Bell Bank Incresed Positions in Q2 2024

Bell Bank

  • $1.18 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
162K
+ 51.25%
$95.11 - $97.92 $15.4M - $15.9M
479K $46.5M
CVX
Chevron Corp

Energy
44.1K
+ 645.53%
$152.57 - $166.33 $6.73M - $7.34M
51K $7.97M
NVDA
Nvidia Corp

Technology
195K
+ 855.4%
$118.11 - $1224.4 $23M - $239M
218K $26.9M
IEFA
Ishares Tr

ETFs
135K
+ 4.3%
$70.77 - $76.19 $9.56M - $10.3M
3.28M $238M
AAPL
Apple Inc.

Technology
13.6K
+ 27.04%
$165.0 - $216.67 $2.25M - $2.95M
63.9K $13.5M
UL
Unilever PLC

Consumer Defensive
68K
+ 153.85%
$46.47 - $56.38 $3.16M - $3.84M
112K $6.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.61K
+ 17.62%
$495.16 - $548.49 $1.79M - $1.98M
24.1K $13.1M
PFE
Pfizer Inc

Healthcare
83.1K
+ 34.08%
$25.26 - $29.6 $2.1M - $2.46M
327K $9.15M
META
Meta Platforms, Inc.

Communication Services
2.58K
+ 26.62%
$430.17 - $527.34 $1.11M - $1.36M
12.2K $6.18M
MSFT
Microsoft Corp

Technology
1.36K
+ 4.19%
$389.33 - $452.85 $531K - $617K
33.9K $15.1M
TSLA
Tesla, Inc.

Consumer Cyclical
5.33K
+ 75.52%
$142.05 - $197.88 $756K - $1.05M
12.4K $2.45M
AMZN
Amazon Com Inc

Consumer Cyclical
2.8K
+ 5.38%
$173.67 - $197.85 $485K - $553K
54.7K $10.6M
GOOG
Alphabet Inc.

Communication Services
2.37K
+ 9.88%
$151.94 - $186.86 $361K - $444K
26.4K $4.84M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
22.8K
+ 3.4%
$114.71 - $121.51 $2.61M - $2.77M
693K $82.1M
AVGO
Broadcom Inc.

Technology
293
+ 36.81%
$1204.71 - $1828.87 $353K - $536K
1.09K $1.75M
COST
Costco Wholesale Corp

Consumer Defensive
200
+ 9.47%
$704.88 - $870.75 $141K - $174K
2.31K $1.96M
QCOM
Qualcomm Inc

Technology
1.05K
+ 22.45%
$157.63 - $227.09 $165K - $238K
5.72K $1.14M
RIO
Rio Tinto PLC

Basic Materials
119
+ 0.08%
$63.0 - $73.61 $7.5K - $8.76K
140K $9.24M
AMAT
Applied Materials Inc

Technology
713
+ 21.35%
$189.46 - $247.83 $135K - $177K
4.05K $956K
VEA
Vanguard Ftse Developed Market

ETFs
5.35K
+ 19.07%
$47.83 - $51.21 $256K - $274K
33.4K $1.65M
JPM
Jpmorgan Chase & CO

Financial Services
870
+ 4.55%
$180.08 - $204.79 $157K - $178K
20K $4.04M
KO
Coca Cola CO

Consumer Defensive
2.31K
+ 8.63%
$58.06 - $64.15 $134K - $148K
29.1K $1.85M
UNH
Unitedhealth Group Inc

Healthcare
210
+ 3.0%
$439.2 - $524.63 $92.2K - $110K
7.2K $3.67M
NFLX
Netflix Inc

Communication Services
52
+ 2.92%
$550.64 - $686.12 $28.6K - $35.7K
1.83K $1.24M
IVV
Ishares Core S&P 500 ETF

ETFs
226
+ 33.68%
$497.53 - $549.64 $112K - $124K
897 $490K
TMO
Thermo Fisher Scientific Inc.

Healthcare
310
+ 18.81%
$541.52 - $599.02 $168K - $186K
1.96K $1.08M
MA
Mastercard Inc

Financial Services
616
+ 15.54%
$441.1 - $479.43 $272K - $295K
4.58K $2.02M
AMD
Advanced Micro Devices Inc

Technology
703
+ 23.27%
$144.27 - $183.34 $101K - $129K
3.72K $604K
BAC
Bank Of America Corp

Financial Services
14
+ 0.08%
$34.68 - $40.02 $486 - $560
17.4K $691K
JEPI
J P Morgan Exchange Traded Fd

ETFs
492
+ 11.46%
$55.45 - $57.39 $27.3K - $28.2K
4.78K $271K
DE
Deere & CO

Industrials
257
+ 12.59%
$364.98 - $414.02 $93.8K - $106K
2.3K $858K
VBK
Vanguard Small Cap Growth ETF

ETFs
115
+ 5.55%
$237.63 - $258.31 $27.3K - $29.7K
2.19K $547K
Annaly Capital Management In
4.82K
+ 3.98%
N/A
126K $0
HD
Home Depot, Inc.

Consumer Cyclical
432
+ 11.24%
$325.1 - $368.03 $140K - $159K
4.28K $1.47M
CAT
Caterpillar Inc

Industrials
80
+ 5.26%
$321.47 - $379.3 $25.7K - $30.3K
1.6K $533K
AGNC
Agnc Investment Corp.

Real Estate
17.7K
+ 3.15%
$8.96 - $9.9 $159K - $176K
582K $5.55M
SBUX
Starbucks Corp

Consumer Cyclical
1.85K
+ 13.65%
$72.5 - $91.53 $134K - $170K
15.4K $1.2M
V
Visa Inc.

Financial Services
565
+ 4.47%
$262.47 - $281.5 $148K - $159K
13.2K $3.46M
VZ
Verizon Communications Inc

Communication Services
1.48K
+ 0.82%
$38.6 - $42.84 $57.3K - $63.6K
183K $7.54M
LOW
Lowes Companies Inc

Consumer Cyclical
381
+ 8.5%
$214.27 - $249.28 $81.6K - $95K
4.86K $1.07M
TRP
Tc Energy Corp

Energy
7.32K
+ 4.17%
$35.1 - $40.27 $257K - $295K
183K $6.93M
CRM
Salesforce, Inc.

Technology
788
+ 10.23%
$218.01 - $304.74 $172K - $240K
8.49K $2.18M
BMY
Bristol Myers Squibb CO

Healthcare
2.33K
+ 8.8%
$40.25 - $52.99 $93.9K - $124K
28.9K $1.2M
GILD
Gilead Sciences, Inc.

Healthcare
4.22K
+ 3.29%
$63.15 - $72.88 $267K - $308K
132K $9.09M
ABBV
Abb Vie Inc.

Healthcare
360
+ 0.51%
$154.79 - $180.76 $55.7K - $65.1K
71.5K $12.3M
KHC
Kraft Heinz CO

Consumer Defensive
2.77K
+ 1.2%
$32.22 - $38.65 $89.3K - $107K
234K $7.54M
INTC
Intel Corp

Technology
15.5K
+ 6.29%
$29.85 - $44.52 $464K - $692K
263K $8.14M
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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