Money Concepts Capital Corp Purchases in Q4 2024

Money Concepts Capital Corp

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
1.25K
+ 58.22%
$216.13 - $242.4 $270K - $302K
3.39K $748K
VTV
Vanguard Value ETF

ETFs
2.01K
+ 15.43%
$168.32 - $181.87 $339K - $366K
15.1K $2.55M
BX
Blackstone Inc.

Financial Services
1.56K
New
$148.45 - $199.05 $232K - $311K
1.56K $269K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.5K
New
$100.18 - $109.1 $251K - $273K
2.5K $262K
NKE
Nike, Inc.

Consumer Cyclical
5.07K
+ 49.34%
$73.36 - $89.13 $372K - $452K
15.3K $1.16M
MBB
Ishares Tr

ETFs
2.73K
New
$91.26 - $95.82 $249K - $262K
2.73K $250K
XLY
Select Sector Spdr Consumer Di

ETFs
703
+ 18.08%
$194.8 - $239.43 $137K - $168K
4.59K $1.03M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.15K
+ 7.48%
$50.62 - $50.97 $260K - $262K
73.9K $3.75M
GOOGL
Alphabet Inc.

Communication Services
281
+ 3.42%
$161.86 - $196.66 $45.5K - $55.3K
8.5K $1.61M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.16K
+ 63.27%
$80.87 - $87.69 $255K - $277K
8.15K $661K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6K
New
$39.4 - $40.57 $236K - $243K
6K $240K
VLGEA
Village Super Market Inc

Consumer Defensive
6.51K
+ 2.09%
$28.36 - $33.32 $185K - $217K
318K $10.1M
LHX
L3 Harris Technologies, Inc.

Industrials
1.49K
+ 53.36%
$208.94 - $264.22 $310K - $392K
4.27K $897K
HON
Honeywell International Inc

Industrials
318
+ 3.76%
$202.84 - $236.0 $64.5K - $75K
8.78K $1.98M
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.15K
+ 93.72%
$28.88 - $29.33 $235K - $239K
16.8K $488K
CRPT
First Tr ETF Fd Viii Skybridge
2.16K
+ 4.73%
$11.77 - $22.57 $25.4K - $48.8K
47.8K $798K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.22K
New
$129.13 - $198.21 $157K - $241K
1.22K $225K
CHWY
Chewy, Inc.

Consumer Cyclical
6.73K
New
$26.51 - $35.87 $178K - $241K
6.73K $225K
IGV
Ishares Expanded Tech Software

ETFs
615
+ 4.15%
$87.5 - $110.17 $53.8K - $67.8K
15.4K $1.55M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.21K
New
$40.06 - $45.21 $209K - $235K
5.21K $211K
RELX
Relx PLC

Communication Services
4.63K
New
$44.45 - $48.63 $206K - $225K
4.63K $210K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
25.6K
New
$8.17 - $8.66 $209K - $221K
25.6K $208K
PANW
Palo Alto Networks Inc

Technology
4.56K
+ 117.19%
$181.96 - $405.9 $830K - $1.85M
8.45K $1.54M
SPYG
Spdr Portfolio

ETFs
291
+ 0.8%
$81.74 - $91.38 $23.8K - $26.6K
36.6K $3.22M
NOC
Northrop Grumman Corp

Industrials
440
New
$466.52 - $543.88 $205K - $239K
440 $206K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.58K
New
$55.86 - $60.21 $200K - $216K
3.58K $205K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.52K
New
$45.17 - $47.23 $204K - $213K
4.52K $204K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
945
+ 55.39%
$201.32 - $217.44 $190K - $205K
2.65K $548K
VGT
Vanguard Information Technolog

ETFs
225
+ 15.11%
$571.78 - $647.97 $129K - $146K
1.71K $1.07M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.98K
+ 3.69%
$53.94 - $58.15 $107K - $115K
55.5K $3.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.98K
+ 3.88%
$61.68 - $67.87 $184K - $202K
79.8K $4.97M
VIST
Vista Energy, S.A.B. De C.V.

Energy
380
+ 2.42%
$45.39 - $58.41 $17.2K - $22.2K
16.1K $870K
XAR
Spdr S&P Aerospace & Defense E

ETFs
917
+ 31.07%
$153.8 - $176.52 $141K - $162K
3.87K $641K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.77K
+ 42.89%
$97.11 - $104.1 $172K - $185K
5.91K $578K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 2.26%
$103.6 - $112.52 $155K - $168K
67.6K $7.09M
HRL
Hormel Foods Corp

Consumer Defensive
6.02K
+ 7.27%
$29.21 - $33.55 $176K - $202K
88.9K $2.79M
IQI
Invesco Quality Municipal Income Trust

Financial Services
16.3K
New
$9.59 - $10.5 $157K - $172K
16.3K $161K
HP
Helmerich & Payne, Inc.

Energy
2.7K
+ 6.63%
$30.3 - $36.81 $81.9K - $99.5K
43.4K $1.39M
OZK
Bank Ozk

Financial Services
944
+ 1.36%
$41.39 - $50.55 $39.1K - $47.7K
70.6K $3.14M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.32K
+ 7.28%
$65.67 - $69.79 $152K - $162K
34.1K $2.29M
VUG
Vanguard Growth ETF

ETFs
214
+ 9.64%
$378.79 - $428.11 $81.1K - $91.6K
2.44K $999K
VST
Vistra Corp.

Utilities
164
+ 2.53%
$115.74 - $166.61 $19K - $27.3K
6.64K $914K
COST
Costco Wholesale Corp

Consumer Defensive
60
+ 1.96%
$873.59 - $994.69 $52.4K - $59.7K
3.13K $2.86M
PYPL
Pay Pal Holdings, Inc.

Financial Services
403
+ 2.78%
$77.25 - $91.3 $31.1K - $36.8K
14.9K $1.27M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
487
+ 28.73%
$172.07 - $207.36 $83.8K - $101K
2.18K $430K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
695
+ 6.16%
$238.25 - $261.28 $166K - $182K
12K $2.9M
AMCX
Amc Networks Inc.

Communication Services
8.42K
+ 22.55%
$7.66 - $9.92 $64.5K - $83.5K
45.8K $453K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.58K
+ 19.82%
$62.09 - $82.32 $98.2K - $130K
9.57K $639K
ITOT
Ishares Core S&P Total U.S. St

ETFs
753
+ 9.86%
$124.26 - $134.12 $93.6K - $101K
8.39K $1.08M
Activity Summary
Buys All Purchases 235 New Holdings 33 Increased Positions 202 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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