Smith Thornton Advisors LLC Purchases in Q4 2024

Smith Thornton Advisors LLC

  • $158 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
102K
+ 604.78%
$35.16 - $37.12 $3.59M - $3.79M
119K $4.2B
Capital Grp Fixed Incm ETF T
113K
+ 156.54%
N/A
184K $4.76B
CGGR
Capital Group Growth ETF Shs C

ETFs
74.5K
New
$34.49 - $39.24 $2.57M - $2.92M
74.5K $2.77B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
23.1K
New
$73.49 - $86.09 $1.7M - $1.99M
23.1K $1.78B
CGSD
Capital Grp Core Plus Income E
23.5K
+ 84.91%
N/A
51.3K $1.31B
CGCP
Capital Group Core Plus Income

ETFs
24.9K
New
$22.13 - $23.17 $552K - $578K
24.9K $554M
AAPL
Apple Inc.

Technology
886
+ 8.09%
$221.69 - $259.02 $196K - $229K
11.8K $2.97B
JPM
Jpmorgan Chase & CO

Financial Services
1.16K
+ 31.37%
$205.18 - $250.29 $239K - $291K
4.88K $1.17B
T
At&T Inc.

Communication Services
14.6K
+ 27.58%
$21.22 - $23.88 $310K - $349K
67.6K $1.54B
UBER
Uber Technologies, Inc

Technology
5.89K
New
$59.93 - $86.34 $353K - $508K
5.89K $355M
PLTR
Palantir Technologies Inc.

Technology
4.35K
New
$36.46 - $82.38 $159K - $358K
4.35K $329M
WMT
Walmart Inc.

Consumer Defensive
1.83K
+ 11.0%
$79.1 - $95.7 $145K - $175K
18.4K $1.67B
SCHW
Schwab Charles Corp

Financial Services
4.36K
New
$63.31 - $82.85 $276K - $361K
4.36K $322M
COST
Costco Wholesale Corp

Consumer Defensive
294
New
$873.59 - $994.69 $257K - $292K
294 $269M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
4.03K
New
$62.09 - $82.32 $250K - $331K
4.03K $269M
AVGO
Broadcom Inc.

Technology
1.06K
New
$159.67 - $250.0 $169K - $265K
1.06K $246M
Lam Research Corp
3.2K
New
N/A
3.2K $231M
NKE
Nike, Inc.

Consumer Cyclical
3.05K
New
$73.36 - $89.13 $224K - $272K
3.05K $231M
BX
Blackstone Inc.

Financial Services
1.24K
New
$148.45 - $199.05 $184K - $246K
1.24K $213M
LLY
Eli Lilly & CO

Healthcare
335
+ 72.98%
$727.2 - $932.06 $244K - $312K
794 $613M
META
Meta Platforms, Inc.

Communication Services
200
+ 5.11%
$554.08 - $632.68 $111K - $127K
4.11K $2.41B
SCHA
Schwab Strategic Tr Us Small C

ETFs
29K
+ 121.45%
$25.33 - $51.16 $733K - $1.48M
52.8K $1.37B
BAC
Bank Of America Corp

Financial Services
1
+ 0.0%
$39.22 - $47.77 $39.2 - $47.8
31.5K $1.39B
MSFT
Microsoft Corp

Technology
443
+ 7.14%
$406.35 - $454.46 $180K - $201K
6.64K $2.8B
NVDA
Nvidia Corp

Technology
220
+ 2.88%
$117.0 - $148.88 $25.7K - $32.8K
7.86K $1.06B
CSCO
Cisco Systems, Inc.

Technology
897
+ 9.17%
$52.45 - $60.02 $47K - $53.8K
10.7K $632M
OXY
Occidental Petroleum Corp

Energy
2.32K
+ 56.41%
$45.36 - $55.91 $105K - $129K
6.42K $317M
NOC
Northrop Grumman Corp

Industrials
320
+ 39.46%
$466.52 - $543.88 $149K - $174K
1.13K $531M
CAT
Caterpillar Inc

Industrials
299
+ 50.08%
$360.37 - $416.88 $108K - $125K
896 $325M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3.56K
+ 5.29%
$25.35 - $25.53 $90.3K - $90.9K
70.9K $1.81B
IBM
International Business Machines Corp

Technology
428
+ 10.37%
$204.9 - $238.04 $87.7K - $102K
4.56K $1B
HD
Home Depot, Inc.

Consumer Cyclical
317
+ 14.36%
$385.02 - $431.37 $122K - $137K
2.52K $982M
USTB
Victory Portfolios Ii Victorys

ETFs
2.26K
+ 3.06%
$50.06 - $50.85 $113K - $115K
76.1K $3.82B
AMGN
Amgen Inc

Healthcare
412
+ 53.3%
$258.78 - $328.31 $107K - $135K
1.19K $309M
C
Citigroup Inc

Financial Services
240
+ 5.12%
$61.31 - $72.5 $14.7K - $17.4K
4.93K $347M
DUK
Duke Energy Corp

Utilities
869
+ 14.82%
$105.76 - $120.76 $91.9K - $105K
6.73K $725M
VFC
V F Corp

Consumer Cyclical
1
+ 0.0%
$16.7 - $22.59 $16.7 - $22.6
32.2K $691M
RTX
Raytheon Technologies Corp

Industrials
521
+ 22.54%
$114.45 - $127.21 $59.6K - $66.3K
2.83K $328M
XYL
Xylem Inc.

Industrials
808
+ 27.41%
$116.02 - $137.45 $93.7K - $111K
3.76K $436M
GIS
General Mills Inc

Consumer Defensive
1.01K
+ 36.04%
$62.78 - $74.62 $63.5K - $75.5K
3.82K $244M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
570
+ 5.34%
$81.68 - $82.93 $46.6K - $47.3K
11.2K $921M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.04%
$83.95 - $97.9 $84 - $97.9
2.69K $249M
BRCC
Brc Inc.

Consumer Defensive
5.45K
+ 41.65%
$2.82 - $3.5 $15.4K - $19.1K
18.5K $58.7M
Capital Group Core Balanced
202
+ 1.77%
N/A
11.6K $364M
SNAP
Snap Inc

Communication Services
514
+ 2.57%
$9.98 - $12.86 $5.13K - $6.61K
20.5K $221M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
130
+ 5.0%
$77.02 - $78.58 $10K - $10.2K
2.73K $211M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
269
+ 1.87%
$84.54 - $91.18 $22.7K - $24.5K
14.6K $1.24B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
200
+ 0.46%
$100.22 - $100.73 $20K - $20.1K
44K $4.41B
SUB
Ishares Short Term National Mu

ETFs
87
+ 1.25%
$104.94 - $106.2 $9.13K - $9.24K
7.03K $742M
Activity Summary
Buys All Purchases 70 New Holdings 12 Increased Positions 58 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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