Unified Investment Management New Holdings in Q4 2024

Unified Investment Management

  • $88 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
1.37K
New
$437.39 - $552.96 $601K - $759K
1.37K $611M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.04K
New
$567.81 - $607.81 $588K - $629K
1.04K $606M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
12.3K
New
$48.96 - $52.85 $602K - $650K
12.3K $605M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.52K
New
$125.36 - $147.37 $566K - $666K
4.52K $593M
CNXC
Concentrix Corp

Technology
13.6K
New
$37.26 - $52.63 $507K - $716K
13.6K $589M
VMC
Vulcan Materials CO

Basic Materials
2.23K
New
$237.95 - $292.31 $532K - $653K
2.23K $575M
DGX
Quest Diagnostics Inc

Healthcare
3.67K
New
N/A
3.67K $554M
VO
Vanguard Mid Cap ETF

ETFs
2.08K
New
$261.5 - $284.63 $544K - $592K
2.08K $550M
XOM
Exxon Mobil Corp

Energy
5.07K
New
$105.51 - $125.37 $535K - $635K
5.07K $545M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
27.9K
New
$19.42 - $19.76 $542K - $551K
27.9K $543M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
26.6K
New
$20.08 - $20.61 $534K - $548K
26.6K $535M
NFLX
Netflix Inc

Communication Services
590
New
$687.65 - $936.56 $406K - $553K
590 $526M
IEMG
Ishares Inc

ETFs
9.86K
New
N/A
9.86K $515M
ALB
Albemarle Corp

Basic Materials
5.94K
New
$86.08 - $111.3 $511K - $661K
5.94K $511M
CME
Cme Group Inc.

Financial Services
2.17K
New
$221.17 - $246.02 $479K - $533K
2.17K $503M
IYF
Ishares Tr

ETFs
4.43K
New
$102.7 - $119.05 $455K - $528K
4.43K $490M
Siriusxm Holdings Inc
20.5K
New
N/A
20.5K $468M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.5K
New
$43.84 - $48.76 $462K - $514K
10.5K $464M
ABBV
Abb Vie Inc.

Healthcare
2.58K
New
$164.99 - $203.87 $426K - $527K
2.58K $459M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
995
New
$442.29 - $483.08 $440K - $481K
995 $451M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
20.9K
New
$21.42 - $22.58 $447K - $471K
20.9K $447M
VPU
Vanguard Utilities ETF

ETFs
2.68K
New
$160.52 - $179.11 $429K - $479K
2.68K $437M
AMAT
Applied Materials Inc

Technology
2.67K
New
$161.44 - $213.89 $430K - $570K
2.67K $434M
CVS
Cvs Health Corp

Healthcare
9.63K
New
$43.78 - $67.46 $422K - $650K
9.63K $432M
VB
Vanguard Small Cap ETF

ETFs
1.79K
New
$233.76 - $261.58 $418K - $468K
1.79K $430M
JSML
Janus Detroit Str Tr Henderson

ETFs
6.4K
New
$63.67 - $73.6 $407K - $471K
6.4K $419M
EFG
Msci Eafe Growth ETF

ETFs
4.28K
New
$96.83 - $106.88 $414K - $457K
4.28K $414M
TMO
Thermo Fisher Scientific Inc.

Healthcare
768
New
$501.29 - $612.85 $385K - $471K
768 $400M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
6.32K
New
$61.21 - $68.19 $387K - $431K
6.32K $395M
WY
Weyerhaeuser CO

Real Estate
13.8K
New
$27.21 - $33.7 $376K - $465K
13.8K $389M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
15.4K
New
$24.19 - $24.63 $373K - $380K
15.4K $373M
FDLO
Fidelity Covington Tr Low Vola

ETFs
6.15K
New
$60.24 - $63.08 $370K - $388K
6.15K $373M
MDU
Mdu Resources Group Inc

Industrials
20.6K
New
$15.1 - $30.28 $311K - $623K
20.6K $371M
ABT
Abbott Laboratories

Healthcare
3.25K
New
$111.93 - $119.39 $364K - $388K
3.25K $368M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.72K
New
$72.18 - $81.41 $341K - $384K
4.72K $357M
KO
Coca Cola CO

Consumer Defensive
5.52K
New
$61.74 - $71.71 $341K - $396K
5.52K $344M
ASUR
Asure Software Inc

Technology
36.5K
New
$8.31 - $9.92 $303K - $362K
36.5K $343M
RTX
Raytheon Technologies Corp

Industrials
2.8K
New
$114.45 - $127.21 $320K - $356K
2.8K $324M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
16.5K
New
$19.41 - $22.68 $320K - $374K
16.5K $320M
VTI
Vanguard Total Stock Market Et

ETFs
1.07K
New
$280.04 - $302.45 $300K - $324K
1.07K $310M
MUB
Ishares National Muni Bond ETF

ETFs
2.85K
New
$105.78 - $108.7 $301K - $310K
2.85K $304M
THO
Thor Industries Inc

Consumer Cyclical
3.04K
New
$94.35 - $115.54 $287K - $351K
3.04K $291M
GLD
Spdr Gold Trust

ETFs
1.15K
New
$236.59 - $257.5 $272K - $296K
1.15K $278M
VTV
Vanguard Value ETF

ETFs
1.55K
New
$168.32 - $181.87 $260K - $281K
1.55K $262M
ISCV
Ishares Morningstar Small Cap

ETFs
4.05K
New
$62.21 - $69.5 $252K - $281K
4.05K $257M
META
Meta Platforms, Inc.

Communication Services
398
New
$554.08 - $632.68 $221K - $252K
398 $233M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.64K
New
$129.96 - $144.97 $213K - $238K
1.64K $229M
DVY
Ishares Tr

ETFs
1.74K
New
$129.55 - $143.41 $225K - $249K
1.74K $228M
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
New
$216.13 - $242.4 $222K - $249K
1.03K $227M
Activity Summary
Buys All Purchases 112 New Holdings 112 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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