Avity Investment Management Inc. Reduced Holdings in Q4 2024

Avity Investment Management Inc.

  • $1.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
-355K
- 74.71%
$59.93 - $86.34 $21.3M - $30.7M
120K $7.25M
PEP
Pepsico Inc

Consumer Defensive
-73.9K
- 27.57%
$151.29 - $176.1 $11.2M - $13M
194K $29.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-12.9K
- 16.94%
$501.29 - $612.85 $6.45M - $7.88M
63.1K $32.8M
NEE
Nextera Energy Inc

Utilities
-63.8K
- 12.58%
$69.77 - $85.43 $4.45M - $5.45M
443K $31.8M
AMGN
Amgen Inc

Healthcare
-7.87K
- 7.11%
$258.78 - $328.31 $2.04M - $2.58M
103K $26.8M
RTX
Raytheon Technologies Corp

Industrials
-32.9K
- 9.09%
$114.45 - $127.21 $3.77M - $4.19M
329K $38.1M
JNJ
Johnson & Johnson

Healthcare
-3.91K
- 1.62%
$143.34 - $165.86 $561K - $649K
238K $34.5M
NKE
Nike, Inc.

Consumer Cyclical
-49.1K
- 61.7%
$73.36 - $89.13 $3.6M - $4.37M
30.5K $2.3M
BDX
Becton Dickinson & CO

Healthcare
-8.45K
- 5.06%
$220.02 - $243.75 $1.86M - $2.06M
158K $36M
ECL
Ecolab Inc.

Basic Materials
-1.9K
- 1.26%
$234.32 - $261.43 $445K - $497K
149K $35M
CVX
Chevron Corp

Energy
-3.12K
- 1.62%
$141.15 - $162.53 $440K - $507K
190K $27.5M
KO
Coca Cola CO

Consumer Defensive
-1.41K
- 2.9%
$61.74 - $71.71 $86.7K - $101K
47K $2.93M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 0.1%
$385.02 - $431.37 $11.2K - $12.5K
30.3K $11.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-114
- 0.21%
$442.29 - $483.08 $50.4K - $55.1K
54.3K $24.6M
MRK
Merck & Co., Inc.

Healthcare
-922
- 4.66%
$96.31 - $114.76 $88.8K - $106K
18.9K $1.88M
DEO
Diageo PLC

Consumer Defensive
-2.16K
- 33.23%
$118.0 - $139.88 $255K - $302K
4.34K $551K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.07K
- 24.27%
$311.11 - $335.64 $332K - $358K
3.33K $1.07M
LOW
Lowes Companies Inc

Consumer Cyclical
-200
- 2.08%
$244.52 - $284.07 $48.9K - $56.8K
9.44K $2.33M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-575
- 5.33%
$81.7 - $100.47 $47K - $57.8K
10.2K $834K
ABT
Abbott Laboratories

Healthcare
-1.83K
- 10.41%
$111.93 - $119.39 $204K - $218K
15.7K $1.78M
XOM
Exxon Mobil Corp

Energy
-26
- 0.12%
$105.51 - $125.37 $2.74K - $3.26K
20.9K $2.25M
BAC
Bank Of America Corp

Financial Services
-12K
- 15.48%
$39.22 - $47.77 $471K - $573K
65.5K $2.88M
PG
Procter & Gamble CO

Consumer Defensive
-700
- 5.41%
$161.05 - $179.7 $113K - $126K
12.2K $2.05M
ORCL
Oracle Corp

Technology
-200
- 0.62%
$165.41 - $192.43 $33.1K - $38.5K
32.3K $5.38M
GE
General Electric CO

Industrials
-100
- 2.18%
$159.95 - $194.23 $16K - $19.4K
4.49K $748K
LHX
L3 Harris Technologies, Inc.

Industrials
-225
- 13.35%
$208.94 - $264.22 $47K - $59.4K
1.46K $307K
DELL
Dell Technologies Inc.

Technology
-580
- 8.53%
$111.96 - $144.21 $64.9K - $83.6K
6.22K $716K
MCD
Mcdonalds Corp

Consumer Cyclical
-118
- 5.51%
$288.47 - $316.54 $34K - $37.4K
2.03K $587K
DE
Deere & CO

Industrials
-150
- 23.96%
$389.45 - $466.0 $58.4K - $69.9K
476 $201K
CAT
Caterpillar Inc

Industrials
-50
- 4.26%
$360.37 - $416.88 $18K - $20.8K
1.13K $408K
VIG
Vanguard Dividend Appreciation

ETFs
-225
- 2.7%
N/A
8.1K $1.48M
DOV
Dover Corp

Industrials
-100
- 4.41%
$184.72 - $206.51 $18.5K - $20.7K
2.17K $406K
SAP
Sap Se

Technology
-200
- 10.05%
$218.13 - $255.54 $43.6K - $51.1K
1.79K $440K
SPY
Spdr S&P 500 ETF Trust

ETFs
-252
- 2.15%
$567.81 - $607.81 $143K - $153K
11.5K $6.74M
Ge Vernova Inc.
-22
- 2.29%
N/A
938 $0
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 1.81%
$873.59 - $994.69 $8.74K - $9.95K
541 $495K
WMT
Walmart Inc.

Consumer Defensive
-325
- 4.71%
$79.1 - $95.7 $25.7K - $31.1K
6.57K $593K
CRWD
Crowd Strike Holdings, Inc.

Technology
-10
- 1.23%
$275.15 - $388.2 $2.75K - $3.88K
800 $273K
GOOGL
Alphabet Inc.

Communication Services
-9.62K
- 11.84%
$161.86 - $196.66 $1.56M - $1.89M
71.6K $13.6M
GS
Goldman Sachs Group Inc

Financial Services
-5
- 0.17%
$486.1 - $608.57 $2.43K - $3.04K
2.93K $1.67M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-248
- 1.64%
$370.24 - $418.94 $91.8K - $104K
14.9K $5.98M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.34K
- 0.69%
$112.15 - $127.2 $263K - $298K
339K $41M
META
Meta Platforms, Inc.

Communication Services
-1.18K
- 1.2%
$554.08 - $632.68 $653K - $745K
97.4K $57.4M
JPM
Jpmorgan Chase & CO

Financial Services
-4.12K
- 3.59%
$205.18 - $250.29 $845K - $1.03M
110K $26.5M
APH
Amphenol Corp

Technology
-4.99K
- 0.72%
$62.07 - $75.35 $309K - $376K
685K $47.5M
GOOG
Alphabet Inc.

Communication Services
-7.78K
- 3.09%
$163.08 - $198.16 $1.27M - $1.54M
244K $46.4M
RJF
Raymond James Financial Inc

Financial Services
-2.4K
- 1.58%
$123.0 - $170.1 $296K - $409K
149K $23.2M
AAPL
Apple Inc.

Technology
-1.96K
- 0.58%
$221.69 - $259.02 $434K - $507K
339K $84.8M
V
Visa Inc.

Financial Services
-2.1K
- 1.26%
$273.87 - $320.91 $576K - $675K
165K $52.1M
Activity Summary
Buys All Purchases 25 New Holdings 7 Increased Positions 18 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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