs
79
+ 9.45%
$481.22 - $538.17 $38K - $42.5K
915 $468M
XLP
Consumer Staples Sector Spdr

ETFs
1.18K
+ 15.39%
N/A
8.86K $697M
XLF
Financial Sector Spdr

ETFs
115
+ 0.76%
$44.89 - $51.34 $5.16K - $5.9K
15.3K $738M
INFY
Infosys LTD

Technology
2.72K
+ 10.66%
$20.71 - $23.42 $56.3K - $63.7K
28.2K $619M
XLE
Energy Sector Spdr

ETFs
714
+ 10.76%
$83.32 - $97.27 $59.5K - $69.5K
7.35K $629M
PEP
Pepsico Inc

Consumer Defensive
4.31K
+ 12.63%
$151.29 - $176.1 $652K - $759K
38.4K $5.84B
XLI
Industrial Sector Spdr

ETFs
407
+ 8.18%
$131.76 - $143.99 $53.6K - $58.6K
5.38K $709M
SPGI
S&P Global Inc.

Financial Services
561
+ 4.18%
$480.36 - $529.17 $269K - $297K
14K $6.97B
Activity Summary
Buys All Purchases 84 New Holdings 12 Increased Positions 72 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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