Forbes J M & CO LLP Incresed Positions in Q4 2024

Forbes J M & CO LLP

  • $1.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
159
+ 0.14%
$159.67 - $250.0 $25.4K - $39.8K
114K $26.4M
AMZN
Amazon Com Inc

Consumer Cyclical
3.42K
+ 1.91%
$180.88 - $232.93 $619K - $797K
183K $40.1M
GOOGL
Alphabet Inc.

Communication Services
2.8K
+ 1.27%
$161.86 - $196.66 $453K - $551K
223K $42.1M
AAPL
Apple Inc.

Technology
4.57K
+ 1.87%
$221.69 - $259.02 $1.01M - $1.18M
249K $62.4M
V
Visa Inc.

Financial Services
1.11K
+ 1.73%
$273.87 - $320.91 $303K - $355K
65.2K $20.6M
CRM
Salesforce, Inc.

Technology
91
+ 0.25%
$270.87 - $367.87 $24.6K - $33.5K
36.7K $12.3M
TSLA
Tesla, Inc.

Consumer Cyclical
56
+ 0.41%
$213.65 - $479.86 $12K - $26.9K
13.7K $5.53M
BAC
Bank Of America Corp

Financial Services
1.67K
+ 0.38%
$39.22 - $47.77 $65.6K - $79.9K
438K $19.2M
HON
Honeywell International Inc

Industrials
241
+ 0.44%
$202.84 - $236.0 $48.9K - $56.9K
55.6K $12.6M
NOW
Service Now, Inc.

Technology
19
+ 0.35%
$867.18 - $1148.42 $16.5K - $21.8K
5.42K $5.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.08K
+ 127.91%
$567.81 - $607.81 $612K - $655K
1.92K $1.12M
GOOG
Alphabet Inc.

Communication Services
1.02K
+ 6.47%
$163.08 - $198.16 $166K - $202K
16.7K $3.19M
PANW
Palo Alto Networks Inc

Technology
17.9K
+ 101.13%
$181.96 - $405.9 $3.26M - $7.27M
35.6K $6.48M
TJX
Tjx Companies Inc

Consumer Cyclical
99
+ 0.08%
$112.15 - $127.2 $11.1K - $12.6K
121K $14.6M
INTU
Intuit Inc

Technology
526
+ 28.46%
$602.01 - $706.25 $317K - $371K
2.37K $1.49M
META
Meta Platforms, Inc.

Communication Services
232
+ 2.07%
$554.08 - $632.68 $129K - $147K
11.5K $6.76M
IAU
Ishares Gold Trust

ETFs
11.4K
+ 0.82%
$48.37 - $52.65 $550K - $599K
1.4M $69.1M
BMY
Bristol Myers Squibb CO

Healthcare
2.78K
+ 34.67%
$51.92 - $59.94 $144K - $167K
10.8K $611K
LMT
Lockheed Martin Corp

Industrials
485
+ 114.12%
$479.66 - $614.62 $233K - $298K
910 $442K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
+ 0.35%
$1146.59 - $1270.6 $18.3K - $20.3K
4.65K $5.52M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
312
+ 150.72%
$701.85 - $1046.91 $219K - $327K
519 $369K
ORCL
Oracle Corp

Technology
944
+ 43.74%
$165.41 - $192.43 $156K - $182K
3.1K $516K
COST
Costco Wholesale Corp

Consumer Defensive
78
+ 3.27%
$873.59 - $994.69 $68.1K - $77.6K
2.46K $2.25M
LLY
Eli Lilly & CO

Healthcare
382
+ 23.74%
$727.2 - $932.06 $278K - $356K
1.99K $1.54M
CAT
Caterpillar Inc

Industrials
394
+ 30.15%
$360.37 - $416.88 $142K - $164K
1.7K $617K
VIG
Vanguard Dividend Appreciation

ETFs
436
+ 0.53%
N/A
83K $15.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.15K
+ 0.58%
$61.68 - $67.87 $71K - $78.1K
201K $12.5M
ETN
Eaton Corp PLC

Industrials
135
+ 0.35%
$326.96 - $377.52 $44.1K - $51K
38.4K $12.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
326
+ 2.63%
$442.29 - $483.08 $144K - $157K
12.7K $5.77M
NVCT
Nuvectis Pharma, Inc.

Healthcare
10.6K
+ 21.9%
$4.52 - $10.98 $47.9K - $116K
59K $320K
GLD
Spdr Gold Trust

ETFs
46
+ 0.86%
$236.59 - $257.5 $10.9K - $11.8K
5.36K $1.3M
Ginkgo Bioworks Holdings Inc Cl A
577K
+ 461.39%
N/A
702K $0
Linde PLC
44
+ 0.12%
N/A
36.7K $0
IBM
International Business Machines Corp

Technology
328
+ 0.49%
$204.9 - $238.04 $67.2K - $78.1K
67K $14.7M
MMM
3 M CO

Industrials
29
+ 0.95%
$124.74 - $137.12 $3.62K - $3.98K
3.07K $395K
GE
General Electric CO

Industrials
2
+ 0.12%
$159.95 - $194.23 $320 - $388
1.63K $272K
ABT
Abbott Laboratories

Healthcare
415
+ 0.31%
$111.93 - $119.39 $46.5K - $49.5K
136K $15.3M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.01%
$385.02 - $431.37 $770 - $863
24.3K $9.47M
BDX
Becton Dickinson & CO

Healthcare
3
+ 0.01%
$220.02 - $243.75 $660 - $731
34.9K $7.91M
IBB
Ishares Biotechnology ETF

ETFs
352
+ 0.86%
$131.21 - $148.85 $46.2K - $52.4K
41.3K $5.46M
PGR
Progressive Corp

Financial Services
196
+ 0.42%
$239.6 - $268.88 $47K - $52.7K
47.2K $11.3M
ECL
Ecolab Inc.

Basic Materials
125
+ 0.39%
$234.32 - $261.43 $29.3K - $32.7K
32.2K $7.54M
XLE
Energy Sector Spdr

ETFs
1.48K
+ 0.41%
$83.32 - $97.27 $123K - $144K
363K $31.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.73K
+ 0.66%
$38.37 - $42.82 $66.3K - $74K
265K $10.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
350
+ 0.46%
$148.29 - $166.93 $51.9K - $58.4K
76.3K $11.4M
VZ
Verizon Communications Inc

Communication Services
660
+ 0.34%
$39.6 - $45.21 $26.1K - $29.8K
193K $7.73M
UNP
Union Pacific Corp

Industrials
192
+ 0.36%
$223.15 - $249.32 $42.8K - $47.9K
54.1K $12.3M
RIO
Rio Tinto PLC

Basic Materials
568
+ 0.64%
$58.59 - $71.15 $33.3K - $40.4K
89.9K $5.29M
PLD
Prologis, Inc.

Real Estate
213
+ 0.37%
$101.4 - $126.96 $21.6K - $27K
58.1K $6.14M
Activity Summary
Buys All Purchases 68 New Holdings 7 Increased Positions 61 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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