Michels Family Financial, LLC Purchases in Q4 2024

Michels Family Financial, LLC

  • $109 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
3.48K
New
$96.78 - $117.18 $337K - $408K
3.48K $339M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.4K
New
$35.45 - $40.33 $298K - $339K
8.4K $301M
Tcw ETF Trust
7.78K
New
N/A
7.78K $301M
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.98K
New
$97.11 - $104.1 $289K - $310K
2.98K $291M
VO
Vanguard Mid Cap ETF

ETFs
1.1K
New
$261.5 - $284.63 $287K - $313K
1.1K $290M
MPC
Marathon Petroleum Corp

Energy
2K
New
$131.65 - $174.84 $263K - $349K
2K $279M
VB
Vanguard Small Cap ETF

ETFs
1.16K
New
$233.76 - $261.58 $270K - $302K
1.16K $278M
VLO
Valero Energy Corp

Energy
2.26K
New
$118.59 - $144.02 $268K - $325K
2.26K $277M
T
At&T Inc.

Communication Services
11.7K
New
$21.22 - $23.88 $249K - $280K
11.7K $267M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.7K
New
$22.01 - $66.82 $256K - $779K
11.7K $264M
LMT
Lockheed Martin Corp

Industrials
524
New
$479.66 - $614.62 $251K - $322K
524 $255M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.4K
New
$94.43 - $105.47 $226K - $253K
2.4K $243M
OEF
Ishares S&P 100 ETF

ETFs
833
New
N/A
833 $241M
VTI
Vanguard Total Stock Market Et

ETFs
801
New
$280.04 - $302.45 $224K - $242K
801 $232M
XLK
Technology Sector Spdr

ETFs
981
New
$220.26 - $241.44 $216K - $237K
981 $228M
VV
Vanguard Large Cap ETF

ETFs
819
New
$260.27 - $280.65 $213K - $230K
819 $221M
ABT
Abbott Laboratories

Healthcare
1.93K
New
$111.93 - $119.39 $216K - $230K
1.93K $218M
IEFA
Ishares Tr

ETFs
3.09K
New
$70.06 - $77.43 $216K - $239K
3.09K $217M
GPS
Gap Inc

Consumer Cyclical
8.53K
New
N/A
8.53K $202M
PNOV
Innovator U.S. Equity Power Bu
5.3K
New
N/A
5.3K $201M
Activity Summary
Buys All Purchases 121 New Holdings 121 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Michels Family Financial, LLC Portfolio

Follow Michels Family Financial, LLC 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 Michels Family Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Michels Family Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email