Freestone Capital Holdings, LLC Purchases in Q4 2024

Freestone Capital Holdings, LLC

  • $2.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
44
+ 5.1%
$486.1 - $608.57 $21.4K - $26.8K
907 $519K
EA
Electronic Arts Inc.

Communication Services
430
+ 5.06%
$140.69 - $167.97 $60.5K - $72.2K
8.92K $1.31M
VIG
Vanguard Dividend Appreciation

ETFs
476
+ 7.97%
N/A
6.45K $1.18M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.35K
+ 7.1%
$49.79 - $51.14 $117K - $120K
35.4K $1.78M
IYW
Ishares Dj Us Tech ETF

ETFs
3
+ 0.03%
$148.14 - $166.23 $444 - $499
10.5K $1.67M
CDNS
Cadence Design Systems Inc

Technology
50
+ 2.37%
$249.1 - $324.54 $12.5K - $16.2K
2.16K $648K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.16K
+ 4.14%
$9.71 - $15.34 $11.3K - $17.9K
29.3K $389K
MNST
Monster Beverage Corp

Consumer Defensive
975
+ 1.62%
$49.24 - $56.38 $48K - $55K
61.1K $3.21M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.18K
+ 386.57%
$25.93 - $105.3 $212K - $861K
10.3K $286K
VFH
Vanguard Financial ETF

ETFs
278
+ 6.68%
$108.87 - $126.2 $30.3K - $35.1K
4.44K $523K
ZS
Zscaler, Inc.

Technology
250
+ 13.16%
$166.99 - $211.99 $41.7K - $53K
2.15K $387K
VOT
Vanguard Mid Cap Growth Index

ETFs
186
+ 20.51%
$241.48 - $274.89 $44.9K - $51.1K
1.09K $277K
USB
Us Bancorp \De\

Financial Services
726
+ 12.65%
$43.98 - $53.66 $31.9K - $39K
6.46K $309K
ABC
Amerisourcebergen Corp

Healthcare
253
+ 0.8%
N/A
32K $5.92M
JWN
Nordstrom Inc

Consumer Cyclical
558
+ 2.98%
$21.42 - $24.9 $12K - $13.9K
19.3K $464K
FDX
Fedex Corp

Industrials
1
+ 0.02%
$260.5 - $305.15 $261 - $305
5.62K $1.58M
MSI
Motorola Solutions, Inc.

Technology
46
+ 2.61%
$449.08 - $504.6 $20.7K - $23.2K
1.81K $835K
XLE
Energy Sector Spdr

ETFs
905
+ 5.44%
$83.32 - $97.27 $75.4K - $88K
17.5K $1.5M
PHYS
Sprott Physical Gold Trust

Financial Services
2.43K
+ 5.48%
$19.66 - $21.66 $47.8K - $52.7K
46.8K $943K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
74
+ 1.93%
$278.19 - $315.36 $20.6K - $23.3K
3.91K $1.13M
WIT
Wipro LTD

Technology
10K
New
$3.54 - $7.24 $35.5K - $72.6K
10K $35K
BLND
Blend Labs, Inc.

Technology
2.35K
+ 4.66%
$3.31 - $5.35 $7.79K - $12.6K
52.8K $222K
DUK
Duke Energy Corp

Utilities
437
+ 22.9%
$105.76 - $120.76 $46.2K - $52.8K
2.35K $252K
ETR
Entergy Corp

Utilities
1.61K
+ 100.0%
$73.19 - $156.4 $118K - $252K
3.22K $244K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
516
+ 3.43%
$61.68 - $67.87 $31.8K - $35K
15.6K $970K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
198
+ 7.4%
$111.85 - $120.71 $22.1K - $23.9K
2.88K $331K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
251
+ 2.44%
$126.68 - $134.74 $31.8K - $33.8K
10.6K $1.35M
EFV
Msci Eafe Value ETF

ETFs
1K
+ 19.34%
$51.78 - $57.15 $51.9K - $57.3K
6.19K $324K
ENB
Enbridge Inc

Energy
168
+ 1.7%
$40.4 - $43.92 $6.79K - $7.38K
10K $425K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
53
+ 0.46%
$69.3 - $74.3 $3.67K - $3.94K
11.5K $823K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
25.8K
+ 199.89%
$22.01 - $66.82 $569K - $1.73M
38.8K $879K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
37
+ 0.36%
$118.0 - $127.04 $4.37K - $4.7K
10.4K $1.26M
MRCC
Monroe Capital Corp

Financial Services
760
+ 2.94%
$7.82 - $8.64 $5.94K - $6.57K
26.6K $226K
GLW
Corning Inc

Technology
117
+ 2.6%
$44.11 - $49.76 $5.16K - $5.82K
4.61K $219K
NTAP
Net App, Inc.

Technology
1.17K
+ 7.21%
$115.31 - $131.11 $135K - $154K
17.4K $2.02M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
2.6K
+ 13.0%
$10.43 - $11.47 $27.1K - $29.8K
22.6K $238K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
924
+ 11.65%
$58.88 - $64.8 $54.4K - $59.9K
8.85K $521K
PM
Philip Morris International Inc.

Consumer Defensive
438
+ 1.02%
$118.38 - $133.06 $51.9K - $58.3K
43.3K $5.22M
PFF
Ishares Trust Ishares Pfd And

ETFs
565
+ 9.3%
$31.23 - $33.51 $17.6K - $18.9K
6.64K $208K
WM
Waste Management Inc

Industrials
74
+ 5.51%
$201.79 - $228.46 $14.9K - $16.9K
1.42K $285K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
47
+ 1.48%
N/A
3.22K $276K
RSG
Republic Services, Inc.

Industrials
16
+ 1.08%
$198.0 - $218.75 $3.17K - $3.5K
1.49K $300K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
833
+ 7.71%
$19.47 - $20.95 $16.2K - $17.5K
11.6K $226K
BNDX
Vanguard Total International B

ETFs
169
+ 2.66%
$48.91 - $50.61 $8.27K - $8.55K
6.52K $320K
Blackrock Inc
356
New
N/A
356 $0
Actuate Therapeutics Inc
10K
New
N/A
10K $0
Ishares Ethereum Tr
16.7K
New
N/A
16.7K $0
Te Connectivity PLC
353
+ 1.56%
N/A
23K $0
Aptiv PLC
28.2K
New
N/A
28.2K $0
Activity Summary
Buys All Purchases 223 New Holdings 38 Increased Positions 185 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 3 Puts 6
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