Bowman & CO S.C. Reduced Holdings in Q4 2024

Bowman & CO S.C.

  • $191 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-36.4K
- 27.59%
$49.79 - $51.14 $1.81M - $1.86M
95.5K $4.79M
ICE
Intercontinental Exchange, Inc.

Financial Services
-7.01K
- 75.66%
$148.29 - $166.93 $1.04M - $1.17M
2.26K $336K
MPC
Marathon Petroleum Corp

Energy
-4.24K
- 22.38%
$131.65 - $174.84 $558K - $741K
14.7K $2.05M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.1K
- 12.03%
$88.59 - $94.57 $540K - $576K
44.6K $3.96M
JNJ
Johnson & Johnson

Healthcare
-2.45K
- 20.62%
$143.34 - $165.86 $352K - $407K
9.45K $1.37M
MRK
Merck & Co., Inc.

Healthcare
-1.85K
- 7.72%
$96.31 - $114.76 $178K - $212K
22.1K $2.2M
IQV
Iqvia Holdings Inc.

Healthcare
-691
- 12.79%
$190.97 - $236.63 $132K - $164K
4.71K $925K
ADI
Analog Devices Inc

Technology
-1.03K
- 14.68%
$206.35 - $236.48 $212K - $243K
5.98K $1.27M
HAL
Halliburton CO

Energy
-8.44K
- 28.77%
$25.77 - $31.99 $217K - $270K
20.9K $567K
MDT
Medtronic PLC

Healthcare
-867
- 4.91%
$79.61 - $92.24 $69K - $80K
16.8K $1.34M
CMCSA
Comcast Corp

Communication Services
-1.33K
- 3.77%
$37.39 - $45.14 $49.7K - $59.9K
33.9K $1.27M
UNP
Union Pacific Corp

Industrials
-347
- 5.66%
$223.15 - $249.32 $77.4K - $86.5K
5.79K $1.32M
STE
Steris PLC

Healthcare
-30
- 0.75%
$204.34 - $235.7 $6.13K - $7.07K
4K $821K
VIG
Vanguard Dividend Appreciation

ETFs
-506
- 12.94%
N/A
3.4K $620K
IEF
Ishares Barclays

ETFs
-383
- 4.2%
$92.08 - $98.18 $35.3K - $37.6K
8.74K $808K
FANG
Diamondback Energy, Inc.

Energy
-241
- 5.77%
$153.06 - $199.5 $36.9K - $48.1K
3.94K $644K
VTV
Vanguard Value ETF

ETFs
-240
- 3.64%
$168.32 - $181.87 $40.4K - $43.6K
6.35K $1.07M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.77K
- 8.84%
$94.43 - $105.47 $167K - $187K
18.3K $1.85M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-349
- 1.45%
$126.68 - $134.74 $44.2K - $47K
23.7K $3.02M
KMB
Kimberly Clark Corp

Consumer Defensive
-139
- 3.94%
$130.37 - $146.09 $18.1K - $20.3K
3.39K $444K
XOM
Exxon Mobil Corp

Energy
-14
- 0.24%
$105.51 - $125.37 $1.48K - $1.76K
5.73K $616K
ORCL
Oracle Corp

Technology
-200
- 9.2%
$165.41 - $192.43 $33.1K - $38.5K
1.97K $328K
VBR
Vanguard Small Cap Value ETF

ETFs
-145
- 3.13%
$197.36 - $217.3 $28.6K - $31.5K
4.49K $889K
DXCM
Dexcom Inc

Healthcare
-1.16K
- 17.34%
$65.68 - $81.01 $76.1K - $93.8K
5.52K $429K
LNT
Alliant Energy Corp

Utilities
-119
- 2.05%
$56.24 - $63.63 $6.69K - $7.57K
5.68K $335K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-117
- 5.7%
$201.32 - $217.44 $23.6K - $25.4K
1.93K $400K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-133
- 1.77%
$50.62 - $52.07 $6.73K - $6.93K
7.36K $375K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-22
- 0.88%
$114.67 - $126.49 $2.52K - $2.78K
2.49K $289K
ILCG
Ishares Morningstar Growth ETF
-193
- 2.87%
N/A
6.54K $0
Hartford Fds Exchange Traded
-2.8K
- 16.87%
N/A
13.8K $0
VBK
Vanguard Small Cap Growth ETF

ETFs
-38
- 2.58%
$264.18 - $304.19 $10K - $11.6K
1.43K $401K
NIC
Nicolet Bankshares Inc

Financial Services
-594
- 4.34%
$90.86 - $115.0 $54K - $68.3K
13.1K $1.38M
WMT
Walmart Inc.

Consumer Defensive
-473
- 1.09%
$79.1 - $95.7 $37.4K - $45.3K
43K $3.88M
AAPL
Apple Inc.

Technology
-261
- 0.9%
$221.69 - $259.02 $57.9K - $67.6K
28.8K $7.22M
JPM
Jpmorgan Chase & CO

Financial Services
-536
- 2.11%
$205.18 - $250.29 $110K - $134K
24.9K $5.96M
Activity Summary
Buys All Purchases 63 New Holdings 9 Increased Positions 54 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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