Eagle Bluffs Wealth Management LLC Reduced Holdings in Q4 2024

Eagle Bluffs Wealth Management LLC

  • $186 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-69K
- 57.64%
$26.08 - $27.65 $1.8M - $1.91M
50.7K $1.33M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-15.5K
- 10.61%
$57.53 - $60.83 $891K - $942K
130K $7.51M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-51.5K
- 19.26%
$11.92 - $13.29 $614K - $685K
216K $2.59M
KLAC
Kla Corp

Technology
-106
- 2.09%
$614.46 - $829.55 $65.1K - $87.9K
4.96K $3.13M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-22.2K
- 20.92%
$39.86 - $46.0 $883K - $1.02M
83.8K $3.52M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.82K
- 27.31%
$124.26 - $134.12 $475K - $513K
10.2K $1.31M
NVDA
Nvidia Corp

Technology
-10K
- 13.96%
$117.0 - $148.88 $1.17M - $1.5M
61.9K $8.31M
MCHP
Microchip Technology Inc

Technology
-2.48K
- 31.3%
$55.51 - $79.05 $137K - $196K
5.44K $311K
VEA
Vanguard Ftse Developed Market

ETFs
-796
- 1.66%
$47.57 - $52.44 $37.9K - $41.7K
47K $2.25M
META
Meta Platforms, Inc.

Communication Services
-570
- 12.31%
$554.08 - $632.68 $316K - $361K
4.06K $2.39M
TGT
Target Corp

Consumer Defensive
-460
- 6.75%
$121.59 - $160.69 $55.9K - $73.9K
6.36K $859K
MSFT
Microsoft Corp

Technology
-166
- 1.83%
$406.35 - $454.46 $67.5K - $75.4K
8.92K $3.76M
ECL
Ecolab Inc.

Basic Materials
-189
- 4.0%
$234.32 - $261.43 $44.3K - $49.4K
4.54K $1.06M
MMM
3 M CO

Industrials
-300
- 2.21%
$124.74 - $137.12 $37.4K - $41.1K
13.3K $1.72M
NKE
Nike, Inc.

Consumer Cyclical
-1.14K
- 28.24%
$73.36 - $89.13 $83.7K - $102K
2.9K $219K
SHW
Sherwin Williams CO

Basic Materials
-78
- 3.0%
$338.75 - $399.71 $26.4K - $31.2K
2.52K $857K
CMI
Cummins Inc

Industrials
-409
- 21.7%
$324.93 - $383.42 $133K - $157K
1.48K $514K
VNQ
Vanguard Specialized Funds Van

ETFs
-487
- 10.98%
$87.85 - $98.6 $42.8K - $48K
3.95K $351K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.23K
- 3.74%
$53.94 - $58.15 $228K - $246K
109K $6.14M
TFC
Truist Financial Corp

Financial Services
-1.77K
- 5.02%
$41.51 - $48.1 $73.3K - $85K
33.4K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
-59
- 3.03%
$385.02 - $431.37 $22.7K - $25.5K
1.89K $733K
JNJ
Johnson & Johnson

Healthcare
-39
- 1.5%
$143.34 - $165.86 $5.59K - $6.47K
2.56K $370K
ABBV
Abb Vie Inc.

Healthcare
-5
- 0.2%
$164.99 - $203.87 $825 - $1.02K
2.49K $442K
MCD
Mcdonalds Corp

Consumer Cyclical
-4
- 0.34%
$288.47 - $316.54 $1.15K - $1.27K
1.18K $342K
NEAR
Blackrock Short Maturity Bond

ETFs
-96
- 0.59%
$50.28 - $51.08 $4.83K - $4.9K
16.1K $813K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-79
- 0.49%
$50.67 - $50.9 $4K - $4.02K
16K $811K
BA
Boeing CO

Industrials
-75
- 3.57%
$138.14 - $180.72 $10.4K - $13.6K
2.03K $358K
WMT
Walmart Inc.

Consumer Defensive
-2.98K
- 7.25%
$79.1 - $95.7 $236K - $285K
38.1K $3.44M
AMZN
Amazon Com Inc

Consumer Cyclical
-537
- 5.91%
$180.88 - $232.93 $97.1K - $125K
8.55K $1.87M
JPM
Jpmorgan Chase & CO

Financial Services
-606
- 4.81%
$205.18 - $250.29 $124K - $152K
12K $2.87M
DFS
Discover Financial Services

Financial Services
-1.47K
- 10.13%
$136.3 - $182.67 $200K - $268K
13K $2.26M
NFLX
Netflix Inc

Communication Services
-636
- 13.16%
$687.65 - $936.56 $437K - $596K
4.2K $3.74M
GOOGL
Alphabet Inc.

Communication Services
-185
- 0.93%
$161.86 - $196.66 $29.9K - $36.4K
19.7K $3.72M
TSLA
Tesla, Inc.

Consumer Cyclical
-54
- 0.59%
$213.65 - $479.86 $11.5K - $25.9K
9.07K $3.66M
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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