Financial Architects, Inc Purchases in Q2 2023

Financial Architects, Inc

  • $657 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
4.24K
New
$47.35 - $50.88 $201K - $215K
4.24K $208K
TTEK
Tetra Tech Inc

Industrials
1.25K
New
$132.63 - $164.02 $165K - $204K
1.25K $203K
CPRT
Copart Inc

Consumer Cyclical
2.23K
New
$74.38 - $91.21 $166K - $204K
2.23K $203K
BK
Bank Of New York Mellon Corp

Financial Services
4.58K
New
$39.67 - $46.36 $182K - $212K
4.58K $203K
PANW
Palo Alto Networks Inc

Technology
311
+ 14.44%
$176.89 - $255.51 $55K - $79.5K
2.47K $629K
V
Visa Inc.

Financial Services
66
+ 0.44%
$221.03 - $237.48 $14.6K - $15.7K
15.2K $3.61M
PJUL
Innovator U.S. Equity Power Bu

ETFs
4.53K
+ 27.87%
$31.38 - $34.22 $142K - $155K
20.8K $711K
IXN
Ishares Global Information Tec

ETFs
23
+ 0.09%
$51.78 - $62.58 $1.19K - $1.44K
24.9K $1.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
230
+ 9.72%
$371.44 - $407.28 $85.4K - $93.7K
2.6K $1.06M
MUB
Ishares National Muni Bond ETF

ETFs
1.8K
+ 6.62%
$105.16 - $108.58 $189K - $195K
28.9K $3.09M
IYW
Ishares Dj Us Tech ETF

ETFs
3
+ 0.03%
$88.68 - $109.37 $266 - $328
9.68K $1.05M
ADBE
Adobe Inc.

Technology
171
+ 25.15%
$335.45 - $495.18 $57.4K - $84.7K
851 $416K
ABT
Abbott Laboratories

Healthcare
598
+ 5.52%
$100.78 - $112.29 $60.3K - $67.1K
11.4K $1.25M
MCD
Mcdonalds Corp

Consumer Cyclical
228
+ 5.7%
$281.9 - $298.41 $64.3K - $68K
4.23K $1.26M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.11K
+ 25.21%
$20.11 - $20.4 $143K - $145K
35.3K $710K
CWB
Spdr Bloomberg Convertible Sec

ETFs
187
+ 0.44%
$65.49 - $69.95 $12.2K - $13.1K
42.5K $2.97M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.48K
+ 19.3%
$39.91 - $43.82 $98.8K - $108K
15.3K $670K
MA
Mastercard Inc

Financial Services
143
+ 6.53%
$360.14 - $393.3 $51.5K - $56.2K
2.33K $917K
NOW
Service Now, Inc.

Technology
113
+ 21.08%
$430.51 - $574.37 $48.6K - $64.9K
649 $364K
AVGO
Broadcom Inc.

Technology
10
+ 2.21%
$610.16 - $886.18 $6.1K - $8.86K
462 $400K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.25K
+ 6.57%
$35.81 - $40.7 $44.9K - $51K
20.3K $826K
PWR
Quanta Services, Inc.

Industrials
175
+ 7.95%
$159.13 - $196.45 $27.8K - $34.4K
2.38K $466K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
678
+ 10.59%
$64.88 - $76.39 $44K - $51.8K
7.08K $540K
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
2.17K
+ 35.69%
$33.3 - $36.27 $72.4K - $78.8K
8.26K $299K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.37K
+ 39.81%
$60.28 - $64.24 $82.6K - $88K
4.81K $302K
MSEX
Middlesex Water CO

Utilities
576
+ 3.54%
$69.37 - $83.78 $40K - $48.3K
16.8K $1.36M
IXUS
Ishares Tr

ETFs
333
+ 0.36%
$60.88 - $63.83 $20.3K - $21.3K
91.9K $5.75M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18
+ 0.01%
$101.36 - $107.68 $1.82K - $1.94K
135K $14.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.16K
+ 2.67%
$50.19 - $50.83 $58.4K - $59.2K
44.7K $2.27M
XLV
Select Sector Spdr Fund Health

ETFs
332
+ 3.48%
$126.74 - $135.66 $42.1K - $45K
9.86K $1.31M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
861
+ 4.54%
$48.28 - $51.93 $41.6K - $44.7K
19.8K $1.02M
OPK
Opko Health, Inc.

Healthcare
33.5K
New
$1.37 - $2.17 $45.9K - $72.7K
33.5K $72K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
233
+ 26.3%
$219.8 - $242.66 $51.2K - $56.5K
1.12K $271K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.06K
+ 5.74%
$33.87 - $37.05 $35.9K - $39.3K
19.5K $722K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.04%
$198.57 - $225.7 $199 - $226
2.44K $550K
IBM
International Business Machines Corp

Technology
241
+ 2.17%
$120.9 - $138.4 $29.1K - $33.4K
11.3K $1.52M
ABNB
Airbnb, Inc.

Consumer Cyclical
324
+ 6.02%
$104.42 - $128.68 $33.8K - $41.7K
5.71K $731K
CRM
Salesforce, Inc.

Technology
45
+ 1.0%
$188.89 - $223.38 $8.5K - $10.1K
4.54K $959K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
521
+ 16.35%
$117.3 - $124.97 $61.1K - $65.1K
3.71K $454K
FNDF
Schwab Fundamental Intl Large

ETFs
957
+ 3.63%
$30.91 - $33.09 $29.6K - $31.7K
27.3K $883K
RFG
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.62%
$176.57 - $195.32 $4.41K - $4.88K
4.05K $791K
AON
Aon PLC

Financial Services
14
+ 0.87%
$308.29 - $345.2 $4.32K - $4.83K
1.63K $563K
XOM
Exxon Mobil Corp

Energy
746
+ 6.13%
$102.18 - $118.34 $76.2K - $88.3K
12.9K $1.38M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.43K
+ 3.36%
$20.54 - $20.66 $50K - $50.2K
74.9K $1.54M
IXJ
Ishares Global Healthcare ETF

ETFs
31
+ 0.11%
$82.57 - $87.62 $2.56K - $2.72K
27.5K $2.33M
MGF
Mfs Government Markets Income Trust

Financial Services
14.8K
New
$3.21 - $3.39 $47.5K - $50.2K
14.8K $47K
IVW
Ishares S&P 500 Growth ETF

ETFs
200
+ 4.15%
$63.21 - $70.48 $12.6K - $14.1K
5.02K $353K
UNH
Unitedhealth Group Inc

Healthcare
81
+ 8.43%
$458.49 - $526.23 $37.1K - $42.6K
1.04K $500K
VEU
Vanguard Ftse All World Ex Us

ETFs
470
+ 2.36%
$52.62 - $56.04 $24.7K - $26.3K
20.4K $1.11M
Activity Summary
Buys All Purchases 135 New Holdings 21 Increased Positions 114 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Architects, Inc Portfolio

Follow Financial Architects, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Financial Architects, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email