Financial Management Network Inc Incresed Positions in Q3 2024

Financial Management Network Inc

  • $424 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.12K
+ 5.72%
$520.18 - $576.82 $2.14M - $2.38M
76.2K $43.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
32.9K
+ 394.82%
$114.73 - $120.23 $3.77M - $3.96M
41.2K $4.93M
AVUV
American Centy ETF Tr Avantis

ETFs
19.4K
+ 19.27%
$88.24 - $99.7 $1.71M - $1.93M
120K $11.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.2K
+ 5.82%
$57.32 - $62.65 $872K - $953K
277K $17.2M
AAPL
Apple Inc.

Technology
1.98K
+ 3.17%
$207.23 - $234.82 $410K - $464K
64.5K $15M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
74.2K
+ 81.57%
$22.38 - $23.66 $1.66M - $1.76M
165K $3.87M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.85K
+ 5.82%
$105.53 - $118.34 $617K - $692K
106K $12.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.8K
+ 10.64%
$79.29 - $84.02 $1.01M - $1.07M
133K $11.1M
AVLV
American Centy ETF Tr Avantis
21.3K
+ 49.31%
$60.05 - $65.83 $1.28M - $1.4M
64.4K $4.24M
CGXU
Capital Group Intl Focus Equit

ETFs
32.3K
+ 7.96%
$24.27 - $27.46 $784K - $887K
438K $11.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.04K
+ 11.13%
$191.76 - $263.26 $200K - $274K
10.4K $2.72M
IAU
Ishares Gold Trust

ETFs
2.91K
+ 4.37%
$44.06 - $50.5 $128K - $147K
69.7K $3.46M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.24K
+ 15.65%
$54.98 - $59.51 $343K - $371K
46.1K $2.75M
KKR
Kkr & Co. Inc.

Financial Services
1.22K
+ 11.02%
$104.51 - $133.23 $128K - $163K
12.3K $1.61M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
5.05K
+ 16.61%
$68.53 - $74.13 $346K - $375K
35.5K $2.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
481
+ 0.43%
$53.41 - $57.9 $25.7K - $27.8K
111K $6.44M
HD
Home Depot, Inc.

Consumer Cyclical
77
+ 1.48%
$333.64 - $405.2 $25.7K - $31.2K
5.29K $2.14M
CLOI
Vaneck ETF Tr

ETFs
6.32K
+ 13.5%
$52.65 - $53.04 $333K - $335K
53.1K $2.82M
CGCP
Capital Group Core Plus Income

ETFs
12.6K
+ 31.61%
$22.12 - $23.31 $278K - $293K
52.4K $1.21M
CGGO
Capital Group Global Growth Eq

ETFs
3.93K
+ 2.41%
$27.25 - $30.52 $107K - $120K
167K $5.02M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.12%
$245.82 - $304.51 $1.23K - $1.52K
4.35K $1.33M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
16.4K
+ 11.5%
$15.5 - $16.99 $255K - $279K
159K $2.64M
CAT
Caterpillar Inc

Industrials
2
+ 0.07%
$316.8 - $391.12 $634 - $782
2.94K $1.15M
AXP
American Express CO

Financial Services
76
+ 2.4%
$225.92 - $271.17 $17.2K - $20.6K
3.24K $878K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
9
+ 0.11%
$125.95 - $142.04 $1.13K - $1.28K
8.22K $1.17M
VTI
Vanguard Total Stock Market Et

ETFs
195
+ 4.71%
$255.18 - $283.2 $49.8K - $55.2K
4.34K $1.23M
MA
Mastercard Inc

Financial Services
10
+ 0.47%
$429.6 - $500.99 $4.3K - $5.01K
2.15K $1.06M
O
Realty Income Corp

Real Estate
74
+ 0.72%
$52.36 - $63.42 $3.87K - $4.69K
10.4K $659K
FGRO
Fidelity Covington Tr

ETFs
15.9K
+ 7.94%
$21.1 - $24.63 $336K - $392K
216K $4.85M
URI
United Rentals, Inc.

Industrials
4
+ 0.62%
$627.41 - $814.1 $2.51K - $3.26K
654 $529K
IBM
International Business Machines Corp

Technology
9
+ 0.43%
$175.1 - $223.38 $1.58K - $2.01K
2.1K $463K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
2.49K
+ 1.9%
$25.49 - $25.49 $63.3K - $63.3K
133K $3.39M
ABBV
Abb Vie Inc.

Healthcare
134
+ 5.6%
$163.84 - $199.33 $22K - $26.7K
2.53K $498K
MAC
Macerich CO

Real Estate
142
+ 0.48%
$14.34 - $18.25 $2.04K - $2.59K
29.5K $538K
IWM
Ishares Russell 2000 ETF

ETFs
140
+ 5.78%
$200.87 - $224.6 $28.1K - $31.4K
2.56K $565K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.5%
$460.3 - $584.56 $1.38K - $1.75K
599 $350K
TFC
Truist Financial Corp

Financial Services
32
+ 0.18%
$38.22 - $44.94 $1.22K - $1.44K
18.2K $779K
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 0.37%
$194.9 - $224.8 $5.26K - $6.07K
7.26K $1.53M
PH
Parker Hannifin Corp

Industrials
7
+ 1.51%
$501.01 - $635.92 $3.51K - $4.45K
471 $297K
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 3.08%
$517.38 - $573.86 $19.1K - $21.2K
1.24K $710K
JNJ
Johnson & Johnson

Healthcare
29
+ 0.95%
$145.48 - $167.38 $4.22K - $4.85K
3.07K $496K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.46%
$416.14 - $494.01 $2.08K - $2.47K
1.1K $540K
AVGO
Broadcom Inc.

Technology
3.27K
+ 907.78%
$136.27 - $1745.86 $445K - $5.71M
3.63K $625K
GS
Goldman Sachs Group Inc

Financial Services
35
+ 5.05%
$459.02 - $510.25 $16.1K - $17.9K
728 $360K
NVDA
Nvidia Corp

Technology
1.42K
+ 2.26%
$98.91 - $134.91 $140K - $191K
64.1K $7.79M
CGGR
Capital Group Growth ETF Shs C

ETFs
250
+ 1.55%
$30.71 - $34.79 $7.68K - $8.7K
16.3K $568K
XLI
Industrial Sector Spdr

ETFs
2
+ 0.08%
$120.56 - $135.44 $241 - $271
2.5K $338K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
225
+ 1.31%
$41.95 - $43.42 $9.44K - $9.77K
17.4K $754K
SCHX
Schwab Strategic Tr Us Large C

ETFs
22
+ 0.28%
$61.11 - $67.85 $1.34K - $1.49K
8.01K $543K
Activity Summary
Buys All Purchases 111 New Holdings 28 Increased Positions 83 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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