Carmel Capital Partners, LLC Sells in Q4 2024

Carmel Capital Partners, LLC

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-74.9K
- 10.82%
$50.23 - $50.46 $3.76M - $3.78M
617K $31.1M
HD
Home Depot, Inc.

Consumer Cyclical
-4.93K
- 5.86%
$385.02 - $431.37 $1.9M - $2.13M
79.2K $30.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11.3K
- 71.5%
$174.22 - $187.62 $1.97M - $2.12M
4.51K $790K
DIS
Walt Disney CO

Communication Services
-8.63K
- 79.63%
$92.39 - $117.6 $798K - $1.02M
2.21K $245K
ORCL
Oracle Corp

Technology
-3.29K
- 19.43%
$165.41 - $192.43 $545K - $634K
13.7K $2.28M
VICI
Vici Properties Inc.

Real Estate
-7.98K
- 22.58%
$28.27 - $33.19 $226K - $265K
27.4K $799K
BA
Boeing CO

Industrials
-2.55K
- 31.42%
$138.14 - $180.72 $352K - $460K
5.56K $984K
WTI
W&T Offshore Inc

Energy
-85K
- 60.71%
$1.37 - $2.79 $116K - $237K
55K $91K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.49K
- 27.56%
$96.64 - $101.23 $144K - $150K
3.91K $378K
ADEA
Adeia Inc.

Technology
-14.9K
- 55.94%
$11.43 - $14.61 $170K - $218K
11.7K $164K
ABBV
Abb Vie Inc.

Healthcare
-306
- 7.55%
$164.99 - $203.87 $50.5K - $62.4K
3.75K $665K
XOM
Exxon Mobil Corp

Energy
-47
- 0.77%
$105.51 - $125.37 $4.96K - $5.89K
6.06K $651K
MRK
Merck & Co., Inc.

Healthcare
-107
- 3.14%
$96.31 - $114.76 $10.3K - $12.3K
3.3K $328K
FTI
Technip Fmc PLC

Energy
-2.5K
- 25.0%
$25.16 - $31.95 $62.9K - $79.9K
7.5K $217K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-80
- 1.01%
$31.24 - $37.15 $2.5K - $2.97K
7.86K $252K
MCD
Mcdonalds Corp

Consumer Cyclical
-6
- 0.25%
$288.47 - $316.54 $1.73K - $1.9K
2.38K $690K
PECO
Phillips Edison & Company, Inc.

Real Estate
-189
- 0.84%
$35.96 - $39.8 $6.8K - $7.52K
22.3K $835K
HON
Honeywell International Inc

Industrials
-93
- 9.13%
$202.84 - $236.0 $18.9K - $21.9K
926 $209K
Brookfield Asset Managmt LTD
-85
- 0.86%
N/A
9.74K $0
PAYX
Paychex Inc

Industrials
-28
- 1.27%
$135.86 - $148.73 $3.8K - $4.16K
2.18K $305K
CAH
Cardinal Health Inc

Healthcare
-188
- 4.52%
$107.89 - $125.33 $20.3K - $23.6K
3.97K $469K
FSK
Fs Kkr Capital Corp

Financial Services
-543
- 4.63%
$19.71 - $22.22 $10.7K - $12.1K
11.2K $242K
KKR
Kkr & Co. Inc.

Financial Services
-52
- 2.86%
$129.87 - $162.87 $6.75K - $8.47K
1.77K $261K
BX
Blackstone Inc.

Financial Services
-61
- 1.68%
$148.45 - $199.05 $9.06K - $12.1K
3.56K $614K
MKL
Markel Corp

Financial Services
-2
- 0.37%
$1542.01 - $1785.11 $3.08K - $3.57K
536 $925K
AMZN
Amazon Com Inc

Consumer Cyclical
-83
- 1.92%
$180.88 - $232.93 $15K - $19.3K
4.25K $931K
APO
Apollo Global Management, Inc.

Financial Services
-3.61K
- 19.5%
$131.36 - $178.61 $474K - $644K
14.9K $2.46M
JEF
Jefferies Financial Group Inc.

Financial Services
-64
- 0.33%
$61.95 - $81.75 $3.96K - $5.23K
19.4K $1.52M
MRVL
Marvell Technology, Inc.

Technology
-178
- 1.37%
$70.31 - $124.78 $12.5K - $22.2K
12.8K $1.42M
PLTR
Palantir Technologies Inc.

Technology
-108K
- 36.45%
$36.46 - $82.38 $3.94M - $8.91M
189K $14.3M
Activity Summary
Buys All Purchases 101 New Holdings 9 Increased Positions 92 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Carmel Capital Partners, LLC Portfolio

Follow Carmel Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carmel Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carmel Capital Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email