Re Dickinson Investment Advisors, LLC Purchases in Q4 2024

Re Dickinson Investment Advisors, LLC

  • $1.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
2
+ 0.58%
$159.95 - $194.23 $320 - $388
349 $583K
PFG
Principal Financial Group Inc

Financial Services
6
+ 0.85%
$74.91 - $91.26 $449 - $548
709 $549K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
442
New
$104.52 - $115.08 $46.2K - $50.9K
442 $466K
DHR
Danaher Corp

Healthcare
101
+ 101.0%
$226.16 - $274.52 $22.8K - $27.7K
201 $461K
PR
Permian Resources Corporation

Energy
2.87K
New
$13.41 - $16.21 $38.5K - $46.5K
2.87K $413K
BA
Boeing CO

Industrials
100
+ 70.92%
$138.14 - $180.72 $13.8K - $18.1K
241 $427K
CODI
Compass Diversified Holdings

Industrials
203
+ 12.42%
$20.56 - $24.27 $4.17K - $4.93K
1.84K $424K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.15K
+ 200.88%
$22.01 - $66.82 $25.2K - $76.5K
1.72K $389K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.58%
$54.98 - $77.35 $165 - $232
523 $367K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 12.82%
$385.02 - $431.37 $3.85K - $4.31K
88 $341K
JCI
Johnson Controls International PLC

Industrials
8
+ 1.99%
$74.23 - $86.6 $594 - $693
411 $326K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.97%
$151.29 - $176.1 $303 - $352
209 $317K
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 3.93%
$87.44 - $102.5 $1.05K - $1.23K
317 $289K
XLC
Select Sector Spdr Tr Communic

ETFs
266
New
$89.66 - $102.16 $23.8K - $27.2K
266 $258K
BMY
Bristol Myers Squibb CO

Healthcare
102
+ 29.14%
$51.92 - $59.94 $5.3K - $6.11K
452 $256K
DFS
Discover Financial Services

Financial Services
1
+ 0.68%
$136.3 - $182.67 $136 - $183
149 $257K
VIRT
Virtu Financial, Inc.

Financial Services
532
New
$30.43 - $37.95 $16.2K - $20.2K
532 $190K
KO
Coca Cola CO

Consumer Defensive
18
+ 5.66%
$61.74 - $71.71 $1.11K - $1.29K
336 $209K
DIS
Walt Disney CO

Communication Services
19
+ 12.18%
$92.39 - $117.6 $1.76K - $2.23K
175 $195K
MS
Morgan Stanley

Financial Services
1
+ 0.73%
$104.42 - $134.99 $104 - $135
138 $173K
Ishares Bitcoin Trust ETF
25
+ 9.51%
N/A
288 $153K
PFE
Pfizer Inc

Healthcare
2
+ 0.32%
$24.8 - $30.19 $49.6 - $60.4
625 $166K
CEG
Constellation Energy Corp

Utilities
10
+ 16.13%
$224.28 - $285.52 $2.24K - $2.86K
72 $161K
ET
Energy Transfer LP

Energy
724
New
$16.05 - $19.86 $11.6K - $14.4K
724 $142K
UAMY
United States Antimony Corp

Basic Materials
7.7K
New
$0.52 - $2.09 $4K - $16.1K
7.7K $136K
CMCSA
Comcast Corp

Communication Services
7
+ 1.93%
$37.39 - $45.14 $262 - $316
370 $139K
HOG
Harley Davidson, Inc.

Consumer Cyclical
122
+ 61.0%
$29.69 - $38.02 $3.62K - $4.64K
322 $97K
USB
Us Bancorp \De\

Financial Services
12
+ 6.7%
$43.98 - $53.66 $528 - $644
191 $91K
CSCO
Cisco Systems, Inc.

Technology
7
+ 6.25%
$52.45 - $60.02 $367 - $420
119 $70K
CION
Cion Investment Corp

Financial Services
538
New
$11.25 - $12.08 $6.05K - $6.5K
538 $61K
KMI
Kinder Morgan, Inc.

Energy
11
+ 8.27%
$22.59 - $28.54 $248 - $314
144 $39K
QCOM
Qualcomm Inc

Technology
5
+ 25.0%
$150.4 - $178.04 $752 - $890
25 $39K
CGGO
Capital Group Global Growth Eq

ETFs
117
New
$29.21 - $30.67 $3.42K - $3.59K
117 $34K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
82
New
$34.13 - $37.35 $2.8K - $3.06K
82 $28K
JHMM
John Hancock Multifactor Mid C

ETFs
41
New
$59.61 - $64.8 $2.44K - $2.66K
41 $24K
CGGR
Capital Group Growth ETF Shs C

ETFs
63
New
$34.49 - $39.24 $2.17K - $2.47K
63 $23K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
45
New
$51.09 - $55.27 $2.3K - $2.49K
45 $23K
CWEN
Clearway Energy, Inc.

Utilities
73
New
$25.71 - $30.74 $1.88K - $2.24K
73 $19K
ROP
Roper Technologies Inc

Industrials
3
New
$519.85 - $575.95 $1.56K - $1.73K
3 $16K
HPQ
Hp Inc

Technology
48
New
$32.46 - $39.3 $1.56K - $1.89K
48 $16K
PAYX
Paychex Inc

Industrials
10
New
$135.86 - $148.73 $1.36K - $1.49K
10 $14K
AJG
Arthur J. Gallagher & Co.

Financial Services
5
New
$278.49 - $315.16 $1.39K - $1.58K
5 $14K
F
Ford Motor CO

Consumer Cyclical
9
+ 8.49%
$9.69 - $11.4 $87.2 - $103
115 $12K
GEL
Genesis Energy LP

Energy
2
+ 1.72%
$9.92 - $13.67 $19.8 - $27.3
118 $12K
SDEF
Tidal ETF Tr Sound Enhanced Fi
49
New
N/A
49 $9K
HPE
Hewlett Packard Enterprise CO

Technology
44
New
$19.31 - $23.95 $850 - $1.05K
44 $9K
AEP
American Electric Power CO Inc

Utilities
9
New
$90.91 - $102.21 $818 - $920
9 $8K
GM
General Motors CO

Consumer Cyclical
15
New
$44.82 - $60.2 $672 - $903
15 $8K
OKE
Oneok Inc

Energy
7
New
$92.28 - $117.05 $646 - $819
7 $7K
Activity Summary
Buys All Purchases 165 New Holdings 91 Increased Positions 74 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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