Money Concepts Capital Corp Purchases in Q3 2024

Money Concepts Capital Corp

  • $1.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SVAL
Ishares Tr Us Small Cap Value

ETFs
2.02M
New
$28.64 - $33.7 $57.9M - $68.1M
2.02M $65M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
505K
+ 909.78%
$79.58 - $91.64 $40.2M - $46.3M
561K $50.8M
IWS
Ishares Russell Midcap Value E

ETFs
344K
+ 4142.94%
$119.52 - $132.25 $41.1M - $45.5M
352K $46.6M
IEF
Ishares Barclays

ETFs
85.3K
+ 90.31%
$92.67 - $99.14 $7.9M - $8.46M
180K $17.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
272K
+ 95.66%
$28.1 - $29.89 $7.64M - $8.13M
556K $16.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
62.1K
+ 36.71%
$90.87 - $102.43 $5.64M - $6.36M
231K $22.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
42.4K
+ 47.58%
$60.84 - $67.51 $2.58M - $2.87M
132K $8.89M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
27.7K
+ 741.02%
$98.97 - $99.59 $2.74M - $2.76M
31.4K $3.13M
USFR
Wisdomtree Floating Rate Treas

ETFs
47.9K
+ 65.86%
$50.2 - $50.48 $2.4M - $2.42M
121K $6.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
853
+ 0.59%
$162.83 - $179.16 $139K - $153K
147K $26.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.28K
+ 4.83%
$434.77 - $502.96 $1.43M - $1.65M
71.2K $34.7M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
40.7K
New
$50.85 - $53.88 $2.07M - $2.19M
40.7K $2.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
24.8K
New
$75.32 - $84.37 $1.87M - $2.09M
24.8K $2.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.47K
+ 0.88%
$117.9 - $128.2 $173K - $188K
169K $21.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
14.2K
New
$114.73 - $120.23 $1.63M - $1.7M
14.2K $1.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.8K
+ 15.19%
$96.25 - $101.98 $1.23M - $1.3M
96.8K $9.8M
OZK
Bank Ozk

Financial Services
32.1K
+ 85.31%
$39.66 - $47.08 $1.27M - $1.51M
69.6K $2.99M
PLTR
Palantir Technologies Inc.

Technology
24.9K
+ 86.92%
$24.09 - $37.95 $600K - $945K
53.5K $1.99M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.06K
+ 3.44%
$83.76 - $91.82 $340K - $373K
122K $11.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
10K
+ 37.37%
$84.77 - $97.13 $851K - $975K
36.9K $3.53M
LMT
Lockheed Martin Corp

Industrials
262
+ 3.58%
$460.3 - $584.56 $121K - $153K
7.57K $4.43M
SENEA
Seneca Foods Corp

Consumer Defensive
16.1K
New
$57.56 - $63.59 $928K - $1.02M
16.1K $1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
31.8K
+ 88.28%
$26.69 - $29.87 $849K - $950K
67.8K $1.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
933
+ 6.09%
$517.38 - $573.86 $483K - $535K
16.2K $9.32M
IEFA
Ishares Tr

ETFs
957
+ 0.62%
$70.09 - $78.74 $67.1K - $75.4K
156K $12.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.36K
+ 125.81%
$332.02 - $382.76 $785K - $905K
4.24K $1.59M
NVDA
Nvidia Corp

Technology
8.21K
+ 11.92%
$98.91 - $134.91 $812K - $1.11M
77K $9.36M
T
At&T Inc.

Communication Services
15.3K
+ 9.72%
$18.21 - $22.28 $279K - $341K
173K $3.8M
VST
Vistra Corp.

Utilities
6.47K
New
$69.0 - $119.06 $446K - $770K
6.47K $767K
KO
Coca Cola CO

Consumer Defensive
316
+ 0.35%
$62.69 - $73.01 $19.8K - $23.1K
90.9K $6.53M
IVV
Ishares Core S&P 500 ETF

ETFs
690
+ 5.97%
$520.18 - $576.82 $359K - $398K
12.2K $7.06M
AMZN
Amazon Com Inc

Consumer Cyclical
7.47K
+ 7.76%
$161.02 - $200.0 $1.2M - $1.49M
104K $19.3M
URA
Global X Uranium ETF

ETFs
24.9K
New
$23.18 - $31.26 $576K - $777K
24.9K $711K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
449
+ 0.28%
$41.9 - $48.26 $18.8K - $21.7K
161K $7.71M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.78K
+ 4.25%
$77.02 - $85.06 $214K - $236K
68.1K $5.75M
CAT
Caterpillar Inc

Industrials
75
+ 0.68%
$316.8 - $391.12 $23.8K - $29.3K
11.1K $4.34M
GLDM
World Gold Trust

ETFs
852
+ 0.84%
$46.2 - $53.01 $39.4K - $45.2K
103K $5.34M
PHYS
Sprott Physical Gold Trust

Financial Services
775
+ 0.29%
$18.12 - $20.72 $14K - $16.1K
270K $5.51M
LNT
Alliant Energy Corp

Utilities
265
+ 0.43%
$50.74 - $60.74 $13.4K - $16.1K
61.8K $3.75M
SMCI
Super Micro Computer, Inc.

Technology
1.47K
New
$386.46 - $909.96 $567K - $1.33M
1.47K $610K
CRPT
First Tr ETF Fd Viii Skybridge
45.7K
New
$9.75 - $16.23 $445K - $741K
45.7K $570K
CB
Chubb LTD

Financial Services
1.81K
New
$252.51 - $292.2 $458K - $530K
1.81K $522K
CTAS
Cintas Corp

Industrials
12K
+ 302.82%
$201.38 - $819.83 $2.42M - $9.86M
16K $3.29M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
19.8K
+ 49.47%
$23.13 - $23.43 $458K - $464K
59.8K $1.4M
XLV
Select Sector Spdr Fund Health

ETFs
2.09K
+ 11.79%
$143.3 - $157.24 $300K - $329K
19.9K $3.06M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.23K
New
$354.52 - $391.16 $437K - $482K
1.23K $463K
FTHI
First Trust Exchange Traded Fd

ETFs
18.9K
New
$21.47 - $23.16 $405K - $437K
18.9K $433K
PG
Procter & Gamble CO

Consumer Defensive
194
+ 0.4%
$160.76 - $177.82 $31.2K - $34.5K
48.1K $8.33M
WMT
Walmart Inc.

Consumer Defensive
102
+ 0.33%
$66.91 - $81.4 $6.82K - $8.3K
30.6K $2.47M
Activity Summary
Buys All Purchases 225 New Holdings 28 Increased Positions 197 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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