Michels Family Financial, LLC New Holdings in Q4 2024

Michels Family Financial, LLC

  • $109 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
10.7K
New
$567.81 - $607.81 $6.08M - $6.51M
10.7K $6.28B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
221K
New
$26.93 - $84.95 $5.95M - $18.8M
221K $6.04B
IVV
Ishares Core S&P 500 ETF

ETFs
6.6K
New
$570.51 - $610.59 $3.76M - $4.03M
6.6K $3.88B
XOM
Exxon Mobil Corp

Energy
30.1K
New
$105.51 - $125.37 $3.17M - $3.77M
30.1K $3.23B
VONG
Vanguard Russell 1000 Growth E

ETFs
27.4K
New
$95.27 - $107.82 $2.61M - $2.95M
27.4K $2.83B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
113K
New
$23.29 - $23.93 $2.64M - $2.72M
113K $2.66B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27.1K
New
$96.64 - $101.23 $2.62M - $2.75M
27.1K $2.63B
ICSH
Blackrock Ultra Short Term Bon

ETFs
50K
New
$50.35 - $50.69 $2.52M - $2.53M
50K $2.52B
BND
Vanguard Bd Index Fd Inc Total

ETFs
35K
New
$71.75 - $75.11 $2.51M - $2.63M
35K $2.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.21K
New
$521.84 - $558.82 $2.2M - $2.35M
4.21K $2.27B
PSEP
Innovator U.S. Equity Power Bu
48.3K
New
N/A
48.3K $1.89B
SCHG
Schwab Strategic Tr Us Large C

ETFs
67.4K
New
$25.93 - $105.3 $1.75M - $7.09M
67.4K $1.88B
VOE
Vanguard Mid Cap Value Index F

ETFs
11.5K
New
$160.89 - $176.18 $1.84M - $2.02M
11.5K $1.86B
CVX
Chevron Corp

Energy
10.9K
New
$141.15 - $162.53 $1.54M - $1.77M
10.9K $1.58B
VTV
Vanguard Value ETF

ETFs
9.07K
New
$168.32 - $181.87 $1.53M - $1.65M
9.07K $1.53B
META
Meta Platforms, Inc.

Communication Services
2.58K
New
$554.08 - $632.68 $1.43M - $1.63M
2.58K $1.51B
DNL
Wiswisdomtree Tr

ETFs
41.5K
New
$35.98 - $39.39 $1.49M - $1.63M
41.5K $1.49B
VBR
Vanguard Small Cap Value ETF

ETFs
6.67K
New
$197.36 - $217.3 $1.32M - $1.45M
6.67K $1.32B
VBK
Vanguard Small Cap Growth ETF

ETFs
4.69K
New
$264.18 - $304.19 $1.24M - $1.43M
4.69K $1.31B
NEAR
Blackrock Short Maturity Bond

ETFs
25.5K
New
$50.28 - $51.08 $1.28M - $1.3M
25.5K $1.29B
AAPL
Apple Inc.

Technology
4.83K
New
$221.69 - $259.02 $1.07M - $1.25M
4.83K $1.21B
VUG
Vanguard Growth ETF

ETFs
2.92K
New
$378.79 - $428.11 $1.11M - $1.25M
2.92K $1.2B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.3K
New
$75.1 - $82.99 $1.15M - $1.27M
15.3K $1.16B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.39K
New
$241.48 - $274.89 $1.06M - $1.21M
4.39K $1.11B
IVE
Ishares S&P 500 Value ETF

ETFs
5.69K
New
$189.5 - $206.17 $1.08M - $1.17M
5.69K $1.09B
SCHX
Schwab Strategic Tr Us Large C

ETFs
46.1K
New
$22.4 - $68.28 $1.03M - $3.15M
46.1K $1.07B
C
Citigroup Inc

Financial Services
14.3K
New
$61.31 - $72.5 $877K - $1.04M
14.3K $1.01B
EWX
Spdr S&P Emerging Markets Smal

ETFs
16.9K
New
$58.61 - $64.79 $993K - $1.1M
16.9K $993M
MSFT
Microsoft Corp

Technology
2.35K
New
$406.35 - $454.46 $955K - $1.07M
2.35K $991M
MO
Altria Group, Inc.

Consumer Defensive
18.8K
New
$49.06 - $57.74 $922K - $1.09M
18.8K $983M
AMZN
Amazon Com Inc

Consumer Cyclical
4.39K
New
$180.88 - $232.93 $794K - $1.02M
4.39K $963M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9.54K
New
$99.2 - $108.47 $947K - $1.04M
9.54K $950M
TPR
Tapestry, Inc.

Consumer Cyclical
14.5K
New
$43.54 - $66.18 $632K - $961K
14.5K $948M
CSCO
Cisco Systems, Inc.

Technology
15.8K
New
$52.45 - $60.02 $829K - $949K
15.8K $936M
TSLA
Tesla, Inc.

Consumer Cyclical
2.31K
New
$213.65 - $479.86 $493K - $1.11M
2.31K $932M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.56K
New
$129.13 - $198.21 $588K - $903K
4.56K $844M
GOOGL
Alphabet Inc.

Communication Services
4.36K
New
$161.86 - $196.66 $705K - $857K
4.36K $825M
V
Visa Inc.

Financial Services
2.42K
New
$273.87 - $320.91 $664K - $778K
2.42K $766M
SPG
Simon Property Group Inc

Real Estate
4.44K
New
$167.23 - $183.84 $742K - $816K
4.44K $764M
VOD
Vodafone Group Public LTD CO

Communication Services
87.5K
New
$8.37 - $9.95 $732K - $870K
87.5K $743M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.93K
New
$183.23 - $199.79 $721K - $786K
3.93K $728M
JWN
Nordstrom Inc

Consumer Cyclical
30K
New
$21.42 - $24.9 $642K - $747K
30K $724M
ESAB
Esab Corp

Industrials
6.03K
New
$102.05 - $135.08 $615K - $814K
6.03K $723M
EQT
Eqt Corp

Energy
15.6K
New
$35.62 - $46.89 $557K - $733K
15.6K $721M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.57K
New
$442.29 - $483.08 $696K - $760K
1.57K $713M
FISV
Fiserv Inc

Technology
3.41K
New
N/A
3.41K $700M
VONE
Vanguard Russell 1000 ETF

ETFs
2.63K
New
$257.18 - $277.76 $675K - $729K
2.63K $700M
VZ
Verizon Communications Inc

Communication Services
17.2K
New
$39.6 - $45.21 $683K - $780K
17.2K $690M
NOW
Service Now, Inc.

Technology
643
New
$867.18 - $1148.42 $558K - $738K
643 $682M
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
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