Ruggaard & Associates LLC Sells in Q4 2024

Ruggaard & Associates LLC

  • $228 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
-1.24K
- 8.84%
$95.12 - $114.72 $118K - $142K
12.8K $1.27B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-157
- 14.44%
$501.29 - $612.85 $78.7K - $96.2K
930 $484M
EXP
Eagle Materials Inc

Basic Materials
-266
- 9.01%
$246.48 - $315.29 $65.6K - $83.9K
2.69K $663M
MSFT
Microsoft Corp

Technology
-285
- 4.36%
$406.35 - $454.46 $116K - $130K
6.26K $2.64B
LLY
Eli Lilly & CO

Healthcare
-133
- 23.09%
$727.2 - $932.06 $96.7K - $124K
443 $342M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.45K
- 41.29%
$112.15 - $127.2 $163K - $184K
2.06K $249M
TXN
Texas Instruments Inc

Technology
-280
- 4.99%
N/A
5.33K $1B
DHI
Horton D R Inc

Consumer Cyclical
-339
- 16.21%
$137.24 - $194.56 $46.5K - $66K
1.75K $245M
AXP
American Express CO

Financial Services
-675
- 34.7%
$267.35 - $305.57 $180K - $206K
1.27K $377M
NVS
Novartis Ag

Healthcare
-135
- 1.82%
$96.78 - $117.18 $13.1K - $15.8K
7.29K $709M
CIVI
Civitas Resources, Inc.

Energy
-1.43K
- 13.95%
$42.79 - $54.92 $61.1K - $78.4K
8.8K $404M
LADR
Ladder Capital Corp

Real Estate
-7.34K
- 13.95%
$10.95 - $11.99 $80.4K - $88K
45.3K $507M
SPY
Spdr S&P 500 ETF Trust

ETFs
-200
- 17.2%
$567.81 - $607.81 $114K - $122K
963 $564M
ABT
Abbott Laboratories

Healthcare
-841
- 24.83%
$111.93 - $119.39 $94.1K - $100K
2.55K $288M
NVDA
Nvidia Corp

Technology
-1.1K
- 23.1%
$117.0 - $148.88 $128K - $163K
3.65K $490M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-200
- 1.81%
$134.53 - $150.65 $26.9K - $30.1K
10.9K $1.47B
AFL
Aflac Inc

Financial Services
-54
- 0.67%
$100.37 - $115.27 $5.42K - $6.22K
7.95K $822M
JNJ
Johnson & Johnson

Healthcare
-3
- 0.07%
$143.34 - $165.86 $430 - $498
4.1K $593M
DE
Deere & CO

Industrials
-184
- 18.02%
$389.45 - $466.0 $71.7K - $85.7K
837 $355M
HD
Home Depot, Inc.

Consumer Cyclical
-133
- 11.49%
$385.02 - $431.37 $51.2K - $57.4K
1.03K $399M
PEP
Pepsico Inc

Consumer Defensive
-98
- 3.27%
$151.29 - $176.1 $14.8K - $17.3K
2.9K $441M
SPGI
S&P Global Inc.

Financial Services
-113
- 19.22%
$480.36 - $529.17 $54.3K - $59.8K
475 $237M
PG
Procter & Gamble CO

Consumer Defensive
-215
- 5.43%
$161.05 - $179.7 $34.6K - $38.6K
3.74K $627M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-627
- 2.08%
$60.1 - $66.4 $37.7K - $41.6K
29.5K $1.79B
MSI
Motorola Solutions, Inc.

Technology
-137
- 15.84%
$449.08 - $504.6 $61.5K - $69.1K
728 $337M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-400
- 4.08%
$90.66 - $99.46 $36.3K - $39.8K
9.42K $856M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-163
- 3.37%
$113.92 - $127.38 $18.6K - $20.8K
4.67K $539M
CGGO
Capital Group Global Growth Eq

ETFs
-18
- 0.06%
$29.21 - $30.67 $526 - $552
28.2K $825M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-209
- 10.75%
$121.89 - $135.52 $25.5K - $28.3K
1.74K $217M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-439
- 12.78%
$172.07 - $207.36 $75.5K - $91K
3K $592M
V
Visa Inc.

Financial Services
-290
- 13.65%
$273.87 - $320.91 $79.4K - $93.1K
1.84K $580M
GOOGL
Alphabet Inc.

Communication Services
-403
- 12.16%
$161.86 - $196.66 $65.2K - $79.3K
2.91K $551M
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 2.91%
$873.59 - $994.69 $21.8K - $24.9K
835 $765M
HNRG
Hallador Energy CO

Energy
-1K
- 9.09%
$8.9 - $13.49 $8.9K - $13.5K
10K $115M
ORI
Old Republic International Corp

Financial Services
-127
- 0.61%
$34.4 - $38.98 $4.37K - $4.95K
20.8K $753M
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.12%
$280.04 - $302.45 $840 - $907
2.48K $719M
IWP
Ishares Russell Mid Cap Growth

ETFs
-219
- 3.91%
$116.4 - $138.52 $25.5K - $30.3K
5.38K $682M
WMT
Walmart Inc.

Consumer Defensive
-351
- 4.14%
$79.1 - $95.7 $27.8K - $33.6K
8.13K $734M
AMZN
Amazon Com Inc

Consumer Cyclical
-596
- 10.52%
$180.88 - $232.93 $108K - $139K
5.07K $1.11B
IVV
Ishares Core S&P 500 ETF

ETFs
-45
- 0.6%
$570.51 - $610.59 $25.7K - $27.5K
7.51K $4.42B
AAPL
Apple Inc.

Technology
-1.96K
- 5.95%
$221.69 - $259.02 $435K - $508K
31K $7.77B
JPM
Jpmorgan Chase & CO

Financial Services
-20
- 0.52%
$205.18 - $250.29 $4.1K - $5.01K
3.8K $911M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-499
- 2.34%
$370.24 - $418.94 $185K - $209K
20.8K $8.36B
Activity Summary
Buys All Purchases 45 New Holdings 2 Increased Positions 43 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ruggaard & Associates LLC Portfolio

Follow Ruggaard & Associates LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruggaard & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ruggaard & Associates LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email