Brooklyn Fi, LLC Purchases in Q4 2024

Brooklyn Fi, LLC

  • $18.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RWJ
Invesco Exchange Traded Fd Tr

ETFs
57.6K
New
$44.2 - $49.46 $2.55M - $2.85M
57.6K $2.64M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
64.1K
New
$40.38 - $44.35 $2.59M - $2.84M
64.1K $2.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.46K
New
$442.29 - $483.08 $2.42M - $2.64M
5.46K $2.48M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
78K
New
N/A
78K $2.46M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
70.1K
New
$34.13 - $37.35 $2.39M - $2.62M
70.1K $2.39M
WMT
Walmart Inc.

Consumer Defensive
26.3K
New
$79.1 - $95.7 $2.08M - $2.52M
26.3K $2.38M
VIG
Vanguard Dividend Appreciation

ETFs
13K
New
N/A
13K $2.37M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
22K
New
$104.52 - $115.08 $2.3M - $2.54M
22K $2.32M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
83K
New
$26.93 - $84.95 $2.24M - $7.05M
83K $2.27M
HD
Home Depot, Inc.

Consumer Cyclical
5.67K
New
$385.02 - $431.37 $2.18M - $2.44M
5.67K $2.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
16.1K
New
$104.59 - $118.05 $1.68M - $1.9M
16.1K $1.75M
RWL
Invesco Exchange Traded Fd Tr

ETFs
16K
New
$97.11 - $104.1 $1.55M - $1.67M
16K $1.57M
ERIE
Erie Indemnity CO

Financial Services
3.78K
New
$401.65 - $542.86 $1.52M - $2.05M
3.78K $1.56M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.8K
New
$66.77 - $71.52 $1.46M - $1.56M
21.8K $1.5M
UNH
Unitedhealth Group Inc

Healthcare
2.75K
New
$485.52 - $625.25 $1.34M - $1.72M
2.75K $1.39M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.6K
New
$340.59 - $380.5 $1.23M - $1.37M
3.6K $1.32M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.97K
New
$311.11 - $335.64 $1.23M - $1.33M
3.97K $1.28M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
22.3K
New
$55.45 - $61.08 $1.24M - $1.36M
22.3K $1.24M
AMP
Ameriprise Financial Inc

Financial Services
2.24K
New
$473.15 - $574.01 $1.06M - $1.29M
2.24K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
3.92K
New
$288.47 - $316.54 $1.13M - $1.24M
3.92K $1.14M
DTE
Dte Energy CO

Utilities
9.28K
New
$117.04 - $129.77 $1.09M - $1.2M
9.28K $1.12M
ABT
Abbott Laboratories

Healthcare
9.59K
New
$111.93 - $119.39 $1.07M - $1.14M
9.59K $1.08M
BAC
Bank Of America Corp

Financial Services
24.4K
New
$39.22 - $47.77 $958K - $1.17M
24.4K $1.07M
NFLX
Netflix Inc

Communication Services
1.2K
New
$687.65 - $936.56 $825K - $1.12M
1.2K $1.07M
ABBV
Abb Vie Inc.

Healthcare
5.89K
New
$164.99 - $203.87 $971K - $1.2M
5.89K $1.05M
MPC
Marathon Petroleum Corp

Energy
6.88K
New
$131.65 - $174.84 $906K - $1.2M
6.88K $959K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
82.8K
New
$11.28 - $12.35 $934K - $1.02M
82.8K $942K
TXN
Texas Instruments Inc

Technology
4.8K
New
N/A
4.8K $934K
ASML
Asml Holding Nv

Technology
1.34K
New
$658.43 - $872.27 $883K - $1.17M
1.34K $929K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
12.4K
New
$74.68 - $81.45 $925K - $1.01M
12.4K $926K
GS
Goldman Sachs Group Inc

Financial Services
1.51K
New
$486.1 - $608.57 $734K - $920K
1.51K $865K
HCA
Hca Healthcare, Inc.

Healthcare
2.62K
New
$297.52 - $415.61 $781K - $1.09M
2.62K $787K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
53.4K
New
$14.4 - $16.03 $769K - $856K
53.4K $768K
LOW
Lowes Companies Inc

Consumer Cyclical
3.07K
New
$244.52 - $284.07 $751K - $873K
3.07K $758K
ADP
Automatic Data Processing Inc

Industrials
2.56K
New
$280.08 - $307.97 $717K - $788K
2.56K $749K
DRI
Darden Restaurants Inc

Consumer Cyclical
4K
New
$155.96 - $188.66 $624K - $755K
4K $746K
MET
Metlife Inc

Financial Services
8.91K
New
$78.15 - $88.25 $696K - $786K
8.91K $729K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
8.18K
New
$84.34 - $95.14 $690K - $778K
8.18K $713K
CAT
Caterpillar Inc

Industrials
1.94K
New
$360.37 - $416.88 $701K - $810K
1.94K $705K
SPOT
Spotify Technology S.A.

Communication Services
1.54K
New
$362.95 - $502.38 $557K - $772K
1.54K $687K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
30.2K
New
$22.65 - $23.8 $684K - $718K
30.2K $685K
FNDA
Schwab Fundamental U S Small C

ETFs
22.2K
New
$29.26 - $59.11 $650K - $1.31M
22.2K $659K
AMAT
Applied Materials Inc

Technology
4.03K
New
$161.44 - $213.89 $651K - $862K
4.03K $655K
BSX
Boston Scientific Corp

Healthcare
7.3K
New
$83.62 - $91.5 $610K - $668K
7.3K $651K
WELL
Welltower Inc.

Real Estate
4.86K
New
$123.11 - $139.3 $599K - $678K
4.86K $613K
MA
Mastercard Inc

Financial Services
1.17K
New
$491.3 - $536.15 $572K - $625K
1.17K $613K
PH
Parker Hannifin Corp

Industrials
960
New
$621.74 - $709.46 $597K - $681K
960 $610K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
595K
New
$0.84 - $1.35 $500K - $803K
595K $600K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.15K
New
$501.29 - $612.85 $577K - $706K
1.15K $599K
Activity Summary
Buys All Purchases 221 New Holdings 161 Increased Positions 60 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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