Collier Financial Purchases in Q4 2024

Collier Financial

  • $112 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
401
New
N/A
401 $116M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
5.52K
New
$20.78 - $21.38 $115K - $118K
5.52K $116M
BSMU
Invesco Exchange Self Ind Tr

ETFs
5.29K
New
$21.63 - $22.25 $115K - $118K
5.29K $115M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
404
New
$225.16 - $265.16 $91K - $107K
404 $100M
AVGO
Broadcom Inc.

Technology
386
New
$159.67 - $250.0 $61.6K - $96.5K
386 $89.5M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
860
New
$91.94 - $100.02 $79.1K - $86K
860 $79.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.28K
New
$61.68 - $67.87 $78.8K - $86.7K
1.28K $79.6M
IEFA
Ishares Tr

ETFs
1.13K
New
$70.06 - $77.43 $79.3K - $87.7K
1.13K $79.6M
IBTX
Independent Bank Group, Inc.

Financial Services
1.23K
New
$55.72 - $67.74 $68.6K - $83.4K
1.23K $74.7M
PIN
Invesco India ETF Trust India
2.84K
New
N/A
2.84K $73.2M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
2.28K
New
$28.56 - $30.02 $65K - $68.4K
2.28K $65.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
564
New
$113.92 - $127.38 $64.3K - $71.8K
564 $65M
DHI
Horton D R Inc

Consumer Cyclical
400
New
$137.24 - $194.56 $54.9K - $77.8K
400 $55.9M
RZG
Invesco Fd Tr S&P Smallcap 600
1.12K
New
N/A
1.12K $55.3M
IWM
Ishares Russell 2000 ETF

ETFs
239
New
$216.13 - $242.4 $51.7K - $57.9K
239 $52.8M
AIQ
Global X Funds Global X Artifi

ETFs
1.36K
New
$36.57 - $40.57 $49.8K - $55.2K
1.36K $52.6M
QWLD
Spdr Index Shs Fds

ETFs
407
New
$123.39 - $130.49 $50.2K - $53.1K
407 $50.4M
XLY
Select Sector Spdr Consumer Di

ETFs
221
New
$194.8 - $239.43 $43.1K - $52.9K
221 $49.7M
JPM
Jpmorgan Chase & CO

Financial Services
188
New
$205.18 - $250.29 $38.6K - $47.1K
188 $45.1M
VEA
Vanguard Ftse Developed Market

ETFs
935
New
$47.57 - $52.44 $44.5K - $49K
935 $44.7M
PANW
Palo Alto Networks Inc

Technology
240
New
$181.96 - $405.9 $43.7K - $97.4K
240 $43.7M
MMM
3 M CO

Industrials
332
New
$124.74 - $137.12 $41.4K - $45.5K
332 $42.9M
EMTL
Spdr Doubleline Emerging Marke

ETFs
910
New
$42.03 - $43.34 $38.2K - $39.4K
910 $38.3M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
535
New
$68.62 - $82.57 $36.7K - $44.2K
535 $36.7M
COST
Costco Wholesale Corp

Consumer Defensive
38
New
$873.59 - $994.69 $33.2K - $37.8K
38 $34.8M
CI
Cigna Corp

Healthcare
116
New
$265.59 - $358.58 $30.8K - $41.6K
116 $31.9M
Blackrock Fdg
31
New
N/A
31 $31.7M
CRM
Salesforce, Inc.

Technology
94
New
$270.87 - $367.87 $25.5K - $34.6K
94 $31.6M
MCD
Mcdonalds Corp

Consumer Cyclical
100
New
$288.47 - $316.54 $28.8K - $31.7K
100 $29M
PEP
Pepsico Inc

Consumer Defensive
183
New
$151.29 - $176.1 $27.7K - $32.2K
183 $27.9M
SBUX
Starbucks Corp

Consumer Cyclical
291
New
$87.44 - $102.5 $25.4K - $29.8K
291 $26.5M
HEFA
Ishares Currency Hedged Msci E

ETFs
741
New
$34.42 - $35.88 $25.5K - $26.6K
741 $25.8M
BAC
Bank Of America Corp

Financial Services
578
New
$39.22 - $47.77 $22.7K - $27.6K
578 $25.4M
HD
Home Depot, Inc.

Consumer Cyclical
59
New
$385.02 - $431.37 $22.7K - $25.5K
59 $23.1M
ORCL
Oracle Corp

Technology
135
New
$165.41 - $192.43 $22.3K - $26K
135 $22.6M
TGT
Target Corp

Consumer Defensive
166
New
$121.59 - $160.69 $20.2K - $26.7K
166 $22.4M
DIS
Walt Disney CO

Communication Services
197
New
$92.39 - $117.6 $18.2K - $23.2K
197 $21.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
New
$442.29 - $483.08 $15.9K - $17.4K
36 $16.3M
SRE
Sempra Energy

Utilities
181
New
$80.81 - $94.77 $14.6K - $17.2K
181 $15.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
356
New
$44.04 - $49.49 $15.7K - $17.6K
356 $15.7M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
575
New
$23.26 - $23.6 $13.4K - $13.6K
575 $13.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
118
New
$106.56 - $113.11 $12.6K - $13.3K
118 $12.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
136
New
$88.59 - $94.57 $12K - $12.9K
136 $12M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
400
New
$25.06 - $25.59 $10K - $10.2K
400 $10.1M
Ishares Ibonds
396
New
N/A
396 $9.89M
XLF
Financial Sector Spdr

ETFs
201
New
$44.89 - $51.34 $9.02K - $10.3K
201 $9.71M
UNH
Unitedhealth Group Inc

Healthcare
19
New
$485.52 - $625.25 $9.22K - $11.9K
19 $9.64M
SPMD
Spdr Portfolio

ETFs
170
New
$54.13 - $59.56 $9.2K - $10.1K
170 $9.3M
FDX
Fedex Corp

Industrials
30
New
$260.5 - $305.15 $7.82K - $9.15K
30 $8.44M
Activity Summary
Buys All Purchases 114 New Holdings 114 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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