E Rn Financial, LLC Incresed Positions in Q4 2024

E Rn Financial, LLC

  • $653 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7.75K
+ 18.04%
$221.69 - $259.02 $1.72M - $2.01M
50.7K $12.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
240
+ 0.2%
$340.59 - $380.5 $81.7K - $91.3K
119K $43.4M
TSLA
Tesla, Inc.

Consumer Cyclical
505
+ 3.71%
$213.65 - $479.86 $108K - $242K
14.1K $5.71M
JHML
John Hancock Multifactor Large

ETFs
19.5K
+ 44.06%
$68.78 - $73.44 $1.34M - $1.43M
63.7K $4.44M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
22.6K
+ 53.15%
$50.67 - $50.9 $1.14M - $1.15M
65.1K $3.3M
GOOGL
Alphabet Inc.

Communication Services
641
+ 3.71%
$161.86 - $196.66 $104K - $126K
17.9K $3.39M
JHMM
John Hancock Multifactor Mid C

ETFs
10.7K
+ 4.54%
$59.61 - $64.8 $636K - $692K
246K $14.7M
AVGO
Broadcom Inc.

Technology
275
+ 4.54%
$159.67 - $250.0 $43.9K - $68.8K
6.33K $1.47M
FMB
First Tr Exchange Traded Fd Ii

ETFs
12.9K
+ 4.86%
$50.62 - $52.07 $654K - $673K
279K $14.2M
V
Visa Inc.

Financial Services
368
+ 7.41%
$273.87 - $320.91 $101K - $118K
5.34K $1.69M
NFLX
Netflix Inc

Communication Services
69
+ 6.06%
$687.65 - $936.56 $47.4K - $64.6K
1.21K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
323
+ 4.93%
$205.18 - $250.29 $66.3K - $80.8K
6.87K $1.65M
USTB
Victory Portfolios Ii Victorys

ETFs
8.79K
+ 3.0%
$50.06 - $50.85 $440K - $447K
302K $15.1M
PNW
Pinnacle West Capital Corp

Utilities
3.26K
+ 25.41%
$84.03 - $94.52 $274K - $308K
16.1K $1.36M
META
Meta Platforms, Inc.

Communication Services
278
+ 12.94%
$554.08 - $632.68 $154K - $176K
2.43K $1.43M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1.14K
+ 11.23%
$58.32 - $85.45 $66.2K - $97K
11.2K $832K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.43K
+ 0.61%
$97.11 - $104.1 $235K - $252K
399K $39.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16.6K
+ 7.84%
$24.94 - $26.14 $415K - $435K
229K $5.72M
GOOG
Alphabet Inc.

Communication Services
349
+ 8.9%
$163.08 - $198.16 $56.9K - $69.2K
4.27K $813K
MSFT
Microsoft Corp

Technology
581
+ 4.62%
$406.35 - $454.46 $236K - $264K
13.2K $5.54M
HON
Honeywell International Inc

Industrials
131
+ 2.44%
$202.84 - $236.0 $26.6K - $30.9K
5.49K $1.24M
DIS
Walt Disney CO

Communication Services
85
+ 1.14%
$92.39 - $117.6 $7.85K - $10K
7.55K $840K
MA
Mastercard Inc

Financial Services
202
+ 44.2%
$491.3 - $536.15 $99.2K - $108K
659 $347K
BAC
Bank Of America Corp

Financial Services
709
+ 3.33%
$39.22 - $47.77 $27.8K - $33.9K
22K $965K
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 2.5%
$873.59 - $994.69 $44.6K - $50.7K
2.09K $1.92M
PG
Procter & Gamble CO

Consumer Defensive
785
+ 17.23%
$161.05 - $179.7 $126K - $141K
5.34K $895K
ABBV
Abb Vie Inc.

Healthcare
637
+ 58.6%
$164.99 - $203.87 $105K - $130K
1.72K $306K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
12K
+ 5.46%
$25.25 - $26.34 $302K - $315K
231K $5.84M
AXP
American Express CO

Financial Services
5
+ 0.14%
$267.35 - $305.57 $1.34K - $1.53K
3.5K $1.04M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
19.3K
+ 3.7%
$51.09 - $55.27 $987K - $1.07M
542K $27.7M
AVUV
American Centy ETF Tr Avantis

ETFs
571
+ 1.02%
$94.37 - $106.41 $53.9K - $60.8K
56.8K $5.48M
XLE
Energy Sector Spdr

ETFs
1.1K
+ 20.12%
$83.32 - $97.27 $91.5K - $107K
6.56K $561K
HD
Home Depot, Inc.

Consumer Cyclical
325
+ 10.45%
$385.02 - $431.37 $125K - $140K
3.44K $1.34M
XLU
Utilities Sector Spdr

ETFs
1.57K
+ 18.13%
$74.89 - $82.93 $117K - $130K
10.2K $772K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 0.94%
$473.15 - $574.01 $4.26K - $5.17K
964 $513K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
348
+ 4.95%
$124.61 - $133.96 $43.4K - $46.6K
7.37K $949K
IVV
Ishares Core S&P 500 ETF

ETFs
28
+ 0.76%
$570.51 - $610.59 $16K - $17.1K
3.72K $2.19M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
258
+ 2.3%
$55.73 - $66.16 $14.4K - $17.1K
11.5K $690K
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 5.06%
$481.22 - $538.17 $21.7K - $24.2K
935 $478K
NOW
Service Now, Inc.

Technology
1
+ 0.4%
$867.18 - $1148.42 $867 - $1.15K
251 $266K
DE
Deere & CO

Industrials
33
+ 0.87%
$389.45 - $466.0 $12.9K - $15.4K
3.83K $1.62M
MFG
Mizuho Financial Group Inc

Financial Services
5.08K
+ 46.35%
$4.05 - $5.26 $20.6K - $26.7K
16K $78K
IWF
Ishares Russell 1000 Gr ETF

ETFs
15
+ 1.55%
$370.24 - $418.94 $5.55K - $6.28K
982 $394K
VTI
Vanguard Total Stock Market Et

ETFs
59
+ 2.9%
$280.04 - $302.45 $16.5K - $17.8K
2.09K $605K
SYK
Stryker Corp

Healthcare
94
+ 2.42%
$345.14 - $392.15 $32.4K - $36.9K
3.98K $1.43M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
316
+ 3.94%
$53.94 - $58.15 $17K - $18.4K
8.35K $470K
TXN
Texas Instruments Inc

Technology
127
+ 4.39%
N/A
3.02K $588K
CWB
Spdr Bloomberg Convertible Sec

ETFs
154
+ 2.83%
$76.21 - $82.24 $11.7K - $12.7K
5.59K $435K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
113
+ 2.25%
$442.29 - $483.08 $50K - $54.6K
5.13K $2.32M
Activity Summary
Buys All Purchases 123 New Holdings 12 Increased Positions 111 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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