Lgl Partners, LLC Incresed Positions in Q4 2024

Lgl Partners, LLC

  • $636 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.89K
+ 0.63%
$521.84 - $558.82 $1.51M - $1.62M
465K $251M
SPY
Spdr S&P 500 ETF Trust

ETFs
296
+ 0.27%
$567.81 - $607.81 $168K - $180K
111K $64.9M
AAPL
Apple Inc.

Technology
344
+ 1.62%
$221.69 - $259.02 $76.3K - $89.1K
21.5K $5.39M
IEMG
Ishares Inc

ETFs
8.19K
+ 82.2%
N/A
18.1K $973K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.1K
+ 1.82%
$61.68 - $67.87 $438K - $482K
398K $24.8M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2
+ 0.0%
$22.72 - $28.29 $45.4 - $56.6
50K $1.32M
GOOG
Alphabet Inc.

Communication Services
107
+ 2.16%
$163.08 - $198.16 $17.4K - $21.2K
5.06K $962K
XLF
Financial Sector Spdr

ETFs
500
+ 1.68%
$44.89 - $51.34 $22.4K - $25.7K
30.2K $1.46M
OWL
Blue Owl Capital Inc.

Financial Services
149
+ 0.55%
$19.51 - $24.81 $2.91K - $3.7K
27.2K $632K
PTCT
Ptc Therapeutics, Inc.

Healthcare
6
+ 0.05%
$34.99 - $52.07 $210 - $312
12K $542K
MUB
Ishares National Muni Bond ETF

ETFs
1.31K
+ 4.84%
$105.78 - $108.7 $139K - $143K
28.4K $3.03M
MAR
Marriott International Inc

Consumer Cyclical
5
+ 0.19%
$246.06 - $292.59 $1.23K - $1.46K
2.64K $736K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.88K
+ 1.93%
$113.92 - $127.38 $328K - $367K
153K $17.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
39
+ 0.3%
$278.19 - $315.36 $10.8K - $12.3K
13.1K $3.76M
KKR
Kkr & Co. Inc.

Financial Services
108
+ 4.35%
$129.87 - $162.87 $14K - $17.6K
2.59K $383K
META
Meta Platforms, Inc.

Communication Services
16
+ 0.57%
$554.08 - $632.68 $8.87K - $10.1K
2.83K $1.67M
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.05%
$264.18 - $304.19 $528 - $608
3.95K $1.11M
WMB
Williams Companies, Inc.

Energy
105
+ 2.29%
$46.37 - $59.74 $4.87K - $6.27K
4.69K $253K
MLPA
Global X Mlp ETF

ETFs
302
+ 1.89%
$47.44 - $52.61 $14.3K - $15.9K
16.3K $804K
AJG
Arthur J. Gallagher & Co.

Financial Services
95
+ 11.92%
$278.49 - $315.16 $26.5K - $29.9K
892 $253K
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.3%
$311.11 - $335.64 $2.49K - $2.69K
2.67K $859K
VIG
Vanguard Dividend Appreciation

ETFs
104
+ 0.51%
N/A
20.7K $3.77M
VXF
Vanguard Extended Market ETF

ETFs
6
+ 0.29%
$179.17 - $207.15 $1.08K - $1.24K
2.08K $395K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17.6K
+ 201.05%
$22.01 - $66.82 $388K - $1.18M
26.4K $599K
ABNB
Airbnb, Inc.

Consumer Cyclical
33
+ 2.08%
$125.36 - $147.37 $4.14K - $4.86K
1.62K $213K
KEY
Keycorp

Financial Services
168
+ 1.13%
$16.21 - $19.97 $2.72K - $3.35K
15K $257K
IWM
Ishares Russell 2000 ETF

ETFs
35
+ 0.29%
$216.13 - $242.4 $7.56K - $8.48K
12K $2.65M
IWR
Ishares Russell Mid Cap ETF

ETFs
32
+ 0.36%
$87.25 - $95.52 $2.79K - $3.06K
8.81K $778K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.28%
$118.0 - $127.04 $826 - $889
2.48K $301K
ACN
Accenture PLC

Technology
16
+ 1.76%
$343.9 - $376.86 $5.5K - $6.03K
923 $324K
PGR
Progressive Corp

Financial Services
81
+ 6.8%
$239.6 - $268.88 $19.4K - $21.8K
1.27K $304K
2023 ETF Series Trust Ii
15.8K
+ 6.82%
N/A
248K $0
VT
Vanguard Total World Stk Index

ETFs
30
+ 0.74%
$117.09 - $123.07 $3.51K - $3.69K
4.08K $479K
SPGI
S&P Global Inc.

Financial Services
6
+ 1.48%
$480.36 - $529.17 $2.88K - $3.18K
411 $204K
VGSH
Vanguard

ETFs
88
+ 0.72%
$58.02 - $58.88 $5.11K - $5.18K
12.3K $717K
IVE
Ishares S&P 500 Value ETF

ETFs
10
+ 0.54%
$189.5 - $206.17 $1.9K - $2.06K
1.85K $352K
TT
Trane Technologies PLC

Industrials
2
+ 0.36%
$369.35 - $419.14 $739 - $838
558 $206K
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
DHR
Danaher Corp

Healthcare
5
+ 0.51%
$226.16 - $274.52 $1.13K - $1.37K
992 $227K
JNJ
Johnson & Johnson

Healthcare
33
+ 1.07%
$143.34 - $165.86 $4.73K - $5.47K
3.11K $449K
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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