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
BTI
British American Tobacco P.L.C.

Consumer Defensive
18.3K
New
$34.25 - $37.94 $627K - $695K
18.3K $665M
ERIC
Ericsson Lm Telephone CO

Technology
82.2K
New
$7.36 - $8.59 $605K - $706K
82.2K $663M
ZION
Zions Bancorporation, National Association

Financial Services
12K
New
$45.62 - $61.73 $547K - $740K
12K $651M
IXUS
Ishares Tr

ETFs
9.8K
New
$65.95 - $72.56 $646K - $711K
9.8K $648M
VTWV
Vanguard Russell 2000 Value Et

ETFs
4.48K
New
$143.69 - $159.92 $643K - $716K
4.48K $647M
CMCSA
Comcast Corp

Communication Services
17.2K
New
$37.39 - $45.14 $643K - $776K
17.2K $645M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
8.53K
New
$72.18 - $81.41 $616K - $695K
8.53K $645M
PH
Parker Hannifin Corp

Industrials
995
New
$621.74 - $709.46 $619K - $706K
995 $633M
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.93K
New
$202.91 - $229.76 $594K - $672K
2.93K $615M
BXP
Boston Properties Inc

Real Estate
8.18K
New
$73.33 - $89.72 $600K - $734K
8.18K $608M
F
Ford Motor CO

Consumer Cyclical
60.9K
New
$9.69 - $11.4 $590K - $694K
60.9K $603M
AMP
Ameriprise Financial Inc

Financial Services
1.13K
New
$473.15 - $574.01 $532K - $646K
1.13K $599M
RDVY
First Trust Rising Dividend Ac

ETFs
9.93K
New
$58.65 - $64.37 $583K - $639K
9.93K $587M
DGRO
Ishares Core Dividend Growth E

ETFs
9.55K
New
$60.73 - $64.94 $580K - $620K
9.55K $586M
MDT
Medtronic PLC

Healthcare
7.07K
New
$79.61 - $92.24 $562K - $652K
7.07K $564M
UNIT
Uniti Group Inc.

Real Estate
102K
New
$5.07 - $6.12 $515K - $621K
102K $558M
IYW
Ishares Dj Us Tech ETF

ETFs
3.46K
New
$148.14 - $166.23 $512K - $574K
3.46K $551M
ORCL
Oracle Corp

Technology
3.23K
New
$165.41 - $192.43 $534K - $621K
3.23K $538M
KO
Coca Cola CO

Consumer Defensive
8.57K
New
$61.74 - $71.71 $529K - $614K
8.57K $534M
WMT
Walmart Inc.

Consumer Defensive
5.9K
New
$79.1 - $95.7 $467K - $565K
5.9K $533M
FIS
Fidelity National Information Services, Inc.

Technology
6.58K
New
$80.14 - $90.95 $527K - $598K
6.58K $531M
SCHW
Schwab Charles Corp

Financial Services
7.1K
New
$63.31 - $82.85 $450K - $588K
7.1K $525M
WU
Western Union CO

Financial Services
47.7K
New
$10.52 - $11.94 $502K - $569K
47.7K $505M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.4K
New
$44.04 - $49.49 $503K - $566K
11.4K $503M
ET
Energy Transfer LP

Energy
25.6K
New
$16.05 - $19.86 $411K - $509K
25.6K $502M
WBD
Warner Bros. Discovery, Inc.

Communication Services
47K
New
$7.33 - $12.37 $344K - $581K
47K $497M
VEA
Vanguard Ftse Developed Market

ETFs
10.3K
New
$47.57 - $52.44 $492K - $542K
10.3K $494M
WFRD
Weatherford International PLC

Energy
6.77K
New
$67.1 - $94.33 $454K - $639K
6.77K $485M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
4.69K
New
$101.22 - $107.72 $475K - $505K
4.69K $479M
DGT
Spdr Global Dow ETF
3.63K
New
N/A
3.63K $479M
NVDA
Nvidia Corp

Technology
3.47K
New
$117.0 - $148.88 $406K - $516K
3.47K $466M
CVS
Cvs Health Corp

Healthcare
10.1K
New
$43.78 - $67.46 $443K - $682K
10.1K $454M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
8.59K
New
$49.78 - $66.55 $428K - $572K
8.59K $430M
VXF
Vanguard Extended Market ETF

ETFs
2.25K
New
$179.17 - $207.15 $404K - $467K
2.25K $428M
EFV
Msci Eafe Value ETF

ETFs
8.08K
New
$51.78 - $57.15 $418K - $462K
8.08K $424M
ABBV
Abb Vie Inc.

Healthcare
2.36K
New
$164.99 - $203.87 $390K - $482K
2.36K $420M
GPN
Global Payments Inc

Industrials
3.71K
New
$97.57 - $119.38 $362K - $443K
3.71K $416M
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.9K
New
$25.33 - $51.16 $404K - $816K
15.9K $412M
IDV
Ishares Tr

ETFs
14.6K
New
$27.03 - $29.92 $394K - $436K
14.6K $399M
UNH
Unitedhealth Group Inc

Healthcare
786
New
$485.52 - $625.25 $382K - $491K
786 $398M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13K
New
$29.73 - $30.81 $386K - $400K
13K $396M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.56K
New
$52.1 - $57.26 $394K - $433K
7.56K $394M
SBLK
Star Bulk Carriers Corp.

Industrials
25.8K
New
$14.7 - $23.59 $379K - $608K
25.8K $385M
Gsk PLC
11.2K
New
N/A
11.2K $377M
STLA
Stellantis N.V.

Consumer Cyclical
28.8K
New
$12.37 - $13.99 $356K - $403K
28.8K $375M
DVN
Devon Energy Corp

Energy
11K
New
$30.52 - $42.96 $336K - $473K
11K $360M
PG
Procter & Gamble CO

Consumer Defensive
2.14K
New
$161.05 - $179.7 $345K - $385K
2.14K $359M
IWL
Ishares Tr Russell 200 ETF

ETFs
2.44K
New
$138.92 - $149.97 $338K - $365K
2.44K $352M
ASC
Ardmore Shipping Corp

Industrials
28.8K
New
$11.09 - $18.59 $319K - $536K
28.8K $350M
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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