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
TSLA
Tesla, Inc.

Consumer Cyclical
96
+ 4.53%
$142.05 - $197.88 $13.6K - $19K
2.22K $439M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
240
+ 9.69%
$396.73 - $420.24 $95.2K - $101K
2.72K $1.11B
CVX
Chevron Corp

Energy
416
+ 15.3%
$152.57 - $166.33 $63.5K - $69.2K
3.14K $490M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.88K
+ 4.04%
$20.38 - $20.52 $58.8K - $59.2K
74.3K $1.52B
Federated Hermes ETF Trust
2.57K
+ 8.55%
N/A
32.7K $809M
WELL
Welltower Inc.

Real Estate
263
+ 9.46%
$88.31 - $105.01 $23.2K - $27.6K
3.04K $317M
VZ
Verizon Communications Inc

Communication Services
1.62K
+ 11.29%
$38.6 - $42.84 $62.3K - $69.2K
15.9K $656M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
897
+ 12.28%
$52.5 - $56.42 $47.1K - $50.6K
8.2K $463M
EOG
Eog Resources Inc

Energy
515
+ 5.86%
$118.24 - $137.95 $60.9K - $71K
9.3K $1.17B
TFLR
T Rowe Price Exchange Traded F
877
+ 15.41%
N/A
6.57K $339M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.11K
+ 2.05%
$64.45 - $70.67 $71.5K - $78.4K
55.3K $3.69B
SYK
Stryker Corp

Healthcare
191
+ 11.24%
$324.3 - $354.67 $61.9K - $67.7K
1.89K $643M
LOW
Lowes Companies Inc

Consumer Cyclical
323
+ 29.99%
$214.27 - $249.28 $69.2K - $80.5K
1.4K $309M
ZTS
Zoetis Inc.

Healthcare
147
+ 7.26%
$145.54 - $178.83 $21.4K - $26.3K
2.17K $377M
ROP
Roper Technologies Inc

Industrials
54
+ 6.91%
$510.82 - $563.66 $27.6K - $30.4K
836 $471M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
347
+ 3.36%
$35.3 - $38.79 $12.2K - $13.5K
10.7K $402M
ITOT
Ishares Core S&P Total U.S. St

ETFs
111
+ 3.64%
$108.78 - $119.23 $12.1K - $13.2K
3.16K $376M
LMT
Lockheed Martin Corp

Industrials
22
+ 4.01%
$447.57 - $471.51 $9.85K - $10.4K
570 $266M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
751
+ 0.81%
$19.08 - $19.25 $14.3K - $14.5K
93.5K $1.79B
AES
Aes Corp

Utilities
865
+ 5.41%
$15.91 - $21.77 $13.8K - $18.8K
16.9K $296M
SPIB
Spdr Portfolio Intermediate Te

ETFs
524
+ 0.87%
$32.02 - $32.68 $16.8K - $17.1K
61K $1.99B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
558
+ 2.91%
$34.2 - $36.64 $19.1K - $20.4K
19.7K $691M
PHM
Pultegroup Inc

Consumer Cyclical
629
+ 10.13%
$105.43 - $122.07 $66.3K - $76.8K
6.84K $753M
TMO
Thermo Fisher Scientific Inc.

Healthcare
28
+ 5.35%
$541.52 - $599.02 $15.2K - $16.8K
551 $305M
SOFI
So Fi Technologies, Inc.

Financial Services
3.86K
+ 8.93%
$6.32 - $7.89 $24.4K - $30.5K
47.1K $312M
SPMD
Spdr Portfolio

ETFs
336
+ 2.44%
$49.54 - $53.39 $16.6K - $17.9K
14.1K $724M
CSCO
Cisco Systems, Inc.

Technology
404
+ 3.01%
$45.52 - $50.04 $18.4K - $20.2K
13.8K $657M
APTV
Aptiv PLC

Consumer Cyclical
244
+ 7.01%
$67.54 - $84.65 $16.5K - $20.7K
3.73K $262M
CMCSA
Comcast Corp

Communication Services
956
+ 7.22%
$36.9 - $42.28 $35.3K - $40.4K
14.2K $556M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12
+ 0.13%
$114.71 - $121.51 $1.38K - $1.46K
8.94K $1.06B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
302
+ 0.99%
$47.37 - $50.09 $14.3K - $15.1K
30.8K $1.5B
MCD
Mcdonalds Corp

Consumer Cyclical
320
+ 8.0%
$249.37 - $280.22 $79.8K - $89.7K
4.32K $1.1B
BX
Blackstone Inc.

Financial Services
617
+ 4.52%
$116.13 - $132.0 $71.7K - $81.4K
14.3K $1.77B
PLD
Prologis, Inc.

Real Estate
63
+ 2.89%
$101.88 - $127.92 $6.42K - $8.06K
2.24K $252M
PEP
Pepsico Inc

Consumer Defensive
293
+ 3.58%
$163.33 - $183.11 $47.9K - $53.7K
8.48K $1.4B
MDT
Medtronic PLC

Healthcare
742
+ 6.76%
$78.71 - $87.02 $58.4K - $64.6K
11.7K $923M
ABT
Abbott Laboratories

Healthcare
190
+ 3.13%
$100.73 - $112.44 $19.1K - $21.4K
6.26K $650M
LKQ
Lkq Corp

Consumer Cyclical
436
+ 6.8%
$40.29 - $53.18 $17.6K - $23.2K
6.85K $285M
MA
Mastercard Inc

Financial Services
67
+ 3.06%
$441.1 - $479.43 $29.6K - $32.1K
2.26K $995M
MET
Metlife Inc

Financial Services
38
+ 0.21%
$68.55 - $74.22 $2.6K - $2.82K
18.1K $1.27B
SHOP
Shopify Inc.

Technology
300
+ 3.74%
$56.97 - $78.19 $17.1K - $23.5K
8.33K $550M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.01%
$154.79 - $180.76 $155 - $181
9.42K $1.62B
NSC
Norfolk Southern Corp

Industrials
95
+ 2.58%
$209.9 - $253.39 $19.9K - $24.1K
3.78K $811M
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 0.57%
$325.1 - $368.03 $6.5K - $7.36K
3.55K $1.22B
DIS
Walt Disney CO

Communication Services
41
+ 0.66%
$99.29 - $122.82 $4.07K - $5.04K
6.26K $622M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.28K
+ 2.35%
$56.43 - $60.79 $241K - $260K
186K $10.9B
CAT
Caterpillar Inc

Industrials
120
+ 1.34%
$321.47 - $379.3 $38.6K - $45.5K
9.09K $3.03B
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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