River Street Advisors LLC Purchases in Q2 2024

River Street Advisors LLC

  • $163 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
50.9K
New
$78.61 - $85.97 $4M - $4.38M
50.9K $4.26B
NVDA
Nvidia Corp

Technology
49.5K
+ 936.41%
$118.11 - $1224.4 $5.85M - $60.6M
54.8K $6.77B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.58K
+ 128.56%
$495.16 - $548.49 $1.28M - $1.42M
4.59K $2.5B
AAPL
Apple Inc.

Technology
1.03K
+ 3.37%
$165.0 - $216.67 $171K - $224K
31.7K $6.67B
IEFA
Ishares Tr

ETFs
15.3K
New
$70.77 - $76.19 $1.08M - $1.16M
15.3K $1.11B
IVW
Ishares S&P 500 Growth ETF

ETFs
8.5K
New
$79.31 - $93.31 $674K - $793K
8.5K $786M
IVV
Ishares Core S&P 500 ETF

ETFs
1.39K
New
$497.53 - $549.64 $693K - $765K
1.39K $762M
IJK
Ishares S&P Midcap 400 Growth

ETFs
7.41K
New
$84.85 - $91.12 $629K - $675K
7.41K $653M
JPM
Jpmorgan Chase & CO

Financial Services
2.72K
+ 14.56%
$180.08 - $204.79 $489K - $556K
21.4K $4.32B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.95K
New
$109.44 - $118.4 $542K - $586K
4.95K $561M
MSFT
Microsoft Corp

Technology
521
+ 4.52%
$389.33 - $452.85 $203K - $236K
12.1K $5.39B
AVGO
Broadcom Inc.

Technology
34
+ 2.0%
$1204.71 - $1828.87 $41K - $62.2K
1.73K $2.78B
GOOGL
Alphabet Inc.

Communication Services
347
+ 2.37%
$150.53 - $185.41 $52.2K - $64.3K
15K $2.73B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.37K
+ 8.64%
$58.24 - $64.51 $313K - $346K
67.5K $4.32B
MBB
Ishares Tr

ETFs
4.53K
+ 204.7%
$89.41 - $92.64 $405K - $419K
6.74K $619M
Matthews Intl Fds
4.91K
+ 3.19%
N/A
159K $4.27B
FLIN
Franklin Templeton ETF Tr

ETFs
4.62K
+ 6.24%
$36.55 - $40.07 $169K - $185K
78.6K $3.13B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.54K
New
$49.78 - $53.44 $375K - $403K
7.54K $399M
IEMG
Ishares Inc

ETFs
7.06K
New
$50.02 - $54.95 $353K - $388K
7.06K $378M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.67K
New
$50.49 - $50.93 $337K - $340K
6.67K $340M
DGRO
Ishares Core Dividend Growth E

ETFs
5.86K
New
$55.23 - $58.55 $324K - $343K
5.86K $338M
IVE
Ishares S&P 500 Value ETF

ETFs
1.78K
New
$176.58 - $186.7 $313K - $331K
1.78K $323M
SLV
I Shares Silver Trust

ETFs
11.8K
New
$22.86 - $29.27 $270K - $346K
11.8K $314M
AMZN
Amazon Com Inc

Consumer Cyclical
770
+ 7.43%
$173.67 - $197.85 $134K - $152K
11.1K $2.15B
IWM
Ishares Russell 2000 ETF

ETFs
1.38K
New
$192.84 - $209.44 $267K - $289K
1.38K $280M
USRT
Ishares Core U.S. Reit ETF

ETFs
5K
+ 70.48%
$49.35 - $53.7 $247K - $269K
12.1K $648M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.83K
+ 33.98%
$39.75 - $43.15 $271K - $295K
26.9K $1.12B
QCOM
Qualcomm Inc

Technology
30
+ 0.4%
$157.63 - $227.09 $4.73K - $6.81K
7.5K $1.49B
NOW
Service Now, Inc.

Technology
283
New
$643.29 - $786.67 $182K - $223K
283 $223M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
425
+ 117.4%
$516.55 - $556.17 $220K - $236K
787 $421M
COIN
Coinbase Global, Inc.

Technology
910
New
$199.17 - $263.01 $181K - $239K
910 $202M
ADBE
Adobe Inc.

Technology
253
+ 22.37%
$439.02 - $555.54 $111K - $141K
1.38K $769M
AMGN
Amgen Inc

Healthcare
594
New
$262.75 - $319.31 $156K - $190K
594 $186M
GOOG
Alphabet Inc.

Communication Services
580
+ 30.59%
$151.94 - $186.86 $88.1K - $108K
2.48K $454M
VTV
Vanguard Value ETF

ETFs
918
+ 50.77%
$154.57 - $163.65 $142K - $150K
2.73K $437M
MELI
Mercadolibre Inc

Consumer Cyclical
60
+ 22.14%
$1356.43 - $1787.73 $81.4K - $107K
331 $544M
WMT
Walmart Inc.

Consumer Defensive
389
+ 3.24%
$58.85 - $68.9 $22.9K - $26.8K
12.4K $838M
NEE
Nextera Energy Inc

Utilities
366
+ 2.84%
$61.7 - $80.02 $22.6K - $29.3K
13.2K $937M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
4.86K
+ 12.1%
$22.87 - $23.06 $111K - $112K
45.1K $1.03B
GLW
Corning Inc

Technology
52
+ 0.3%
$30.91 - $40.21 $1.61K - $2.09K
17.5K $680M
HON
Honeywell International Inc

Industrials
299
+ 6.22%
$190.36 - $215.89 $56.9K - $64.6K
5.11K $1.09B
SPYG
Spdr Portfolio

ETFs
185
+ 1.6%
$68.71 - $80.95 $12.7K - $15K
11.8K $943M
DHR
Danaher Corp

Healthcare
376
+ 18.39%
$235.51 - $267.98 $88.6K - $101K
2.42K $605M
BMI
Badger Meter Inc

Technology
35
+ 0.99%
$152.91 - $200.64 $5.35K - $7.02K
3.56K $664M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
44
+ 9.57%
$883.2 - $1071.19 $38.9K - $47.1K
504 $530M
BLK
Black Rock Inc.

Financial Services
226
+ 11.36%
$747.3 - $826.77 $169K - $187K
2.22K $1.74B
PG
Procter & Gamble CO

Consumer Defensive
381
+ 5.72%
$155.33 - $168.56 $59.2K - $64.2K
7.04K $1.16B
MS
Morgan Stanley

Financial Services
313
+ 1.91%
$86.19 - $101.53 $27K - $31.8K
16.7K $1.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 17.56%
$414.65 - $485.21 $47.7K - $55.8K
770 $369M
Activity Summary
Buys All Purchases 98 New Holdings 16 Increased Positions 82 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 1
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