Financially Speaking Inc New Holdings in Q4 2024

Financially Speaking Inc

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Barclays Bank De 4.45 25 Cd Fdic Ins Due 06/18/25 Us
50K
New
N/A
50K $50M
GILD
Gilead Sciences, Inc.

Healthcare
540
New
$83.95 - $97.9 $45.3K - $52.9K
540 $49.9M
SBUX
Starbucks Corp

Consumer Cyclical
542
New
$87.44 - $102.5 $47.4K - $55.6K
542 $49.5M
KMB
Kimberly Clark Corp

Consumer Defensive
377
New
$130.37 - $146.09 $49.1K - $55.1K
377 $49.4M
LOW
Lowes Companies Inc

Consumer Cyclical
200
New
$244.52 - $284.07 $48.9K - $56.8K
200 $49.4M
VZ
Verizon Communications Inc

Communication Services
1.22K
New
$39.6 - $45.21 $48.3K - $55.2K
1.22K $48.8M
PSX
Phillips 66

Energy
416
New
$110.35 - $138.93 $45.9K - $57.8K
416 $47.4M
Nuveen Preferred Secs & Inc A
2.9K
New
N/A
2.9K $45M
DEMZ
The Advisors Inner Circle Fd I

ETFs
1.25K
New
$35.08 - $37.97 $43.7K - $47.3K
1.25K $44.8M
MKC
Mccormick & CO Inc

Consumer Defensive
580
New
$73.97 - $84.09 $42.9K - $48.8K
580 $44.2M
Schwab S&P 500 Index
480
New
N/A
480 $43.3M
ROST
Ross Stores, Inc.

Consumer Cyclical
284
New
$138.59 - $156.61 $39.4K - $44.5K
284 $43M
T
At&T Inc.

Communication Services
1.73K
New
$21.22 - $23.88 $36.7K - $41.3K
1.73K $39.4M
NOC
Northrop Grumman Corp

Industrials
83
New
$466.52 - $543.88 $38.7K - $45.1K
83 $39M
PNC
Pnc Financial Services Group, Inc.

Financial Services
200
New
$178.39 - $215.0 $35.7K - $43K
200 $38.6M
SYK
Stryker Corp

Healthcare
100
New
$345.14 - $392.15 $34.5K - $39.2K
100 $36M
Calvert Mid Cap A
843
New
N/A
843 $31.1M
Pnc Bank, Ntnl A 5.25 25 Cd Fdic Ins Due 01/10/25 Us
30K
New
N/A
30K $30M
Goldman Sachs Ba 4.35 25 Cd Fdic Ins Due 05/05/25 Us
30K
New
N/A
30K $30M
SOUN
Soundhound Ai, Inc.

Technology
1.5K
New
$4.51 - $24.23 $6.77K - $36.3K
1.5K $29.8M
AMD
Advanced Micro Devices Inc

Technology
233
New
$118.88 - $172.8 $27.7K - $40.3K
233 $28.1M
Bny Mellon Sust Us Equity A
1.49K
New
N/A
1.49K $27.1M
SLV
I Shares Silver Trust

ETFs
1.01K
New
$26.33 - $31.74 $26.5K - $31.9K
1.01K $26.5M
Pioneer Global Sustainable Equity Y
1.44K
New
N/A
1.44K $26.4M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.84K
New
$9.71 - $15.34 $17.8K - $28.2K
1.84K $24.4M
WMB
Williams Companies, Inc.

Energy
439
New
$46.37 - $59.74 $20.4K - $26.2K
439 $23.8M
EQT
Eqt Corp

Energy
500
New
$35.62 - $46.89 $17.8K - $23.4K
500 $23.1M
IOT
Samsara Inc.

Technology
500
New
$42.67 - $56.35 $21.3K - $28.2K
500 $21.8M
BAC
Bank Of America Corp

Financial Services
489
New
$39.22 - $47.77 $19.2K - $23.4K
489 $21.5M
NDSN
Nordson Corp

Industrials
100
New
$208.83 - $264.36 $20.9K - $26.4K
100 $20.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
428
New
$46.48 - $51.32 $19.9K - $22K
428 $20.6M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
275
New
$47.29 - $84.74 $13K - $23.3K
275 $20.4M
MSFT
Microsoft Corp

Technology
45
New
$406.35 - $454.46 $18.3K - $20.5K
45 $19M
ALV
Autoliv Inc

Consumer Cyclical
189
New
$91.27 - $101.57 $17.3K - $19.2K
189 $17.7M
MRK
Merck & Co., Inc.

Healthcare
176
New
$96.31 - $114.76 $17K - $20.2K
176 $17.5M
Franklin Income A1
6.78K
New
N/A
6.78K $16M
SOFI
So Fi Technologies, Inc.

Financial Services
1K
New
$7.63 - $16.88 $7.63K - $16.9K
1K $15.4M
QCOM
Qualcomm Inc

Technology
100
New
$150.4 - $178.04 $15K - $17.8K
100 $15.4M
KRE
Spdr S&P Regional Banking ETF

ETFs
236
New
$54.6 - $68.9 $12.9K - $16.3K
236 $14.2M
BA
Boeing CO

Industrials
77
New
$138.14 - $180.72 $10.6K - $13.9K
77 $13.6M
PHM
Pultegroup Inc

Consumer Cyclical
122
New
$108.86 - $149.04 $13.3K - $18.2K
122 $13.3M
CELH
Celsius Holdings, Inc.

Consumer Defensive
500
New
$25.66 - $34.91 $12.8K - $17.5K
500 $13.2M
DHX
Dhi Group, Inc.

Industrials
6.91K
New
$1.63 - $1.89 $11.3K - $13.1K
6.91K $12.2M
PPA
Invesco Exchange Traded Fd Tr

ETFs
106
New
$113.79 - $124.5 $12.1K - $13.2K
106 $12.2M
APA
Apa Corp

Energy
497
New
$20.47 - $27.07 $10.2K - $13.5K
497 $11.5M
CCI
Crown Castle International Corp

Real Estate
126
New
$89.78 - $119.11 $11.3K - $15K
126 $11.4M
XLF
Financial Sector Spdr

ETFs
233
New
$44.89 - $51.34 $10.5K - $12K
233 $11.3M
SLVP
Ishares Msci Global Silver And

ETFs
923
New
$11.44 - $15.55 $10.6K - $14.4K
923 $10.7M
Transamerica Short Term Bond A
1.06K
New
N/A
1.06K $10.5M
Activity Summary
Buys All Purchases 181 New Holdings 181 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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