Alley Investment Management Company, LLC Incresed Positions in Q4 2024

Alley Investment Management Company, LLC

  • $763 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
1.29K
+ 1.01%
$205.18 - $250.29 $265K - $323K
129K $31M
AMP
Ameriprise Financial Inc

Financial Services
507
+ 0.91%
$473.15 - $574.01 $240K - $291K
56.4K $30M
DFS
Discover Financial Services

Financial Services
1.23K
+ 1.59%
$136.3 - $182.67 $168K - $225K
78.6K $13.6M
AAPL
Apple Inc.

Technology
1.36K
+ 1.02%
$221.69 - $259.02 $302K - $353K
134K $33.7M
GOOGL
Alphabet Inc.

Communication Services
169
+ 0.17%
$161.86 - $196.66 $27.4K - $33.2K
97.6K $18.5M
DUK
Duke Energy Corp

Utilities
20.4K
+ 36.41%
$105.76 - $120.76 $2.16M - $2.47M
76.5K $8.24M
SNA
Snap On Inc

Industrials
905
+ 3.63%
$285.44 - $371.35 $258K - $336K
25.8K $8.77M
PAYX
Paychex Inc

Industrials
3.14K
+ 1.99%
$135.86 - $148.73 $427K - $467K
161K $22.6M
NVDA
Nvidia Corp

Technology
1.25K
+ 2.15%
$117.0 - $148.88 $146K - $185K
59K $7.93M
CSCO
Cisco Systems, Inc.

Technology
4.16K
+ 4.02%
$52.45 - $60.02 $218K - $250K
108K $6.37M
USB
Us Bancorp \De\

Financial Services
4.76K
+ 3.53%
$43.98 - $53.66 $209K - $255K
140K $6.68M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.17K
+ 1.99%
$278.49 - $315.16 $325K - $368K
60K $17M
CVX
Chevron Corp

Energy
4.47K
+ 4.13%
$141.15 - $162.53 $631K - $726K
112K $16.3M
MUB
Ishares National Muni Bond ETF

ETFs
5.69K
+ 4.49%
$105.78 - $108.7 $601K - $618K
132K $14.1M
ABT
Abbott Laboratories

Healthcare
4.05K
+ 2.93%
$111.93 - $119.39 $453K - $483K
142K $16.1M
ACN
Accenture PLC

Technology
1.2K
+ 2.18%
$343.9 - $376.86 $412K - $452K
56.2K $19.8M
INTU
Intuit Inc

Technology
20
+ 0.1%
$602.01 - $706.25 $12K - $14.1K
19.4K $12.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.55K
+ 6.88%
$87.25 - $95.52 $135K - $148K
24K $2.12M
XLK
Technology Sector Spdr

ETFs
424
+ 10.18%
$220.26 - $241.44 $93.4K - $102K
4.59K $1.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
22
+ 0.3%
$567.81 - $607.81 $12.5K - $13.4K
7.44K $4.36M
PM
Philip Morris International Inc.

Consumer Defensive
1.91K
+ 1.18%
$118.38 - $133.06 $226K - $254K
163K $19.6M
V
Visa Inc.

Financial Services
23
+ 1.81%
$273.87 - $320.91 $6.3K - $7.38K
1.29K $408K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
864
+ 0.68%
$61.68 - $67.87 $53.3K - $58.6K
128K $7.98M
IWM
Ishares Russell 2000 ETF

ETFs
129
+ 1.06%
$216.13 - $242.4 $27.9K - $31.3K
12.3K $2.72M
WEC
Wec Energy Group, Inc.

Utilities
1.24K
+ 3.01%
$92.94 - $101.82 $115K - $126K
42.5K $4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
37.5K
+ 196.12%
$22.4 - $68.28 $840K - $2.56M
56.6K $1.31M
PG
Procter & Gamble CO

Consumer Defensive
2.07K
+ 3.37%
$161.05 - $179.7 $334K - $372K
63.6K $10.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.12K
+ 200.0%
$22.01 - $66.82 $157K - $476K
10.7K $242K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.94K
+ 108.17%
$22.63 - $47.53 $180K - $377K
15.3K $346K
SYK
Stryker Corp

Healthcare
89
+ 0.26%
$345.14 - $392.15 $30.7K - $34.9K
34K $12.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.1K
+ 200.83%
$26.93 - $84.95 $273K - $861K
15.2K $414K
DVY
Ishares Tr

ETFs
12
+ 0.22%
$129.55 - $143.41 $1.55K - $1.72K
5.58K $731K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
418
+ 0.59%
$113.92 - $127.38 $47.6K - $53.2K
71.3K $8.22M
MSFT
Microsoft Corp

Technology
1.02K
+ 1.69%
$406.35 - $454.46 $416K - $465K
61.5K $25.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 0.13%
$442.29 - $483.08 $13.7K - $15K
24.8K $11.2M
ITW
Illinois Tool Works Inc

Industrials
504
+ 1.37%
$253.56 - $278.5 $128K - $140K
37.2K $9.44M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.41K
+ 0.37%
$51.54 - $52.55 $72.5K - $73.9K
379K $19.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
182
+ 0.18%
$44.04 - $49.49 $8.02K - $9.01K
99K $4.36M
VEA
Vanguard Ftse Developed Market

ETFs
254
+ 0.28%
$47.57 - $52.44 $12.1K - $13.3K
89.8K $4.29M
HD
Home Depot, Inc.

Consumer Cyclical
1.06K
+ 2.02%
$385.02 - $431.37 $408K - $457K
53.6K $20.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.7K
+ 1.35%
$71.75 - $75.11 $194K - $203K
203K $14.6M
PSX
Phillips 66

Energy
3.08K
+ 5.83%
$110.35 - $138.93 $340K - $428K
56K $6.38M
SBUX
Starbucks Corp

Consumer Cyclical
2.99K
+ 2.08%
$87.44 - $102.5 $262K - $307K
147K $13.4M
PLD
Prologis, Inc.

Real Estate
2.66K
+ 5.25%
$101.4 - $126.96 $270K - $338K
53.4K $5.65M
VZ
Verizon Communications Inc

Communication Services
3.05K
+ 1.57%
$39.6 - $45.21 $121K - $138K
197K $7.9M
UNP
Union Pacific Corp

Industrials
1.54K
+ 2.01%
$223.15 - $249.32 $345K - $385K
78.2K $17.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.51K
+ 0.76%
$106.56 - $113.11 $160K - $170K
198K $21.2M
CSL
Carlisle Companies Inc

Industrials
414
+ 2.61%
$368.67 - $480.91 $153K - $199K
16.3K $6M
AMGN
Amgen Inc

Healthcare
1.14K
+ 4.85%
$258.78 - $328.31 $294K - $374K
24.6K $6.42M
Activity Summary
Buys All Purchases 59 New Holdings 2 Increased Positions 57 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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