Money Concepts Capital Corp Incresed Positions in Q3 2024

Money Concepts Capital Corp

  • $1.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
PFE
Pfizer Inc

Healthcare
3.42K
+ 1.78%
$27.7 - $31.39 $94.8K - $107K
195K $5.65M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
329
+ 0.83%
$41.22 - $51.19 $13.6K - $16.8K
40.2K $1.96M
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
VGT
Vanguard Information Technolog

ETFs
405
+ 37.36%
$514.43 - $606.85 $208K - $246K
1.49K $873K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 2.17%
$405.19 - $478.57 $34.4K - $40.7K
4K $1.84M
KMB
Kimberly Clark Corp

Consumer Defensive
378
+ 0.81%
$135.05 - $148.35 $51K - $56.1K
46.9K $6.67M
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
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
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
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
AVGO
Broadcom Inc.

Technology
14.3K
+ 886.93%
$136.27 - $1745.86 $1.95M - $25M
15.9K $2.75M
GLD
Spdr Gold Trust

ETFs
423
+ 22.0%
$215.56 - $246.98 $91.2K - $104K
2.35K $570K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
597
+ 1.91%
$61.47 - $67.36 $36.7K - $40.2K
31.8K $2.14M
IJK
Ishares S&P Midcap 400 Growth

ETFs
765
+ 3.58%
$84.81 - $93.54 $64.9K - $71.6K
22.1K $2.03M
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
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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