Lgl Partners, LLC Incresed Positions in Q3 2024

Lgl Partners, LLC

  • $634 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.34K
+ 2.88%
$520.18 - $576.82 $1.74M - $1.92M
119K $68.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.2K
+ 1.22%
$71.45 - $75.64 $443K - $469K
514K $38.6M
DGRO
Ishares Core Dividend Growth E

ETFs
6.34K
+ 2.09%
$57.47 - $62.76 $364K - $398K
309K $19.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
256
+ 0.17%
$105.53 - $118.34 $27K - $30.3K
150K $17.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
198
+ 0.05%
$57.32 - $62.65 $11.3K - $12.4K
391K $24.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.69K
+ 1.84%
$96.25 - $101.98 $162K - $172K
93.5K $9.47M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
20
+ 0.15%
$256.4 - $289.78 $5.13K - $5.8K
13K $3.7M
IWM
Ishares Russell 2000 ETF

ETFs
39
+ 0.33%
$200.87 - $224.6 $7.83K - $8.76K
12K $2.65M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.14%
$453.41 - $572.44 $1.81K - $2.29K
2.82K $1.61M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5
+ 0.01%
$19.62 - $23.55 $98.1 - $118
50K $1.17M
AXP
American Express CO

Financial Services
62
+ 1.86%
$225.92 - $271.17 $14K - $16.8K
3.39K $918K
RSP
Invesco S&P 500 Equal Weight E

ETFs
35
+ 0.38%
$162.83 - $179.16 $5.7K - $6.27K
9.2K $1.65M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2
+ 0.01%
$90.87 - $102.43 $182 - $205
20.3K $2M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
199
+ 1.26%
$41.22 - $51.19 $8.2K - $10.2K
16K $781K
MUB
Ishares National Muni Bond ETF

ETFs
516
+ 1.94%
$106.13 - $108.7 $54.8K - $56.1K
27.1K $2.95M
EQT
Eqt Corp

Energy
2.96K
+ 42.39%
$30.21 - $37.21 $89.5K - $110K
9.95K $364K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.21%
$245.82 - $304.51 $983 - $1.22K
1.9K $578K
FSK
Fs Kkr Capital Corp

Financial Services
4.69K
+ 2.11%
$18.74 - $20.43 $87.9K - $95.8K
227K $4.47M
MA
Mastercard Inc

Financial Services
16
+ 1.02%
$429.6 - $500.99 $6.87K - $8.02K
1.58K $780K
PTCT
Ptc Therapeutics, Inc.

Healthcare
10
+ 0.08%
$30.39 - $37.66 $304 - $377
12K $445K
KKR
Kkr & Co. Inc.

Financial Services
142
+ 6.07%
$104.51 - $133.23 $14.8K - $18.9K
2.48K $324K
PGR
Progressive Corp

Financial Services
104
+ 9.57%
$209.46 - $259.24 $21.8K - $27K
1.19K $302K
NEE
Nextera Energy Inc

Utilities
52
+ 1.03%
$69.9 - $84.97 $3.63K - $4.42K
5.09K $429K
SNOW
Snowflake Inc.

Technology
1K
+ 44.98%
$108.56 - $143.02 $109K - $143K
3.22K $370K
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.1%
$240.48 - $267.94 $962 - $1.07K
3.95K $1.06M
IWR
Ishares Russell Mid Cap ETF

ETFs
37
+ 0.42%
$79.92 - $88.19 $2.96K - $3.26K
8.78K $773K
AMT
American Tower Corp

Real Estate
2
+ 0.12%
$192.27 - $242.73 $385 - $485
1.65K $384K
VXF
Vanguard Extended Market ETF

ETFs
189
+ 10.03%
$163.98 - $182.92 $31K - $34.6K
2.07K $377K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
15
+ 0.3%
$98.85 - $111.3 $1.48K - $1.67K
4.95K $551K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
250
+ 3.87%
$33.89 - $41.64 $8.47K - $10.4K
6.7K $266K
OWL
Blue Owl Capital Inc.

Financial Services
206
+ 0.77%
$15.81 - $19.83 $3.26K - $4.08K
27K $523K
IWB
Ishares Tr Russell 1000 ETF

ETFs
9
+ 0.34%
$283.28 - $314.39 $2.55K - $2.83K
2.66K $836K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
3
+ 0.03%
$28.7 - $35.25 $86.1 - $106
9K $310K
KEY
Keycorp

Financial Services
186
+ 1.27%
$13.95 - $17.34 $2.59K - $3.23K
14.8K $248K
NVDA
Nvidia Corp

Technology
497
+ 4.74%
$98.91 - $134.91 $49.2K - $67.1K
11K $1.33M
MPWR
Monolithic Power Systems Inc

Technology
2
+ 0.61%
$757.04 - $947.16 $1.51K - $1.89K
330 $305K
TDG
Trans Digm Group Inc

Industrials
2
+ 0.94%
$1202.03 - $1427.41 $2.4K - $2.85K
214 $305K
VT
Vanguard Total World Stk Index

ETFs
14
+ 0.35%
$107.72 - $119.96 $1.51K - $1.68K
4.05K $484K
IVE
Ishares S&P 500 Value ETF

ETFs
11
+ 0.6%
$181.06 - $197.17 $1.99K - $2.17K
1.84K $362K
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
+ 1.92%
$531.86 - $624.21 $3.72K - $4.37K
371 $229K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
9
+ 0.37%
$108.44 - $120.37 $976 - $1.08K
2.47K $297K
MRVL
Marvell Technology, Inc.

Technology
194
+ 5.93%
$56.15 - $76.24 $10.9K - $14.8K
3.47K $249K
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.23%
$211.35 - $255.11 $1.27K - $1.53K
2.64K $655K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.13%
$332.02 - $382.76 $664 - $766
1.54K $577K
DIS
Walt Disney CO

Communication Services
345
+ 5.56%
$85.6 - $98.61 $29.5K - $34K
6.55K $630K
UBER
Uber Technologies, Inc

Technology
11
+ 0.32%
$58.48 - $77.47 $643 - $852
3.45K $259K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.29%
$341.08 - $391.94 $682 - $784
699 $268K
MLPA
Global X Mlp ETF

ETFs
309
+ 1.97%
$45.78 - $49.84 $14.1K - $15.4K
16K $766K
2023 ETF Series Trust Ii
49.8K
+ 27.26%
N/A
232K $0
Activity Summary
Buys All Purchases 64 New Holdings 10 Increased Positions 54 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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