Eagle Bluffs Wealth Management LLC Incresed Positions in Q4 2024

Eagle Bluffs Wealth Management LLC

  • $186 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
318K
+ 22.65%
$15.84 - $17.86 $5.04M - $5.68M
1.72M $27.8M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
209K
+ 46.43%
$14.98 - $16.73 $3.13M - $3.49M
659K $9.86M
SCHW
Schwab Charles Corp

Financial Services
1.06K
+ 2.73%
$63.31 - $82.85 $67K - $87.7K
39.9K $2.95M
ENR
Energizer Holdings, Inc.

Industrials
5.77K
+ 13.43%
$31.03 - $39.39 $179K - $227K
48.8K $1.7M
CSCO
Cisco Systems, Inc.

Technology
1.65K
+ 4.78%
$52.45 - $60.02 $86.6K - $99.1K
36.2K $2.14M
DIS
Walt Disney CO

Communication Services
471
+ 2.96%
$92.39 - $117.6 $43.5K - $55.4K
16.4K $1.82M
AAPL
Apple Inc.

Technology
286
+ 4.22%
$221.69 - $259.02 $63.4K - $74.1K
7.06K $1.77M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.75K
+ 7.26%
$50.37 - $50.6 $189K - $190K
55.4K $2.79M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
4.99K
+ 6.31%
$46.92 - $51.34 $234K - $256K
84.1K $3.97M
DVYE
Ishares Emerging Markets Divid

ETFs
4.35K
+ 39.94%
$25.42 - $29.74 $110K - $129K
15.2K $393K
ABT
Abbott Laboratories

Healthcare
779
+ 5.78%
$111.93 - $119.39 $87.2K - $93K
14.3K $1.61M
CVX
Chevron Corp

Energy
545
+ 10.13%
$141.15 - $162.53 $76.9K - $88.6K
5.92K $857K
SFNC
Simmons First National Corp

Financial Services
149
+ 0.22%
$21.01 - $25.53 $3.13K - $3.8K
67.9K $1.51M
VB
Vanguard Small Cap ETF

ETFs
22
+ 0.6%
$233.76 - $261.58 $5.14K - $5.75K
3.69K $885K
IBM
International Business Machines Corp

Technology
4
+ 0.26%
$204.9 - $238.04 $820 - $952
1.57K $345K
XOM
Exxon Mobil Corp

Energy
424
+ 7.41%
$105.51 - $125.37 $44.7K - $53.2K
6.15K $661K
CB
Chubb LTD

Financial Services
2
+ 0.12%
$271.57 - $301.89 $543 - $604
1.61K $444K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
19K
+ 5.04%
$11.1 - $12.03 $211K - $229K
397K $4.48M
MPC
Marathon Petroleum Corp

Energy
44
+ 1.07%
$131.65 - $174.84 $5.79K - $7.69K
4.15K $578K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
27.9K
+ 4.8%
$11.39 - $12.41 $318K - $346K
609K $7.1M
RIO
Rio Tinto PLC

Basic Materials
902
+ 5.95%
$58.59 - $71.15 $52.8K - $64.2K
16K $943K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.27K
+ 5.54%
$30.93 - $33.94 $163K - $179K
100K $3.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
284
+ 7.65%
$501.29 - $612.85 $142K - $174K
4K $2.08M
IDV
Ishares Tr

ETFs
29.4K
+ 7.3%
$27.03 - $29.92 $794K - $879K
432K $11.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.96K
+ 3.76%
$55.45 - $61.08 $386K - $425K
192K $10.6M
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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