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
VTI
Vanguard Total Stock Market Et

ETFs
234
+ 2.96%
$255.18 - $283.2 $59.7K - $66.3K
8.15K $2.31M
O
Realty Income Corp

Real Estate
576
+ 4.33%
$52.36 - $63.42 $30.2K - $36.5K
13.9K $881K
MTRX
Matrix Service CO

Industrials
630
+ 0.6%
$8.77 - $11.55 $5.53K - $7.28K
106K $1.23M
SCHG
Schwab Strategic Tr Us Large C

ETFs
848
+ 3.25%
$92.63 - $105.69 $78.6K - $89.6K
27K $2.81M
MUB
Ishares National Muni Bond ETF

ETFs
1.1K
+ 5.35%
$106.13 - $108.7 $117K - $119K
21.6K $2.35M
PGR
Progressive Corp

Financial Services
386
+ 27.59%
$209.46 - $259.24 $80.9K - $100K
1.79K $452K
HRL
Hormel Foods Corp

Consumer Defensive
2.01K
+ 2.49%
$30.04 - $33.14 $60.4K - $66.6K
82.9K $2.63M
GLD
Spdr Gold Trust

ETFs
423
+ 22.0%
$215.56 - $246.98 $91.2K - $104K
2.35K $570K
AVGO
Broadcom Inc.

Technology
14.3K
+ 886.93%
$136.27 - $1745.86 $1.95M - $25M
15.9K $2.75M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
597
+ 1.91%
$61.47 - $67.36 $36.7K - $40.2K
31.8K $2.14M
FR
First Industrial Realty Trust Inc

Real Estate
737
+ 5.77%
$47.13 - $56.97 $34.7K - $42K
13.5K $755K
DGRO
Ishares Core Dividend Growth E

ETFs
1.7K
+ 21.09%
$57.47 - $62.76 $97.5K - $107K
9.74K $610K
EXR
Extra Space Storage Inc.

Real Estate
165
+ 3.52%
$151.92 - $183.06 $25.1K - $30.2K
4.86K $874K
V
Visa Inc.

Financial Services
396
+ 14.83%
$253.74 - $291.56 $100K - $115K
3.07K $842K
SCHV
Schwab Strategic Tr Us Large C

ETFs
608
+ 4.37%
$73.43 - $80.37 $44.6K - $48.9K
14.5K $1.17M
HUM
Humana Inc

Healthcare
805
+ 38.39%
$310.25 - $404.52 $250K - $326K
2.9K $919K
TRV
Travelers Companies, Inc.

Financial Services
64
+ 1.69%
$201.87 - $242.35 $12.9K - $15.5K
3.85K $900K
VUG
Vanguard Growth ETF

ETFs
272
+ 13.96%
$341.08 - $391.94 $92.8K - $107K
2.22K $852K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
687
+ 1.56%
$63.74 - $73.47 $43.8K - $50.5K
44.8K $3.21M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
878
+ 15.52%
$94.31 - $103.26 $82.8K - $90.7K
6.54K $670K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
29
+ 0.09%
$50.67 - $56.52 $1.47K - $1.64K
31.3K $1.73M
XLY
Select Sector Spdr Consumer Di

ETFs
272
+ 7.52%
$170.05 - $200.86 $46.3K - $54.6K
3.89K $779K
BAX
Baxter International Inc

Healthcare
1.24K
+ 8.0%
$32.85 - $40.26 $40.7K - $49.8K
16.7K $634K
VPU
Vanguard Utilities ETF

ETFs
101
+ 2.76%
$146.64 - $174.54 $14.8K - $17.6K
3.76K $655K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.25K
+ 3.38%
$50.52 - $50.95 $114K - $114K
68.7K $3.5M
AMGN
Amgen Inc

Healthcare
71
+ 0.77%
$309.38 - $337.38 $22K - $24K
9.35K $3.01M
MGK
Vanguard Mega Cap Growth ETF

ETFs
235
+ 5.0%
$285.48 - $330.24 $67.1K - $77.6K
4.94K $1.59M
PLD
Prologis, Inc.

Real Estate
167
+ 2.69%
$111.95 - $132.43 $18.7K - $22.1K
6.38K $805K
SAND
Sandstorm Gold LTD

Basic Materials
2.21K
+ 1.3%
$5.04 - $6.32 $11.1K - $14K
172K $1.03M
MA
Mastercard Inc

Financial Services
27
+ 1.49%
$429.6 - $500.99 $11.6K - $13.5K
1.83K $905K
CSX
Csx Corp

Industrials
2.76K
+ 23.91%
$32.48 - $35.45 $89.7K - $97.9K
14.3K $494K
XITK
Spdr Ser Tr Factset Innovative

ETFs
128
+ 1.26%
$133.46 - $155.93 $17.1K - $20K
10.3K $1.59M
XOM
Exxon Mobil Corp

Energy
771
+ 17.04%
$109.72 - $119.0 $84.6K - $91.7K
5.3K $620K
PFF
Ishares Trust Ishares Pfd And

ETFs
593
+ 1.25%
$31.18 - $33.5 $18.5K - $19.9K
48K $1.6M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
1.36K
+ 26.23%
$44.56 - $50.18 $60.6K - $68.3K
6.55K $327K
GS
Goldman Sachs Group Inc

Financial Services
19
+ 0.95%
$459.02 - $510.25 $8.72K - $9.69K
2.02K $1M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
51
+ 0.31%
$65.15 - $72.97 $3.32K - $3.72K
16.6K $1.21M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
187
+ 4.96%
$196.3 - $218.19 $36.7K - $40.8K
3.96K $863K
IQDY
Flexshares International Quali

ETFs
653
+ 1.85%
$27.61 - $31.51 $18K - $20.6K
36K $1.12M
VNQ
Vanguard Specialized Funds Van

ETFs
235
+ 5.12%
$82.97 - $98.97 $19.5K - $23.3K
4.83K $470K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.26K
+ 10.55%
$42.54 - $47.97 $53.6K - $60.4K
13.2K $627K
BNDX
Vanguard Total International B

ETFs
544
+ 1.68%
$48.42 - $50.35 $26.3K - $27.4K
33K $1.66M
GTO
Invesco Actively Managed ETF T

ETFs
437
+ 1.46%
$46.22 - $48.77 $20.2K - $21.3K
30.4K $1.47M
WM
Waste Management Inc

Industrials
885
+ 4.81%
$196.96 - $223.45 $174K - $198K
19.3K $4M
SYLD
Cambria Shareholder Yld ETF

ETFs
523
+ 5.35%
$66.68 - $72.81 $34.9K - $38.1K
10.3K $745K
PNC
Pnc Financial Services Group, Inc.

Financial Services
152
+ 9.05%
$156.14 - $187.2 $23.7K - $28.5K
1.83K $338K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
1.69K
+ 4.75%
$11.74 - $16.42 $19.8K - $27.7K
37.2K $515K
BA
Boeing CO

Industrials
724
+ 60.33%
$152.04 - $190.6 $110K - $138K
1.92K $292K
KHC
Kraft Heinz CO

Consumer Defensive
1.41K
+ 17.32%
$31.86 - $36.13 $44.9K - $50.9K
9.55K $335K
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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