Family Firm, Inc. Incresed Positions in Q3 2024

Family Firm, Inc.

  • $932 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
20
+ 0.17%
$109.72 - $119.0 $2.19K - $2.38K
11.5K $1.35M
PG
Procter & Gamble CO

Consumer Defensive
24
+ 0.94%
$160.76 - $177.82 $3.86K - $4.27K
2.58K $445K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.55%
$459.02 - $510.25 $1.38K - $1.53K
553 $273K
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.35%
$161.9 - $179.3 $2.43K - $2.69K
4.27K $726K
BDX
Becton Dickinson & CO

Healthcare
48
+ 3.16%
$221.47 - $242.41 $10.6K - $11.6K
1.57K $377K
SYY
Sysco Corp

Consumer Defensive
47
+ 1.71%
$69.16 - $78.98 $3.25K - $3.71K
2.8K $218K
CI
Cigna Corp

Healthcare
4
+ 0.32%
$319.12 - $367.1 $1.28K - $1.47K
1.26K $437K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.09%
$58.03 - $65.37 $232 - $261
4.33K $280K
QQQ
Invesco Qqq Trust, Series 1

ETFs
27
+ 3.66%
$434.77 - $502.96 $11.7K - $13.6K
765 $373K
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 0.08%
$125.95 - $139.96 $252 - $280
2.63K $367K
VHT
Vanguard Health Care ETF

ETFs
7
+ 0.73%
$261.88 - $288.1 $1.83K - $2.02K
968 $273K
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.31%
$143.3 - $157.24 $860 - $943
1.95K $300K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
31
+ 1.09%
$69.16 - $76.64 $2.14K - $2.38K
2.88K $216K
MS
Morgan Stanley

Financial Services
19
+ 0.96%
$92.07 - $106.96 $1.75K - $2.03K
2.01K $209K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.15%
$332.02 - $382.76 $664 - $766
1.35K $507K
KMB
Kimberly Clark Corp

Consumer Defensive
6
+ 0.2%
$135.05 - $148.35 $810 - $890
2.99K $425K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.05%
$211.35 - $255.11 $211 - $255
1.91K $474K
VOX
Vanguard Communication Service

ETFs
4
+ 0.28%
$129.82 - $145.39 $519 - $582
1.41K $205K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
24
+ 0.93%
$74.26 - $78.84 $1.78K - $1.89K
2.59K $203K
BAC
Bank Of America Corp

Financial Services
285
+ 4.34%
$36.65 - $44.13 $10.4K - $12.6K
6.85K $271K
MLM
Martin Marietta Materials Inc

Basic Materials
17
+ 2.6%
$502.48 - $593.35 $8.54K - $10.1K
671 $361K
TXN
Texas Instruments Inc

Technology
6
+ 0.47%
$194.6 - $194.6 $1.17K - $1.17K
1.28K $248K
XLK
Technology Sector Spdr

ETFs
3
+ 0.17%
$197.34 - $237.68 $592 - $713
1.77K $399K
Saba Capital Income & Opportun Com New
220
+ 2.08%
N/A
10.8K $0
Vanguard Short Term Tax Exempt Bond ETF
15
+ 0.75%
N/A
2.03K $0
XLP
Consumer Staples Sector Spdr

ETFs
31
+ 0.52%
$76.04 - $76.04 $2.36K - $2.36K
5.96K $453K
ASML
Asml Holding Nv

Technology
44
+ 20.18%
$749.82 - $1098.95 $33K - $48.4K
262 $218K
WFC
Wells Fargo & Company

Financial Services
191
+ 3.15%
$51.58 - $60.97 $9.85K - $11.6K
6.26K $353K
MPC
Marathon Petroleum Corp

Energy
69
+ 3.54%
$158.61 - $180.75 $10.9K - $12.5K
2.02K $328K
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.16%
$500.12 - $562.29 $500 - $562
644 $334K
IYE
Ishares Tr

ETFs
221
+ 1.39%
$44.44 - $49.18 $9.82K - $10.9K
16.2K $749K
FDX
Fedex Corp

Industrials
1
+ 0.09%
$254.64 - $313.52 $255 - $314
1.08K $296K
AMAT
Applied Materials Inc

Technology
150
+ 7.41%
$174.88 - $254.97 $26.2K - $38.2K
2.18K $439K
COP
Conocophillips

Energy
11
+ 0.23%
$102.3 - $116.61 $1.13K - $1.28K
4.78K $503K
MRK
Merck & Co., Inc.

Healthcare
113
+ 1.7%
$111.15 - $128.97 $12.6K - $14.6K
6.75K $766K
XLE
Energy Sector Spdr

ETFs
2K
+ 2.79%
$84.35 - $93.39 $169K - $187K
73.6K $6.47M
VDE
Vanguard Energy ETF

ETFs
553
+ 2.04%
$117.44 - $131.06 $64.9K - $72.5K
27.7K $3.39M
BA
Boeing CO

Industrials
60
+ 2.24%
$152.04 - $190.6 $9.12K - $11.4K
2.74K $417K
MCK
Mckesson Corp

Healthcare
1
+ 0.09%
$479.06 - $630.38 $479 - $630
1.14K $563K
MU
Micron Technology Inc

Technology
49
+ 1.27%
$86.27 - $136.82 $4.23K - $6.7K
3.91K $404K
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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