Financial Management Network Inc Incresed Positions in Q4 2024

Financial Management Network Inc

  • $418 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50.1K
+ 18.12%
$61.68 - $67.87 $3.09M - $3.4M
327K $20.4M
IVV
Ishares Core S&P 500 ETF

ETFs
3.41K
+ 4.47%
$570.51 - $610.59 $1.94M - $2.08M
79.6K $46.9M
AVUV
American Centy ETF Tr Avantis

ETFs
20.8K
+ 17.38%
$94.37 - $106.41 $1.96M - $2.21M
141K $13.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18.1K
+ 17.04%
$113.92 - $127.38 $2.06M - $2.31M
124K $14.3M
AAPL
Apple Inc.

Technology
3.07K
+ 4.76%
$221.69 - $259.02 $680K - $794K
67.5K $16.9M
TSLA
Tesla, Inc.

Consumer Cyclical
368
+ 3.54%
$213.65 - $479.86 $78.6K - $177K
10.8K $4.35M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.4K
+ 32.43%
$115.08 - $119.55 $1.54M - $1.6M
54.6K $6.31M
AVLV
American Centy ETF Tr Avantis
18.7K
+ 29.06%
$65.51 - $71.22 $1.23M - $1.33M
83.1K $5.55M
CLOI
Vaneck ETF Tr

ETFs
22.1K
+ 41.66%
$52.7 - $53.15 $1.17M - $1.18M
75.3K $3.97M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.2K
+ 80.2%
$81.68 - $82.93 $1.16M - $1.18M
31.9K $2.61M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
40.9K
+ 24.75%
$22.39 - $23.45 $915K - $959K
206K $4.74M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
9.34K
+ 1.91%
N/A
498K $42.7M
KKR
Kkr & Co. Inc.

Financial Services
1.62K
+ 13.2%
$129.87 - $162.87 $211K - $265K
13.9K $2.06M
GOOG
Alphabet Inc.

Communication Services
228
+ 1.3%
$163.08 - $198.16 $37.2K - $45.2K
17.8K $3.39M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3.81K
+ 10.75%
$72.62 - $77.83 $277K - $297K
39.3K $2.91M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.87K
+ 42.03%
$34.49 - $39.24 $237K - $269K
23.2K $862K
FGRO
Fidelity Covington Tr

ETFs
11K
+ 5.08%
N/A
227K $5.1M
AXON
Axon Enterprise, Inc.

Industrials
50
+ 10.0%
$399.22 - $689.78 $20K - $34.5K
550 $326K
IAU
Ishares Gold Trust

ETFs
2.75K
+ 3.94%
$48.37 - $52.65 $133K - $145K
72.4K $3.59M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.2K
+ 5.41%
$80.13 - $83.77 $577K - $603K
140K $11.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
122
+ 8.51%
$521.84 - $558.82 $63.7K - $68.2K
1.56K $837K
MAC
Macerich CO

Real Estate
1.34K
+ 4.54%
$17.44 - $22.11 $23.4K - $29.6K
30.9K $614K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
2.71K
+ 2.04%
N/A
136K $3.46M
BAC
Bank Of America Corp

Financial Services
30
+ 0.21%
$39.22 - $47.77 $1.18K - $1.43K
14.2K $625K
SPG
Simon Property Group Inc

Real Estate
67
+ 0.44%
$167.23 - $183.84 $11.2K - $12.3K
15.1K $2.61M
GLD
Spdr Gold Trust

ETFs
250
+ 3.8%
$236.59 - $257.5 $59.1K - $64.4K
6.83K $1.65M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.04%
$264.65 - $302.92 $265 - $303
2.7K $770K
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 1.22%
$280.04 - $302.45 $14.8K - $16K
4.39K $1.27M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
617
+ 14.34%
$66.67 - $74.08 $41.1K - $45.7K
4.92K $334K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.33K
+ 7.66%
$42.33 - $43.3 $56.3K - $57.6K
18.7K $797K
VUG
Vanguard Growth ETF

ETFs
21
+ 1.92%
$378.79 - $428.11 $7.95K - $8.99K
1.12K $458K
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 0.64%
$471.27 - $550.62 $3.3K - $3.85K
1.11K $577K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.41K
+ 0.89%
$15.9 - $17.05 $22.5K - $24.1K
161K $2.67M
PANW
Palo Alto Networks Inc

Technology
2.4K
+ 92.02%
$181.96 - $405.9 $436K - $973K
5K $910K
IBM
International Business Machines Corp

Technology
96
+ 4.58%
$204.9 - $238.04 $19.7K - $22.9K
2.19K $482K
TFC
Truist Financial Corp

Financial Services
30
+ 0.16%
$41.51 - $48.1 $1.25K - $1.44K
18.3K $792K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.32%
$124.61 - $133.96 $997 - $1.07K
2.51K $323K
CGCP
Capital Group Core Plus Income

ETFs
2.44K
+ 4.66%
$22.13 - $23.17 $54K - $56.5K
54.8K $1.22M
OPEN
Opendoor Technologies Inc.

Real Estate
6K
+ 38.49%
$1.6 - $2.34 $9.6K - $14K
21.6K $34K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.83K
+ 101.22%
$25.33 - $51.16 $122K - $247K
9.6K $248K
SCI
Service Corp International

Consumer Cyclical
3
+ 0.11%
$73.36 - $88.6 $220 - $266
2.75K $219K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.2%
$417.69 - $450.94 $418 - $451
495 $210K
SPMD
Spdr Portfolio

ETFs
11
+ 0.07%
$54.13 - $59.56 $595 - $655
16.7K $911K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.25K
+ 201.27%
$27.54 - $83.04 $144K - $436K
7.85K $217K
SMOT
Vaneck ETF Tr Morningstar Smid
18.7K
+ 3.67%
N/A
527K $0
Vanguard Calif Tax Free Fds
13.9K
+ 75.98%
N/A
32.2K $0
Vanguard Mun Bd Fds
3.24K
+ 92.17%
N/A
6.75K $0
Capital Group Conservative E
12K
+ 66.91%
N/A
30K $0
Blackrock ETF Trust Ii
20.9K
+ 488.13%
N/A
25.2K $0
Activity Summary
Buys All Purchases 84 New Holdings 10 Increased Positions 74 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Management Network Inc Portfolio

Follow Financial Management Network 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 Management Network Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Management Network Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email