Mai Capital Management Purchases in Q4 2024

Mai Capital Management

  • $13.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
48.1K
New
$35.45 - $40.33 $1.7M - $1.94M
48.1K $1.72M
DELL
Dell Technologies Inc.

Technology
14.9K
New
$111.96 - $144.21 $1.66M - $2.14M
14.9K $1.71M
NDAQ
Nasdaq, Inc.

Financial Services
21.6K
New
$70.87 - $83.05 $1.53M - $1.8M
21.6K $1.67M
MNA
Iq Merger Arbitrage ETF

ETFs
49.2K
New
$32.6 - $33.04 $1.61M - $1.63M
49.2K $1.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
36.1K
New
$44.33 - $49.55 $1.6M - $1.79M
36.1K $1.62M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
37.7K
New
$42.71 - $48.29 $1.61M - $1.82M
37.7K $1.62M
SSB
South State Corp

Financial Services
16K
New
$94.05 - $111.93 $1.51M - $1.8M
16K $1.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
18.2K
New
$87.1 - $98.49 $1.59M - $1.8M
18.2K $1.59M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
62.2K
New
$25.3 - $26.31 $1.57M - $1.64M
62.2K $1.59M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
41.4K
New
$38.37 - $42.82 $1.59M - $1.77M
41.4K $1.59M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
25.5K
+ 168.72%
$64.85 - $73.04 $1.65M - $1.86M
40.6K $2.66M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
13.9K
+ 17.41%
$134.53 - $150.65 $1.87M - $2.09M
93.6K $12.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
19.8K
New
$76.21 - $82.24 $1.51M - $1.63M
19.8K $1.54M
ZS
Zscaler, Inc.

Technology
8.5K
New
$166.99 - $211.99 $1.42M - $1.8M
8.5K $1.53M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
119K
New
$12.78 - $13.52 $1.53M - $1.61M
119K $1.53M
INTU
Intuit Inc

Technology
2.27K
+ 17.83%
$602.01 - $706.25 $1.37M - $1.61M
15K $9.45M
CL
Colgate Palmolive CO

Consumer Defensive
19.7K
+ 75.56%
$90.22 - $102.31 $1.78M - $2.02M
45.8K $4.16M
SPYG
Spdr Portfolio

ETFs
16.2K
New
$81.74 - $91.38 $1.32M - $1.48M
16.2K $1.42M
KMB
Kimberly Clark Corp

Consumer Defensive
15.6K
+ 27.81%
$130.37 - $146.09 $2.03M - $2.28M
71.7K $9.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.89K
+ 65.84%
$178.39 - $215.0 $1.23M - $1.48M
17.4K $3.35M
RDVY
First Trust Rising Dividend Ac

ETFs
23.7K
New
$58.65 - $64.37 $1.39M - $1.52M
23.7K $1.4M
TBUX
T Rowe Price Exchange Traded F

ETFs
28.2K
New
$49.52 - $49.88 $1.4M - $1.41M
28.2K $1.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.51K
+ 3.55%
$278.19 - $315.36 $976K - $1.11M
102K $29.4M
ADSK
Autodesk, Inc.

Technology
5.57K
+ 29.06%
N/A
24.8K $6.08M
EOG
Eog Resources Inc

Energy
11.1K
+ 120.15%
$118.22 - $136.54 $1.32M - $1.52M
20.4K $2.5M
IRM
Iron Mountain Inc

Real Estate
12.9K
New
$101.62 - $128.14 $1.31M - $1.65M
12.9K $1.35M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
58.9K
New
$22.63 - $47.53 $1.33M - $2.8M
58.9K $1.34M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
39K
New
$33.77 - $44.09 $1.32M - $1.72M
39K $1.32M
SHOP
Shopify Inc.

Technology
12.3K
New
$78.14 - $119.49 $964K - $1.47M
12.3K $1.31M
TTD
Trade Desk, Inc.

Technology
11.1K
New
$108.7 - $139.51 $1.21M - $1.55M
11.1K $1.31M
DFSV
Dimensional ETF Tr Dimensional

ETFs
42.3K
New
$30.18 - $33.87 $1.28M - $1.43M
42.3K $1.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
16.1K
New
$80.93 - $85.66 $1.3M - $1.38M
16.1K $1.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
25.6K
New
$50.62 - $50.97 $1.3M - $1.31M
25.6K $1.3M
BCAL
Southern Calif Bancorp Com

Financial Services
77.7K
New
$13.82 - $17.95 $1.07M - $1.39M
77.7K $1.29M
BXSL
Blackstone Secured Lending Fund

Financial Services
39.7K
New
$29.25 - $33.27 $1.16M - $1.32M
39.7K $1.28M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.25K
New
$238.25 - $261.28 $1.25M - $1.37M
5.25K $1.27M
DFIC
Dimensional ETF Tr Dimensional

ETFs
48.8K
New
$25.61 - $28.0 $1.25M - $1.37M
48.8K $1.26M
DUK
Duke Energy Corp

Utilities
13.3K
+ 55.51%
$105.76 - $120.76 $1.41M - $1.61M
37.3K $4.02M
FBT
First Trust Nyse Arca Biotechn

ETFs
7.45K
New
$161.65 - $178.69 $1.2M - $1.33M
7.45K $1.24M
USB
Us Bancorp \De\

Financial Services
23.5K
+ 46.8%
$43.98 - $53.66 $1.03M - $1.26M
73.7K $3.53M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
46.7K
New
$26.01 - $28.19 $1.21M - $1.32M
46.7K $1.22M
HAL
Halliburton CO

Energy
44.2K
New
$25.77 - $31.99 $1.14M - $1.41M
44.2K $1.2M
FNDX
Schwab Fundamental U S Large C

ETFs
265K
+ 250.96%
$23.49 - $71.77 $6.22M - $19M
370K $8.77M
GD
General Dynamics Corp

Industrials
5.83K
+ 65.57%
$260.28 - $314.03 $1.52M - $1.83M
14.7K $3.88M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
14.8K
New
$78.43 - $87.17 $1.16M - $1.29M
14.8K $1.19M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7.08K
+ 4.53%
$111.85 - $120.71 $791K - $854K
163K $18.8M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
57.3K
New
$20.17 - $21.84 $1.16M - $1.25M
57.3K $1.16M
TIP
Ishares Tr Tips Bd ETF

ETFs
10.8K
New
$106.33 - $110.69 $1.15M - $1.19M
10.8K $1.15M
JCI
Johnson Controls International PLC

Industrials
14.3K
New
$74.23 - $86.6 $1.06M - $1.24M
14.3K $1.13M
Activity Summary
Buys All Purchases 3109 New Holdings 2697 Increased Positions 412 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 138 Puts 18
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