Money Concepts Capital Corp Purchases in Q4 2024

Money Concepts Capital Corp

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
1.74K
+ 19.84%
$260.28 - $314.03 $453K - $546K
10.5K $2.77M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.86K
+ 6.96%
$57.53 - $60.83 $222K - $235K
59.4K $3.42M
RSG
Republic Services, Inc.

Industrials
522
+ 17.99%
$198.0 - $218.75 $103K - $114K
3.42K $688K
CLX
Clorox CO

Consumer Defensive
697
+ 3.26%
$156.51 - $169.74 $109K - $118K
22.1K $3.58M
GLD
Spdr Gold Trust

ETFs
413
+ 17.6%
$236.59 - $257.5 $97.7K - $106K
2.76K $668K
FDL
First Tr Morningstar Dividend

ETFs
2.64K
+ 43.19%
$39.59 - $43.95 $105K - $116K
8.75K $352K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
35.8K
+ 5.15%
$24.94 - $26.14 $892K - $935K
730K $18.2M
BA
Boeing CO

Industrials
253
+ 13.15%
$138.14 - $180.72 $34.9K - $45.7K
2.18K $385K
CRM
Salesforce, Inc.

Technology
127
+ 16.98%
$270.87 - $367.87 $34.4K - $46.7K
875 $292K
MA
Mastercard Inc

Financial Services
40
+ 2.18%
$491.3 - $536.15 $19.7K - $21.4K
1.87K $986K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.65K
+ 3.44%
$81.68 - $82.93 $135K - $137K
49.7K $4.07M
SOXX
Ishares Semiconductor ETF

ETFs
1.06K
+ 10.66%
$211.27 - $239.8 $225K - $255K
11K $2.38M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
5.85K
+ 9.99%
$8.24 - $11.07 $48.2K - $64.7K
64.4K $600K
CLSK
Cleanspark, Inc.

Technology
8.49K
+ 19.7%
$8.61 - $17.63 $73.1K - $150K
51.6K $474K
OUNZ
Van Eck Merk Gold Trust

ETFs
3.59K
+ 1.5%
$24.72 - $26.9 $88.7K - $96.6K
242K $6.14M
MTRX
Matrix Service CO

Industrials
1.79K
+ 1.68%
$11.14 - $13.45 $19.9K - $24.1K
108K $1.29M
RPV
Invesco Exchange Traded Fd Tr

ETFs
597
+ 5.8%
$87.41 - $97.21 $52.2K - $58K
10.9K $982K
CRWD
Crowd Strike Holdings, Inc.

Technology
39
+ 4.51%
$275.15 - $388.2 $10.7K - $15.1K
904 $309K
CVX
Chevron Corp

Energy
527
+ 7.06%
$141.15 - $162.53 $74.4K - $85.7K
7.99K $1.16M
XLE
Energy Sector Spdr

ETFs
1.3K
+ 5.17%
$83.32 - $97.27 $108K - $126K
26.4K $2.26M
COF
Capital One Financial Corp

Financial Services
61
+ 4.06%
$145.19 - $192.01 $8.86K - $11.7K
1.57K $279K
VPU
Vanguard Utilities ETF

ETFs
565
+ 15.01%
$160.52 - $179.11 $90.7K - $101K
4.33K $707K
VNQ
Vanguard Specialized Funds Van

ETFs
1.02K
+ 21.16%
$87.85 - $98.6 $89.7K - $101K
5.85K $520K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
910
+ 6.42%
$115.08 - $119.55 $105K - $109K
15.1K $1.74M
INTU
Intuit Inc

Technology
51
+ 3.76%
$602.01 - $706.25 $30.7K - $36K
1.41K $884K
IYF
Ishares Tr

ETFs
203
+ 9.69%
$102.7 - $119.05 $20.8K - $24.2K
2.3K $254K
TRV
Travelers Companies, Inc.

Financial Services
38
+ 0.99%
$225.97 - $266.66 $8.59K - $10.1K
3.88K $935K
VDC
Vanguard Consumer Staples ETF

ETFs
207
+ 14.66%
$210.96 - $223.62 $43.7K - $46.3K
1.62K $342K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
575
+ 19.76%
$74.5 - $78.37 $42.8K - $45.1K
3.49K $260K
SPMD
Spdr Portfolio

ETFs
551
+ 3.92%
$54.13 - $59.56 $29.8K - $32.8K
14.6K $799K
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.41K
+ 1.82%
$29.77 - $30.19 $131K - $133K
247K $7.36M
BITF
Bitfarms LTD

Financial Services
20K
New
$1.49 - $2.69 $29.8K - $53.8K
20K $29K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
565
+ 11.01%
$57.38 - $61.11 $32.4K - $34.5K
5.7K $332K
PECO
Phillips Edison & Company, Inc.

Real Estate
1.29K
+ 1.6%
$35.96 - $39.8 $46.4K - $51.4K
81.9K $3.07M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.04K
+ 6.92%
$57.14 - $64.54 $59.5K - $67.2K
16.1K $923K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
676
+ 12.76%
$47.58 - $48.56 $32.2K - $32.8K
5.97K $285K
ABT
Abbott Laboratories

Healthcare
315
+ 2.61%
$111.93 - $119.39 $35.3K - $37.6K
12.4K $1.4M
TXN
Texas Instruments Inc

Technology
125
+ 2.54%
N/A
5.05K $982K
VO
Vanguard Mid Cap ETF

ETFs
85
+ 9.65%
$261.5 - $284.63 $22.2K - $24.2K
966 $255K
LNT
Alliant Energy Corp

Utilities
1.97K
+ 3.2%
$56.24 - $63.63 $111K - $126K
63.7K $3.77M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.85K
+ 5.44%
$55.73 - $61.23 $103K - $113K
35.9K $2.03M
SYY
Sysco Corp

Consumer Defensive
992
+ 2.8%
$73.63 - $81.77 $73K - $81.1K
36.5K $2.79M
DOX
Amdocs LTD

Technology
393
+ 6.21%
$82.94 - $92.86 $32.6K - $36.5K
6.72K $572K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.45K
+ 12.98%
$34.13 - $37.35 $83.6K - $91.5K
21.3K $727K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
860
+ 9.26%
$26.55 - $27.32 $22.8K - $23.5K
10.1K $270K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.05%
$178.39 - $215.0 $178 - $215
1.83K $353K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
196
+ 5.86%
$101.77 - $113.02 $19.9K - $22.2K
3.54K $373K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
226
+ 7.49%
$74.69 - $79.24 $16.9K - $17.9K
3.25K $244K
PCEF
Invesco Cef Income Composite E

ETFs
965
+ 8.87%
$19.05 - $19.86 $18.4K - $19.2K
11.8K $226K
Activity Summary
Buys All Purchases 235 New Holdings 33 Increased Positions 202 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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