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
CB
Chubb LTD

Financial Services
192
+ 9.74%
$271.57 - $301.89 $52.1K - $58K
2.16K $598M
IYR
Ishares Tr

ETFs
909
+ 14.31%
$90.74 - $102.87 $82.5K - $93.5K
7.26K $676M
MA
Mastercard Inc

Financial Services
12
+ 2.23%
$491.3 - $536.15 $5.9K - $6.43K
551 $290M
XLU
Utilities Sector Spdr

ETFs
783
+ 8.12%
$74.89 - $82.93 $58.6K - $64.9K
10.4K $789M
VDE
Vanguard Energy ETF

ETFs
76
+ 3.36%
$116.67 - $136.78 $8.87K - $10.4K
2.34K $283M
OUNZ
Van Eck Merk Gold Trust

ETFs
278
+ 2.5%
$24.72 - $26.9 $6.87K - $7.48K
11.4K $289M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
88
+ 0.99%
$50.0 - $50.27 $4.4K - $4.42K
8.94K $448M
XLB
Select Sector Spdr Fd Material

ETFs
966
+ 15.11%
$83.8 - $97.58 $81K - $94.3K
7.36K $619M
MSFT
Microsoft Corp

Technology
115
+ 2.2%
$406.35 - $454.46 $46.7K - $52.3K
5.35K $2.25B
XLV
Select Sector Spdr Fund Health

ETFs
506
+ 12.35%
$136.28 - $154.74 $69K - $78.3K
4.6K $633M
Linde PLC
139
+ 11.71%
N/A
1.33K $555M
UL
Unilever PLC

Consumer Defensive
1.03K
+ 11.09%
$56.7 - $64.64 $58.5K - $66.7K
10.3K $586M
NVS
Novartis Ag

Healthcare
683
+ 14.11%
$96.78 - $117.18 $66.1K - $80K
5.52K $537M
SNY
Sanofi

Healthcare
1.53K
+ 14.81%
$45.89 - $57.31 $70K - $87.4K
11.8K $570M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.99K
+ 3.27%
$106.33 - $110.69 $212K - $220K
62.9K $6.7B
AMCR
Amcor PLC

Consumer Cyclical
6.43K
+ 12.83%
$9.34 - $11.37 $60.1K - $73.2K
56.6K $532M
VNQ
Vanguard Specialized Funds Van

ETFs
1.98K
+ 7.75%
$87.85 - $98.6 $174K - $195K
27.5K $2.45B
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.35%
$485.52 - $625.25 $1.46K - $1.88K
871 $441M
MCD
Mcdonalds Corp

Consumer Cyclical
856
+ 3.87%
$288.47 - $316.54 $247K - $271K
23K $6.66B
XOM
Exxon Mobil Corp

Energy
3.36K
+ 6.41%
$105.51 - $125.37 $355K - $421K
55.8K $6B
IEF
Ishares Barclays

ETFs
9.06K
+ 4.81%
$92.08 - $98.18 $834K - $890K
197K $18.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.48K
+ 2.8%
$96.64 - $101.23 $433K - $453K
164K $15.9B
JNJ
Johnson & Johnson

Healthcare
2.35K
+ 5.99%
$143.34 - $165.86 $336K - $389K
41.5K $6.01B
ABBV
Abb Vie Inc.

Healthcare
1.66K
+ 4.69%
$164.99 - $203.87 $274K - $339K
37.1K $6.59B
KO
Coca Cola CO

Consumer Defensive
7.36K
+ 7.89%
$61.74 - $71.71 $455K - $528K
101K $6.27B
MDT
Medtronic PLC

Healthcare
3.57K
+ 4.99%
$79.61 - $92.24 $284K - $329K
75.2K $6.01B
CAT
Caterpillar Inc

Industrials
109
+ 0.61%
$360.37 - $416.88 $39.3K - $45.4K
17.9K $6.5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
483
+ 0.3%
$71.75 - $75.11 $34.7K - $36.3K
164K $11.8B
USRT
Ishares Core U.S. Reit ETF

ETFs
12.8K
+ 4.4%
$55.97 - $62.75 $718K - $806K
305K $17.5B
LOW
Lowes Companies Inc

Consumer Cyclical
491
+ 1.87%
$244.52 - $284.07 $120K - $139K
26.8K $6.61B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.44K
+ 2.75%
$99.2 - $108.47 $341K - $373K
129K $12.8B
SHW
Sherwin Williams CO

Basic Materials
235
+ 1.3%
$338.75 - $399.71 $79.6K - $93.9K
18.3K $6.22B
NEE
Nextera Energy Inc

Utilities
4.79K
+ 5.96%
$69.77 - $85.43 $334K - $409K
85.1K $6.1B
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
Track This Portfolio

Track Financial & Tax Architects, LLC Portfolio

Follow Financial & Tax Architects, LLC 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 & Tax Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial & Tax Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email