Bedell Frazier Investment Counseling, LLC Sells in Q4 2024

Bedell Frazier Investment Counseling, LLC

  • $402 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-44.5K
- 47.15%
$136.28 - $154.74 $6.06M - $6.89M
49.9K $6.86M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-169K
- 92.88%
$40.06 - $45.21 $6.77M - $7.65M
13K $527K
LMT
Lockheed Martin Corp

Industrials
-4.94K
- 17.64%
$479.66 - $614.62 $2.37M - $3.04M
23.1K $11.2M
CPT
Camden Property Trust

Real Estate
-30.3K
- 78.69%
$112.52 - $127.03 $3.41M - $3.85M
8.21K $952K
NKE
Nike, Inc.

Consumer Cyclical
-23.4K
- 27.79%
$73.36 - $89.13 $1.71M - $2.08M
60.7K $4.59M
ITA
Ishares Tr

ETFs
-16.7K
- 87.07%
$144.31 - $157.31 $2.41M - $2.63M
2.48K $360K
JNJ
Johnson & Johnson

Healthcare
-6.37K
- 8.32%
$143.34 - $165.86 $914K - $1.06M
70.3K $10.2M
FCX
Freeport Mcmoran Inc

Basic Materials
-8.36K
- 6.14%
$38.08 - $50.82 $318K - $425K
128K $4.86M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-27.5K
- 17.18%
$33.77 - $44.09 $929K - $1.21M
133K $4.5M
DVN
Devon Energy Corp

Energy
-39.6K
- 76.66%
$30.52 - $42.96 $1.21M - $1.7M
12K $394K
UNH
Unitedhealth Group Inc

Healthcare
-573
- 3.52%
$485.52 - $625.25 $278K - $358K
15.7K $7.95M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-12.8K
- 2.47%
$23.17 - $26.26 $297K - $337K
507K $12.2M
SLV
I Shares Silver Trust

ETFs
-22.7K
- 11.77%
$26.33 - $31.74 $599K - $722K
170K $4.49M
XLU
Utilities Sector Spdr

ETFs
-2.78K
- 2.21%
$74.89 - $82.93 $208K - $231K
123K $9.33M
INDA
Ishares Msci India Index Fund

ETFs
-65
- 0.06%
$52.64 - $58.16 $3.42K - $3.78K
100K $5.27M
RTX
Raytheon Technologies Corp

Industrials
-1.57K
- 3.08%
$114.45 - $127.21 $180K - $200K
49.5K $5.73M
CRSP
Crispr Therapeutics Ag

Healthcare
-5.24K
- 19.9%
$38.65 - $55.15 $203K - $289K
21.1K $831K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-6.28K
- 44.22%
$61.21 - $76.19 $384K - $478K
7.92K $593K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.35K
- 2.04%
$65.79 - $72.14 $88.6K - $97.1K
64.7K $4.25M
COP
Conocophillips

Energy
-373
- 0.67%
$95.12 - $114.72 $35.5K - $42.8K
55.7K $5.52M
GLD
Spdr Gold Trust

ETFs
-827
- 0.52%
$236.59 - $257.5 $196K - $213K
159K $38.5M
IBM
International Business Machines Corp

Technology
-1.17K
- 2.84%
$204.9 - $238.04 $241K - $279K
40.2K $8.84M
XLB
Select Sector Spdr Fd Material

ETFs
-45
- 0.21%
$83.8 - $97.58 $3.77K - $4.39K
21.1K $1.78M
MDT
Medtronic PLC

Healthcare
-1.58K
- 29.88%
$79.61 - $92.24 $126K - $146K
3.71K $296K
BCAL
Southern Calif Bancorp Com

Financial Services
-19.7K
- 21.06%
$13.82 - $17.95 $272K - $353K
73.7K $1.22M
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.82K
- 23.15%
$50.23 - $50.46 $142K - $142K
9.36K $471K
IWM
Ishares Russell 2000 ETF

ETFs
-590
- 29.93%
$216.13 - $242.4 $128K - $143K
1.38K $305K
XLI
Industrial Sector Spdr

ETFs
-439
- 2.8%
$131.76 - $143.99 $57.8K - $63.2K
15.3K $2.01M
ABT
Abbott Laboratories

Healthcare
-840
- 18.38%
$111.93 - $119.39 $94K - $100K
3.73K $421K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 0.34%
$288.47 - $316.54 $5.77K - $6.33K
5.85K $1.7M
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.31%
$385.02 - $431.37 $5.78K - $6.47K
4.86K $1.89M
SO
Southern CO

Utilities
-15
- 0.14%
$81.5 - $94.15 $1.22K - $1.41K
10.4K $854K
NEE
Nextera Energy Inc

Utilities
-54
- 0.95%
$69.77 - $85.43 $3.77K - $4.61K
5.63K $403K
ADBE
Adobe Inc.

Technology
-3
- 0.29%
$437.39 - $552.96 $1.31K - $1.66K
1.03K $459K
ABBV
Abb Vie Inc.

Healthcare
-185
- 8.55%
$164.99 - $203.87 $30.5K - $37.7K
1.98K $351K
MRK
Merck & Co., Inc.

Healthcare
-240
- 7.41%
$96.31 - $114.76 $23.1K - $27.5K
3K $298K
PG
Procter & Gamble CO

Consumer Defensive
-50
- 2.25%
$161.05 - $179.7 $8.05K - $8.99K
2.17K $364K
ETN
Eaton Corp PLC

Industrials
-23
- 0.86%
$326.96 - $377.52 $7.52K - $8.68K
2.64K $875K
CSCO
Cisco Systems, Inc.

Technology
-4.12K
- 10.01%
$52.45 - $60.02 $216K - $247K
37K $2.19M
DIS
Walt Disney CO

Communication Services
-11K
- 13.21%
$92.39 - $117.6 $1.01M - $1.29M
72.1K $8.02M
BA
Boeing CO

Industrials
-1.27K
- 11.35%
$138.14 - $180.72 $175K - $230K
9.92K $1.76M
WFC
Wells Fargo & Company

Financial Services
-50
- 0.89%
$54.98 - $77.35 $2.75K - $3.87K
5.56K $390K
COST
Costco Wholesale Corp

Consumer Defensive
-80
- 1.52%
$873.59 - $994.69 $69.9K - $79.6K
5.17K $4.74M
MAR
Marriott International Inc

Consumer Cyclical
-470
- 5.69%
$246.06 - $292.59 $116K - $138K
7.8K $2.17M
V
Visa Inc.

Financial Services
-236
- 4.57%
$273.87 - $320.91 $64.6K - $75.7K
4.93K $1.56M
CCJ
Cameco Corp

Energy
-193
- 0.47%
$48.64 - $61.14 $9.39K - $11.8K
40.9K $2.1M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-35
- 0.36%
$47.29 - $84.74 $1.66K - $2.97K
9.58K $713K
TSLA
Tesla, Inc.

Consumer Cyclical
-15
- 0.62%
$213.65 - $479.86 $3.2K - $7.2K
2.42K $975K
AVGO
Broadcom Inc.

Technology
-1.22K
- 9.11%
$159.67 - $250.0 $194K - $304K
12.1K $2.82M
Activity Summary
Buys All Purchases 44 New Holdings 16 Increased Positions 28 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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