Dover Advisors, LLC Reduced Holdings in Q4 2024

Dover Advisors, LLC

  • $174 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-583
- 8.86%
$485.52 - $625.25 $283K - $365K
6K $3.03B
ADBE
Adobe Inc.

Technology
-660
- 21.39%
$437.39 - $552.96 $289K - $365K
2.43K $1.08B
RTX
Raytheon Technologies Corp

Industrials
-2.11K
- 7.55%
$114.45 - $127.21 $242K - $269K
25.8K $2.99B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.51K
- 48.84%
$87.1 - $98.49 $305K - $345K
3.67K $321M
NEE
Nextera Energy Inc

Utilities
-100
- 0.38%
$69.77 - $85.43 $6.98K - $8.54K
26K $1.86B
MRK
Merck & Co., Inc.

Healthcare
-1.18K
- 8.33%
$96.31 - $114.76 $114K - $136K
13K $1.29B
NKE
Nike, Inc.

Consumer Cyclical
-3
- 0.01%
$73.36 - $89.13 $220 - $267
24.7K $1.87B
LOW
Lowes Companies Inc

Consumer Cyclical
-217
- 2.03%
$244.52 - $284.07 $53.1K - $61.6K
10.5K $2.59B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-663
- 4.46%
$59.25 - $72.99 $39.3K - $48.4K
14.2K $849M
JNJ
Johnson & Johnson

Healthcare
-74
- 0.55%
$143.34 - $165.86 $10.6K - $12.3K
13.3K $1.92B
MCHP
Microchip Technology Inc

Technology
-317
- 3.57%
$55.51 - $79.05 $17.6K - $25.1K
8.57K $491M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-329
- 5.16%
$442.29 - $483.08 $146K - $159K
6.05K $2.74B
STZ
Constellation Brands, Inc.

Consumer Defensive
-112
- 2.91%
$219.66 - $257.62 $24.6K - $28.9K
3.73K $825M
XOM
Exxon Mobil Corp

Energy
-49
- 0.3%
$105.51 - $125.37 $5.17K - $6.14K
16.4K $1.77B
MO
Altria Group, Inc.

Consumer Defensive
-3.4K
- 26.1%
$49.06 - $57.74 $167K - $196K
9.63K $504M
Linde PLC
-40
- 1.66%
N/A
2.37K $991M
HD
Home Depot, Inc.

Consumer Cyclical
-202
- 4.23%
$385.02 - $431.37 $77.8K - $87.1K
4.57K $1.78B
EL
Estee Lauder Companies Inc

Consumer Defensive
-105
- 1.78%
$62.74 - $97.24 $6.59K - $10.2K
5.79K $434M
CARR
Carrier Global Corp

Industrials
-250
- 2.27%
$66.69 - $82.65 $16.7K - $20.7K
10.8K $735M
VZ
Verizon Communications Inc

Communication Services
-990
- 5.35%
$39.6 - $45.21 $39.2K - $44.8K
17.5K $700M
APD
Air Products & Chemicals, Inc.

Basic Materials
-318
- 7.68%
$285.5 - $335.62 $90.8K - $107K
3.82K $1.11B
DUK
Duke Energy Corp

Utilities
-52
- 0.38%
$105.76 - $120.76 $5.5K - $6.28K
13.5K $1.45B
BDX
Becton Dickinson & CO

Healthcare
-112
- 1.99%
$220.02 - $243.75 $24.6K - $27.3K
5.51K $1.25B
CVX
Chevron Corp

Energy
-415
- 2.86%
$141.15 - $162.53 $58.6K - $67.4K
14.1K $2.04B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-967
- 23.27%
$90.66 - $99.46 $87.7K - $96.2K
3.19K $290M
HAL
Halliburton CO

Energy
-2.37K
- 16.93%
$25.77 - $31.99 $60.9K - $75.7K
11.6K $316M
AVGO
Broadcom Inc.

Technology
-2.52K
- 30.09%
$159.67 - $250.0 $403K - $631K
5.86K $1.36B
ALB
Albemarle Corp

Basic Materials
-310
- 4.92%
$86.08 - $111.3 $26.7K - $34.5K
5.99K $515M
PG
Procter & Gamble CO

Consumer Defensive
-220
- 2.84%
$161.05 - $179.7 $35.4K - $39.5K
7.52K $1.26B
ABT
Abbott Laboratories

Healthcare
-467
- 1.87%
$111.93 - $119.39 $52.3K - $55.8K
24.5K $2.77B
PFF
Ishares Trust Ishares Pfd And

ETFs
-970
- 4.41%
$31.23 - $33.51 $30.3K - $32.5K
21K $661M
NSC
Norfolk Southern Corp

Industrials
-90
- 2.61%
$230.6 - $277.0 $20.8K - $24.9K
3.36K $789M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-453
- 2.11%
$57.53 - $60.83 $26.1K - $27.6K
21.1K $1.21B
FSK
Fs Kkr Capital Corp

Financial Services
-5.26K
- 20.62%
$19.71 - $22.22 $104K - $117K
20.3K $440M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-20
- 0.37%
$209.89 - $233.24 $4.2K - $4.66K
5.37K $1.14B
PFE
Pfizer Inc

Healthcare
-968
- 6.55%
$24.8 - $30.19 $24K - $29.2K
13.8K $366M
MAS
Masco Corp

Industrials
-50
- 1.08%
$72.52 - $85.73 $3.63K - $4.29K
4.59K $333M
OTIS
Otis Worldwide Corp

Industrials
-167
- 5.3%
$92.57 - $106.01 $15.5K - $17.7K
2.98K $276M
BSCU
Invesco Exc Self Ind Tr

ETFs
-1.07K
- 2.01%
$16.32 - $16.99 $17.4K - $18.1K
52K $852M
CMCSA
Comcast Corp

Communication Services
-250
- 3.23%
$37.39 - $45.14 $9.35K - $11.3K
7.49K $281M
ETN
Eaton Corp PLC

Industrials
-136
- 1.15%
$326.96 - $377.52 $44.5K - $51.3K
11.7K $3.89B
PH
Parker Hannifin Corp

Industrials
-60
- 2.05%
$621.74 - $709.46 $37.3K - $42.6K
2.87K $1.82B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-757
- 3.92%
$19.38 - $19.58 $14.7K - $14.8K
18.6K $361M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-459
- 2.64%
$19.42 - $19.76 $8.91K - $9.07K
16.9K $329M
TFC
Truist Financial Corp

Financial Services
-400
- 2.52%
$41.51 - $48.1 $16.6K - $19.2K
15.5K $670M
IVV
Ishares Core S&P 500 ETF

ETFs
-7
- 0.97%
$570.51 - $610.59 $3.99K - $4.27K
715 $421M
CMI
Cummins Inc

Industrials
-35
- 3.23%
$324.93 - $383.42 $11.4K - $13.4K
1.05K $366M
BAC
Bank Of America Corp

Financial Services
-650
- 6.41%
$39.22 - $47.77 $25.5K - $31.1K
9.5K $417M
CSCO
Cisco Systems, Inc.

Technology
-55
- 1.28%
$52.45 - $60.02 $2.88K - $3.3K
4.25K $251M
Activity Summary
Buys All Purchases 41 New Holdings 12 Increased Positions 29 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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