Financial & Tax Architects, LLC Reduced Holdings in Q3 2024

Financial & Tax Architects, LLC

  • $389 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-904K
- 97.9%
$19.01 - $20.7 $17.2M - $18.7M
19.4K $397M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-125K
- 97.96%
$76.94 - $79.54 $9.65M - $9.97M
2.61K $207M
GBIL
Goldman Sachs Access Treasury

ETFs
-23K
- 49.05%
$99.7 - $100.3 $2.29M - $2.31M
23.9K $2.39B
VTI
Vanguard Total Stock Market Et

ETFs
-10.4K
- 17.23%
$255.18 - $283.2 $2.64M - $2.93M
49.8K $14.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-13K
- 7.52%
$96.25 - $101.98 $1.25M - $1.32M
160K $16.2B
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-78.3K
- 10.45%
$19.88 - $21.63 $1.56M - $1.69M
671K $14.4B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-5.73K
- 2.48%
$91.42 - $91.82 $524K - $526K
225K $20.7B
FTSD
Franklin ETF Tr Liberty Short

ETFs
-5.45K
- 18.21%
$89.72 - $91.3 $489K - $497K
24.5K $2.23B
TIP
Ishares Tr Tips Bd ETF

ETFs
-6.16K
- 9.18%
$105.92 - $110.83 $653K - $683K
60.9K $6.73B
VTWO
Vanguard Russell 2000 ETF

ETFs
-9.14K
- 16.08%
$81.17 - $90.77 $741K - $829K
47.7K $4.26B
VLUE
Ishares Msci Usa Value Factor

ETFs
-4.14K
- 17.74%
$99.14 - $109.18 $410K - $452K
19.2K $2.09B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-5.37K
- 37.74%
$49.9 - $50.37 $268K - $270K
8.86K $444M
EWM
Ishs Msci Malaysia ETF

ETFs
-21.1K
- 30.91%
$22.51 - $27.44 $475K - $579K
47.1K $1.27B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-15.6K
- 11.09%
$95.1 - $106.76 $1.48M - $1.67M
125K $13.4B
FM
Ishares Msci Frontier And Sele

ETFs
-5.7K
- 20.34%
$27.35 - $27.85 $156K - $159K
22.3K $614M
AMZN
Amazon Com Inc

Consumer Cyclical
-238
- 2.85%
$161.02 - $200.0 $38.3K - $47.6K
8.1K $1.51B
XLK
Technology Sector Spdr

ETFs
-393
- 12.32%
$197.34 - $237.68 $77.6K - $93.4K
2.8K $631M
NVDA
Nvidia Corp

Technology
-11
- 0.03%
$98.91 - $134.91 $1.09K - $1.48K
34.3K $4.16B
XLE
Energy Sector Spdr

ETFs
-406
- 5.77%
$84.35 - $93.39 $34.2K - $37.9K
6.63K $582M
VDE
Vanguard Energy ETF

ETFs
-281
- 11.06%
$117.44 - $131.06 $33K - $36.8K
2.26K $277M
VOX
Vanguard Communication Service

ETFs
-400
- 8.07%
$129.82 - $145.39 $51.9K - $58.2K
4.55K $662M
XLV
Select Sector Spdr Fund Health

ETFs
-319
- 7.22%
$143.3 - $157.24 $45.7K - $50.2K
4.1K $631M
XLP
Consumer Staples Sector Spdr

ETFs
-648
- 7.78%
$76.04 - $76.04 $49.3K - $49.3K
7.68K $637M
XLB
Select Sector Spdr Fd Material

ETFs
-467
- 6.81%
$86.95 - $97.09 $40.6K - $45.3K
6.39K $616M
XLF
Financial Sector Spdr

ETFs
-1.23K
- 7.5%
$40.84 - $45.74 $50.2K - $56.2K
15.1K $687M
XLY
Select Sector Spdr Consumer Di

ETFs
-229
- 6.74%
$170.05 - $200.86 $38.9K - $46K
3.17K $635M
XOM
Exxon Mobil Corp

Energy
-776
- 1.46%
$109.72 - $119.0 $85.1K - $92.3K
52.4K $6.14B
XLI
Industrial Sector Spdr

ETFs
-380
- 7.1%
$120.56 - $135.44 $45.8K - $51.5K
4.97K $674M
IYR
Ishares Tr

ETFs
-407
- 6.02%
$86.93 - $103.61 $35.4K - $42.2K
6.35K $647M
XLU
Utilities Sector Spdr

ETFs
-908
- 8.61%
$67.67 - $80.78 $61.4K - $73.3K
9.64K $779M
INFY
Infosys LTD

Technology
-1.33K
- 4.96%
$18.76 - $23.28 $25K - $31K
25.5K $568M
PG
Procter & Gamble CO

Consumer Defensive
-940
- 2.5%
$160.76 - $177.82 $151K - $167K
36.6K $6.34B
IAU
Ishares Gold Trust

ETFs
-2.02K
- 3.5%
$44.06 - $50.5 $88.9K - $102K
55.7K $2.77B
CL
Colgate Palmolive CO

Consumer Defensive
-1.35K
- 2.18%
$95.54 - $108.77 $129K - $147K
60.6K $6.29B
VNQ
Vanguard Specialized Funds Van

ETFs
-322
- 1.25%
$82.97 - $98.97 $26.7K - $31.9K
25.5K $2.49B
SPGI
S&P Global Inc.

Financial Services
-1.11K
- 7.65%
$446.32 - $527.38 $496K - $586K
13.4K $6.94B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.11K
- 2.87%
$517.38 - $573.86 $572K - $634K
37.5K $21.5B
KO
Coca Cola CO

Consumer Defensive
-3.83K
- 3.94%
$62.69 - $73.01 $240K - $280K
93.3K $6.7B
ABT
Abbott Laboratories

Healthcare
-344
- 0.61%
$100.07 - $118.13 $34.4K - $40.6K
56.2K $6.41B
ABBV
Abb Vie Inc.

Healthcare
-2.13K
- 5.67%
$163.84 - $199.33 $349K - $425K
35.4K $6.99B
WMT
Walmart Inc.

Consumer Defensive
-9.48K
- 9.12%
$66.91 - $81.4 $634K - $772K
94.5K $7.63B
JNJ
Johnson & Johnson

Healthcare
-176
- 0.45%
$145.48 - $167.38 $25.6K - $29.5K
39.2K $6.35B
ADP
Automatic Data Processing Inc

Industrials
-1.06K
- 4.32%
$233.44 - $279.45 $248K - $297K
23.5K $6.51B
MDT
Medtronic PLC

Healthcare
-488
- 0.68%
$76.84 - $91.03 $37.5K - $44.4K
71.7K $6.45B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.09K
- 2.15%
$75.32 - $84.37 $384K - $430K
231K $19.3B
CAT
Caterpillar Inc

Industrials
-260
- 1.44%
$316.8 - $391.12 $82.4K - $102K
17.8K $6.97B
NEE
Nextera Energy Inc

Utilities
-2.15K
- 2.61%
$69.9 - $84.97 $150K - $183K
80.3K $6.79B
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.05%
$245.82 - $304.51 $2.46K - $3.05K
22.1K $6.74B
LOW
Lowes Companies Inc

Consumer Cyclical
-699
- 2.59%
$213.3 - $270.78 $149K - $189K
26.3K $7.12B
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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