626 Financial, LLC Reduced Holdings in Q4 2024

626 Financial, LLC

  • $179 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-37K
- 37.68%
$61.68 - $67.87 $2.28M - $2.51M
61.2K $3.81M
QCOM
Qualcomm Inc

Technology
-31
- 0.2%
$150.4 - $178.04 $4.66K - $5.52K
15.4K $2.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-435
- 40.43%
$521.84 - $558.82 $227K - $243K
641 $345K
FAB
First Tr Multi Cap Value Alpha

ETFs
-1.47K
- 3.48%
$81.02 - $90.16 $119K - $133K
40.9K $3.37M
CLX
Clorox CO

Consumer Defensive
-1K
- 44.03%
$156.51 - $169.74 $157K - $170K
1.27K $206K
MCO
Moodys Corp

Financial Services
-230
- 31.08%
$454.04 - $500.88 $104K - $115K
510 $241K
FDN
First Tr Fd Dow Jones

ETFs
-1.01K
- 22.24%
$210.5 - $257.24 $213K - $260K
3.53K $859K
SYK
Stryker Corp

Healthcare
-76
- 0.13%
$345.14 - $392.15 $26.2K - $29.8K
59.2K $21.3M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-2.38K
- 27.56%
N/A
6.26K $254K
INTC
Intel Corp

Technology
-759
- 4.31%
$19.07 - $26.23 $14.5K - $19.9K
16.8K $337K
KHC
Kraft Heinz CO

Consumer Defensive
-44
- 0.29%
$30.1 - $36.02 $1.32K - $1.58K
15.2K $465K
BA
Boeing CO

Industrials
-606
- 31.3%
$138.14 - $180.72 $83.7K - $110K
1.33K $235K
PEP
Pepsico Inc

Consumer Defensive
-7
- 0.23%
$151.29 - $176.1 $1.06K - $1.23K
3.09K $469K
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 11.67%
$385.02 - $431.37 $38.5K - $43.1K
757 $294K
XLK
Technology Sector Spdr

ETFs
-400
- 5.42%
$220.26 - $241.44 $88.1K - $96.6K
6.98K $1.62M
IWN
Ishares Russell2000 Val ETF

ETFs
-60
- 0.84%
$162.69 - $181.35 $9.76K - $10.9K
7.07K $1.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.32%
$442.29 - $483.08 $3.1K - $3.38K
2.18K $989K
PULS
Pgim ETF Tr

ETFs
-109
- 0.44%
$49.51 - $49.79 $5.4K - $5.43K
24.5K $1.21M
PM
Philip Morris International Inc.

Consumer Defensive
-25
- 0.79%
$118.38 - $133.06 $2.96K - $3.33K
3.16K $380K
Smurfit Westrock PLC
-1.8K
- 9.5%
N/A
17.2K $0
CSCO
Cisco Systems, Inc.

Technology
-200
- 4.91%
$52.45 - $60.02 $10.5K - $12K
3.88K $229K
IP
International Paper CO

Consumer Cyclical
-100
- 1.67%
$46.64 - $59.57 $4.66K - $5.96K
5.89K $317K
DIS
Walt Disney CO

Communication Services
-254
- 6.76%
$92.39 - $117.6 $23.5K - $29.9K
3.51K $390K
COF
Capital One Financial Corp

Financial Services
-45
- 1.74%
$145.19 - $192.01 $6.53K - $8.64K
2.55K $454K
VTI
Vanguard Total Stock Market Et

ETFs
-69
- 0.52%
$280.04 - $302.45 $19.3K - $20.9K
13.2K $3.84M
EMR
Emerson Electric CO

Industrials
-142
- 1.55%
$108.13 - $134.33 $15.4K - $19.1K
9K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
-224
- 2.06%
$205.18 - $250.29 $46K - $56.1K
10.6K $2.55M
NVDA
Nvidia Corp

Technology
-137
- 0.38%
$117.0 - $148.88 $16K - $20.4K
35.6K $4.78M
AAPL
Apple Inc.

Technology
-396
- 0.77%
$221.69 - $259.02 $87.8K - $103K
50.8K $12.7M
Activity Summary
Buys All Purchases 42 New Holdings 1 Increased Positions 41 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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