Grant Incresed Positions in Q3 2024

Grant

  • $201 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
382
+ 0.81%
$215.56 - $246.98 $82.3K - $94.3K
47.3K $11.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.65K
+ 27.17%
$475.2 - $527.7 $782K - $869K
7.7K $4.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 0.19%
$405.19 - $478.57 $7.29K - $8.61K
9.55K $4.39M
TFLO
Ishares Treasury Floating Rate

ETFs
10.2K
+ 2.41%
$50.42 - $50.66 $513K - $516K
433K $21.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.01K
+ 20.61%
$49.7 - $56.11 $448K - $506K
52.7K $2.9M
AAPL
Apple Inc.

Technology
1
+ 0.0%
$207.23 - $234.82 $207 - $235
20.1K $4.69M
FBT
First Trust Nyse Arca Biotechn

ETFs
331
+ 1.61%
$152.39 - $172.91 $50.4K - $57.2K
20.9K $3.59M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.35K
+ 1.15%
$54.98 - $59.51 $73.9K - $80K
119K $7.06M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.08K
+ 26.83%
$97.81 - $108.79 $301K - $335K
14.5K $1.58M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
121
+ 0.13%
$53.41 - $57.9 $6.46K - $7.01K
94.8K $5.48M
VB
Vanguard Small Cap ETF

ETFs
1.11K
+ 57.7%
$214.77 - $237.72 $237K - $263K
3.02K $716K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.42K
+ 7.28%
$61.11 - $67.85 $148K - $164K
35.7K $2.42M
IEFA
Ishares Tr

ETFs
2.26K
+ 12.2%
$70.09 - $78.74 $159K - $178K
20.8K $1.62M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.3K
+ 5.61%
$89.91 - $101.33 $117K - $132K
24.6K $2.41M
VGLT
Vanguard Long Term Treasury Et

ETFs
973
+ 1.92%
$56.52 - $63.23 $55K - $61.5K
51.8K $3.19M
ABBV
Abb Vie Inc.

Healthcare
20
+ 0.21%
$163.84 - $199.33 $3.28K - $3.99K
9.37K $1.85M
IBM
International Business Machines Corp

Technology
15
+ 0.31%
$175.1 - $223.38 $2.63K - $3.35K
4.89K $1.08M
VO
Vanguard Mid Cap ETF

ETFs
510
+ 22.1%
$237.84 - $263.83 $121K - $135K
2.82K $743K
OCUL
Ocular Therapeutix, Inc

Healthcare
11.7K
+ 32.33%
$6.45 - $9.23 $75.2K - $108K
47.7K $414K
SCHG
Schwab Strategic Tr Us Large C

ETFs
199
+ 0.5%
$92.63 - $105.69 $18.4K - $21K
40K $4.16M
WMT
Walmart Inc.

Consumer Defensive
21
+ 0.18%
$66.91 - $81.4 $1.41K - $1.71K
11.5K $930K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.82K
+ 3.79%
$51.0 - $52.05 $92.6K - $94.5K
49.7K $2.58M
PG
Procter & Gamble CO

Consumer Defensive
228
+ 1.93%
$160.76 - $177.82 $36.7K - $40.5K
12K $2.08M
NEE
Nextera Energy Inc

Utilities
143
+ 1.74%
$69.9 - $84.97 $10K - $12.2K
8.38K $708K
VTI
Vanguard Total Stock Market Et

ETFs
288
+ 11.24%
$255.18 - $283.2 $73.5K - $81.6K
2.85K $807K
SPY
Spdr S&P 500 ETF Trust

ETFs
68
+ 2.67%
$517.38 - $573.86 $35.2K - $39K
2.61K $1.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
197
+ 0.74%
$57.32 - $62.65 $11.3K - $12.3K
27K $1.68M
JPM
Jpmorgan Chase & CO

Financial Services
164
+ 1.8%
$194.9 - $224.8 $32K - $36.9K
9.28K $1.96M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.04%
$145.48 - $167.38 $436 - $502
6.87K $1.11M
MMM
3 M CO

Industrials
13
+ 0.43%
$99.69 - $139.42 $1.3K - $1.81K
3.02K $413K
KO
Coca Cola CO

Consumer Defensive
239
+ 2.24%
$62.69 - $73.01 $15K - $17.4K
10.9K $782K
MUB
Ishares National Muni Bond ETF

ETFs
900
+ 34.23%
$106.13 - $108.7 $95.5K - $97.8K
3.53K $383K
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 2.31%
$801.83 - $917.05 $30.5K - $34.8K
1.68K $1.49M
VUG
Vanguard Growth ETF

ETFs
162
+ 6.9%
$341.08 - $391.94 $55.3K - $63.5K
2.51K $963K
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.37%
$233.44 - $279.45 $1.87K - $2.24K
2.15K $595K
MPW
Medical Properties Trust Inc

Real Estate
10.5K
+ 102.09%
$4.03 - $6.38 $42.1K - $66.7K
20.7K $121K
XLV
Select Sector Spdr Fund Health

ETFs
140
+ 2.18%
$143.3 - $157.24 $20.1K - $22K
6.56K $1.01M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
546
+ 11.73%
$75.63 - $84.89 $41.3K - $46.3K
5.2K $437K
IHDG
Wisdomtree Tr

ETFs
1.47K
+ 19.9%
$42.42 - $46.78 $62.1K - $68.5K
8.83K $403K
LMT
Lockheed Martin Corp

Industrials
7
+ 1.31%
$460.3 - $584.56 $3.22K - $4.09K
542 $316K
FVD
First Tr Value Line Divid Inde

ETFs
36
+ 0.27%
$40.45 - $45.49 $1.46K - $1.64K
13.4K $609K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.03K
+ 16.34%
$38.03 - $42.06 $39.1K - $43.2K
7.31K $305K
CL
Colgate Palmolive CO

Consumer Defensive
223
+ 3.93%
$95.54 - $108.77 $21.3K - $24.3K
5.9K $612K
DUK
Duke Energy Corp

Utilities
25
+ 0.7%
$99.35 - $117.71 $2.48K - $2.94K
3.57K $411K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
742
+ 8.12%
$32.65 - $36.69 $24.2K - $27.2K
9.88K $359K
XLK
Technology Sector Spdr

ETFs
230
+ 6.11%
$197.34 - $237.68 $45.4K - $54.7K
3.99K $901K
GE
General Electric CO

Industrials
3
+ 0.18%
$156.66 - $189.66 $470 - $569
1.66K $313K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
142
+ 2.66%
$77.02 - $85.06 $10.9K - $12.1K
5.48K $462K
XOM
Exxon Mobil Corp

Energy
89
+ 0.51%
$109.72 - $119.0 $9.77K - $10.6K
17.5K $2.05M
Activity Summary
Buys All Purchases 90 New Holdings 15 Increased Positions 75 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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