Helium Advisors LLC Purchases in Q4 2024

Helium Advisors LLC

  • $126 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
4.22K
New
$105.78 - $108.7 $446K - $458K
4.22K $449M
Innovator Etfs Trust
9.29K
New
N/A
9.29K $447M
XOM
Exxon Mobil Corp

Energy
4.15K
New
$105.51 - $125.37 $438K - $520K
4.15K $446M
IAU
Ishares Gold Trust

ETFs
8.99K
New
$48.37 - $52.65 $435K - $473K
8.99K $445M
WMT
Walmart Inc.

Consumer Defensive
4.48K
New
$79.1 - $95.7 $354K - $428K
4.48K $404M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.16K
New
$89.01 - $96.24 $370K - $400K
4.16K $373M
NJUL
Innovator Growth 100 Power Buf

Technology
5.91K
New
$60.22 - $63.94 $356K - $378K
5.91K $371M
SPY
Spdr S&P 500 ETF Trust

ETFs
627
New
$567.81 - $607.81 $356K - $381K
627 $368M
WFC
Wells Fargo & Company

Financial Services
5.23K
New
$54.98 - $77.35 $288K - $405K
5.23K $367M
BKNG
Booking Holdings Inc.

Consumer Cyclical
73
New
$4100.99 - $5300.34 $299K - $387K
73 $364M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
3.66K
New
$93.52 - $95.37 $342K - $349K
3.66K $342M
VSAT
Viasat Inc

Technology
38.3K
New
$6.83 - $11.56 $262K - $443K
38.3K $326M
IJUL
Innovator Etfs Tr

ETFs
11.4K
New
$27.59 - $29.25 $315K - $334K
11.4K $316M
UNH
Unitedhealth Group Inc

Healthcare
605
New
$485.52 - $625.25 $294K - $378K
605 $306M
DFAE
Dimensional ETF Tr

ETFs
11.9K
New
$25.36 - $28.15 $302K - $336K
11.9K $302M
ABBV
Abb Vie Inc.

Healthcare
1.66K
New
$164.99 - $203.87 $274K - $339K
1.66K $295M
VO
Vanguard Mid Cap ETF

ETFs
1.07K
New
$261.5 - $284.63 $281K - $306K
1.07K $284M
IOCT
Innovator Etfs Tr Intl Dev Pow
9.67K
New
N/A
9.67K $283M
BAC
Bank Of America Corp

Financial Services
6.4K
New
$39.22 - $47.77 $251K - $306K
6.4K $281M
BA
Boeing CO

Industrials
1.57K
New
$138.14 - $180.72 $217K - $284K
1.57K $278M
MO
Altria Group, Inc.

Consumer Defensive
5.22K
New
$49.06 - $57.74 $256K - $301K
5.22K $273M
IWM
Ishares Russell 2000 ETF

ETFs
1.23K
New
$216.13 - $242.4 $265K - $297K
1.23K $271M
AVGO
Broadcom Inc.

Technology
1.16K
New
$159.67 - $250.0 $185K - $289K
1.16K $268M
FPE
First Tr Pfd Secs & Income ETF

ETFs
15.1K
New
$17.65 - $18.18 $267K - $275K
15.1K $268M
F
Ford Motor CO

Consumer Cyclical
26.6K
New
$9.69 - $11.4 $258K - $303K
26.6K $263M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
14.4K
New
$17.93 - $18.8 $257K - $270K
14.4K $261M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.27K
New
$40.97 - $42.66 $257K - $267K
6.27K $259M
GS
Goldman Sachs Group Inc

Financial Services
444
New
$486.1 - $608.57 $216K - $270K
444 $254M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.45K
New
$33.77 - $44.09 $251K - $328K
7.45K $253M
NFLX
Netflix Inc

Communication Services
278
New
$687.65 - $936.56 $191K - $260K
278 $248M
OKE
Oneok Inc

Energy
2.4K
New
$92.28 - $117.05 $221K - $280K
2.4K $240M
MA
Mastercard Inc

Financial Services
454
New
$491.3 - $536.15 $223K - $243K
454 $239M
PAVE
Global X Fds Us Infrastructure

ETFs
5.89K
New
$40.41 - $45.95 $238K - $271K
5.89K $238M
Innovator Etfs Trust
6.31K
New
N/A
6.31K $236M
XLU
Utilities Sector Spdr

ETFs
3.06K
New
$74.89 - $82.93 $229K - $254K
3.06K $232M
IBM
International Business Machines Corp

Technology
1.04K
New
$204.9 - $238.04 $212K - $247K
1.04K $228M
PSA
Public Storage

Real Estate
751
New
$289.33 - $360.21 $217K - $271K
751 $225M
SHEL
Shell PLC

Energy
3.52K
New
$60.63 - $70.23 $213K - $247K
3.52K $220M
O
Realty Income Corp

Real Estate
4.05K
New
$51.76 - $64.71 $210K - $262K
4.05K $216M
T
At&T Inc.

Communication Services
9.44K
New
$21.22 - $23.88 $200K - $225K
9.44K $215M
HYLS
First Tr Tactical High Yield L

ETFs
5.14K
New
$41.29 - $42.03 $212K - $216K
5.14K $212M
SBUX
Starbucks Corp

Consumer Cyclical
2.32K
New
$87.44 - $102.5 $203K - $238K
2.32K $212M
IEMG
Ishares Inc

ETFs
4.01K
New
N/A
4.01K $209M
XLF
Financial Sector Spdr

ETFs
4.33K
New
$44.89 - $51.34 $194K - $222K
4.33K $209M
CAT
Caterpillar Inc

Industrials
575
New
$360.37 - $416.88 $207K - $240K
575 $209M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.05K
New
$172.07 - $207.36 $181K - $218K
1.05K $207M
COF
Capital One Financial Corp

Financial Services
1.15K
New
$145.19 - $192.01 $167K - $220K
1.15K $205M
VB
Vanguard Small Cap ETF

ETFs
837
New
$233.76 - $261.58 $196K - $219K
837 $201M
KGC
Kinross Gold Corp

Basic Materials
10.5K
New
$9.03 - $10.75 $94.8K - $113K
10.5K $97.3M
Activity Summary
Buys All Purchases 101 New Holdings 101 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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