Lgl Partners, LLC Reduced Holdings in Q4 2024

Lgl Partners, LLC

  • $636 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-9.55K
- 8.01%
$570.51 - $610.59 $5.45M - $5.83M
110K $64.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-32.8K
- 6.39%
$71.75 - $75.11 $2.35M - $2.46M
481K $34.6M
EEM
Ishares Msci Emerging Markets

ETFs
-19.1K
- 7.81%
$41.82 - $47.36 $797K - $903K
225K $9.41M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.23K
- 0.91%
$75.1 - $82.99 $92.7K - $102K
134K $10.1M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.91K
- 9.41%
$89.81 - $104.0 $171K - $198K
18.3K $1.65M
NVO
Novo Nordisk A S

Healthcare
-782
- 17.17%
$85.0 - $120.04 $66.5K - $93.9K
3.77K $324K
MSFT
Microsoft Corp

Technology
-216
- 4.25%
$406.35 - $454.46 $87.8K - $98.2K
4.86K $2.05M
RTX
Raytheon Technologies Corp

Industrials
-751
- 11.67%
$114.45 - $127.21 $86K - $95.5K
5.69K $657K
ORCL
Oracle Corp

Technology
-604
- 11.45%
$165.41 - $192.43 $99.9K - $116K
4.67K $778K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-200
- 1.25%
$42.32 - $55.35 $8.46K - $11.1K
15.8K $675K
NEE
Nextera Energy Inc

Utilities
-46
- 0.9%
$69.77 - $85.43 $3.21K - $3.93K
5.04K $361K
HD
Home Depot, Inc.

Consumer Cyclical
-139
- 16.2%
$385.02 - $431.37 $53.5K - $60K
719 $279K
DEO
Diageo PLC

Consumer Defensive
-216
- 10.63%
$118.0 - $139.88 $25.5K - $30.2K
1.82K $230K
GLD
Spdr Gold Trust

ETFs
-200
- 6.39%
$236.59 - $257.5 $47.3K - $51.5K
2.93K $709K
GD
General Dynamics Corp

Industrials
-1
- 0.08%
$260.28 - $314.03 $260 - $314
1.3K $343K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-174
- 2.6%
$33.77 - $44.09 $5.88K - $7.67K
6.53K $221K
XLU
Utilities Sector Spdr

ETFs
-126
- 4.13%
$74.89 - $82.93 $9.44K - $10.4K
2.92K $221K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-149
- 0.84%
$49.79 - $51.14 $7.42K - $7.62K
17.6K $884K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-127
- 8.26%
$370.24 - $418.94 $47K - $53.2K
1.41K $566K
NVDA
Nvidia Corp

Technology
-1.07K
- 9.73%
$117.0 - $148.88 $125K - $159K
9.9K $1.33M
Ea Series Trust
-254K
- 39.76%
N/A
385K $0
INTU
Intuit Inc

Technology
-2
- 0.35%
$602.01 - $706.25 $1.2K - $1.41K
572 $359K
MA
Mastercard Inc

Financial Services
-64
- 4.05%
$491.3 - $536.15 $31.4K - $34.3K
1.52K $798K
NOW
Service Now, Inc.

Technology
-37
- 9.3%
$867.18 - $1148.42 $32.1K - $42.5K
361 $382K
IWV
Ishares Russell 3000 ETF

ETFs
-320
- 1.56%
$323.08 - $349.08 $103K - $112K
20.2K $6.74M
AXP
American Express CO

Financial Services
-44
- 1.3%
$267.35 - $305.57 $11.8K - $13.4K
3.34K $992K
VTI
Vanguard Total Stock Market Et

ETFs
-2
- 0.01%
$280.04 - $302.45 $560 - $605
16.6K $4.82M
MRVL
Marvell Technology, Inc.

Technology
-4
- 0.12%
$70.31 - $124.78 $281 - $499
3.46K $382K
V
Visa Inc.

Financial Services
-18
- 0.35%
$273.87 - $320.91 $4.93K - $5.78K
5.06K $1.6M
GOOGL
Alphabet Inc.

Communication Services
-131
- 0.68%
$161.86 - $196.66 $21.2K - $25.8K
19.3K $3.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-261
- 1.67%
$180.88 - $232.93 $47.2K - $60.8K
15.4K $3.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-502
- 1.54%
$481.22 - $538.17 $242K - $270K
32.1K $16.4M
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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