Brooklyn Fi, LLC Purchases in Q4 2024

Brooklyn Fi, LLC

  • $18.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
22.9K
New
$25.61 - $28.0 $587K - $642K
22.9K $592K
BA
Boeing CO

Industrials
3.24K
New
$138.14 - $180.72 $448K - $586K
3.24K $573K
COST
Costco Wholesale Corp

Consumer Defensive
618
New
$873.59 - $994.69 $540K - $615K
618 $566K
LEN
Lennar Corp

Consumer Cyclical
4.1K
New
$136.2 - $188.96 $558K - $774K
4.1K $558K
CSX
Csx Corp

Industrials
16.5K
New
$31.58 - $36.88 $521K - $609K
16.5K $532K
ELV
Elevance Health, Inc.

Healthcare
1.41K
New
$365.96 - $514.62 $515K - $725K
1.41K $520K
WTW
Willis Towers Watson PLC

Financial Services
1.66K
New
$287.99 - $332.53 $479K - $553K
1.66K $518K
RTX
Raytheon Technologies Corp

Industrials
4.42K
New
$114.45 - $127.21 $505K - $562K
4.42K $511K
SHOP
Shopify Inc.

Technology
4.67K
New
$78.14 - $119.49 $365K - $558K
4.67K $496K
DTM
Dt Midstream, Inc.

Energy
4.86K
New
$78.85 - $108.56 $384K - $528K
4.86K $483K
V
Visa Inc.

Financial Services
1.52K
New
$273.87 - $320.91 $416K - $488K
1.52K $480K
FIS
Fidelity National Information Services, Inc.

Technology
5.87K
New
$80.14 - $90.95 $470K - $533K
5.87K $473K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
23.2K
New
$19.8 - $20.06 $460K - $466K
23.2K $460K
USFD
Us Foods Holding Corp.

Consumer Defensive
6.78K
New
$60.65 - $72.33 $411K - $491K
6.78K $457K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.56K
New
$176.42 - $186.91 $452K - $478K
2.56K $455K
IWS
Ishares Russell Midcap Value E

ETFs
3.5K
New
$128.08 - $140.32 $448K - $491K
3.5K $452K
OSCR
Oscar Health, Inc.

Healthcare
32.8K
New
$13.38 - $20.63 $439K - $677K
32.8K $441K
IBM
International Business Machines Corp

Technology
2K
New
$204.9 - $238.04 $410K - $476K
2K $439K
CF
Cf Industries Holdings, Inc.

Basic Materials
5.06K
New
$81.39 - $94.14 $412K - $476K
5.06K $431K
FNDC
Schwab Fundamental Intl Small

ETFs
12.5K
New
$33.92 - $38.03 $423K - $474K
12.5K $425K
DIS
Walt Disney CO

Communication Services
3.78K
New
$92.39 - $117.6 $349K - $444K
3.78K $420K
VPG
Vishay Precision Group, Inc.

Technology
17.5K
New
$21.09 - $25.3 $368K - $442K
17.5K $410K
ETN
Eaton Corp PLC

Industrials
1.22K
New
$326.96 - $377.52 $398K - $459K
1.22K $403K
SPIB
Spdr Portfolio Intermediate Te

ETFs
12.3K
New
$32.65 - $33.68 $400K - $413K
12.3K $401K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.06K
New
$178.39 - $215.0 $367K - $443K
2.06K $397K
UNP
Union Pacific Corp

Industrials
1.73K
New
$223.15 - $249.32 $386K - $431K
1.73K $394K
QCOM
Qualcomm Inc

Technology
2.38K
New
$150.4 - $178.04 $357K - $423K
2.38K $365K
VDE
Vanguard Energy ETF

ETFs
3.01K
New
$116.67 - $136.78 $351K - $411K
3.01K $364K
LSTR
Landstar System Inc

Industrials
2.11K
New
$171.86 - $192.81 $363K - $407K
2.11K $362K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.01K
New
$51.33 - $53.74 $360K - $377K
7.01K $360K
PLD
Prologis, Inc.

Real Estate
3.33K
New
$101.4 - $126.96 $337K - $423K
3.33K $351K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.66K
New
$51.09 - $55.27 $340K - $368K
6.66K $340K
XOM
Exxon Mobil Corp

Energy
3.12K
New
$105.51 - $125.37 $329K - $391K
3.12K $335K
DAL
Delta Air Lines, Inc.

Industrials
5.49K
New
$47.46 - $65.77 $260K - $361K
5.49K $332K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.04K
New
$81.68 - $82.93 $330K - $335K
4.04K $331K
VXF
Vanguard Extended Market ETF

ETFs
1.71K
New
$179.17 - $207.15 $306K - $354K
1.71K $324K
RF
Regions Financial Corp

Financial Services
13.6K
New
$22.45 - $27.47 $306K - $374K
13.6K $320K
AMH
American Homes 4 Rent

Real Estate
8.32K
New
$35.02 - $39.25 $291K - $327K
8.32K $311K
ATO
Atmos Energy Corp

Utilities
2.18K
New
$136.41 - $151.43 $297K - $330K
2.18K $303K
CMS
Cms Energy Corp

Utilities
4.48K
New
$65.76 - $71.94 $295K - $322K
4.48K $298K
BBY
Best Buy CO Inc

Consumer Cyclical
3.46K
New
$85.2 - $101.35 $294K - $350K
3.46K $296K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.85K
New
$94.43 - $105.47 $269K - $300K
2.85K $289K
PFG
Principal Financial Group Inc

Financial Services
3.65K
New
$74.91 - $91.26 $273K - $333K
3.65K $282K
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.28K
New
$29.77 - $30.19 $276K - $280K
9.28K $277K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.23K
New
$51.54 - $52.55 $270K - $275K
5.23K $270K
SPYG
Spdr Portfolio

ETFs
3.08K
New
$81.74 - $91.38 $252K - $281K
3.08K $270K
WMB
Williams Companies, Inc.

Energy
4.93K
New
$46.37 - $59.74 $229K - $294K
4.93K $266K
GNTX
Gentex Corp

Consumer Cyclical
9.28K
New
$28.6 - $31.34 $265K - $291K
9.28K $266K
PEP
Pepsico Inc

Consumer Defensive
1.66K
New
$151.29 - $176.1 $251K - $292K
1.66K $252K
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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