Drake & Associates, LLC Purchases and Sells in Q4 2024

Drake & Associates, LLC

$342 Million
Q4 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	165K + 29.84%	$44.87 - $46.86 $7.38M - $7.71M	716K $32.1M
JAAA	62.7K + 15.21%	$50.62 - $50.97 $3.17M - $3.2M	475K $24.1M
FIXD	63.7K + 12.91%	$42.84 - $45.38 $2.73M - $2.89M	557K $23.9M
IJH	15.7K + 4.8%	$61.68 - $67.87 $969K - $1.07M	343K $21.3M
AVGO	2.31K + 34.85%	$159.67 - $250.0 $369K - $578K	8.94K $2.07M
MSFT	2.25K + 51.63%	$406.35 - $454.46 $912K - $1.02M	6.59K $2.78M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RECS	789K New	$33.61 - $36.42 $26.5M - $28.7M	789K $27.3M
SEIX	741K New	$23.8 - $24.11 $17.6M - $17.9M	741K $17.7M
SLGN	24.5K New	$50.6 - $57.53 $1.24M - $1.41M	24.5K $1.27M
ETN	3.79K New	$326.96 - $377.52 $1.24M - $1.43M	3.79K $1.26M
AME	6.83K New	$165.89 - $197.38 $1.13M - $1.35M	6.83K $1.23M
BKR	28.4K New	$35.98 - $44.88 $1.02M - $1.28M	28.4K $1.17M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-646 - 46.85%	$727.2 - $932.06 $470K - $602K	733 $565K
SO	-387 - 8.89%	$81.5 - $94.15 $31.5K - $36.4K	3.97K $326K
ACN	-160 - 17.3%	$343.9 - $376.86 $55K - $60.3K	765 $269K
ORCL	-178 - 3.38%	$165.41 - $192.43 $29.4K - $34.3K	5.09K $848K
CAT	-18 - 1.95%	$360.37 - $416.88 $6.49K - $7.5K	906 $328K
WMT	-1.07K - 16.29%	$79.1 - $95.7 $84.2K - $102K	5.47K $494K

Activity Summary All Purchases 69 New Holdings 18 Increased Positions 51 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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