Capital Market Strategies LLC Incresed Positions in Q4 2024

Capital Market Strategies LLC

  • $167 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
3.94K
+ 8.26%
$36.46 - $82.38 $144K - $325K
51.6K $3.91M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
42.5K
+ 18.27%
$50.73 - $51.08 $2.16M - $2.17M
275K $14M
AAPL
Apple Inc.

Technology
50
+ 0.08%
$221.69 - $259.02 $11.1K - $13K
65K $16.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.3K
+ 13.79%
$180.88 - $232.93 $234K - $302K
10.7K $2.35M
AXON
Axon Enterprise, Inc.

Industrials
29
+ 1.04%
$399.22 - $689.78 $11.6K - $20K
2.83K $1.68M
AVGO
Broadcom Inc.

Technology
18
+ 0.23%
$159.67 - $250.0 $2.87K - $4.5K
7.96K $1.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
935
+ 8.22%
$172.07 - $207.36 $161K - $194K
12.3K $2.43M
WTRG
Essential Utilities, Inc.

Utilities
8.8K
+ 166.04%
$36.18 - $40.55 $318K - $357K
14.1K $512K
GOOGL
Alphabet Inc.

Communication Services
219
+ 2.01%
$161.86 - $196.66 $35.4K - $43.1K
11.1K $2.1M
VSLU
ETF Opportunities Tr Applied F
6.73K
+ 9.08%
$35.67 - $37.88 $240K - $255K
80.8K $2.96M
TSLA
Tesla, Inc.

Consumer Cyclical
99
+ 7.73%
$213.65 - $479.86 $21.2K - $47.5K
1.38K $557K
COST
Costco Wholesale Corp

Consumer Defensive
133
+ 4.2%
$873.59 - $994.69 $116K - $132K
3.3K $3.02M
META
Meta Platforms, Inc.

Communication Services
315
+ 27.46%
$554.08 - $632.68 $175K - $199K
1.46K $862K
NOW
Service Now, Inc.

Technology
25
+ 2.44%
$867.18 - $1148.42 $21.7K - $28.7K
1.05K $1.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
63
+ 1.37%
$481.22 - $538.17 $30.3K - $33.9K
4.66K $2.38M
FTNT
Fortinet, Inc.

Technology
153
+ 2.09%
$76.49 - $99.21 $11.7K - $15.2K
7.48K $706K
CCJ
Cameco Corp

Energy
980
+ 5.33%
$48.64 - $61.14 $47.7K - $59.9K
19.4K $996K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 4.35%
$4100.99 - $5300.34 $20.5K - $26.5K
120 $596K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
50
+ 6.49%
$260.53 - $404.79 $13K - $20.2K
820 $313K
CDNS
Cadence Design Systems Inc

Technology
210
+ 15.73%
$249.1 - $324.54 $52.3K - $68.2K
1.55K $464K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1K
+ 33.33%
$100.22 - $100.73 $100K - $101K
4K $401K
ET
Energy Transfer LP

Energy
1K
+ 4.45%
$16.05 - $19.86 $16.1K - $19.9K
23.5K $459K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
3.89K
+ 15.82%
$25.33 - $27.57 $98.4K - $107K
28.4K $737K
IWM
Ishares Russell 2000 ETF

ETFs
426
+ 18.18%
$216.13 - $242.4 $92.1K - $103K
2.77K $611K
EMR
Emerson Electric CO

Industrials
224
+ 5.5%
$108.13 - $134.33 $24.2K - $30.1K
4.3K $532K
ANET
Arista Networks, Inc.

Technology
4K
+ 307.54%
$104.78 - $431.02 $419K - $1.72M
5.29K $585K
ISRG
Intuitive Surgical Inc

Healthcare
90
+ 7.85%
$471.27 - $550.62 $42.4K - $49.6K
1.24K $645K
JPM
Jpmorgan Chase & CO

Financial Services
57
+ 2.64%
$205.18 - $250.29 $11.7K - $14.3K
2.22K $532K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
22K
+ 18.93%
$12.1 - $13.76 $266K - $302K
138K $1.67M
PGR
Progressive Corp

Financial Services
372
+ 28.77%
$239.6 - $268.88 $89.1K - $100K
1.67K $398K
WMT
Walmart Inc.

Consumer Defensive
200
+ 5.03%
$79.1 - $95.7 $15.8K - $19.1K
4.18K $377K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
673
+ 7.86%
$53.94 - $58.15 $36.3K - $39.1K
9.24K $520K
XLE
Energy Sector Spdr

ETFs
809
+ 6.12%
$83.32 - $97.27 $67.4K - $78.7K
14K $1.2M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
14.6K
+ 50.43%
$3.76 - $4.47 $54.7K - $65K
43.4K $163K
PANW
Palo Alto Networks Inc

Technology
626
+ 105.56%
$181.96 - $405.9 $114K - $254K
1.22K $221K
PG
Procter & Gamble CO

Consumer Defensive
224
+ 6.55%
$161.05 - $179.7 $36.1K - $40.3K
3.64K $610K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
335
+ 7.56%
$80.93 - $85.66 $27.1K - $28.7K
4.76K $385K
ABT
Abbott Laboratories

Healthcare
200
+ 3.46%
$111.93 - $119.39 $22.4K - $23.9K
5.99K $676K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
544
+ 5.63%
$40.26 - $42.88 $21.9K - $23.3K
10.2K $413K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
1.37K
+ 7.22%
$10.84 - $11.38 $14.8K - $15.5K
20.3K $221K
ABR
Arbor Realty Trust Inc

Real Estate
2.5K
+ 16.15%
$13.66 - $15.64 $34.2K - $39.1K
18K $248K
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.29%
N/A
4.11K $748K
Linde PLC
50
+ 9.12%
N/A
598 $0
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
2
+ 0.17%
$182.19 - $195.69 $364 - $391
1.2K $220K
Lightbridge Corp
5.95K
+ 42.5%
N/A
20K $0
Ea Series Trust
1.58K
+ 5.93%
N/A
28.2K $0
Kraneshares Trust
4.37K
+ 19.4%
N/A
26.9K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
882
+ 0.95%
N/A
94.2K $0
Bank America Corp
50
+ 7.87%
N/A
685 $0
Activity Summary
Buys All Purchases 89 New Holdings 15 Increased Positions 74 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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