Grant Incresed Positions in Q4 2024

Grant

  • $179 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
17.3K
+ 1377.9%
$170.03 - $192.78 $2.95M - $3.34M
18.6K $3.44M
NVDA
Nvidia Corp

Technology
5.76K
+ 32.24%
$117.0 - $148.88 $673K - $857K
23.6K $3.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
837
+ 10.86%
$521.84 - $558.82 $437K - $468K
8.54K $4.6M
JPM
Jpmorgan Chase & CO

Financial Services
275
+ 2.96%
$205.18 - $250.29 $56.4K - $68.8K
9.56K $2.29M
SCHG
Schwab Strategic Tr Us Large C

ETFs
121K
+ 302.46%
$25.93 - $105.3 $3.13M - $12.7M
161K $4.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
370
+ 14.15%
$567.81 - $607.81 $210K - $225K
2.98K $1.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
78.8K
+ 220.76%
$22.4 - $68.28 $1.77M - $5.38M
114K $2.65M
GLD
Spdr Gold Trust

ETFs
1.06K
+ 2.25%
$236.59 - $257.5 $251K - $274K
48.4K $11.7M
VB
Vanguard Small Cap ETF

ETFs
827
+ 27.38%
$233.76 - $261.58 $193K - $216K
3.85K $924K
AMZN
Amazon Com Inc

Consumer Cyclical
361
+ 9.98%
$180.88 - $232.93 $65.3K - $84.1K
3.98K $872K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.08K
+ 2.05%
$53.94 - $58.15 $58.2K - $62.7K
53.8K $3.03M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.96K
+ 40.04%
$35.45 - $40.33 $140K - $160K
13.8K $495K
XLP
Consumer Staples Sector Spdr

ETFs
1.57K
+ 23.41%
N/A
8.25K $627K
CVX
Chevron Corp

Energy
728
+ 46.52%
$141.15 - $162.53 $103K - $118K
2.29K $332K
VTI
Vanguard Total Stock Market Et

ETFs
273
+ 9.58%
$280.04 - $302.45 $76.5K - $82.6K
3.12K $905K
VV
Vanguard Large Cap ETF

ETFs
244
+ 11.18%
$260.27 - $280.65 $63.5K - $68.5K
2.43K $654K
VO
Vanguard Mid Cap ETF

ETFs
201
+ 7.13%
$261.5 - $284.63 $52.6K - $57.2K
3.02K $797K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.17%
$571.78 - $647.97 $1.14K - $1.3K
1.17K $728K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13K
+ 236.55%
$26.93 - $84.95 $349K - $1.1M
18.4K $503K
AXP
American Express CO

Financial Services
2
+ 0.24%
$267.35 - $305.57 $535 - $611
839 $249K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
352
+ 1.3%
$61.68 - $67.87 $21.7K - $23.9K
27.4K $1.7M
IWV
Ishares Russell 3000 ETF

ETFs
35
+ 3.18%
$323.08 - $349.08 $11.3K - $12.2K
1.14K $379K
XLU
Utilities Sector Spdr

ETFs
430
+ 15.41%
$74.89 - $82.93 $32.2K - $35.7K
3.22K $243K
T
At&T Inc.

Communication Services
58
+ 0.61%
$21.22 - $23.88 $1.23K - $1.39K
9.54K $217K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
126
+ 1.72%
$41.09 - $45.94 $5.18K - $5.79K
7.44K $312K
VOE
Vanguard Mid Cap Value Index F

ETFs
129
+ 4.8%
$160.89 - $176.18 $20.8K - $22.7K
2.82K $456K
Adverum Biotechnologies Inc
45.6K
+ 117.95%
N/A
84.2K $0
Listed Fd Tr
32.1K
+ 532.12%
N/A
38.1K $0
T Rowe Price ETF Inc
19.3K
+ 7.58%
N/A
273K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
1.91K
+ 33.92%
N/A
7.56K $0
IBM
International Business Machines Corp

Technology
7
+ 0.14%
$204.9 - $238.04 $1.43K - $1.67K
4.89K $1.08M
PEP
Pepsico Inc

Consumer Defensive
93
+ 5.52%
$151.29 - $176.1 $14.1K - $16.4K
1.78K $270K
MPW
Medical Properties Trust Inc

Real Estate
4.69K
+ 22.65%
$3.72 - $5.77 $17.4K - $27K
25.4K $100K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31.4K
+ 187.56%
$22.01 - $66.82 $692K - $2.1M
48.2K $1.09M
MMM
3 M CO

Industrials
14
+ 0.46%
$124.74 - $137.12 $1.75K - $1.92K
3.04K $392K
EFA
Ishares Tr Msci Eafe ETF

ETFs
10
+ 0.35%
$75.1 - $82.99 $751 - $830
2.87K $217K
GE
General Electric CO

Industrials
2
+ 0.12%
$159.95 - $194.23 $320 - $388
1.66K $277K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
19
+ 0.37%
$75.65 - $83.47 $1.44K - $1.59K
5.22K $397K
PFE
Pfizer Inc

Healthcare
187
+ 0.89%
$24.8 - $30.19 $4.64K - $5.65K
21.1K $560K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.55%
$479.66 - $614.62 $1.44K - $1.84K
545 $264K
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 1.61%
$501.29 - $612.85 $5.01K - $6.13K
632 $328K
CEG
Constellation Energy Corp

Utilities
42
+ 2.18%
$224.28 - $285.52 $9.42K - $12K
1.97K $442K
CL
Colgate Palmolive CO

Consumer Defensive
26
+ 0.44%
$90.22 - $102.31 $2.35K - $2.66K
5.93K $538K
SCHV
Schwab Strategic Tr Us Large C

ETFs
80K
+ 182.36%
$25.79 - $80.4 $2.06M - $6.44M
124K $3.23M
Activity Summary
Buys All Purchases 62 New Holdings 17 Increased Positions 45 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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