Family Firm, Inc. Incresed Positions in Q3 2024

Family Firm, Inc.

  • $932 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
59
+ 2.64%
$135.21 - $197.06 $7.98K - $11.6K
2.3K $437K
UNH
Unitedhealth Group Inc

Healthcare
98
+ 14.1%
$488.01 - $604.18 $47.8K - $59.2K
793 $463K
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 0.3%
$255.18 - $283.2 $4.59K - $5.1K
6.08K $1.72M
V
Visa Inc.

Financial Services
298
+ 21.8%
$253.74 - $291.56 $75.6K - $86.9K
1.67K $457K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.26%
$213.3 - $270.78 $1.07K - $1.35K
1.91K $517K
PGR
Progressive Corp

Financial Services
225
+ 26.6%
$209.46 - $259.24 $47.1K - $58.3K
1.07K $271K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.54%
$333.64 - $405.2 $2.67K - $3.24K
1.49K $602K
LLY
Eli Lilly & CO

Healthcare
121
+ 12.06%
$772.14 - $960.02 $93.4K - $116K
1.12K $995K
PAYX
Paychex Inc

Industrials
8
+ 0.16%
$116.17 - $135.19 $929 - $1.08K
5.14K $689K
IGM
Ishares Expanded Tech Sector E

ETFs
639
+ 5.42%
$84.03 - $98.62 $53.7K - $63K
12.4K $1.19M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
480
+ 1.84%
$81.31 - $83.29 $39K - $40K
26.6K $2.21M
KO
Coca Cola CO

Consumer Defensive
557
+ 12.9%
$62.69 - $73.01 $34.9K - $40.7K
4.87K $350K
UNP
Union Pacific Corp

Industrials
189
+ 16.92%
$221.78 - $256.09 $41.9K - $48.4K
1.31K $321K
VBK
Vanguard Small Cap Growth ETF

ETFs
78
+ 2.92%
$240.48 - $267.94 $18.8K - $20.9K
2.75K $736K
ISRG
Intuitive Surgical Inc

Healthcare
94
+ 22.01%
$416.14 - $494.01 $39.1K - $46.4K
521 $255K
JNJ
Johnson & Johnson

Healthcare
81
+ 2.44%
$145.48 - $167.38 $11.8K - $13.6K
3.4K $551K
ABT
Abbott Laboratories

Healthcare
252
+ 7.31%
$100.07 - $118.13 $25.2K - $29.8K
3.7K $421K
CTAS
Cintas Corp

Industrials
1.37K
+ 306.01%
$201.38 - $819.83 $277K - $1.13M
1.82K $375K
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.58%
$233.44 - $279.45 $2.1K - $2.52K
1.56K $431K
AXP
American Express CO

Financial Services
47
+ 3.98%
$225.92 - $271.17 $10.6K - $12.7K
1.23K $333K
AMD
Advanced Micro Devices Inc

Technology
328
+ 10.3%
$128.67 - $183.96 $42.2K - $60.3K
3.51K $576K
PNC
Pnc Financial Services Group, Inc.

Financial Services
18
+ 0.96%
$156.14 - $187.2 $2.81K - $3.37K
1.9K $350K
XLC
Select Sector Spdr Tr Communic

ETFs
538
+ 24.04%
$82.16 - $90.4 $44.2K - $48.6K
2.78K $250K
CSCO
Cisco Systems, Inc.

Technology
19
+ 0.19%
$44.74 - $53.22 $850 - $1.01K
10.2K $542K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.35%
$245.82 - $304.51 $983 - $1.22K
1.13K $344K
GE
General Electric CO

Industrials
59
+ 4.02%
$156.66 - $189.66 $9.24K - $11.2K
1.53K $287K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
29
+ 0.25%
$65.06 - $71.72 $1.89K - $2.08K
11.8K $836K
LEN
Lennar Corp

Consumer Cyclical
3
+ 0.21%
$142.5 - $192.45 $428 - $577
1.41K $263K
AMP
Ameriprise Financial Inc

Financial Services
71
+ 18.54%
$391.53 - $469.81 $27.8K - $33.4K
454 $213K
DHR
Danaher Corp

Healthcare
117
+ 18.75%
$239.25 - $280.76 $28K - $32.8K
741 $205K
ORCL
Oracle Corp

Technology
98
+ 8.78%
$125.9 - $170.35 $12.3K - $16.7K
1.21K $206K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
3.31K
+ 2.85%
$5.44 - $5.91 $18K - $19.5K
119K $690K
VT
Vanguard Total World Stk Index

ETFs
35
+ 0.6%
$107.72 - $119.96 $3.77K - $4.2K
5.92K $708K
IHE
Ishares Tr

ETFs
51
+ 0.51%
$65.61 - $72.86 $3.35K - $3.72K
10K $707K
VO
Vanguard Mid Cap ETF

ETFs
12
+ 0.69%
$237.84 - $263.83 $2.85K - $3.17K
1.76K $463K
GPN
Global Payments Inc

Industrials
1
+ 0.01%
$92.66 - $112.97 $92.7 - $113
7.24K $741K
IXC
Ishares Tr Global Energy ETF

ETFs
3.9K
+ 3.45%
$38.94 - $42.35 $152K - $165K
117K $4.73M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.26%
$194.9 - $224.8 $2.34K - $2.7K
4.63K $975K
SPGI
S&P Global Inc.

Financial Services
25
+ 6.43%
$446.32 - $527.38 $11.2K - $13.2K
414 $213K
FAST
Fastenal CO

Industrials
4
+ 0.09%
$62.09 - $71.83 $248 - $287
4.66K $332K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1
+ 0.02%
$90.87 - $102.43 $90.9 - $102
6.55K $647K
NVDA
Nvidia Corp

Technology
1.25K
+ 2.35%
$98.91 - $134.91 $123K - $168K
54.4K $6.61M
ED
Consolidated Edison Inc

Utilities
1
+ 0.04%
$88.42 - $104.97 $88.4 - $105
2.33K $242K
INTU
Intuit Inc

Technology
95
+ 12.23%
$602.97 - $670.49 $57.3K - $63.7K
872 $541K
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.21%
$385.65 - $450.49 $386 - $450
486 $218K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.21%
$256.4 - $289.78 $769 - $869
1.42K $404K
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 0.24%
$136.93 - $162.81 $411 - $488
1.28K $204K
IYJ
Ishares Tr

ETFs
4
+ 0.19%
$118.32 - $133.67 $473 - $535
2.06K $274K
XLI
Industrial Sector Spdr

ETFs
6
+ 0.3%
$120.56 - $135.44 $723 - $813
2.04K $275K
Activity Summary
Buys All Purchases 143 New Holdings 2 Increased Positions 141 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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