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
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
105
+ 3.45%
$125.5 - $148.67 $13.2K - $15.6K
3.15K $416K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.11%
$264.65 - $302.92 $265 - $303
873 $249K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.8K
+ 200.7%
$22.4 - $68.28 $308K - $939K
20.6K $477K
CAT
Caterpillar Inc

Industrials
82
+ 14.56%
$360.37 - $416.88 $29.6K - $34.2K
645 $233K
XSMO
Invesco S&P Smallcap Momentum

ETFs
192
+ 1.74%
$65.08 - $73.72 $12.5K - $14.2K
11.2K $742K
AJG
Arthur J. Gallagher & Co.

Financial Services
19
+ 0.82%
$278.49 - $315.16 $5.29K - $5.99K
2.35K $666K
MGEE
Mge Energy Inc

Utilities
7
+ 0.26%
$88.55 - $108.16 $620 - $757
2.75K $258K
ORCL
Oracle Corp

Technology
303
+ 2.36%
$165.41 - $192.43 $50.1K - $58.3K
13.2K $2.19M
CVX
Chevron Corp

Energy
114
+ 1.72%
$141.15 - $162.53 $16.1K - $18.5K
6.74K $975K
T Rowe Price ETF Inc
722
+ 4.74%
N/A
15.9K $0
Pimco ETF Tr
285K
+ 212.52%
N/A
419K $0
ACN
Accenture PLC

Technology
13
+ 0.4%
$343.9 - $376.86 $4.47K - $4.9K
3.24K $1.14M
SPGI
S&P Global Inc.

Financial Services
62
+ 3.64%
$480.36 - $529.17 $29.8K - $32.8K
1.77K $879K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
37
+ 0.52%
$35.45 - $40.33 $1.31K - $1.49K
7.21K $258K
TAXF
American Centy ETF Tr Diversif

ETFs
197
+ 1.47%
$49.94 - $51.44 $9.84K - $10.1K
13.6K $684K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.56K
+ 7.69%
$40.41 - $45.12 $63.2K - $70.6K
21.9K $886K
MCD
Mcdonalds Corp

Consumer Cyclical
48
+ 3.05%
$288.47 - $316.54 $13.8K - $15.2K
1.62K $470K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
553
+ 1.71%
$50.02 - $51.24 $27.7K - $28.3K
32.9K $1.65M
AEP
American Electric Power CO Inc

Utilities
166
+ 7.01%
$90.91 - $102.21 $15.1K - $17K
2.54K $233K
MRK
Merck & Co., Inc.

Healthcare
295
+ 10.29%
$96.31 - $114.76 $28.4K - $33.9K
3.16K $314K
TT
Trane Technologies PLC

Industrials
65
+ 3.53%
$369.35 - $419.14 $24K - $27.2K
1.91K $704K
JEPI
J P Morgan Exchange Traded Fd

ETFs
471
+ 2.24%
$57.53 - $60.83 $27.1K - $28.7K
21.5K $1.23M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
589
+ 2.66%
$44.87 - $46.86 $26.4K - $27.6K
22.7K $1.02M
CPT
Camden Property Trust

Real Estate
263
+ 4.25%
$112.52 - $127.03 $29.6K - $33.4K
6.46K $749K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
897
+ 1.7%
$51.58 - $52.91 $46.3K - $47.5K
53.5K $2.77M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.89%
$244.52 - $284.07 $1.96K - $2.27K
911 $224K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
636
+ 1.17%
$113.92 - $127.38 $72.5K - $81K
54.8K $6.31M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.64K
+ 4.43%
$46.07 - $48.17 $352K - $368K
180K $8.31M
EFG
Msci Eafe Growth ETF

ETFs
37
+ 1.49%
$96.83 - $106.88 $3.58K - $3.95K
2.52K $243K
F
Ford Motor CO

Consumer Cyclical
1.25K
+ 2.16%
$9.69 - $11.4 $12.1K - $14.3K
59K $584K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
623
+ 6.53%
$75.65 - $83.47 $47.1K - $52K
10.2K $773K
HMOP
Hartford Fds Exchange Traded T

ETFs
3.03K
+ 1.48%
$38.56 - $39.45 $117K - $119K
207K $8M
VTV
Vanguard Value ETF

ETFs
391
+ 1.91%
$168.32 - $181.87 $65.8K - $71.1K
20.9K $3.53M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.27K
+ 5.04%
$24.25 - $26.7 $55.1K - $60.6K
47.3K $1.16M
NOC
Northrop Grumman Corp

Industrials
31
+ 2.97%
$466.52 - $543.88 $14.5K - $16.9K
1.08K $504K
JNJ
Johnson & Johnson

Healthcare
521
+ 7.25%
$143.34 - $165.86 $74.7K - $86.4K
7.71K $1.11M
GD
General Dynamics Corp

Industrials
3
+ 0.23%
$260.28 - $314.03 $781 - $942
1.31K $346K
RFDI
First Trust ETF Iii Riverfront

ETFs
524
+ 3.75%
$60.5 - $67.2 $31.7K - $35.2K
14.5K $890K
ADBE
Adobe Inc.

Technology
98
+ 6.25%
$437.39 - $552.96 $42.9K - $54.2K
1.67K $741K
UNP
Union Pacific Corp

Industrials
94
+ 1.85%
$223.15 - $249.32 $21K - $23.4K
5.19K $1.18M
EXAS
Exact Sciences Corp

Healthcare
10
+ 0.15%
$49.33 - $71.97 $493 - $720
6.68K $375K
PEP
Pepsico Inc

Consumer Defensive
180
+ 2.99%
$151.29 - $176.1 $27.2K - $31.7K
6.19K $941K
XLB
Select Sector Spdr Fd Material

ETFs
372
+ 3.8%
$83.8 - $97.58 $31.2K - $36.3K
10.2K $854K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
87
+ 0.48%
$55.45 - $61.08 $4.82K - $5.31K
18.1K $1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.72K
+ 8.66%
$75.1 - $82.99 $504K - $557K
84.3K $6.37M
SMIN
Ishares Msci India Small Cap I

ETFs
957
+ 4.67%
$75.68 - $86.0 $72.4K - $82.3K
21.5K $1.64M
KLAC
Kla Corp

Technology
17
+ 1.8%
$614.46 - $829.55 $10.4K - $14.1K
963 $606K
LLY
Eli Lilly & CO

Healthcare
27
+ 1.8%
$727.2 - $932.06 $19.6K - $25.2K
1.53K $1.18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
50
+ 2.74%
$501.29 - $612.85 $25.1K - $30.6K
1.87K $974K
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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