Lgl Partners, LLC Purchases in Q4 2024

Lgl Partners, LLC

  • $636 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
34
+ 0.82%
$442.29 - $483.08 $15K - $16.4K
4.2K $1.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
271
+ 2.84%
$26.63 - $30.23 $7.22K - $8.19K
9.83K $261K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
192
+ 2.09%
$26.65 - $29.34 $5.12K - $5.63K
9.4K $254K
MCD
Mcdonalds Corp

Consumer Cyclical
23
+ 1.21%
$288.47 - $316.54 $6.63K - $7.28K
1.92K $557K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
17
+ 0.34%
$106.1 - $114.66 $1.8K - $1.95K
4.97K $529K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
99
+ 1.1%
$115.08 - $119.55 $11.4K - $11.8K
9.13K $1.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
33
+ 0.36%
$174.22 - $187.62 $5.75K - $6.19K
9.23K $1.62M
TDG
Trans Digm Group Inc

Industrials
1
+ 0.47%
$1239.0 - $1442.53 $1.24K - $1.44K
215 $272K
UBER
Uber Technologies, Inc

Technology
114
+ 3.31%
$59.93 - $86.34 $6.83K - $9.84K
3.56K $214K
MDT
Medtronic PLC

Healthcare
94
+ 1.8%
$79.61 - $92.24 $7.48K - $8.67K
5.33K $425K
JNJ
Johnson & Johnson

Healthcare
33
+ 1.07%
$143.34 - $165.86 $4.73K - $5.47K
3.11K $449K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
27
+ 0.19%
$134.53 - $150.65 $3.63K - $4.07K
14.3K $1.93M
UL
Unilever PLC

Consumer Defensive
91
+ 0.94%
$56.7 - $64.64 $5.16K - $5.88K
9.77K $553K
AMT
American Tower Corp

Real Estate
12
+ 0.73%
$179.4 - $232.01 $2.15K - $2.78K
1.66K $305K
DVY
Ishares Tr

ETFs
294
+ 0.91%
$129.55 - $143.41 $38.1K - $42.2K
32.4K $4.26M
NKE
Nike, Inc.

Consumer Cyclical
18
+ 0.23%
$73.36 - $89.13 $1.32K - $1.6K
7.77K $588K
MPWR
Monolithic Power Systems Inc

Technology
8
+ 2.42%
$560.06 - $942.58 $4.48K - $7.54K
338 $199K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
36.4K
+ 104.45%
$18.41 - $40.87 $671K - $1.49M
71.3K $1.32M
LLY
Eli Lilly & CO

Healthcare
22
+ 1.1%
$727.2 - $932.06 $16K - $20.5K
2.03K $1.56M
IEFA
Ishares Tr

ETFs
210
+ 0.67%
$70.06 - $77.43 $14.7K - $16.3K
31.6K $2.22M
VEA
Vanguard Ftse Developed Market

ETFs
844
+ 1.49%
$47.57 - $52.44 $40.1K - $44.3K
57.4K $2.75M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
656
+ 0.7%
$96.64 - $101.23 $63.4K - $66.4K
94.2K $9.12M
DGRO
Ishares Core Dividend Growth E

ETFs
597
+ 0.19%
$60.73 - $64.94 $36.3K - $38.8K
310K $19M
Activity Summary
Buys All Purchases 74 New Holdings 12 Increased Positions 62 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 1 Puts 0
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