Blueprint Investment Partners LLC Purchases in Q4 2024

Blueprint Investment Partners LLC

  • $529 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
294K
+ 40.27%
$69.3 - $74.3 $20.4M - $21.8M
1.02M $73.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
207K
+ 1664.36%
$91.29 - $91.8 $18.9M - $19M
219K $20M
OPER
ETF Ser Solutions Clearshares

ETFs
135K
+ 1675.44%
$100.03 - $100.53 $13.5M - $13.6M
143K $14.3M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
523K
New
$22.04 - $23.08 $11.5M - $12.1M
523K $11.7M
SHV
Ishares Tr

ETFs
82K
+ 83.61%
$109.92 - $110.57 $9.01M - $9.06M
180K $19.8M
IVV
Ishares Core S&P 500 ETF

ETFs
11K
+ 46.75%
$570.51 - $610.59 $6.29M - $6.73M
34.6K $20.4M
AAPL
Apple Inc.

Technology
17.7K
+ 28.43%
$221.69 - $259.02 $3.92M - $4.58M
79.9K $20M
NVDA
Nvidia Corp

Technology
22.8K
+ 12.25%
$117.0 - $148.88 $2.66M - $3.39M
209K $28M
GBDC
Golub Capital Bdc, Inc.

Financial Services
347K
New
$14.69 - $15.67 $5.1M - $5.44M
347K $5.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
277K
+ 864.74%
$22.4 - $68.28 $6.2M - $18.9M
309K $7.15M
TSLA
Tesla, Inc.

Consumer Cyclical
7.98K
+ 86.16%
$213.65 - $479.86 $1.71M - $3.83M
17.2K $6.97M
MSFT
Microsoft Corp

Technology
10.2K
+ 34.19%
$406.35 - $454.46 $4.15M - $4.64M
40.1K $16.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.61K
+ 144.99%
$567.81 - $607.81 $3.75M - $4.02M
11.2K $6.54M
AMZN
Amazon Com Inc

Consumer Cyclical
11.7K
+ 34.18%
$180.88 - $232.93 $2.12M - $2.72M
45.9K $10.1M
GOOGL
Alphabet Inc.

Communication Services
13.2K
+ 66.9%
$161.86 - $196.66 $2.14M - $2.6M
33K $6.25M
IBM
International Business Machines Corp

Technology
10.8K
+ 391.31%
$204.9 - $238.04 $2.21M - $2.57M
13.6K $2.98M
GOOG
Alphabet Inc.

Communication Services
11.4K
+ 155.89%
$163.08 - $198.16 $1.85M - $2.25M
18.6K $3.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.73K
+ 33.84%
$442.29 - $483.08 $2.09M - $2.28M
18.7K $8.47M
META
Meta Platforms, Inc.

Communication Services
3.12K
+ 40.6%
$554.08 - $632.68 $1.73M - $1.97M
10.8K $6.37M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.5K
New
$100.16 - $100.7 $1.95M - $1.96M
19.5K $1.96M
HUBB
Hubbell Inc

Industrials
4.42K
New
$418.89 - $472.12 $1.85M - $2.09M
4.42K $1.85M
JPM
Jpmorgan Chase & CO

Financial Services
4.9K
+ 25.69%
$205.18 - $250.29 $1.01M - $1.23M
24K $5.75M
V
Visa Inc.

Financial Services
4.61K
+ 89.48%
$273.87 - $320.91 $1.26M - $1.48M
9.76K $3.09M
FYT
First Trust Small Cap

ETFs
32.7K
+ 12.79%
$53.73 - $60.73 $1.76M - $1.99M
289K $15.9M
PSLV
Sprott Physical Silver Trust

Financial Services
193K
+ 76.35%
$9.65 - $11.76 $1.86M - $2.26M
445K $4.29M
AVGO
Broadcom Inc.

Technology
1.62K
+ 8.14%
$159.67 - $250.0 $259K - $405K
21.5K $4.99M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
272K
+ 252.09%
$22.01 - $66.82 $5.98M - $18.1M
379K $8.61M
SSO
Proshares Ultra S&P 500

ETFs
15.1K
+ 109.28%
$87.92 - $99.73 $1.33M - $1.51M
28.9K $2.67M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.26K
+ 247.51%
$174.22 - $187.62 $1.26M - $1.36M
10.2K $1.79M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
21.5K
+ 71.67%
$51.58 - $52.91 $1.11M - $1.14M
51.4K $2.66M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.03K
+ 179.75%
$201.32 - $217.44 $1.01M - $1.09M
7.83K $1.62M
XLK
Technology Sector Spdr

ETFs
4.44K
+ 221.68%
$220.26 - $241.44 $978K - $1.07M
6.44K $1.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
33.1K
+ 127.81%
$29.73 - $30.81 $983K - $1.02M
59K $1.8M
FVD
First Tr Value Line Divid Inde

ETFs
22.3K
+ 196.39%
$43.4 - $46.7 $966K - $1.04M
33.6K $1.47M
MA
Mastercard Inc

Financial Services
1.45K
+ 57.38%
$491.3 - $536.15 $712K - $777K
3.98K $2.09M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16.2K
New
$50.73 - $51.08 $822K - $827K
16.2K $824K
DIS
Walt Disney CO

Communication Services
6.92K
New
$92.39 - $117.6 $640K - $814K
6.92K $770K
WMT
Walmart Inc.

Consumer Defensive
5.83K
+ 27.22%
$79.1 - $95.7 $461K - $558K
27.2K $2.46M
PM
Philip Morris International Inc.

Consumer Defensive
6.08K
+ 110.26%
$118.38 - $133.06 $720K - $810K
11.6K $1.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
14.3K
+ 143.75%
$50.23 - $50.46 $719K - $723K
24.3K $1.22M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
36.5K
New
$18.65 - $21.2 $681K - $774K
36.5K $717K
ORCL
Oracle Corp

Technology
4.4K
+ 84.13%
$165.41 - $192.43 $728K - $847K
9.64K $1.61M
MCD
Mcdonalds Corp

Consumer Cyclical
2.53K
+ 124.79%
$288.47 - $316.54 $729K - $800K
4.55K $1.32M
COST
Costco Wholesale Corp

Consumer Defensive
661
+ 37.77%
$873.59 - $994.69 $577K - $657K
2.41K $2.21M
PHYS
Sprott Physical Gold Trust

Financial Services
34.3K
+ 17.71%
$19.66 - $21.66 $674K - $742K
228K $4.59M
MSTR
Microstrategy Inc

Technology
2.2K
New
$162.69 - $473.83 $357K - $1.04M
2.2K $636K
ADP
Automatic Data Processing Inc

Industrials
2.16K
New
$280.08 - $307.97 $605K - $665K
2.16K $632K
CSCO
Cisco Systems, Inc.

Technology
9.29K
+ 112.65%
$52.45 - $60.02 $487K - $557K
17.5K $1.04M
DFSV
Dimensional ETF Tr Dimensional

ETFs
18.9K
New
$30.18 - $33.87 $570K - $639K
18.9K $580K
Activity Summary
Buys All Purchases 145 New Holdings 57 Increased Positions 88 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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