Purkiss Capital Advisors LLC New Holdings in Q4 2024

Purkiss Capital Advisors LLC

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
696
New
$554.08 - $632.68 $386K - $440K
696 $408M
SPY
Spdr S&P 500 ETF Trust

ETFs
661
New
$567.81 - $607.81 $375K - $402K
661 $388M
EXI
Ishares Global Industrials ETF

ETFs
2.73K
New
$141.14 - $152.06 $385K - $415K
2.73K $385M
LMT
Lockheed Martin Corp

Industrials
786
New
$479.66 - $614.62 $377K - $483K
786 $382M
NEE
Nextera Energy Inc

Utilities
5.28K
New
$69.77 - $85.43 $369K - $451K
5.28K $379M
SYK
Stryker Corp

Healthcare
1.04K
New
$345.14 - $392.15 $360K - $409K
1.04K $375M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
860
New
$417.69 - $450.94 $359K - $388K
860 $366M
CL
Colgate Palmolive CO

Consumer Defensive
3.98K
New
$90.22 - $102.31 $359K - $407K
3.98K $361M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
7.65K
New
$46.96 - $51.46 $359K - $394K
7.65K $361M
UNH
Unitedhealth Group Inc

Healthcare
703
New
$485.52 - $625.25 $341K - $440K
703 $356M
AEP
American Electric Power CO Inc

Utilities
3.54K
New
$90.91 - $102.21 $322K - $362K
3.54K $326M
IVV
Ishares Core S&P 500 ETF

ETFs
526
New
$570.51 - $610.59 $300K - $321K
526 $310M
GIS
General Mills Inc

Consumer Defensive
4.85K
New
$62.78 - $74.62 $305K - $362K
4.85K $309M
WELL
Welltower Inc.

Real Estate
2.43K
New
$123.11 - $139.3 $299K - $338K
2.43K $306M
PEP
Pepsico Inc

Consumer Defensive
2.01K
New
$151.29 - $176.1 $304K - $353K
2.01K $305M
QCOM
Qualcomm Inc

Technology
1.97K
New
$150.4 - $178.04 $296K - $351K
1.97K $303M
WMT
Walmart Inc.

Consumer Defensive
3.35K
New
$79.1 - $95.7 $265K - $320K
3.35K $302M
LOW
Lowes Companies Inc

Consumer Cyclical
1.22K
New
$244.52 - $284.07 $299K - $347K
1.22K $301M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.36K
New
$126.68 - $134.74 $299K - $318K
2.36K $301M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.19K
New
$70.12 - $75.48 $294K - $316K
4.19K $296M
ACN
Accenture PLC

Technology
811
New
$343.9 - $376.86 $279K - $306K
811 $285M
ALL
Allstate Corp

Financial Services
1.46K
New
$181.25 - $208.2 $264K - $304K
1.46K $281M
VTI
Vanguard Total Stock Market Et

ETFs
967
New
$280.04 - $302.45 $271K - $292K
967 $280M
INTU
Intuit Inc

Technology
441
New
$602.01 - $706.25 $265K - $311K
441 $277M
XLF
Financial Sector Spdr

ETFs
5.62K
New
$44.89 - $51.34 $252K - $288K
5.62K $272M
KMB
Kimberly Clark Corp

Consumer Defensive
2.05K
New
$130.37 - $146.09 $267K - $299K
2.05K $268M
TJX
Tjx Companies Inc

Consumer Cyclical
2.21K
New
$112.15 - $127.2 $248K - $282K
2.21K $267M
CRM
Salesforce, Inc.

Technology
783
New
$270.87 - $367.87 $212K - $288K
783 $262M
CAT
Caterpillar Inc

Industrials
714
New
$360.37 - $416.88 $257K - $298K
714 $259M
HON
Honeywell International Inc

Industrials
1.12K
New
$202.84 - $236.0 $227K - $264K
1.12K $252M
PM
Philip Morris International Inc.

Consumer Defensive
2.02K
New
$118.38 - $133.06 $239K - $268K
2.02K $243M
EPD
Enterprise Products Partners L.P.

Energy
7.63K
New
$28.66 - $34.43 $219K - $263K
7.63K $239M
ORCL
Oracle Corp

Technology
1.43K
New
$165.41 - $192.43 $237K - $276K
1.43K $239M
MRK
Merck & Co., Inc.

Healthcare
2.39K
New
$96.31 - $114.76 $231K - $275K
2.39K $238M
PSX
Phillips 66

Energy
2.04K
New
$110.35 - $138.93 $225K - $283K
2.04K $232M
SPG
Simon Property Group Inc

Real Estate
1.35K
New
$167.23 - $183.84 $225K - $247K
1.35K $232M
DHR
Danaher Corp

Healthcare
1K
New
$226.16 - $274.52 $226K - $275K
1K $230M
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.15K
New
$37.12 - $41.23 $228K - $253K
6.15K $228M
TMUS
T Mobile Us, Inc.

Communication Services
1.03K
New
$206.1 - $246.94 $211K - $253K
1.03K $226M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.96K
New
$47.29 - $84.74 $140K - $251K
2.96K $219M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2K
New
$107.06 - $123.74 $214K - $247K
2K $219M
XLE
Energy Sector Spdr

ETFs
2.55K
New
$83.32 - $97.27 $212K - $248K
2.55K $218M
UNP
Union Pacific Corp

Industrials
939
New
$223.15 - $249.32 $210K - $234K
939 $214M
CARR
Carrier Global Corp

Industrials
3.11K
New
$66.69 - $82.65 $208K - $257K
3.11K $212M
ADI
Analog Devices Inc

Technology
964
New
$206.35 - $236.48 $199K - $228K
964 $205M
ADBE
Adobe Inc.

Technology
460
New
$437.39 - $552.96 $201K - $254K
460 $205M
PRTA
Prothena Corp Public LTD CO

Healthcare
10.7K
New
$11.95 - $18.35 $128K - $197K
10.7K $149M
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
14.9K
New
$6.25 - $7.0 $93K - $104K
14.9K $103M
CELGRT
Bristol Myers Squibb CO Cont V
26.5K
New
N/A
26.5K $1.3M
Activity Summary
Buys All Purchases 100 New Holdings 100 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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