Carrera Capital Advisors Purchases in Q3 2024

Carrera Capital Advisors

  • $409 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
1.87M
New
N/A
1.87M $94.2B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
127K
+ 32.16%
$83.76 - $91.82 $10.6M - $11.7M
522K $47.6B
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
73.1K
+ 34.97%
$72.41 - $86.76 $5.29M - $6.34M
282K $23.2B
FXI
Ishares Tr

ETFs
202K
New
$24.78 - $32.17 $4.99M - $6.48M
202K $6.4B
EZA
Ishares Msci South Africa ETF

ETFs
116K
New
$42.48 - $51.55 $4.92M - $5.97M
116K $5.83B
EWM
Ishs Msci Malaysia ETF

ETFs
214K
New
$22.51 - $27.44 $4.82M - $5.88M
214K $5.79B
EWS
Ishares Inc Msci Singapore ETF

ETFs
257K
New
$18.52 - $22.4 $4.75M - $5.75M
257K $5.69B
SLV
I Shares Silver Trust

ETFs
95.6K
+ 29.07%
$24.33 - $29.38 $2.33M - $2.81M
425K $12.1B
SRE
Sempra Energy

Utilities
36.7K
New
$74.97 - $84.04 $2.75M - $3.08M
36.7K $3.09B
KO
Coca Cola CO

Consumer Defensive
42.4K
New
$62.69 - $73.01 $2.66M - $3.1M
42.4K $3.07B
PSA
Public Storage

Real Estate
6.62K
New
$283.13 - $365.01 $1.87M - $2.42M
6.62K $2.41B
AVB
Avalonbay Communities Inc

Real Estate
9.16K
New
$200.95 - $234.65 $1.84M - $2.15M
9.16K $2.08B
BKR
Baker Hughes CO

Energy
56.3K
New
$32.92 - $38.72 $1.85M - $2.18M
56.3K $2.03B
MRO
Marathon Oil Corp

Energy
68.1K
New
$25.87 - $29.26 $1.76M - $1.99M
68.1K $1.81B
UWMC
Uwm Holdings Corp

Financial Services
200K
New
$6.62 - $9.52 $1.33M - $1.91M
200K $1.73B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
71.4K
+ 30.06%
$24.59 - $27.83 $1.76M - $1.99M
309K $8.01B
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.37K
New
$531.86 - $624.21 $1.26M - $1.48M
2.37K $1.47B
HQY
Healthequity, Inc.

Healthcare
15.9K
New
$67.98 - $86.62 $1.08M - $1.37M
15.9K $1.3B
SYY
Sysco Corp

Consumer Defensive
16.2K
New
$69.16 - $78.98 $1.12M - $1.28M
16.2K $1.26B
UE
Urban Edge Properties

Real Estate
54K
New
$18.09 - $21.5 $977K - $1.16M
54K $1.16B
CL
Colgate Palmolive CO

Consumer Defensive
7.35K
+ 23.11%
$95.54 - $108.77 $703K - $800K
39.2K $4.07B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.61K
New
$475.2 - $527.7 $766K - $851K
1.61K $853M
AAPL
Apple Inc.

Technology
2.41K
+ 30.21%
$207.23 - $234.82 $498K - $565K
10.4K $2.42B
GILD
Gilead Sciences, Inc.

Healthcare
4.89K
+ 23.65%
$66.59 - $83.99 $325K - $410K
25.5K $2.14B
CHKP
Check Point Software Technologies LTD

Technology
1.91K
+ 15.04%
$165.0 - $195.47 $315K - $373K
14.6K $2.81B
ABBV
Abb Vie Inc.

Healthcare
2.09K
+ 20.16%
$163.84 - $199.33 $343K - $417K
12.5K $2.46B
DOCU
Docusign, Inc.

Technology
10.7K
New
$49.73 - $62.53 $534K - $671K
10.7K $666M
PM
Philip Morris International Inc.

Consumer Defensive
2.22K
+ 11.38%
$101.25 - $127.45 $224K - $282K
21.7K $2.66B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
13.5K
New
$41.22 - $51.19 $556K - $691K
13.5K $659M
KT
Kt Corp

Communication Services
24.9K
+ 16.45%
$13.14 - $15.8 $327K - $394K
176K $2.71B
FISV
Fiserv Inc

Technology
1.81K
+ 17.53%
N/A
12.1K $2.18B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
5.7K
+ 18.71%
$58.35 - $66.29 $333K - $378K
36.2K $2.4B
IVV
Ishares Core S&P 500 ETF

ETFs
526
+ 4.95%
$520.18 - $576.82 $274K - $303K
11.1K $6.43B
SBUX
Starbucks Corp

Consumer Cyclical
6.32K
New
$72.51 - $98.6 $458K - $623K
6.32K $616M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.65K
New
$113.41 - $125.62 $527K - $584K
4.65K $584M
RBLX
Roblox Corp

Communication Services
12.7K
New
$36.18 - $47.64 $459K - $604K
12.7K $561M
SAN
Banco Santander, S.A.

Financial Services
62.4K
+ 13.37%
$4.37 - $5.16 $273K - $322K
529K $2.7B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
21.6K
New
$23.13 - $23.43 $501K - $507K
21.6K $507M
KMI
Kinder Morgan, Inc.

Energy
16.2K
+ 27.46%
$19.72 - $22.22 $320K - $360K
75.3K $1.66B
VO
Vanguard Mid Cap ETF

ETFs
603
+ 5.2%
$237.84 - $263.83 $143K - $159K
12.2K $3.22B
IEFA
Ishares Tr

ETFs
687
+ 1.08%
$70.09 - $78.74 $48.2K - $54.1K
64.2K $5.01B
CMS
Cms Energy Corp

Utilities
5.07K
New
$58.7 - $70.62 $298K - $358K
5.07K $358M
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
+ 18.71%
$161.02 - $200.0 $373K - $463K
14.7K $2.74B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
861
+ 3.92%
$105.53 - $118.34 $90.9K - $102K
22.8K $2.67B
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
5.57K
New
$49.94 - $56.3 $278K - $314K
5.57K $313M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.21K
+ 4.22%
$36.98 - $41.55 $119K - $133K
79.3K $3.26B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.75K
+ 8.51%
$57.32 - $62.65 $158K - $172K
35.1K $2.19B
ORCL
Oracle Corp

Technology
1.62K
New
$125.9 - $170.35 $204K - $276K
1.62K $276M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.53K
New
$65.06 - $71.72 $230K - $253K
3.53K $251M
Activity Summary
Buys All Purchases 78 New Holdings 32 Increased Positions 46 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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