Money Concepts Capital Corp Incresed Positions in Q4 2024

Money Concepts Capital Corp

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
235
+ 3.86%
$47.57 - $52.44 $11.2K - $12.3K
6.33K $302K
URA
Global X Uranium ETF

ETFs
723
+ 2.91%
$26.78 - $33.46 $19.4K - $24.2K
25.6K $685K
HSY
Hershey CO

Consumer Defensive
316
+ 8.04%
$168.67 - $193.65 $53.3K - $61.2K
4.25K $718K
PHYS
Sprott Physical Gold Trust

Financial Services
1.59K
+ 0.59%
$19.66 - $21.66 $31.2K - $34.3K
272K $5.47M
AEM
Agnico Eagle Mines LTD

Basic Materials
1
+ 0.01%
$75.99 - $88.85 $76 - $88.9
15.7K $1.22M
FR
First Industrial Realty Trust Inc

Real Estate
770
+ 5.7%
$49.6 - $55.9 $38.2K - $43K
14.3K $715K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
453
+ 0.91%
$56.06 - $61.35 $25.4K - $27.8K
50.2K $2.84M
SAND
Sandstorm Gold LTD

Basic Materials
5.39K
+ 3.13%
$5.36 - $6.48 $28.9K - $34.9K
177K $990K
OGN
Organon & Co.

Healthcare
419
+ 3.4%
$14.44 - $18.83 $6.05K - $7.89K
12.7K $189K
GTO
Invesco Actively Managed ETF T

ETFs
11
+ 0.04%
$46.33 - $48.41 $510 - $533
30.4K $1.41M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
451
+ 2.83%
$99.2 - $108.47 $44.7K - $48.9K
16.4K $1.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
140K
+ 205.41%
$26.93 - $84.95 $3.76M - $11.9M
208K $5.68M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
44
+ 0.08%
$51.09 - $55.27 $2.25K - $2.43K
52.3K $2.67M
BAX
Baxter International Inc

Healthcare
1.93K
+ 11.55%
$28.63 - $37.84 $55.2K - $73K
18.6K $543K
O
Realty Income Corp

Real Estate
840
+ 6.05%
$51.76 - $64.71 $43.5K - $54.4K
14.7K $786K
NWE
Northwestern Corp

Utilities
715
+ 2.0%
$50.44 - $57.24 $36.1K - $40.9K
36.5K $1.95M
INTC
Intel Corp

Technology
2.21K
+ 5.21%
$19.07 - $26.23 $42.2K - $58K
44.6K $894K
AFL
Aflac Inc

Financial Services
67
+ 0.51%
$100.37 - $115.27 $6.72K - $7.72K
13.2K $1.36M
PLD
Prologis, Inc.

Real Estate
233
+ 3.65%
$101.4 - $126.96 $23.6K - $29.6K
6.61K $698K
KMB
Kimberly Clark Corp

Consumer Defensive
3.19K
+ 6.81%
$130.37 - $146.09 $416K - $466K
50.1K $6.56M
EXR
Extra Space Storage Inc.

Real Estate
209
+ 4.3%
$142.35 - $178.32 $29.8K - $37.3K
5.07K $757K
PFE
Pfizer Inc

Healthcare
12.7K
+ 6.51%
$24.8 - $30.19 $316K - $384K
208K $5.52M
NEE
Nextera Energy Inc

Utilities
419
+ 3.09%
$69.77 - $85.43 $29.2K - $35.8K
14K $1M
AMD
Advanced Micro Devices Inc

Technology
158
+ 3.76%
$118.88 - $172.8 $18.8K - $27.3K
4.36K $526K
MDT
Medtronic PLC

Healthcare
867
+ 3.63%
$79.61 - $92.24 $69K - $80K
24.8K $1.98M
PG
Procter & Gamble CO

Consumer Defensive
458
+ 0.95%
$161.05 - $179.7 $73.8K - $82.3K
48.6K $8.14M
ELV
Elevance Health, Inc.

Healthcare
146
+ 9.02%
$365.96 - $514.62 $53.4K - $75.1K
1.76K $651K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
1.04K
+ 2.59%
$42.32 - $55.35 $44K - $57.5K
41.2K $1.76M
MSFT
Microsoft Corp

Technology
957
+ 1.38%
$406.35 - $454.46 $389K - $435K
70.4K $29.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
196K
+ 191.73%
$27.54 - $83.04 $5.41M - $16.3M
299K $8.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.9K
+ 1.3%
$174.22 - $187.62 $331K - $357K
148K $26M
UNH
Unitedhealth Group Inc

Healthcare
54
+ 1.44%
$485.52 - $625.25 $26.2K - $33.8K
3.8K $1.92M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
436
+ 0.36%
$88.59 - $94.57 $38.6K - $41.2K
123K $10.9M
DUK
Duke Energy Corp

Utilities
584
+ 1.22%
$105.76 - $120.76 $61.8K - $70.5K
48.4K $5.22M
CAT
Caterpillar Inc

Industrials
25
+ 0.23%
$360.37 - $416.88 $9.01K - $10.4K
11.1K $4.03M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.03K
+ 2.72%
$31.24 - $37.15 $63.3K - $75.2K
76.4K $2.46M
SO
Southern CO

Utilities
553
+ 1.1%
$81.5 - $94.15 $45.1K - $52.1K
50.8K $4.18M
BIIB
Biogen Inc.

Healthcare
63
+ 0.69%
$146.47 - $191.55 $9.23K - $12.1K
9.18K $1.4M
VZ
Verizon Communications Inc

Communication Services
7.47K
+ 5.34%
$39.6 - $45.21 $296K - $338K
147K $5.89M
PSLV
Sprott Physical Silver Trust

Financial Services
7.47K
+ 1.22%
$9.65 - $11.76 $72K - $87.8K
619K $5.98M
MRK
Merck & Co., Inc.

Healthcare
217
+ 0.69%
$96.31 - $114.76 $20.9K - $24.9K
31.7K $3.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.04K
+ 2.51%
$44.04 - $49.49 $178K - $200K
165K $7.28M
ABBV
Abb Vie Inc.

Healthcare
2.02K
+ 4.97%
$164.99 - $203.87 $333K - $412K
42.7K $7.58M
MDLZ
Mondelez International, Inc.

Consumer Defensive
865
+ 2.28%
$59.25 - $72.99 $51.3K - $63.1K
38.8K $2.32M
BCE
Bce Inc

Communication Services
2.55K
+ 5.37%
$22.53 - $34.84 $57.5K - $88.9K
50.1K $1.16M
PEP
Pepsico Inc

Consumer Defensive
134
+ 0.47%
$151.29 - $176.1 $20.3K - $23.6K
28.8K $4.38M
IEFA
Ishares Tr

ETFs
8.84K
+ 5.67%
$70.06 - $77.43 $619K - $684K
165K $11.6M
JNJ
Johnson & Johnson

Healthcare
593
+ 1.44%
$143.34 - $165.86 $85K - $98.4K
41.7K $6.03M
LMT
Lockheed Martin Corp

Industrials
85
+ 1.12%
$479.66 - $614.62 $40.8K - $52.2K
7.66K $3.72M
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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