Elgethun Capital Management Purchases in Q4 2024

Elgethun Capital Management

  • $377 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
80.3K
+ 102.48%
$61.31 - $72.5 $4.92M - $5.82M
159K $11.2M
FRFHF
Fairfax Financial Holdings LTD

Financial Services
318
+ 1.38%
$1209.46 - $1452.1 $385K - $462K
23.4K $32.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
18.3K
+ 1105.63%
$174.22 - $187.62 $3.18M - $3.43M
19.9K $3.49M
SCHW
Schwab Charles Corp

Financial Services
2.03K
+ 1.39%
$63.31 - $82.85 $128K - $168K
148K $10.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
32.6K
New
$44.33 - $49.55 $1.45M - $1.62M
32.6K $1.47M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
273K
+ 149.95%
$18.41 - $40.87 $5.02M - $11.1M
454K $8.4M
FFXDF
Fairfax India Holdings Corporation

Financial Services
32.3K
+ 14.17%
$14.64 - $16.5 $472K - $532K
260K $4.16M
BOC
Boston Omaha Corp

Communication Services
78.7K
+ 16.36%
$14.04 - $16.13 $1.1M - $1.27M
559K $7.91M
AMZN
Amazon Com Inc

Consumer Cyclical
563
+ 3.2%
$180.88 - $232.93 $102K - $131K
18.2K $3.99M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $680K
KMX
Carmax Inc

Consumer Cyclical
4.31K
+ 7.53%
$71.11 - $87.2 $307K - $376K
61.5K $5.03M
VTI
Vanguard Total Stock Market Et

ETFs
1.69K
New
$280.04 - $302.45 $472K - $510K
1.69K $488K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.52K
+ 3.32%
$46.48 - $51.32 $257K - $283K
172K $8.27M
WMT
Walmart Inc.

Consumer Defensive
804
+ 3.5%
$79.1 - $95.7 $63.6K - $76.9K
23.8K $2.15M
AVGO
Broadcom Inc.

Technology
230
+ 6.13%
$159.67 - $250.0 $36.7K - $57.5K
3.98K $922K
EPD
Enterprise Products Partners L.P.

Energy
1.22K
+ 1.22%
$28.66 - $34.43 $34.9K - $41.9K
101K $3.16M
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.97K
+ 1.12%
$18.01 - $19.92 $35.4K - $39.2K
178K $3.49M
GOOGL
Alphabet Inc.

Communication Services
286
+ 3.66%
$161.86 - $196.66 $46.3K - $56.2K
8.1K $1.53M
GOOG
Alphabet Inc.

Communication Services
281
+ 3.61%
$163.08 - $198.16 $45.8K - $55.7K
8.06K $1.53M
NVDA
Nvidia Corp

Technology
1.16K
+ 30.23%
$117.0 - $148.88 $136K - $173K
4.99K $670K
V
Visa Inc.

Financial Services
105
+ 2.63%
$273.87 - $320.91 $28.8K - $33.7K
4.1K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
263
+ 5.9%
$205.18 - $250.29 $54K - $65.8K
4.72K $1.13M
VDE
Vanguard Energy ETF

ETFs
1.99K
+ 4.29%
$116.67 - $136.78 $232K - $272K
48.3K $5.86M
NOW
Service Now, Inc.

Technology
22
+ 2.65%
$867.18 - $1148.42 $19.1K - $25.3K
852 $903K
VBR
Vanguard Small Cap Value ETF

ETFs
1.02K
+ 6.04%
$197.36 - $217.3 $200K - $221K
17.8K $3.53M
CWGL
Crimson Wine Group, LTD

Consumer Defensive
11K
+ 0.75%
$6.29 - $6.89 $68.9K - $75.5K
1.47M $9.33M
CRM
Salesforce, Inc.

Technology
145
+ 14.51%
$270.87 - $367.87 $39.3K - $53.3K
1.14K $382K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 7.37%
$4100.99 - $5300.34 $28.7K - $37.1K
102 $506K
BAC
Bank Of America Corp

Financial Services
932
+ 16.82%
$39.22 - $47.77 $36.6K - $44.5K
6.47K $284K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
469K
+ 194.23%
$22.01 - $66.82 $10.3M - $31.3M
710K $16.1M
MA
Mastercard Inc

Financial Services
66
+ 8.73%
$491.3 - $536.15 $32.4K - $35.4K
822 $432K
INTU
Intuit Inc

Technology
75
+ 14.82%
$602.01 - $706.25 $45.2K - $53K
581 $365K
WRB
Berkley W R Corp

Financial Services
2
+ 0.01%
$56.48 - $64.94 $113 - $130
24.1K $1.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
77
+ 27.21%
$521.84 - $558.82 $40.2K - $43K
360 $193K
HON
Honeywell International Inc

Industrials
1
+ 0.05%
$202.84 - $236.0 $203 - $236
2.22K $500K
CVX
Chevron Corp

Energy
389
+ 6.28%
$141.15 - $162.53 $54.9K - $63.2K
6.58K $953K
XLF
Financial Sector Spdr

ETFs
4
+ 0.03%
$44.89 - $51.34 $180 - $205
13.2K $637K
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 7.95%
$873.59 - $994.69 $25.3K - $28.8K
394 $361K
CAT
Caterpillar Inc

Industrials
155
+ 16.45%
$360.37 - $416.88 $55.9K - $64.6K
1.1K $397K
ORCL
Oracle Corp

Technology
183
+ 20.82%
$165.41 - $192.43 $30.3K - $35.2K
1.06K $176K
BA
Boeing CO

Industrials
21
+ 2.77%
$138.14 - $180.72 $2.9K - $3.8K
780 $138K
RTX
Raytheon Technologies Corp

Industrials
296
+ 12.67%
$114.45 - $127.21 $33.9K - $37.7K
2.63K $304K
PG
Procter & Gamble CO

Consumer Defensive
246
+ 6.78%
$161.05 - $179.7 $39.6K - $44.2K
3.88K $649K
SHEL
Shell PLC

Energy
470
+ 15.24%
$60.63 - $70.23 $28.5K - $33K
3.55K $222K
ABT
Abbott Laboratories

Healthcare
182
+ 6.85%
$111.93 - $119.39 $20.4K - $21.7K
2.84K $320K
HD
Home Depot, Inc.

Consumer Cyclical
149
+ 5.42%
$385.02 - $431.37 $57.4K - $64.3K
2.9K $1.13M
SBUX
Starbucks Corp

Consumer Cyclical
197
+ 17.68%
$87.44 - $102.5 $17.2K - $20.2K
1.31K $119K
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.01%
$87.25 - $95.52 $262 - $287
35.6K $3.14M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.8K
+ 106.14%
$25.33 - $51.16 $96.3K - $195K
7.39K $191K
Activity Summary
Buys All Purchases 101 New Holdings 3 Increased Positions 98 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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