Bolthouse Investments, LLC New Holdings in Q4 2024

Bolthouse Investments, LLC

  • $108 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TCBK
Trico Bancshares

Financial Services
354K
New
$40.66 - $49.62 $14.4M - $17.6M
354K $15.5B
PRIM
Primoris Services Corp

Industrials
135K
New
$57.06 - $84.91 $7.7M - $11.5M
135K $10.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
12.8K
New
$567.81 - $607.81 $7.25M - $7.76M
12.8K $7.48B
EFA
Ishares Tr Msci Eafe ETF

ETFs
77.7K
New
$75.1 - $82.99 $5.84M - $6.45M
77.7K $5.88B
AAPL
Apple Inc.

Technology
22.2K
New
$221.69 - $259.02 $4.92M - $5.75M
22.2K $5.55B
MSFT
Microsoft Corp

Technology
12.4K
New
$406.35 - $454.46 $5.03M - $5.62M
12.4K $5.22B
AVGO
Broadcom Inc.

Technology
15.4K
New
$159.67 - $250.0 $2.46M - $3.85M
15.4K $3.57B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
64K
New
$50.37 - $50.6 $3.23M - $3.24M
64K $3.23B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
75.3K
New
$35.45 - $40.33 $2.67M - $3.04M
75.3K $2.7B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
42K
New
$50.62 - $50.97 $2.13M - $2.14M
42K $2.13B
JPM
Jpmorgan Chase & CO

Financial Services
8.32K
New
$205.18 - $250.29 $1.71M - $2.08M
8.32K $1.99B
V
Visa Inc.

Financial Services
6.12K
New
$273.87 - $320.91 $1.68M - $1.96M
6.12K $1.93B
COST
Costco Wholesale Corp

Consumer Defensive
2.07K
New
$873.59 - $994.69 $1.8M - $2.06M
2.07K $1.89B
IVV
Ishares Core S&P 500 ETF

ETFs
2.99K
New
$570.51 - $610.59 $1.71M - $1.83M
2.99K $1.76B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.8K
New
$442.29 - $483.08 $1.68M - $1.84M
3.8K $1.72B
NVDA
Nvidia Corp

Technology
11.3K
New
$117.0 - $148.88 $1.32M - $1.68M
11.3K $1.52B
AMZN
Amazon Com Inc

Consumer Cyclical
6.85K
New
$180.88 - $232.93 $1.24M - $1.6M
6.85K $1.5B
EEM
Ishares Msci Emerging Markets

ETFs
32.3K
New
$41.82 - $47.36 $1.35M - $1.53M
32.3K $1.35B
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
52.2K
New
$23.55 - $24.04 $1.23M - $1.26M
52.2K $1.23B
CVBF
Cvb Financial Corp

Financial Services
57K
New
$17.39 - $24.0 $991K - $1.37M
57K $1.22B
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
50.4K
New
$23.17 - $24.12 $1.17M - $1.22M
50.4K $1.17B
SPTL
Spdr Portfolio Long Term Treas

ETFs
44.6K
New
$26.05 - $29.17 $1.16M - $1.3M
44.6K $1.17B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.1K
New
$50.67 - $50.9 $865K - $869K
17.1K $866M
ABT
Abbott Laboratories

Healthcare
7.45K
New
$111.93 - $119.39 $834K - $889K
7.45K $843M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.62K
New
$174.22 - $187.62 $804K - $866K
4.62K $809M
AIG
American International Group, Inc.

Financial Services
11K
New
$70.0 - $79.22 $773K - $875K
11K $804M
XLV
Select Sector Spdr Fund Health

ETFs
5.25K
New
$136.28 - $154.74 $716K - $813K
5.25K $723M
XOM
Exxon Mobil Corp

Energy
6.7K
New
$105.51 - $125.37 $707K - $840K
6.7K $720M
HON
Honeywell International Inc

Industrials
3.17K
New
$202.84 - $236.0 $642K - $747K
3.17K $715M
NEE
Nextera Energy Inc

Utilities
9.6K
New
$69.77 - $85.43 $670K - $820K
9.6K $688M
MCD
Mcdonalds Corp

Consumer Cyclical
2.25K
New
$288.47 - $316.54 $650K - $713K
2.25K $653M
CVX
Chevron Corp

Energy
4.51K
New
$141.15 - $162.53 $636K - $733K
4.51K $653M
RTX
Raytheon Technologies Corp

Industrials
5.58K
New
$114.45 - $127.21 $639K - $710K
5.58K $646M
UNH
Unitedhealth Group Inc

Healthcare
1.25K
New
$485.52 - $625.25 $605K - $780K
1.25K $631M
PEP
Pepsico Inc

Consumer Defensive
4.12K
New
$151.29 - $176.1 $623K - $725K
4.12K $626M
GOOG
Alphabet Inc.

Communication Services
3.27K
New
$163.08 - $198.16 $533K - $648K
3.27K $623M
MRK
Merck & Co., Inc.

Healthcare
6.12K
New
$96.31 - $114.76 $589K - $702K
6.12K $609M
NKE
Nike, Inc.

Consumer Cyclical
7.82K
New
$73.36 - $89.13 $574K - $697K
7.82K $592M
CB
Chubb LTD

Financial Services
2.05K
New
$271.57 - $301.89 $557K - $619K
2.05K $566M
VGLT
Vanguard Long Term Treasury Et

ETFs
10.2K
New
$55.1 - $61.74 $562K - $630K
10.2K $565M
LLY
Eli Lilly & CO

Healthcare
700
New
$727.2 - $932.06 $509K - $652K
700 $540M
LMT
Lockheed Martin Corp

Industrials
1.1K
New
$479.66 - $614.62 $528K - $676K
1.1K $535M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.92K
New
$87.25 - $95.52 $516K - $565K
5.92K $523M
PG
Procter & Gamble CO

Consumer Defensive
3.1K
New
$161.05 - $179.7 $499K - $557K
3.1K $520M
TUA
Simpl Exch Traded Fds Sht Term
24.1K
New
N/A
24.1K $512M
META
Meta Platforms, Inc.

Communication Services
848
New
$554.08 - $632.68 $470K - $537K
848 $497M
KO
Coca Cola CO

Consumer Defensive
7.97K
New
$61.74 - $71.71 $492K - $572K
7.97K $496M
AMGN
Amgen Inc

Healthcare
1.85K
New
$258.78 - $328.31 $479K - $607K
1.85K $482M
MS
Morgan Stanley

Financial Services
3.79K
New
$104.42 - $134.99 $395K - $511K
3.79K $476M
Activity Summary
Buys All Purchases 79 New Holdings 79 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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