Falcon Wealth Planning Purchases and Sells in Q4 2024

Falcon Wealth Planning

$810 Million
Q4 2024

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	13.4K + 142.89%	$213.65 - $479.86 $2.87M - $6.44M	22.8K $9.22M
MGK	7.93K + 4.72%	$316.94 - $357.88 $2.51M - $2.84M	176K $60.4M
AVLV	68.6K + 6.15%	$65.51 - $71.22 $4.49M - $4.89M	1.18M $79.1M
COST	4.41K + 220.49%	$873.59 - $994.69 $3.85M - $4.39M	6.41K $5.88M
QQQ	3.74K + 5.43%	$481.22 - $538.17 $1.8M - $2.01M	72.6K $37.1M
IWP	1.37K + 0.87%	$116.4 - $138.52 $160K - $190K	158K $20.1M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FPE	1.08M New	$17.65 - $18.18 $19.1M - $19.7M	1.08M $19.2M
IWB	2.46K New	$311.11 - $335.64 $764K - $824K	2.46K $790K
VCIT	7.55K New	$80.13 - $83.77 $605K - $633K	7.55K $606K
MDYV	6.59K New	$78.43 - $87.17 $517K - $575K	6.59K $528K
GOVT	19.2K New	$22.39 - $23.45 $430K - $451K	19.2K $441K
URI	583 New	$704.44 - $880.32 $411K - $513K	583 $410K

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PFF	-575K - 88.81%	$31.23 - $33.51 $17.9M - $19.3M	72.4K $2.28M
BNDX	-331K - 77.57%	$48.91 - $50.61 $16.2M - $16.7M	95.6K $4.69M
AAPL	-31.6K - 11.73%	$221.69 - $259.02 $7.01M - $8.19M	238K $59.6M
BIL	-27.4K - 48.74%	$91.29 - $91.8 $2.5M - $2.52M	28.9K $2.64M
SCZ	-6.03K - 16.73%	$60.13 - $67.31 $363K - $406K	30K $1.82M
VSS	-1.68K - 5.99%	$114.08 - $125.68 $191K - $211K	26.4K $3.02M

Activity Summary All Purchases 91 New Holdings 16 Increased Positions 75 All Sells 60 Reductions 60 Sold out 0 Calls 0 Puts 0

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