Financial Advisors, LLC Purchases and Sells in Q3 2024

Financial Advisors, LLC

$524 Million
Q3 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMV	16.6K + 1.52%	$83.76 - $91.82 $1.39M - $1.52M	1.11M $101M
SCHV	16K + 1.78%	$73.43 - $80.37 $1.18M - $1.29M	915K $73.5M
IJR	13.2K + 2.69%	$105.53 - $118.34 $1.39M - $1.56M	502K $58.8M
HAWX	34K + 1.99%	$29.79 - $33.25 $1.01M - $1.13M	1.75M $57.6M
USXF	21.8K + 135.81%	$43.59 - $49.35 $950K - $1.08M	37.8K $1.86M
HD	2.09K + 108.13%	$333.64 - $405.2 $697K - $846K	4.02K $1.63M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVSU	9.6K New	$59.01 - $65.3 $566K - $627K	9.6K $626K
DMXF	5.04K New	$64.83 - $72.82 $327K - $367K	5.04K $363K
TSLA	991 New	$191.76 - $263.26 $190K - $261K	991 $259K
SHW	600 New	$294.65 - $384.0 $177K - $230K	600 $228K
CARR	2.71K New	$61.9 - $80.88 $168K - $220K	2.71K $218K
BMY	3.98K New	$39.66 - $51.75 $158K - $206K	3.98K $205K

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-540 - 5.36%	$161.02 - $200.0 $87K - $108K	9.54K $1.78M
CVX	-36 - 1.58%	$137.88 - $161.97 $4.96K - $5.83K	2.24K $329K
HEFA	-142 - 0.18%	$32.34 - $35.85 $4.59K - $5.09K	77.4K $2.74M
PG	-46 - 0.76%	$160.76 - $177.82 $7.39K - $8.18K	5.98K $1.03M
VZ	-331 - 1.93%	$38.89 - $45.0 $12.9K - $14.9K	16.9K $756K
CAT	-40 - 3.54%	$316.8 - $391.12 $12.7K - $15.6K	1.09K $426K

Activity Summary All Purchases 30 New Holdings 6 Increased Positions 24 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisors, LLC with notifications on news.