Jacobsen Capital Management Purchases in Q4 2024

Jacobsen Capital Management

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
37.1K
New
$77.02 - $78.58 $2.86M - $2.92M
37.1K $2.87M
VUG
Vanguard Growth ETF

ETFs
129
+ 0.13%
$378.79 - $428.11 $48.9K - $55.2K
100K $41.1M
AAPL
Apple Inc.

Technology
369
+ 1.2%
$221.69 - $259.02 $81.8K - $95.6K
31K $7.77M
NVDA
Nvidia Corp

Technology
281
+ 0.65%
$117.0 - $148.88 $32.9K - $41.8K
43.4K $5.82M
AMZN
Amazon Com Inc

Consumer Cyclical
116
+ 0.75%
$180.88 - $232.93 $21K - $27K
15.7K $3.44M
AVGO
Broadcom Inc.

Technology
137
+ 1.71%
$159.67 - $250.0 $21.9K - $34.3K
8.13K $1.88M
GOOGL
Alphabet Inc.

Communication Services
65
+ 0.34%
$161.86 - $196.66 $10.5K - $12.8K
19.4K $3.67M
VB
Vanguard Small Cap ETF

ETFs
528
+ 3.27%
$233.76 - $261.58 $123K - $138K
16.7K $4.01M
ADSK
Autodesk, Inc.

Technology
682
New
N/A
682 $167K
GOOG
Alphabet Inc.

Communication Services
129
+ 2.34%
$163.08 - $198.16 $21K - $25.6K
5.64K $1.07M
CRM
Salesforce, Inc.

Technology
68
+ 4.31%
$270.87 - $367.87 $18.4K - $25K
1.65K $550K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.69K
+ 7.21%
$74.5 - $78.37 $275K - $289K
54.9K $4.1M
WFC
Wells Fargo & Company

Financial Services
148
+ 2.81%
$54.98 - $77.35 $8.14K - $11.4K
5.42K $380K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.01%
$79.1 - $95.7 $79.1 - $95.7
8.39K $758K
MA
Mastercard Inc

Financial Services
2
+ 0.1%
$491.3 - $536.15 $983 - $1.07K
1.97K $1.04M
NOW
Service Now, Inc.

Technology
2
+ 0.62%
$867.18 - $1148.42 $1.73K - $2.3K
325 $344K
CSCO
Cisco Systems, Inc.

Technology
332
+ 6.52%
$52.45 - $60.02 $17.4K - $19.9K
5.43K $321K
SCHX
Schwab Strategic Tr Us Large C

ETFs
27.4K
+ 198.09%
$22.4 - $68.28 $614K - $1.87M
41.2K $955K
PANW
Palo Alto Networks Inc

Technology
663
+ 102.16%
$181.96 - $405.9 $121K - $269K
1.31K $238K
PM
Philip Morris International Inc.

Consumer Defensive
127
+ 6.26%
$118.38 - $133.06 $15K - $16.9K
2.16K $259K
TXN
Texas Instruments Inc

Technology
49
+ 3.95%
N/A
1.29K $251K
ETN
Eaton Corp PLC

Industrials
1
+ 0.14%
$326.96 - $377.52 $327 - $378
699 $231K
Arista Networks Inc
2.01K
New
N/A
2.01K $0
ABT
Abbott Laboratories

Healthcare
24
+ 0.84%
$111.93 - $119.39 $2.69K - $2.87K
2.88K $325K
ACN
Accenture PLC

Technology
4
+ 0.43%
$343.9 - $376.86 $1.38K - $1.51K
939 $330K
IBM
International Business Machines Corp

Technology
2
+ 0.15%
$204.9 - $238.04 $410 - $476
1.35K $295K
ORCL
Oracle Corp

Technology
37
+ 1.54%
$165.41 - $192.43 $6.12K - $7.12K
2.44K $406K
COP
Conocophillips

Energy
61
+ 2.81%
$95.12 - $114.72 $5.8K - $7K
2.23K $221K
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.73%
$288.47 - $316.54 $2.02K - $2.22K
971 $281K
CAT
Caterpillar Inc

Industrials
1
+ 0.18%
$360.37 - $416.88 $360 - $417
552 $200K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.38%
$442.29 - $483.08 $4.87K - $5.31K
2.94K $1.33M
UNP
Union Pacific Corp

Industrials
23
+ 1.92%
$223.15 - $249.32 $5.13K - $5.73K
1.22K $279K
SO
Southern CO

Utilities
13
+ 0.53%
$81.5 - $94.15 $1.06K - $1.22K
2.46K $202K
MSFT
Microsoft Corp

Technology
226
+ 1.69%
$406.35 - $454.46 $91.8K - $103K
13.6K $5.73M
MRK
Merck & Co., Inc.

Healthcare
233
+ 6.93%
$96.31 - $114.76 $22.4K - $26.7K
3.59K $357K
AMAT
Applied Materials Inc

Technology
131
+ 11.31%
$161.44 - $213.89 $21.1K - $28K
1.29K $209K
CMCSA
Comcast Corp

Communication Services
14
+ 0.2%
$37.39 - $45.14 $523 - $632
7.05K $264K
KO
Coca Cola CO

Consumer Defensive
376
+ 6.6%
$61.74 - $71.71 $23.2K - $27K
6.07K $378K
VZ
Verizon Communications Inc

Communication Services
17
+ 0.23%
$39.6 - $45.21 $673 - $769
7.37K $294K
ABBV
Abb Vie Inc.

Healthcare
106
+ 3.37%
$164.99 - $203.87 $17.5K - $21.6K
3.25K $578K
NEE
Nextera Energy Inc

Utilities
2
+ 0.05%
$69.77 - $85.43 $140 - $171
4.1K $293K
UNH
Unitedhealth Group Inc

Healthcare
30
+ 1.99%
$485.52 - $625.25 $14.6K - $18.8K
1.54K $777K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.16%
$727.2 - $932.06 $1.45K - $1.86K
1.28K $991K
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
+ 0.44%
$501.29 - $612.85 $3.51K - $4.29K
1.61K $838K
VTV
Vanguard Value ETF

ETFs
1.6K
+ 0.89%
$168.32 - $181.87 $269K - $291K
181K $30.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
199K
+ 100.07%
$18.41 - $40.87 $3.67M - $8.14M
398K $7.37M
EXR
Extra Space Storage Inc.

Real Estate
1
+ 0.0%
$142.35 - $178.32 $142 - $178
38.8K $5.81M
VEA
Vanguard Ftse Developed Market

ETFs
10.3K
+ 1.06%
$47.57 - $52.44 $491K - $541K
989K $47.3M
Activity Summary
Buys All Purchases 49 New Holdings 3 Increased Positions 46 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jacobsen Capital Management Portfolio

Follow Jacobsen Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobsen Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Jacobsen Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email