Exchange Capital Management, Inc. Purchases in Q4 2024

Exchange Capital Management, Inc.

  • $581 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
200
+ 0.17%
$161.86 - $196.66 $32.4K - $39.3K
119K $22.6M
AAPL
Apple Inc.

Technology
6.59K
+ 24.93%
$221.69 - $259.02 $1.46M - $1.71M
33K $8.27M
VGT
Vanguard Information Technolog

ETFs
687
+ 1.99%
$571.78 - $647.97 $393K - $445K
35.2K $21.9M
SPMD
Spdr Portfolio

ETFs
29.5K
+ 18.59%
$54.13 - $59.56 $1.6M - $1.76M
188K $10.3M
DIS
Walt Disney CO

Communication Services
4.22K
+ 10.84%
$92.39 - $117.6 $390K - $496K
43.1K $4.8M
GOOG
Alphabet Inc.

Communication Services
4.82K
+ 80.24%
$163.08 - $198.16 $785K - $954K
10.8K $2.06M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
25.1K
+ 19.59%
$44.33 - $49.55 $1.11M - $1.24M
153K $6.89M
VCR
Vanguard Consumer Discretionar

ETFs
197
+ 0.8%
$328.51 - $401.37 $64.7K - $79.1K
24.7K $9.28M
BMY
Bristol Myers Squibb CO

Healthcare
11.5K
+ 26.82%
$51.92 - $59.94 $599K - $691K
54.5K $3.08M
VFH
Vanguard Financial ETF

ETFs
433
+ 0.44%
$108.87 - $126.2 $47.1K - $54.6K
98K $11.6M
VIS
Vanguard Industrial ETF

ETFs
3.49K
+ 12.29%
$254.39 - $279.7 $888K - $977K
31.9K $8.11M
LNG
Cheniere Energy, Inc.

Energy
62
+ 0.33%
$181.07 - $225.92 $11.2K - $14K
18.6K $3.99M
VHT
Vanguard Health Care ETF

ETFs
5.71K
+ 19.08%
$250.81 - $283.3 $1.43M - $1.62M
35.6K $9.03M
AVGO
Broadcom Inc.

Technology
2.07K
New
$159.67 - $250.0 $331K - $518K
2.07K $480K
UNH
Unitedhealth Group Inc

Healthcare
843
New
$485.52 - $625.25 $409K - $527K
843 $426K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.09K
+ 5.16%
$69.3 - $74.3 $283K - $304K
83.4K $5.96M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
15.3K
New
$19.11 - $20.04 $292K - $306K
15.3K $293K
ABBV
Abb Vie Inc.

Healthcare
1.59K
New
$164.99 - $203.87 $262K - $324K
1.59K $282K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.07K
New
$87.25 - $95.52 $268K - $294K
3.07K $271K
COST
Costco Wholesale Corp

Consumer Defensive
222
+ 9.9%
$873.59 - $994.69 $194K - $221K
2.47K $2.26M
IWM
Ishares Russell 2000 ETF

ETFs
956
New
$216.13 - $242.4 $207K - $232K
956 $211K
F
Ford Motor CO

Consumer Cyclical
18.5K
New
$9.69 - $11.4 $179K - $211K
18.5K $183K
IHDG
Wisdomtree Tr

ETFs
6.85K
+ 12.43%
$43.38 - $46.0 $297K - $315K
61.9K $2.69M
VEA
Vanguard Ftse Developed Market

ETFs
3.98K
+ 91.37%
$47.57 - $52.44 $189K - $209K
8.34K $398K
CLX
Clorox CO

Consumer Defensive
878
+ 16.63%
$156.51 - $169.74 $137K - $149K
6.16K $999K
VDE
Vanguard Energy ETF

ETFs
819
+ 35.56%
$116.67 - $136.78 $95.6K - $112K
3.12K $378K
VDC
Vanguard Consumer Staples ETF

ETFs
961
+ 5.82%
$210.96 - $223.62 $203K - $215K
17.5K $3.69M
WDAY
Workday, Inc.

Technology
74
+ 1.93%
$233.85 - $279.91 $17.3K - $20.7K
3.9K $1.01M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.94K
+ 5.57%
$25.0 - $25.11 $73.6K - $73.9K
55.8K $1.4M
SCHW
Schwab Charles Corp

Financial Services
326
+ 6.94%
$63.31 - $82.85 $20.6K - $27K
5.02K $371K
JNJ
Johnson & Johnson

Healthcare
2.42K
+ 14.0%
$143.34 - $165.86 $347K - $401K
19.7K $2.85M
IEMG
Ishares Inc

ETFs
756
+ 1.12%
N/A
68.1K $3.65M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
3.7K
+ 6.32%
$34.5 - $36.32 $127K - $134K
62.2K $2.18M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.94K
+ 14.76%
$48.87 - $53.53 $94.6K - $104K
15K $736K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
4.32K
+ 14.7%
$25.02 - $27.43 $108K - $118K
33.7K $842K
MA
Mastercard Inc

Financial Services
21
+ 4.68%
$491.3 - $536.15 $10.3K - $11.3K
470 $247K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
855
+ 3.82%
$26.55 - $26.67 $22.7K - $22.8K
23.3K $619K
ADSK
Autodesk, Inc.

Technology
67
+ 3.36%
N/A
2.06K $506K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
3.77K
+ 9.76%
$30.48 - $34.2 $115K - $129K
42.4K $1.29M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.8K
+ 196.63%
$22.01 - $66.82 $612K - $1.86M
41.9K $951K
Spdr Ssga My2029 Corp Bnd ETF
32.6K
New
N/A
32.6K $0
Spdr Ssga My2028 Muni Bnd ETF
15.2K
New
N/A
15.2K $0
Spdr Ssga My2028 Corp Bnd ETF
33.1K
New
N/A
33.1K $0
Spdr Ssga My2027 Corp Bnd ETF
23.8K
New
N/A
23.8K $0
Spdr Ssga My2026 Muni Bnd ETF Iv
31.2K
New
N/A
31.2K $0
Spdr Ssga My2030 Corp Bnd ETF
20.4K
New
N/A
20.4K $0
Spdr Ssga My2030 Municipal Bond ETF
18.4K
New
N/A
18.4K $0
Spdr Ssga My2031 Corp Bnd ETF
12.3K
New
N/A
12.3K $0
Spdr Ssga My2032 Corp Bnd ETF
17.8K
New
N/A
17.8K $0
Activity Summary
Buys All Purchases 94 New Holdings 25 Increased Positions 69 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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