Tranquilli Financial Advisor LLC Reduced Holdings in Q4 2024

Tranquilli Financial Advisor LLC

  • $157 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-19.5K
- 47.99%
$176.42 - $186.91 $3.45M - $3.65M
21.2K $3.77M
VAW
Vanguard Materials ETF

ETFs
-11.5K
- 49.18%
$186.91 - $215.32 $2.15M - $2.47M
11.9K $2.23M
VHT
Vanguard Health Care ETF

ETFs
-8.68K
- 50.29%
$250.81 - $283.3 $2.18M - $2.46M
8.57K $2.18M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-15.7K
- 55.83%
$88.59 - $94.57 $1.39M - $1.48M
12.4K $1.1M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-27K
- 33.62%
$29.77 - $30.19 $805K - $816K
53.4K $1.59M
BNDX
Vanguard Total International B

ETFs
-9.39K
- 33.57%
$48.91 - $50.61 $459K - $475K
18.6K $911K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.06K
- 35.77%
$115.08 - $119.55 $352K - $365K
5.49K $634K
VPU
Vanguard Utilities ETF

ETFs
-80
- 0.25%
$160.52 - $179.11 $12.8K - $14.3K
32.4K $5.3M
ORCL
Oracle Corp

Technology
-1.53K
- 21.32%
$165.41 - $192.43 $252K - $293K
5.63K $937K
VDC
Vanguard Consumer Staples ETF

ETFs
-16
- 0.08%
$210.96 - $223.62 $3.38K - $3.58K
20.9K $4.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-142
- 2.72%
$442.29 - $483.08 $62.8K - $68.6K
5.09K $2.31M
META
Meta Platforms, Inc.

Communication Services
-247
- 8.53%
$554.08 - $632.68 $137K - $156K
2.65K $1.56M
SNY
Sanofi

Healthcare
-117
- 1.37%
$45.89 - $57.31 $5.37K - $6.71K
8.41K $405K
NVS
Novartis Ag

Healthcare
-19
- 0.44%
$96.78 - $117.18 $1.84K - $2.23K
4.34K $421K
EWJ
Ishares Msci Japan ETF

ETFs
-604
- 7.41%
$66.18 - $71.84 $40K - $43.4K
7.54K $506K
IQV
Iqvia Holdings Inc.

Healthcare
-30
- 1.82%
$190.97 - $236.63 $5.73K - $7.1K
1.62K $318K
GD
General Dynamics Corp

Industrials
-5
- 0.27%
$260.28 - $314.03 $1.3K - $1.57K
1.83K $482K
XOM
Exxon Mobil Corp

Energy
-9
- 0.13%
$105.51 - $125.37 $950 - $1.13K
6.87K $738K
INGR
Ingredion Inc

Consumer Defensive
-459
- 23.98%
$132.76 - $154.86 $60.9K - $71.1K
1.46K $200K
OMC
Omnicom Group Inc.

Communication Services
-80
- 2.78%
$85.82 - $105.47 $6.87K - $8.44K
2.8K $240K
JNJ
Johnson & Johnson

Healthcare
-33
- 1.44%
$143.34 - $165.86 $4.73K - $5.47K
2.26K $326K
LYG
Lloyds Banking Group PLC

Financial Services
-5.88K
- 10.75%
$2.67 - $3.23 $15.7K - $19K
48.8K $132K
EBAY
Ebay Inc

Consumer Cyclical
-57
- 0.6%
$57.51 - $67.17 $3.28K - $3.83K
9.44K $584K
V
Visa Inc.

Financial Services
-447
- 17.04%
$273.87 - $320.91 $122K - $143K
2.18K $688K
PM
Philip Morris International Inc.

Consumer Defensive
-102
- 1.29%
$118.38 - $133.06 $12.1K - $13.6K
7.81K $939K
APD
Air Products & Chemicals, Inc.

Basic Materials
-34
- 3.72%
$285.5 - $335.62 $9.71K - $11.4K
881 $255K
CHKP
Check Point Software Technologies LTD

Technology
-12
- 0.95%
$170.18 - $209.01 $2.04K - $2.51K
1.26K $234K
FISV
Fiserv Inc

Technology
-16
- 0.95%
N/A
1.67K $208K
MA
Mastercard Inc

Financial Services
-26
- 3.87%
$491.3 - $536.15 $12.8K - $13.9K
646 $340K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-247
- 9.13%
$172.07 - $207.36 $42.5K - $51.2K
2.46K $485K
BAC
Bank Of America Corp

Financial Services
-242
- 3.59%
$39.22 - $47.77 $9.49K - $11.6K
6.5K $285K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-276
- 0.29%
$33.92 - $36.6 $9.36K - $10.1K
95.1K $3.29M
KMX
Carmax Inc

Consumer Cyclical
-167
- 1.77%
$71.11 - $87.2 $11.9K - $14.6K
9.29K $759K
GOOGL
Alphabet Inc.

Communication Services
-110
- 4.33%
$161.86 - $196.66 $17.8K - $21.6K
2.43K $459K
BK
Bank Of New York Mellon Corp

Financial Services
-73
- 0.72%
$70.82 - $81.87 $5.17K - $5.98K
10K $769K
MCK
Mckesson Corp

Healthcare
-7
- 1.09%
$482.27 - $628.5 $3.38K - $4.4K
637 $363K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-39
- 11.64%
$4100.99 - $5300.34 $160K - $207K
296 $1.47M
WFC
Wells Fargo & Company

Financial Services
-1.43K
- 9.13%
$54.98 - $77.35 $78.5K - $110K
14.2K $997K
SCHW
Schwab Charles Corp

Financial Services
-235
- 1.6%
$63.31 - $82.85 $14.9K - $19.5K
14.4K $1.07M
JPM
Jpmorgan Chase & CO

Financial Services
-98
- 1.77%
$205.18 - $250.29 $20.1K - $24.5K
5.43K $1.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-562
- 7.11%
$180.88 - $232.93 $102K - $131K
7.34K $1.61M
VGT
Vanguard Information Technolog

ETFs
-34
- 0.36%
$571.78 - $647.97 $19.4K - $22K
9.38K $5.83M
VOX
Vanguard Communication Service

ETFs
-143
- 0.37%
$144.31 - $163.57 $20.6K - $23.4K
38.4K $5.95M
VFH
Vanguard Financial ETF

ETFs
-136
- 0.28%
$108.87 - $126.2 $14.8K - $17.2K
48.2K $5.69M
VCR
Vanguard Consumer Discretionar

ETFs
-39
- 0.29%
$328.51 - $401.37 $12.8K - $15.7K
13.6K $5.11M
Activity Summary
Buys All Purchases 57 New Holdings 14 Increased Positions 43 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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