Portfolio Design Labs, LLC Purchases in Q4 2024

Portfolio Design Labs, LLC

  • $487 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
75.2K
New
$100.16 - $100.7 $7.53M - $7.57M
75.2K $7.55B
AAPL
Apple Inc.

Technology
19.9K
+ 24.96%
$221.69 - $259.02 $4.4M - $5.14M
99.4K $24.9B
NVDA
Nvidia Corp

Technology
27.9K
+ 18.36%
$117.0 - $148.88 $3.27M - $4.16M
180K $24.2B
TFLO
Ishares Treasury Floating Rate

ETFs
101K
+ 19.53%
$50.37 - $50.63 $5.08M - $5.1M
617K $31.1B
AMZN
Amazon Com Inc

Consumer Cyclical
13.2K
+ 23.88%
$180.88 - $232.93 $2.39M - $3.08M
68.5K $15B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
92.2K
New
$50.73 - $51.08 $4.68M - $4.71M
92.2K $4.69B
GOOG
Alphabet Inc.

Communication Services
14K
+ 21.34%
$163.08 - $198.16 $2.28M - $2.77M
79.4K $15.1B
MSFT
Microsoft Corp

Technology
10.2K
+ 24.79%
$406.35 - $454.46 $4.13M - $4.62M
51.1K $21.6B
AVGO
Broadcom Inc.

Technology
7.66K
+ 24.1%
$159.67 - $250.0 $1.22M - $1.92M
39.4K $9.14B
Blackrock Inc
3.21K
New
N/A
3.21K $3.29B
META
Meta Platforms, Inc.

Communication Services
4.16K
+ 25.6%
$554.08 - $632.68 $2.3M - $2.63M
20.4K $12B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
36.7K
New
$50.14 - $52.56 $1.84M - $1.93M
36.7K $1.85B
V
Visa Inc.

Financial Services
3.88K
+ 29.64%
$273.87 - $320.91 $1.06M - $1.24M
17K $5.36B
PG
Procter & Gamble CO

Consumer Defensive
11.4K
+ 37.49%
$161.05 - $179.7 $1.84M - $2.05M
41.9K $7.02B
NFLX
Netflix Inc

Communication Services
725
+ 12.15%
$687.65 - $936.56 $499K - $679K
6.69K $5.96B
MA
Mastercard Inc

Financial Services
2.79K
+ 36.94%
$491.3 - $536.15 $1.37M - $1.5M
10.4K $5.45B
TMUS
T Mobile Us, Inc.

Communication Services
5.99K
+ 23.93%
$206.1 - $246.94 $1.23M - $1.48M
31K $6.85B
HON
Honeywell International Inc

Industrials
6.2K
+ 52.12%
$202.84 - $236.0 $1.26M - $1.46M
18.1K $4.08B
WFC
Wells Fargo & Company

Financial Services
11.8K
+ 21.03%
$54.98 - $77.35 $651K - $916K
68.2K $4.79B
JPM
Jpmorgan Chase & CO

Financial Services
4.48K
+ 24.63%
$205.18 - $250.29 $919K - $1.12M
22.7K $5.44B
APH
Amphenol Corp

Technology
17.6K
+ 20.52%
$62.07 - $75.35 $1.09M - $1.32M
103K $7.17B
EDR
Endeavor Group Holdings, Inc.

Communication Services
41.7K
+ 42.7%
$28.4 - $31.34 $1.18M - $1.31M
139K $4.36B
BAC
Bank Of America Corp

Financial Services
23.4K
+ 19.64%
$39.22 - $47.77 $916K - $1.12M
142K $6.26B
DRI
Darden Restaurants Inc

Consumer Cyclical
7.2K
+ 157.74%
$155.96 - $188.66 $1.12M - $1.36M
11.8K $2.2B
CME
Cme Group Inc.

Financial Services
4.66K
+ 49.98%
$221.17 - $246.02 $1.03M - $1.15M
14K $3.25B
ABC
Amerisourcebergen Corp

Healthcare
4.79K
+ 76.85%
N/A
11K $2.48B
PPL
Ppl Corp

Utilities
33.1K
+ 47.34%
$31.47 - $35.0 $1.04M - $1.16M
103K $3.34B
VST
Vistra Corp.

Utilities
5.17K
+ 34.04%
$115.74 - $166.61 $598K - $861K
20.3K $2.8B
BSX
Boston Scientific Corp

Healthcare
10.9K
New
$83.62 - $91.5 $912K - $998K
10.9K $975M
AVB
Avalonbay Communities Inc

Real Estate
4.75K
+ 26.96%
$216.28 - $237.81 $1.03M - $1.13M
22.4K $4.92B
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
24.4K
New
$37.86 - $39.07 $922K - $951K
24.4K $925M
GM
General Motors CO

Consumer Cyclical
11.2K
+ 29.28%
$44.82 - $60.2 $503K - $676K
49.6K $2.64B
BMY
Bristol Myers Squibb CO

Healthcare
12.9K
+ 34.29%
$51.92 - $59.94 $671K - $775K
50.6K $2.86B
PFF
Ishares Trust Ishares Pfd And

ETFs
28.4K
New
$31.23 - $33.51 $888K - $953K
28.4K $894M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
4.71K
+ 52.1%
$174.04 - $205.27 $819K - $966K
13.7K $2.48B
PTC
Ptc Inc.

Technology
4.39K
+ 24.15%
$175.97 - $201.89 $772K - $885K
22.5K $4.15B
DOX
Amdocs LTD

Technology
10.2K
+ 294.62%
$82.94 - $92.86 $845K - $946K
13.7K $1.16B
SEIC
Sei Investments CO

Financial Services
5.52K
+ 22.47%
$69.36 - $86.58 $383K - $478K
30.1K $2.48B
TW
Tradeweb Markets Inc.

Financial Services
5.84K
New
$124.87 - $136.32 $729K - $796K
5.84K $765M
Linde PLC
2.55K
+ 48.96%
N/A
7.75K $3.24B
ACN
Accenture PLC

Technology
2.19K
+ 27.81%
$343.9 - $376.86 $754K - $826K
10.1K $3.55B
KO
Coca Cola CO

Consumer Defensive
17.1K
+ 51.23%
$61.74 - $71.71 $1.05M - $1.22M
50.4K $3.14B
GIS
General Mills Inc

Consumer Defensive
16.4K
+ 54.09%
$62.78 - $74.62 $1.03M - $1.23M
46.9K $2.99B
CRM
Salesforce, Inc.

Technology
1.07K
+ 16.92%
$270.87 - $367.87 $290K - $393K
7.39K $2.47B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.55K
+ 55.62%
$396.64 - $516.74 $1.01M - $1.32M
7.13K $2.87B
CHD
Church & Dwight CO Inc

Consumer Defensive
6.98K
+ 31.24%
$99.11 - $112.25 $692K - $783K
29.3K $3.07B
ETN
Eaton Corp PLC

Industrials
2.18K
+ 38.31%
$326.96 - $377.52 $712K - $823K
7.87K $2.61B
MEAR
Blackrock Short Maturity Munic

ETFs
15.7K
+ 7.12%
$49.94 - $50.28 $784K - $790K
236K $11.8B
TJX
Tjx Companies Inc

Consumer Cyclical
5.11K
+ 36.63%
$112.15 - $127.2 $573K - $649K
19K $2.3B
Activity Summary
Buys All Purchases 175 New Holdings 64 Increased Positions 111 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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