Bristlecone Advisors, LLC Purchases in Q3 2024

Bristlecone Advisors, LLC

  • $1.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
309
+ 2.5%
$200.87 - $224.6 $62.1K - $69.4K
12.7K $2.8M
NFLX
Netflix Inc

Communication Services
60
+ 0.85%
$598.55 - $722.26 $35.9K - $43.3K
7.15K $5.07M
UNP
Union Pacific Corp

Industrials
42
+ 0.33%
$221.78 - $256.09 $9.31K - $10.8K
12.9K $3.18M
UPST
Upstart Holdings, Inc.

Financial Services
6.45K
New
$22.9 - $44.11 $148K - $285K
6.45K $258K
AMD
Advanced Micro Devices Inc

Technology
1.5K
+ 41.35%
$128.67 - $183.96 $193K - $276K
5.13K $841K
TTD
Trade Desk, Inc.

Technology
197
+ 1.06%
$83.08 - $110.79 $16.4K - $21.8K
18.9K $2.07M
PHM
Pultegroup Inc

Consumer Cyclical
1.68K
New
$103.95 - $144.98 $175K - $244K
1.68K $241K
MCD
Mcdonalds Corp

Consumer Cyclical
783
New
$245.82 - $304.51 $192K - $238K
783 $238K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.41K
+ 4.47%
$84.77 - $97.13 $119K - $136K
32.8K $3.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
575
+ 35.19%
$332.02 - $382.76 $191K - $220K
2.21K $829K
KO
Coca Cola CO

Consumer Defensive
3.11K
New
$62.69 - $73.01 $195K - $227K
3.11K $223K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.76K
+ 9.55%
$81.1 - $89.18 $143K - $157K
20.2K $1.77M
LMND
Lemonade, Inc.

Financial Services
13.2K
New
$15.02 - $23.42 $199K - $310K
13.2K $218K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.47K
+ 7.74%
$92.63 - $105.69 $136K - $155K
20.4K $2.13M
TSCO
Tractor Supply CO

Consumer Cyclical
740
New
$251.95 - $290.93 $186K - $215K
740 $215K
T
At&T Inc.

Communication Services
9.64K
New
$18.21 - $22.28 $175K - $215K
9.64K $212K
FAST
Fastenal CO

Industrials
2.98K
New
$62.09 - $71.83 $185K - $214K
2.98K $212K
SANA
Sana Biotechnology, Inc.

Healthcare
50K
New
$3.76 - $6.86 $188K - $343K
50K $208K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.48K
+ 48.62%
$113.41 - $125.62 $168K - $186K
4.52K $567K
UPWK
Upwork, Inc

Industrials
18.8K
+ 80.89%
$9.01 - $12.12 $169K - $228K
42K $438K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
3.21K
+ 3.42%
$50.15 - $50.66 $161K - $163K
97.1K $4.92M
DG
Dollar General Corp

Consumer Defensive
3.66K
+ 137.62%
$80.41 - $132.42 $294K - $485K
6.32K $534K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.15K
+ 0.93%
$49.93 - $51.15 $57.2K - $58.6K
124K $6.34M
IWD
Ishares Russell 1000 Val ETF

ETFs
700
+ 21.74%
$173.36 - $189.8 $121K - $133K
3.92K $744K
COP
Conocophillips

Energy
2.02K
+ 38.55%
$102.3 - $116.61 $206K - $235K
7.25K $763K
QUAL
Ishares Msci Usa Quality Facto

ETFs
99
+ 0.58%
$162.64 - $179.3 $16.1K - $17.8K
17.2K $3.08M
LAND
Gladstone Land Corp

Real Estate
9.74K
+ 40.54%
$13.38 - $15.2 $130K - $148K
33.7K $469K
CRM
Salesforce, Inc.

Technology
60
+ 0.83%
$238.42 - $276.53 $14.3K - $16.6K
7.33K $2.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
850
+ 4.49%
$46.9 - $51.96 $39.9K - $44.2K
19.8K $1.02M
IYR
Ishares Tr

ETFs
328
+ 5.32%
$86.93 - $103.61 $28.5K - $34K
6.49K $660K
IVE
Ishares S&P 500 Value ETF

ETFs
33
+ 0.46%
$181.06 - $197.17 $5.97K - $6.51K
7.28K $1.44M
VBR
Vanguard Small Cap Value ETF

ETFs
544
New
$179.99 - $201.6 $97.9K - $110K
544 $109K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.53K
New
$64.57 - $71.76 $98.7K - $110K
1.53K $109K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
98
+ 3.46%
$72.18 - $107.33 $7.07K - $10.5K
2.93K $310K
LLY
Eli Lilly & CO

Healthcare
165
+ 7.98%
$772.14 - $960.02 $127K - $158K
2.23K $1.98M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.31K
New
$74.26 - $78.84 $97.1K - $103K
1.31K $102K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.27K
New
$38.04 - $45.36 $86.2K - $103K
2.27K $101K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.61K
New
$56.04 - $62.2 $90K - $99.9K
1.61K $99K
ETSY
Etsy Inc

Consumer Cyclical
2.07K
+ 34.15%
$51.5 - $65.47 $106K - $135K
8.12K $450K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.03K
New
$25.45 - $29.53 $77.1K - $89.5K
3.03K $88K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
800
New
$100.75 - $111.62 $80.6K - $89.3K
800 $87K
BHP
Bhp Group LTD

Basic Materials
329
+ 2.61%
$51.32 - $62.11 $16.9K - $20.4K
13K $804K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
698
New
$114.73 - $120.23 $80.1K - $83.9K
698 $83K
SHV
Ishares Tr

ETFs
750
New
$110.05 - $110.63 $82.5K - $83K
750 $82K
IYT
Ishares Tr U.S. Transportation

ETFs
1.18K
New
$61.35 - $68.92 $72.4K - $81.3K
1.18K $81K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
944
New
$81.31 - $83.29 $76.8K - $78.6K
944 $78K
PWZ
Invesco California Amt Free Mu

ETFs
3.1K
New
$24.63 - $25.25 $76.4K - $78.3K
3.1K $77K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.03K
New
$63.82 - $70.54 $66K - $72.9K
1.03K $72K
VTV
Vanguard Value ETF

ETFs
6
+ 0.12%
$159.75 - $174.57 $959 - $1.05K
4.9K $855K
Activity Summary
Buys All Purchases 187 New Holdings 82 Increased Positions 105 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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