Family Firm, Inc. Purchases in Q4 2024

Family Firm, Inc.

  • $578 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
33.1K
+ 747.44%
$406.35 - $454.46 $13.4M - $15M
37.5K $15.8M
AVGO
Broadcom Inc.

Technology
112
+ 0.49%
$159.67 - $250.0 $17.9K - $28K
22.8K $5.28M
NVDA
Nvidia Corp

Technology
3.84K
+ 7.05%
$117.0 - $148.88 $449K - $572K
58.3K $7.83M
XLF
Financial Sector Spdr

ETFs
9.33K
New
$44.89 - $51.34 $419K - $479K
9.33K $450K
VTHR
Vanguard Russell 3000 ETF

ETFs
592
+ 1.5%
$251.33 - $271.45 $149K - $161K
40.1K $10.4M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
3.27K
New
$64.79 - $77.75 $212K - $254K
3.27K $251K
IEZ
Ishares Tr

ETFs
12.5K
New
$18.93 - $22.09 $237K - $276K
12.5K $247K
CRM
Salesforce, Inc.

Technology
686
New
$270.87 - $367.87 $186K - $252K
686 $229K
SNV
Synovus Financial Corp

Financial Services
4.29K
New
$42.5 - $58.73 $182K - $252K
4.29K $219K
KR
Kroger CO

Consumer Defensive
3.48K
New
$55.21 - $63.3 $192K - $220K
3.48K $212K
SASR
Sandy Spring Bancorp Inc

Financial Services
6.05K
New
$30.44 - $38.71 $184K - $234K
6.05K $203K
SHV
Ishares Tr

ETFs
1.83K
New
$109.92 - $110.57 $201K - $203K
1.83K $201K
CDNS
Cadence Design Systems Inc

Technology
669
New
$249.1 - $324.54 $167K - $217K
669 $201K
IXJ
Ishares Global Healthcare ETF

ETFs
4.6K
+ 28.15%
$85.65 - $98.34 $394K - $452K
20.9K $1.8M
IEFA
Ishares Tr

ETFs
3.86K
+ 39.49%
$70.06 - $77.43 $271K - $299K
13.6K $958K
XLI
Industrial Sector Spdr

ETFs
1.53K
+ 74.9%
$131.76 - $143.99 $201K - $220K
3.56K $469K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.92K
+ 12.46%
$22.39 - $23.45 $222K - $233K
89.6K $2.06M
XLV
Select Sector Spdr Fund Health

ETFs
1.48K
+ 75.87%
$136.28 - $154.74 $202K - $229K
3.43K $472K
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.26%
$205.18 - $250.29 $2.46K - $3K
4.64K $1.11M
VDE
Vanguard Energy ETF

ETFs
1.35K
+ 4.89%
$116.67 - $136.78 $158K - $185K
29K $3.52M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.28K
+ 1.61%
$100.24 - $101.35 $228K - $231K
144K $14.5M
RING
Ishares Inc Msci Global Gold M

ETFs
9.28K
+ 28.2%
$27.93 - $36.45 $259K - $338K
42.2K $1.19M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10
+ 0.08%
$129.96 - $144.97 $1.3K - $1.45K
13.2K $1.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12K
+ 10.58%
$44.04 - $49.49 $528K - $593K
125K $5.52M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.6K
+ 55.41%
$68.25 - $75.42 $109K - $121K
4.48K $306K
MCK
Mckesson Corp

Healthcare
1
+ 0.09%
$482.27 - $628.5 $482 - $629
1.14K $650K
WFC
Wells Fargo & Company

Financial Services
4
+ 0.06%
$54.98 - $77.35 $220 - $309
6.26K $439K
XLP
Consumer Staples Sector Spdr

ETFs
1.02K
+ 17.16%
N/A
6.99K $531K
VHT
Vanguard Health Care ETF

ETFs
409
+ 42.25%
$250.81 - $283.3 $103K - $116K
1.38K $349K
IEF
Ishares Barclays

ETFs
2.46K
+ 8.65%
$92.08 - $98.18 $227K - $242K
30.9K $2.86M
TXN
Texas Instruments Inc

Technology
327
+ 25.59%
N/A
1.61K $312K
VTI
Vanguard Total Stock Market Et

ETFs
83
+ 1.36%
$280.04 - $302.45 $23.2K - $25.1K
6.17K $1.79M
CSCO
Cisco Systems, Inc.

Technology
15
+ 0.15%
$52.45 - $60.02 $787 - $900
10.2K $604K
GOOG
Alphabet Inc.

Communication Services
2
+ 0.08%
$163.08 - $198.16 $326 - $396
2.53K $481K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.05%
$246.06 - $292.59 $246 - $293
1.91K $533K
EEM
Ishares Msci Emerging Markets

ETFs
6.7K
+ 12.23%
$41.82 - $47.36 $280K - $318K
61.5K $2.57M
ORCL
Oracle Corp

Technology
355
+ 29.24%
$165.41 - $192.43 $58.7K - $68.3K
1.57K $261K
CVX
Chevron Corp

Energy
368
+ 15.64%
$141.15 - $162.53 $51.9K - $59.8K
2.72K $394K
MS
Morgan Stanley

Financial Services
13
+ 0.65%
$104.42 - $134.99 $1.36K - $1.75K
2.02K $253K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.36%
$486.1 - $608.57 $972 - $1.22K
555 $317K
QQQ
Invesco Qqq Trust, Series 1

ETFs
49
+ 6.41%
$481.22 - $538.17 $23.6K - $26.4K
814 $416K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
863
+ 3.25%
$81.68 - $82.93 $70.5K - $71.6K
27.4K $2.25M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
88
+ 0.44%
$121.89 - $135.52 $10.7K - $11.9K
20K $2.49M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$370.24 - $418.94 $370 - $419
1.35K $543K
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.11%
$264.18 - $304.19 $793 - $913
2.76K $771K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
764
+ 2.46%
$113.92 - $127.38 $87K - $97.3K
31.8K $3.67M
AXP
American Express CO

Financial Services
2
+ 0.16%
$267.35 - $305.57 $535 - $611
1.23K $365K
PAYX
Paychex Inc

Industrials
6
+ 0.12%
$135.86 - $148.73 $815 - $892
5.15K $721K
BAC
Bank Of America Corp

Financial Services
32
+ 0.47%
$39.22 - $47.77 $1.26K - $1.53K
6.88K $302K
Activity Summary
Buys All Purchases 129 New Holdings 10 Increased Positions 119 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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