Financial & Tax Architects, LLC New Holdings in Q1 2024

Financial & Tax Architects, LLC

  • $363 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
183K
New
$93.54 - $96.82 $17.1M - $17.7M
183K $17.3B
GD
General Dynamics Corp

Industrials
20.3K
New
$249.34 - $282.55 $5.07M - $5.74M
20.3K $5.74B
SCHR
Schwab Intermediate Term Us Tr

ETFs
44.4K
New
$48.64 - $49.88 $2.16M - $2.22M
44.4K $2.18B
EWJ
Ishares Msci Japan ETF

ETFs
13.7K
New
$63.06 - $71.83 $864K - $984K
13.7K $977M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.85K
New
$396.28 - $446.38 $733K - $825K
1.85K $821M
XLP
Consumer Staples Sector Spdr

ETFs
8.64K
New
$71.59 - $76.36 $619K - $660K
8.64K $660M
NVO
Novo Nordisk A S

Healthcare
2.95K
New
$102.11 - $135.92 $301K - $401K
2.95K $379M
UL
Unilever PLC

Consumer Defensive
7.13K
New
$46.99 - $51.22 $335K - $365K
7.13K $358M
COP
Conocophillips

Energy
1.62K
New
$106.93 - $127.28 $173K - $206K
1.62K $206M
Activity Summary
Buys All Purchases 59 New Holdings 9 Increased Positions 50 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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