Exchange Capital Management, Inc. Reduced Holdings in Q4 2024

Exchange Capital Management, Inc.

  • $581 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.12K
- 13.93%
$442.29 - $483.08 $2.26M - $2.47M
31.6K $14.3M
GWRE
Guidewire Software, Inc.

Technology
-8.41K
- 16.54%
$168.58 - $207.12 $1.42M - $1.74M
42.4K $7.16M
KLAC
Kla Corp

Technology
-204
- 1.52%
$614.46 - $829.55 $125K - $169K
13.2K $8.34M
CMCSA
Comcast Corp

Communication Services
-29.1K
- 19.79%
$37.39 - $45.14 $1.09M - $1.31M
118K $4.42M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-67.1K
- 32.23%
$20.6 - $20.71 $1.38M - $1.39M
141K $2.91M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-49K
- 76.37%
$26.08 - $27.65 $1.28M - $1.35M
15.2K $396K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.15K
- 9.65%
$96.64 - $101.23 $691K - $724K
66.9K $6.48M
MCHP
Microchip Technology Inc

Technology
-520
- 1.37%
$55.51 - $79.05 $28.9K - $41.1K
37.5K $2.15M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-4.75K
- 1.03%
$34.04 - $35.66 $162K - $169K
456K $15.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13.5K
- 12.03%
$61.68 - $67.87 $833K - $916K
98.7K $6.15M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.07K
- 23.35%
$22.63 - $47.53 $137K - $289K
19.9K $452K
NKE
Nike, Inc.

Consumer Cyclical
-7.31K
- 40.17%
$73.36 - $89.13 $536K - $651K
10.9K $823K
LMT
Lockheed Martin Corp

Industrials
-130
- 1.91%
$479.66 - $614.62 $62.4K - $79.9K
6.66K $3.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.66K
- 4.7%
$113.92 - $127.38 $531K - $593K
94.4K $10.9M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-26.9K
- 75.43%
N/A
8.75K $207K
SUB
Ishares Short Term National Mu

ETFs
-5.23K
- 29.84%
$104.94 - $106.2 $549K - $556K
12.3K $1.3M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-25.4K
- 12.76%
$18.28 - $18.87 $465K - $480K
174K $3.19M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.75K
- 63.38%
$106.56 - $113.11 $506K - $537K
2.75K $293K
HD
Home Depot, Inc.

Consumer Cyclical
-756
- 4.81%
$385.02 - $431.37 $291K - $326K
15K $5.82M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-20.8K
- 13.16%
$20.08 - $20.61 $418K - $429K
137K $2.76M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-19.6K
- 69.84%
$23.88 - $24.32 $467K - $476K
8.44K $202K
GD
General Dynamics Corp

Industrials
-54
- 0.49%
$260.28 - $314.03 $14.1K - $17K
10.9K $2.87M
XOM
Exxon Mobil Corp

Energy
-981
- 2.88%
$105.51 - $125.37 $104K - $123K
33.1K $3.56M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-415
- 0.77%
$64.85 - $73.04 $26.9K - $30.3K
53.5K $3.5M
AMAT
Applied Materials Inc

Technology
-246
- 2.79%
$161.44 - $213.89 $39.7K - $52.6K
8.58K $1.4M
LOW
Lowes Companies Inc

Consumer Cyclical
-384
- 3.43%
$244.52 - $284.07 $93.9K - $109K
10.8K $2.67M
SBUX
Starbucks Corp

Consumer Cyclical
-791
- 1.83%
$87.44 - $102.5 $69.2K - $81.1K
42.5K $3.87M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.48K
- 17.75%
$49.79 - $51.14 $223K - $229K
20.8K $1.04M
LLY
Eli Lilly & CO

Healthcare
-7
- 0.36%
$727.2 - $932.06 $5.09K - $6.52K
1.95K $1.51M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-7.43K
- 14.05%
$21.43 - $22.55 $159K - $168K
45.5K $980K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-3.42K
- 8.29%
$170.03 - $192.78 $581K - $659K
37.8K $6.98M
ASML
Asml Holding Nv

Technology
-22
- 1.68%
$658.43 - $872.27 $14.5K - $19.2K
1.29K $892K
PG
Procter & Gamble CO

Consumer Defensive
-214
- 0.73%
$161.05 - $179.7 $34.5K - $38.5K
29.2K $4.89M
KO
Coca Cola CO

Consumer Defensive
-644
- 4.02%
$61.74 - $71.71 $39.8K - $46.2K
15.4K $956K
BSCV
Invesco ETF Self Indexed Fd Tr
-3.42K
- 1.72%
$16.02 - $16.72 $54.7K - $57.1K
195K $3.14M
NEE
Nextera Energy Inc

Utilities
-160
- 1.42%
$69.77 - $85.43 $11.2K - $13.7K
11.1K $793K
MUB
Ishares National Muni Bond ETF

ETFs
-1.02K
- 9.42%
$105.78 - $108.7 $107K - $110K
9.76K $1.04M
BSCU
Invesco Exc Self Ind Tr

ETFs
-1.95K
- 1.2%
$16.32 - $16.99 $31.9K - $33.2K
161K $2.64M
STZ
Constellation Brands, Inc.

Consumer Defensive
-109
- 4.15%
$219.66 - $257.62 $23.9K - $28.1K
2.52K $556K
UNP
Union Pacific Corp

Industrials
-79
- 1.53%
$223.15 - $249.32 $17.6K - $19.7K
5.08K $1.16M
CMS
Cms Energy Corp

Utilities
-776
- 5.37%
$65.76 - $71.94 $51K - $55.8K
13.7K $911K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-60
- 0.35%
$47.92 - $55.17 $2.88K - $3.31K
17.3K $832K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-4.04K
- 25.82%
$23.08 - $23.28 $93.2K - $94K
11.6K $269K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.98K
- 2.18%
$19.42 - $19.76 $57.9K - $58.9K
134K $2.61M
MCO
Moodys Corp

Financial Services
-167
- 3.3%
$454.04 - $500.88 $75.8K - $83.6K
4.89K $2.31M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-380
- 1.2%
$70.31 - $77.39 $26.7K - $29.4K
31.2K $2.19M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-191
- 0.7%
$101.77 - $113.02 $19.4K - $21.6K
27.2K $2.87M
ICE
Intercontinental Exchange, Inc.

Financial Services
-14
- 0.22%
$148.29 - $166.93 $2.08K - $2.34K
6.26K $932K
VB
Vanguard Small Cap ETF

ETFs
-353
- 8.99%
$233.76 - $261.58 $82.5K - $92.3K
3.57K $858K
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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