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
UNH
Unitedhealth Group Inc

Healthcare
235
+ 6.69%
$488.01 - $604.18 $115K - $142K
3.75K $2.19M
TSLA
Tesla, Inc.

Consumer Cyclical
666
+ 18.71%
$191.76 - $263.26 $128K - $175K
4.23K $1.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.35K
+ 1.8%
$57.32 - $62.65 $77.6K - $84.8K
76.8K $4.79M
PJUL
Innovator U.S. Equity Power Bu

ETFs
8.73K
New
$37.89 - $40.48 $331K - $353K
8.73K $353K
AFL
Aflac Inc

Financial Services
604
+ 4.82%
$88.52 - $111.8 $53.5K - $67.5K
13.1K $1.47M
FONR
Fonar Corp

Healthcare
16.9K
+ 4.66%
$15.9 - $18.53 $268K - $313K
379K $6.14M
FDN
First Tr Fd Dow Jones

ETFs
586
+ 1.94%
$183.68 - $212.48 $108K - $125K
30.8K $6.53M
MDLZ
Mondelez International, Inc.

Consumer Defensive
163
+ 0.43%
$64.35 - $75.71 $10.5K - $12.3K
37.9K $2.79M
GE
General Electric CO

Industrials
817
+ 14.62%
$156.66 - $189.66 $128K - $155K
6.41K $1.21M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.74K
+ 5.83%
$53.41 - $57.9 $146K - $159K
49.8K $2.88M
PYPL
Pay Pal Holdings, Inc.

Financial Services
349
+ 2.47%
$57.22 - $80.08 $20K - $27.9K
14.5K $1.13M
VDC
Vanguard Consumer Staples ETF

ETFs
1.41K
New
$201.77 - $221.32 $285K - $313K
1.41K $308K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
148
+ 0.2%
$31.95 - $38.02 $4.73K - $5.63K
74.4K $2.79M
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.5K
+ 2.33%
$29.58 - $30.31 $163K - $167K
242K $7.33M
FTNT
Fortinet, Inc.

Technology
72
+ 0.42%
$55.39 - $77.55 $3.99K - $5.58K
17.3K $1.34M
CL
Colgate Palmolive CO

Consumer Defensive
374
+ 0.98%
$95.54 - $108.77 $35.7K - $40.7K
38.6K $4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.7K
New
$147.95 - $191.05 $251K - $324K
1.7K $294K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.92K
+ 76.04%
$85.48 - $98.39 $250K - $288K
6.77K $653K
GD
General Dynamics Corp

Industrials
622
+ 7.64%
$279.51 - $308.09 $174K - $192K
8.76K $2.65M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
329
+ 0.83%
$41.22 - $51.19 $13.6K - $16.8K
40.2K $1.96M
PFE
Pfizer Inc

Healthcare
3.42K
+ 1.78%
$27.7 - $31.39 $94.8K - $107K
195K $5.65M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.01K
+ 9.28%
$194.66 - $225.97 $196K - $228K
11.9K $2.61M
DHR
Danaher Corp

Healthcare
101
+ 1.19%
$239.25 - $280.76 $24.2K - $28.4K
8.56K $2.38M
VTV
Vanguard Value ETF

ETFs
453
+ 3.6%
$159.75 - $174.57 $72.4K - $79.1K
13.1K $2.28M
SYY
Sysco Corp

Consumer Defensive
232
+ 0.66%
$69.16 - $78.98 $16K - $18.3K
35.5K $2.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 2.17%
$405.19 - $478.57 $34.4K - $40.7K
4K $1.84M
VGT
Vanguard Information Technolog

ETFs
405
+ 37.36%
$514.43 - $606.85 $208K - $246K
1.49K $873K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
4.88K
New
$45.52 - $52.02 $222K - $254K
4.88K $248K
VNLA
Janus Henderson Short Duration

ETFs
4.99K
New
$48.34 - $49.08 $241K - $245K
4.99K $244K
RBCAA
Republic Bancorp Inc

Financial Services
3.73K
New
$51.45 - $68.36 $192K - $255K
3.73K $243K
KMB
Kimberly Clark Corp

Consumer Defensive
378
+ 0.81%
$135.05 - $148.35 $51K - $56.1K
46.9K $6.67M
PM
Philip Morris International Inc.

Consumer Defensive
2K
New
$101.25 - $127.45 $203K - $255K
2K $242K
CRWD
Crowd Strike Holdings, Inc.

Technology
865
New
$217.89 - $392.15 $188K - $339K
865 $242K
NEE
Nextera Energy Inc

Utilities
788
+ 6.18%
$69.9 - $84.97 $55.1K - $67K
13.5K $1.14M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
541
+ 1.61%
$52.25 - $58.97 $28.3K - $31.9K
34K $2.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.6K
+ 19.54%
$71.45 - $75.64 $186K - $197K
15.9K $1.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.76K
+ 9.76%
$49.7 - $56.11 $237K - $267K
53.6K $2.94M
CARR
Carrier Global Corp

Industrials
2.87K
New
$61.9 - $80.88 $178K - $232K
2.87K $230K
IYF
Ishares Tr

ETFs
2.09K
New
$93.83 - $105.05 $196K - $220K
2.09K $217K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.79K
New
$108.44 - $120.37 $194K - $215K
1.79K $215K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
3.26K
+ 49.12%
$55.83 - $66.22 $182K - $216K
9.88K $622K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.83K
+ 2.51%
$26.14 - $27.97 $74K - $79.1K
116K $3.19M
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 3.93%
$801.83 - $917.05 $93K - $106K
3.07K $2.72M
BLK
Black Rock Inc.

Financial Services
26
+ 2.27%
$782.27 - $949.51 $20.3K - $24.7K
1.17K $1.11M
KCE
Spdr S&P Capital Markets ETF

ETFs
279
+ 2.37%
$110.03 - $126.01 $30.7K - $35.2K
12.1K $1.51M
CRM
Salesforce, Inc.

Technology
748
New
$238.42 - $276.53 $178K - $207K
748 $204K
IT
Gartner Inc

Technology
225
+ 14.65%
$441.32 - $516.47 $99.3K - $116K
1.76K $892K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.14K
+ 75.09%
$76.07 - $83.33 $163K - $178K
4.99K $415K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.11K
+ 4.33%
$45.87 - $48.53 $96.8K - $102K
50.8K $2.45M
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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