Eclectic Associates Inc Purchases in Q4 2024

Eclectic Associates Inc

  • $312 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
54.2K
New
$220.26 - $241.44 $11.9M - $13.1M
54.2K $12.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
246K
+ 107.26%
$34.49 - $39.24 $8.49M - $9.66M
476K $17.7M
FYC
First Trust Small Cap Growth A

ETFs
122K
+ 1980.36%
$72.19 - $84.64 $8.81M - $10.3M
128K $9.93M
IVW
Ishares S&P 500 Growth ETF

ETFs
63.2K
New
$94.43 - $105.47 $5.97M - $6.67M
63.2K $6.42M
AAPL
Apple Inc.

Technology
17.7K
+ 57.91%
$221.69 - $259.02 $3.93M - $4.59M
48.4K $12.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.03K
+ 636.29%
$481.22 - $538.17 $3.86M - $4.32M
9.29K $4.75M
DFIS
Dimensional ETF Tr Dimensional

ETFs
159K
+ 342.1%
$24.25 - $26.7 $3.86M - $4.25M
206K $5.05M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
12K
New
$238.25 - $261.28 $2.85M - $3.12M
12K $2.9M
VGT
Vanguard Information Technolog

ETFs
4.3K
New
$571.78 - $647.97 $2.46M - $2.78M
4.3K $2.67M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
20.4K
New
$99.2 - $108.47 $2.03M - $2.21M
20.4K $2.03M
BOND
Pimco Active Bond Exchange Tra

ETFs
21.3K
+ 216.45%
$90.42 - $94.5 $1.92M - $2.01M
31.1K $2.81M
DFSD
Dimensional ETF Tr Short Durat

ETFs
39K
+ 128.25%
$46.75 - $47.8 $1.82M - $1.86M
69.4K $3.25M
NOC
Northrop Grumman Corp

Industrials
3.17K
New
$466.52 - $543.88 $1.48M - $1.73M
3.17K $1.49M
DFIV
Dimensional ETF Tr

ETFs
39.9K
+ 144.87%
$34.86 - $37.97 $1.39M - $1.52M
67.5K $2.39M
DFAT
Dimensional ETF Tr U S Target

ETFs
21.8K
+ 190.07%
$54.54 - $61.04 $1.19M - $1.33M
33.3K $1.85M
VUG
Vanguard Growth ETF

ETFs
2.12K
+ 26.16%
$378.79 - $428.11 $802K - $907K
10.2K $4.19M
DFAE
Dimensional ETF Tr

ETFs
39.8K
+ 204.61%
$25.36 - $28.15 $1.01M - $1.12M
59.2K $1.5M
AMZN
Amazon Com Inc

Consumer Cyclical
3.23K
+ 50.6%
$180.88 - $232.93 $583K - $751K
9.6K $2.11M
VHT
Vanguard Health Care ETF

ETFs
3.53K
New
$250.81 - $283.3 $885K - $1M
3.53K $895K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.35K
+ 15.75%
$264.18 - $304.19 $620K - $714K
17.3K $4.83M
ABBV
Abb Vie Inc.

Healthcare
4.76K
+ 454.25%
$164.99 - $203.87 $785K - $970K
5.8K $1.03M
IWV
Ishares Russell 3000 ETF

ETFs
2.42K
New
$323.08 - $349.08 $783K - $846K
2.42K $810K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $680K
JPRE
J P Morgan Exchange Traded Fd

ETFs
14.6K
+ 202.27%
$46.45 - $51.64 $680K - $756K
21.9K $1.03M
JPM
Jpmorgan Chase & CO

Financial Services
435
+ 2.74%
$205.18 - $250.29 $89.3K - $109K
16.3K $3.91M
DFAU
Dimensional ETF Tr

ETFs
13.3K
New
$39.27 - $42.38 $521K - $562K
13.3K $536K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.15K
New
N/A
6.15K $527K
IVV
Ishares Core S&P 500 ETF

ETFs
866
New
$570.51 - $610.59 $494K - $529K
866 $509K
TSLA
Tesla, Inc.

Consumer Cyclical
344
+ 13.69%
$213.65 - $479.86 $73.5K - $165K
2.86K $1.15M
BNDX
Vanguard Total International B

ETFs
29.5K
+ 3.72%
$48.91 - $50.61 $1.44M - $1.49M
823K $40.3M
FPX
First Trust Us Equity Opportun

ETFs
3.46K
+ 95.44%
$109.38 - $131.9 $378K - $456K
7.08K $846K
CGUS
Capital Group Core Equity ETF
12.7K
New
$33.96 - $36.24 $432K - $461K
12.7K $444K
IWM
Ishares Russell 2000 ETF

ETFs
1.79K
New
$216.13 - $242.4 $387K - $434K
1.79K $395K
VEA
Vanguard Ftse Developed Market

ETFs
19K
+ 17.93%
$47.57 - $52.44 $904K - $997K
125K $5.98M
NVDA
Nvidia Corp

Technology
547
+ 2.64%
$117.0 - $148.88 $64K - $81.4K
21.3K $2.86M
PEGA
Pegasystems Inc

Technology
2.87K
New
$69.42 - $97.28 $199K - $279K
2.87K $267K
WFC
Wells Fargo & Company

Financial Services
349
+ 2.26%
$54.98 - $77.35 $19.2K - $27K
15.8K $1.11M
VO
Vanguard Mid Cap ETF

ETFs
776
+ 8.75%
$261.5 - $284.63 $203K - $221K
9.64K $2.55M
DIS
Walt Disney CO

Communication Services
811
+ 10.81%
$92.39 - $117.6 $74.9K - $95.4K
8.31K $925K
BAC
Bank Of America Corp

Financial Services
4.57K
New
$39.22 - $47.77 $179K - $218K
4.57K $200K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.25K
+ 18.88%
$44.04 - $49.49 $319K - $359K
45.6K $2.01M
VB
Vanguard Small Cap ETF

ETFs
469
+ 6.46%
$233.76 - $261.58 $110K - $123K
7.73K $1.86M
MSFT
Microsoft Corp

Technology
384
+ 10.39%
$406.35 - $454.46 $156K - $175K
4.08K $1.72M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.33K
+ 44.47%
$87.25 - $95.52 $116K - $127K
4.33K $383K
GOOGL
Alphabet Inc.

Communication Services
400
+ 25.99%
$161.86 - $196.66 $64.7K - $78.7K
1.94K $367K
AVGO
Broadcom Inc.

Technology
25
+ 1.62%
$159.67 - $250.0 $3.99K - $6.25K
1.57K $362K
WMT
Walmart Inc.

Consumer Defensive
548
+ 11.3%
$79.1 - $95.7 $43.3K - $52.4K
5.4K $487K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
228
+ 9.61%
$442.29 - $483.08 $101K - $110K
2.6K $1.18M
GOOG
Alphabet Inc.

Communication Services
78
+ 2.78%
$163.08 - $198.16 $12.7K - $15.5K
2.89K $549K
Activity Summary
Buys All Purchases 83 New Holdings 19 Increased Positions 64 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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