Ken Fisher Incresed Positions in Q4 2024

Fisher Asset Management, LLC

  • $247 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
8.11K
+ 14.65%
$130.36 - $139.54 $1.06M - $1.13M
63.5K $8.52M
ACN
Accenture PLC

Technology
2.22K
+ 81.44%
$343.9 - $376.86 $765K - $838K
4.96K $1.74M
OKE
Oneok Inc

Energy
7.09K
+ 103.63%
$92.28 - $117.05 $654K - $830K
13.9K $1.4M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
8K
+ 1.59%
$32.63 - $37.1 $261K - $297K
511K $17.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.04K
+ 6.62%
$442.29 - $483.08 $901K - $984K
32.8K $14.9M
RY
Royal Bank Of Canada

Financial Services
20.2K
+ 4.9%
$119.72 - $128.02 $2.42M - $2.59M
432K $52.1M
WFC
Wells Fargo & Company

Financial Services
4.96K
+ 19.96%
$54.98 - $77.35 $272K - $383K
29.8K $2.09M
MEG
Montrose Environmental Group, Inc.

Industrials
108K
+ 62.53%
$15.62 - $27.65 $1.69M - $2.98M
280K $5.2M
GLD
Spdr Gold Trust

ETFs
2.68K
+ 132.28%
$236.59 - $257.5 $635K - $691K
4.71K $1.14M
XLV
Select Sector Spdr Fund Health

ETFs
5.94K
+ 55.13%
$136.28 - $154.74 $810K - $919K
16.7K $2.3M
XLK
Technology Sector Spdr

ETFs
2.37K
+ 23.69%
$220.26 - $241.44 $522K - $572K
12.4K $2.88M
IBM
International Business Machines Corp

Technology
2.87K
+ 18.63%
$204.9 - $238.04 $588K - $684K
18.3K $4.02M
MORN
Morningstar, Inc.

Financial Services
659
+ 3.09%
$312.56 - $358.78 $206K - $236K
22K $7.41M
PEB
Pebblebrook Hotel Trust

Real Estate
31.7K
+ 5.85%
$11.85 - $14.94 $375K - $473K
573K $7.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.3K
+ 133.15%
$44.04 - $49.49 $629K - $707K
25K $1.1M
HRL
Hormel Foods Corp

Consumer Defensive
19.2K
+ 34.53%
$29.21 - $33.55 $562K - $646K
75K $2.35M
ACIW
Aci Worldwide, Inc.

Technology
2.04K
+ 0.44%
$48.81 - $59.2 $99.6K - $121K
465K $24.1M
MO
Altria Group, Inc.

Consumer Defensive
9.52K
+ 15.27%
$49.06 - $57.74 $467K - $550K
71.9K $3.76M
T
At&T Inc.

Communication Services
21K
+ 17.45%
$21.22 - $23.88 $446K - $502K
141K $3.22M
FIBK
First Interstate Bancsystem Inc

Financial Services
90
+ 0.03%
$29.32 - $35.47 $2.64K - $3.19K
319K $10.4M
DIOD
Diodes Inc

Technology
16K
+ 9.39%
$53.01 - $66.3 $848K - $1.06M
186K $11.5M
BCS
Barclays PLC

Financial Services
22K
+ 9.64%
$11.65 - $13.67 $257K - $301K
251K $3.33M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.58K
+ 53.0%
$311.11 - $335.64 $492K - $531K
4.57K $1.47M
TSN
Tyson Foods, Inc.

Consumer Defensive
10.4K
+ 26.44%
$57.14 - $64.54 $593K - $669K
49.6K $2.85M
VO
Vanguard Mid Cap ETF

ETFs
1.93K
+ 77.81%
$261.5 - $284.63 $503K - $548K
4.4K $1.16M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.34K
+ 143.78%
$61.52 - $66.5 $451K - $488K
12.4K $793K
KR
Kroger CO

Consumer Defensive
6.49K
+ 38.62%
$55.21 - $63.3 $358K - $411K
23.3K $1.42M
PM
Philip Morris International Inc.

Consumer Defensive
3.83K
+ 34.89%
$118.38 - $133.06 $453K - $509K
14.8K $1.78M
BTI
British American Tobacco P.L.C.

Consumer Defensive
11.9K
+ 34.34%
$34.25 - $37.94 $408K - $452K
46.6K $1.69M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
20K
+ 11.85%
$24.61 - $25.12 $493K - $503K
189K $4.67M
VTV
Vanguard Value ETF

ETFs
2.52K
+ 82.16%
$168.32 - $181.87 $424K - $458K
5.59K $945K
XLF
Financial Sector Spdr

ETFs
5.61K
+ 13.93%
$44.89 - $51.34 $252K - $288K
45.9K $2.22M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.69K
+ 195.06%
$45.07 - $47.1 $392K - $409K
13.1K $594K
NUE
Nucor Corp

Basic Materials
65K
+ 30.34%
$115.78 - $167.74 $7.52M - $10.9M
279K $32.6M
CYTK
Cytokinetics Inc

Healthcare
74.2K
+ 13.68%
$46.36 - $58.62 $3.44M - $4.35M
616K $29M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
23.7K
+ 15.99%
$21.43 - $22.55 $508K - $535K
172K $3.71M
VB
Vanguard Small Cap ETF

ETFs
1.47K
+ 102.3%
$233.76 - $261.58 $343K - $384K
2.9K $697K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.07K
+ 38.61%
$50.14 - $52.56 $404K - $424K
29K $1.46M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.66K
+ 157.05%
$77.02 - $78.58 $359K - $366K
7.62K $589K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.92K
+ 84.99%
$183.23 - $199.79 $352K - $384K
4.18K $773K
OUT
Outfront Media Inc.

Real Estate
36.5K
+ 7.67%
$17.48 - $19.36 $638K - $706K
512K $9.08M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
33.6K
+ 268.78%
$18.41 - $40.87 $619K - $1.37M
46.2K $853K
KMI
Kinder Morgan, Inc.

Energy
9.78K
+ 74.45%
$22.59 - $28.54 $221K - $279K
22.9K $627K
CBRE
Cbre Group, Inc.

Real Estate
163
+ 0.36%
$119.22 - $140.71 $19.4K - $22.9K
44.9K $5.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.9K
+ 61.71%
$113.92 - $127.38 $330K - $369K
7.59K $874K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
20.7K
+ 16.91%
$17.7 - $26.34 $366K - $545K
143K $2.69M
EPD
Enterprise Products Partners L.P.

Energy
8.9K
+ 50.64%
$28.66 - $34.43 $255K - $306K
26.5K $830K
PSMT
Pricesmart Inc

Consumer Defensive
3.34K
+ 13.48%
$83.08 - $96.92 $278K - $324K
28.1K $2.59M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10K
+ 10.62%
$51.33 - $53.74 $516K - $540K
105K $5.39M
Activity Summary
Buys All Purchases 618 New Holdings 109 Increased Positions 509 Sells All Sells 304 Reductions 304 Sold out 0 Options Calls 0 Puts 0
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