Broadleaf Partners, LLC Reduced Holdings in Q4 2024

Broadleaf Partners, LLC

  • $403 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-5.1K
- 27.3%
$727.2 - $932.06 $3.71M - $4.76M
13.6K $10.5M
UNP
Union Pacific Corp

Industrials
-12.3K
- 91.11%
$223.15 - $249.32 $2.74M - $3.07M
1.2K $273K
TTD
Trade Desk, Inc.

Technology
-24.8K
- 21.47%
$108.7 - $139.51 $2.7M - $3.46M
90.9K $10.7M
UBER
Uber Technologies, Inc

Technology
-730
- 0.73%
$59.93 - $86.34 $43.7K - $63K
98.8K $5.96M
URI
United Rentals, Inc.

Industrials
-133
- 1.23%
$704.44 - $880.32 $93.7K - $117K
10.7K $7.53M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-201
- 1.17%
$396.64 - $516.74 $79.7K - $104K
16.9K $6.81M
TDG
Trans Digm Group Inc

Industrials
-65
- 1.09%
$1239.0 - $1442.53 $80.5K - $93.8K
5.92K $7.5M
MSFT
Microsoft Corp

Technology
-830
- 1.3%
$406.35 - $454.46 $337K - $377K
63.1K $26.6M
NOW
Service Now, Inc.

Technology
-3.39K
- 20.52%
$867.18 - $1148.42 $2.94M - $3.89M
13.1K $13.9M
PGR
Progressive Corp

Financial Services
-558
- 1.37%
$239.6 - $268.88 $134K - $150K
40.3K $9.65M
NOC
Northrop Grumman Corp

Industrials
-428
- 30.4%
$466.52 - $543.88 $200K - $233K
980 $459K
ADI
Analog Devices Inc

Technology
-156
- 1.11%
$206.35 - $236.48 $32.2K - $36.9K
13.9K $2.95M
XOM
Exxon Mobil Corp

Energy
-1.65K
- 25.48%
$105.51 - $125.37 $174K - $206K
4.81K $517K
ABBV
Abb Vie Inc.

Healthcare
-335
- 4.24%
$164.99 - $203.87 $55.3K - $68.3K
7.56K $1.34M
PG
Procter & Gamble CO

Consumer Defensive
-847
- 13.12%
$161.05 - $179.7 $136K - $152K
5.61K $940K
GLD
Spdr Gold Trust

ETFs
-638
- 19.3%
$236.59 - $257.5 $151K - $164K
2.67K $646K
VTI
Vanguard Total Stock Market Et

ETFs
-607
- 19.59%
$280.04 - $302.45 $170K - $184K
2.49K $721K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-418
- 43.68%
$370.24 - $418.94 $155K - $175K
539 $216K
VTV
Vanguard Value ETF

ETFs
-329
- 3.03%
$168.32 - $181.87 $55.4K - $59.8K
10.5K $1.78M
PEP
Pepsico Inc

Consumer Defensive
-110
- 2.36%
$151.29 - $176.1 $16.6K - $19.4K
4.56K $693K
VRT
Vertiv Holdings CO

Industrials
-911
- 1.24%
N/A
72.3K $6.27M
UTHR
United Therapeutics Corp

Healthcare
-58
- 0.6%
$348.66 - $410.0 $20.2K - $23.8K
9.69K $3.42M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-300
- 11.63%
$131.66 - $144.0 $39.5K - $43.2K
2.28K $301K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-502
- 6.11%
$44.04 - $49.49 $22.1K - $24.8K
7.72K $339K
ABT
Abbott Laboratories

Healthcare
-335
- 5.76%
$111.93 - $119.39 $37.5K - $40K
5.48K $619K
HD
Home Depot, Inc.

Consumer Cyclical
-37
- 2.14%
$385.02 - $431.37 $14.2K - $16K
1.69K $657K
CAT
Caterpillar Inc

Industrials
-20
- 2.63%
$360.37 - $416.88 $7.21K - $8.34K
740 $268K
ITW
Illinois Tool Works Inc

Industrials
-73
- 6.3%
$253.56 - $278.5 $18.5K - $20.3K
1.09K $275K
CSCO
Cisco Systems, Inc.

Technology
-1.11K
- 13.82%
$52.45 - $60.02 $58.1K - $66.5K
6.91K $409K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.04%
$442.29 - $483.08 $442 - $483
2.34K $1.06M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-650
- 11.84%
$57.27 - $71.33 $37.2K - $46.4K
4.84K $316K
Arm Holdings PLC Adr
-891
- 1.2%
N/A
73.2K $0
RPM
Rpm International Inc

Basic Materials
-19
- 1.1%
$120.09 - $140.26 $2.28K - $2.66K
1.7K $209K
XLK
Technology Sector Spdr

ETFs
-6
- 0.52%
$220.26 - $241.44 $1.32K - $1.45K
1.16K $268K
COST
Costco Wholesale Corp

Consumer Defensive
-155
- 1.16%
$873.59 - $994.69 $135K - $154K
13.2K $12.1M
META
Meta Platforms, Inc.

Communication Services
-339
- 1.15%
$554.08 - $632.68 $188K - $214K
29.2K $17.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.56K
- 1.4%
$55.73 - $66.16 $143K - $169K
180K $10.9M
MA
Mastercard Inc

Financial Services
-230
- 1.27%
$491.3 - $536.15 $113K - $123K
17.9K $9.42M
ISRG
Intuitive Surgical Inc

Healthcare
-286
- 1.17%
$471.27 - $550.62 $135K - $157K
24.2K $12.6M
GS
Goldman Sachs Group Inc

Financial Services
-107
- 0.85%
$486.1 - $608.57 $52K - $65.1K
12.5K $7.15M
AAPL
Apple Inc.

Technology
-3K
- 2.52%
$221.69 - $259.02 $665K - $777K
116K $29.1M
DDOG
Datadog, Inc.

Technology
-638
- 1.12%
$113.98 - $168.65 $72.7K - $108K
56.5K $8.07M
NFLX
Netflix Inc

Communication Services
-188
- 1.37%
$687.65 - $936.56 $129K - $176K
13.6K $12.1M
NVDA
Nvidia Corp

Technology
-3.16K
- 1.42%
$117.0 - $148.88 $369K - $470K
219K $29.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.45K
- 1.27%
$180.88 - $232.93 $262K - $337K
112K $24.6M
Activity Summary
Buys All Purchases 18 New Holdings 5 Increased Positions 13 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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