Strategic Blueprint, LLC Reduced Holdings in Q3 2024

Strategic Blueprint, LLC

  • $1.49 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
-76
- 1.08%
$92.07 - $106.96 $7K - $8.13K
6.95K $724K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-318
- 1.44%
$33.74 - $37.96 $10.7K - $12.1K
21.8K $818K
IJUL
Innovator Etfs Tr

ETFs
-693
- 1.41%
$27.47 - $29.55 $19K - $20.5K
48.3K $1.42M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-107
- 0.6%
$40.63 - $44.83 $4.35K - $4.8K
17.9K $793K
FICO
Fair Isaac Corp

Technology
-15
- 9.38%
$1496.51 - $1947.38 $22.4K - $29.2K
145 $282K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.75K
- 4.96%
$113.45 - $126.18 $426K - $473K
71.8K $9.06M
TPIF
Timothy Plan Intl ETF (De)

ETFs
-20
- 0.1%
$25.86 - $29.09 $517 - $582
19.6K $564K
GIS
General Mills Inc

Consumer Defensive
-171
- 3.12%
$62.5 - $75.15 $10.7K - $12.9K
5.31K $391K
NEE
Nextera Energy Inc

Utilities
-651
- 8.87%
$69.9 - $84.97 $45.5K - $55.3K
6.69K $565K
DNP
Dnp Select Income Fund Inc

Financial Services
-1.89K
- 5.14%
$8.21 - $10.03 $15.5K - $19K
34.9K $349K
KMI
Kinder Morgan, Inc.

Energy
-5.44K
- 7.06%
$19.72 - $22.22 $107K - $121K
71.6K $1.58M
ABBV
Abb Vie Inc.

Healthcare
-1.23K
- 10.87%
$163.84 - $199.33 $202K - $246K
10.1K $2M
ISMD
Northern Lts Fd Tr Iv

ETFs
-249
- 1.32%
$34.03 - $38.37 $8.47K - $9.55K
18.7K $707K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-119
- 2.25%
$102.05 - $114.97 $12.1K - $13.7K
5.18K $595K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-13
- 0.71%
$156.14 - $187.2 $2.03K - $2.43K
1.82K $336K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-67
- 2.58%
$386.81 - $423.12 $25.9K - $28.3K
2.53K $1.07M
MDT
Medtronic PLC

Healthcare
-445
- 5.16%
$76.84 - $91.03 $34.2K - $40.5K
8.18K $736K
AMT
American Tower Corp

Real Estate
-427
- 10.26%
$192.27 - $242.73 $82.1K - $104K
3.73K $868K
SPGI
S&P Global Inc.

Financial Services
-5
- 0.56%
$446.32 - $527.38 $2.23K - $2.64K
888 $458K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-248
- 2.95%
$95.1 - $106.76 $23.6K - $26.5K
8.15K $869K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-156
- 2.89%
$151.63 - $169.74 $23.7K - $26.5K
5.24K $887K
ENB
Enbridge Inc

Energy
-265
- 1.78%
$35.27 - $41.18 $9.35K - $10.9K
14.6K $592K
MCD
Mcdonalds Corp

Consumer Cyclical
-618
- 12.13%
$245.82 - $304.51 $152K - $188K
4.48K $1.36M
EFX
Equifax Inc

Industrials
-13
- 0.9%
$236.42 - $307.13 $3.07K - $3.99K
1.43K $418K
SO
Southern CO

Utilities
-1.48K
- 8.67%
$77.0 - $90.52 $114K - $134K
15.6K $1.4M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-1.18K
- 1.67%
$39.97 - $43.37 $47.2K - $51.3K
69.6K $3.02M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-124
- 0.37%
$34.67 - $37.7 $4.3K - $4.67K
33.1K $1.25M
GLDM
World Gold Trust

ETFs
-114
- 0.75%
$46.2 - $53.01 $5.27K - $6.04K
15K $781K
ORCL
Oracle Corp

Technology
-497
- 8.58%
$125.9 - $170.35 $62.6K - $84.7K
5.3K $902K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.36K
- 2.9%
$54.98 - $59.51 $130K - $141K
79K $4.7M
GE
General Electric CO

Industrials
-45
- 1.32%
$156.66 - $189.66 $7.05K - $8.53K
3.37K $635K
TTD
Trade Desk, Inc.

Technology
-22
- 0.27%
$83.08 - $110.79 $1.83K - $2.44K
8.17K $895K
MA
Mastercard Inc

Financial Services
-207
- 5.48%
$429.6 - $500.99 $88.9K - $104K
3.57K $1.76M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-5
- 0.05%
$95.81 - $109.03 $479 - $545
9.42K $1.01M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-1.38K
- 0.86%
$36.29 - $38.05 $50.2K - $52.6K
160K $6.09M
XLV
Select Sector Spdr Fund Health

ETFs
-141
- 0.95%
$143.3 - $157.24 $20.2K - $22.2K
14.8K $2.27M
MMM
3 M CO

Industrials
-918
- 13.89%
$99.69 - $139.42 $91.5K - $128K
5.69K $777K
NRG
Nrg Energy, Inc.

Utilities
-14
- 0.18%
$68.89 - $91.22 $964 - $1.28K
7.86K $715K
IRM
Iron Mountain Inc

Real Estate
-13
- 0.35%
$89.69 - $119.32 $1.17K - $1.55K
3.72K $442K
ACWI
Ishares Msci Acwi ETF

ETFs
-32
- 0.2%
$107.24 - $119.84 $3.43K - $3.83K
16.3K $1.95M
ARES
Ares Management Corp

Financial Services
-5
- 0.1%
$133.73 - $158.05 $669 - $790
5.04K $785K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.2K
- 2.39%
$57.32 - $62.65 $68.9K - $75.3K
49.1K $3.06M
PH
Parker Hannifin Corp

Industrials
-46
- 3.82%
$501.01 - $635.92 $23K - $29.3K
1.16K $731K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-8
- 0.06%
$111.9 - $124.28 $895 - $994
12.8K $1.58M
PNR
Pentair PLC

Industrials
-76
- 1.17%
$74.39 - $97.79 $5.65K - $7.43K
6.41K $626K
ACN
Accenture PLC

Technology
-31
- 1.1%
$295.44 - $355.81 $9.16K - $11K
2.8K $989K
AVIG
American Centy ETF Tr Avantis

ETFs
-395
- 0.45%
$40.41 - $42.73 $16K - $16.9K
86.7K $3.69M
EXAS
Exact Sciences Corp

Healthcare
-1
- 0.02%
$42.43 - $70.83 $42.4 - $70.8
5.71K $388K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 0.08%
$434.77 - $502.96 $6.09K - $7.04K
17.1K $8.36M
Activity Summary
Buys All Purchases 296 New Holdings 75 Increased Positions 221 Sells All Sells 324 Reductions 324 Sold out 0 Options Calls 8 Puts 1
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