River Street Advisors LLC Incresed Positions in Q4 2024

River Street Advisors LLC

  • $196 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
105K
+ 1164.48%
$19.42 - $19.76 $2.03M - $2.06M
113K $2.21B
AVGO
Broadcom Inc.

Technology
218
+ 1.2%
$159.67 - $250.0 $34.8K - $54.5K
18.4K $4.28B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.5K
+ 8.23%
$61.68 - $67.87 $956K - $1.05M
204K $12.7B
TFLR
T Rowe Price Exchange Traded F
14.5K
+ 196.83%
N/A
21.9K $1.13B
AMZN
Amazon Com Inc

Consumer Cyclical
812
+ 7.09%
$180.88 - $232.93 $147K - $189K
12.3K $2.69B
SOFI
So Fi Technologies, Inc.

Financial Services
5.65K
+ 9.86%
$7.63 - $16.88 $43.1K - $95.4K
63K $971M
GOOGL
Alphabet Inc.

Communication Services
413
+ 2.71%
$161.86 - $196.66 $66.8K - $81.2K
15.7K $2.96B
MS
Morgan Stanley

Financial Services
343
+ 2.01%
$104.42 - $134.99 $35.8K - $46.3K
17.4K $2.19B
BX
Blackstone Inc.

Financial Services
573
+ 3.85%
$148.45 - $199.05 $85.1K - $114K
15.5K $2.67B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.54K
+ 4.76%
$66.77 - $71.52 $236K - $253K
77.8K $5.37B
HON
Honeywell International Inc

Industrials
565
+ 10.46%
$202.84 - $236.0 $115K - $133K
5.97K $1.35B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.7K
+ 4.51%
$19.38 - $19.58 $247K - $249K
295K $5.73B
CMI
Cummins Inc

Industrials
101
+ 1.66%
$324.93 - $383.42 $32.8K - $38.7K
6.18K $2.15B
DIS
Walt Disney CO

Communication Services
496
+ 7.86%
$92.39 - $117.6 $45.8K - $58.3K
6.81K $758M
MA
Mastercard Inc

Financial Services
82
+ 3.75%
$491.3 - $536.15 $40.3K - $44K
2.27K $1.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
183
+ 20.04%
$521.84 - $558.82 $95.5K - $102K
1.1K $591M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.93K
+ 3.04%
$23.25 - $23.56 $138K - $140K
201K $4.68B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
949
+ 11.76%
$58.39 - $67.04 $55.4K - $63.6K
9.02K $572M
NOC
Northrop Grumman Corp

Industrials
353
+ 26.99%
$466.52 - $543.88 $165K - $192K
1.66K $779M
GLW
Corning Inc

Technology
741
+ 4.08%
$44.11 - $49.76 $32.7K - $36.9K
18.9K $897M
SPYG
Spdr Portfolio

ETFs
110
+ 0.88%
$81.74 - $91.38 $8.99K - $10.1K
12.6K $1.11B
XLE
Energy Sector Spdr

ETFs
871
+ 15.94%
$83.32 - $97.27 $72.6K - $84.7K
6.34K $543M
EOG
Eog Resources Inc

Energy
422
+ 4.49%
$118.22 - $136.54 $49.9K - $57.6K
9.82K $1.2B
BMI
Badger Meter Inc

Technology
352
+ 8.13%
$199.06 - $237.67 $70.1K - $83.7K
4.68K $993M
Federated Hermes ETF Trust
3.6K
+ 9.27%
N/A
42.4K $1.05B
ALB
Albemarle Corp

Basic Materials
841
+ 24.81%
$86.08 - $111.3 $72.4K - $93.6K
4.23K $364M
ROP
Roper Technologies Inc

Industrials
140
+ 16.57%
$519.85 - $575.95 $72.8K - $80.6K
985 $512M
WELL
Welltower Inc.

Real Estate
344
+ 11.39%
$123.11 - $139.3 $42.3K - $47.9K
3.37K $424M
LKQ
Lkq Corp

Consumer Cyclical
1.53K
+ 21.63%
$36.0 - $39.99 $55K - $61.1K
8.59K $316M
DE
Deere & CO

Industrials
52
+ 2.97%
$389.45 - $466.0 $20.3K - $24.2K
1.8K $763M
SPMD
Spdr Portfolio

ETFs
497
+ 3.21%
$54.13 - $59.56 $26.9K - $29.6K
16K $873M
XLP
Consumer Staples Sector Spdr

ETFs
688
+ 10.75%
N/A
7.09K $557M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
31
+ 3.94%
$563.99 - $620.12 $17.5K - $19.2K
818 $466M
SYK
Stryker Corp

Healthcare
50
+ 2.61%
$345.14 - $392.15 $17.3K - $19.6K
1.96K $707M
ABT
Abbott Laboratories

Healthcare
88
+ 1.21%
$111.93 - $119.39 $9.85K - $10.5K
7.37K $834M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.27K
+ 10.48%
$34.13 - $37.35 $77.3K - $84.6K
23.9K $815M
CVX
Chevron Corp

Energy
123
+ 1.61%
$141.15 - $162.53 $17.4K - $20K
7.78K $1.13B
MET
Metlife Inc

Financial Services
78
+ 0.42%
$78.15 - $88.25 $6.1K - $6.88K
18.7K $1.53B
PLD
Prologis, Inc.

Real Estate
368
+ 15.86%
$101.4 - $126.96 $37.3K - $46.7K
2.69K $284M
MSFT
Microsoft Corp

Technology
217
+ 1.77%
$406.35 - $454.46 $88.2K - $98.6K
12.5K $5.26B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
417
+ 3.61%
$38.37 - $42.82 $16K - $17.9K
12K $459M
ZTS
Zoetis Inc.

Healthcare
295
+ 13.24%
$162.24 - $194.42 $47.9K - $57.4K
2.52K $411M
USRT
Ishares Core U.S. Reit ETF

ETFs
511
+ 3.84%
$55.97 - $62.75 $28.6K - $32.1K
13.8K $792M
Matthews Intl Fds
11.7K
+ 6.96%
N/A
180K $4.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
120
+ 0.37%
$51.09 - $55.27 $6.13K - $6.63K
32.3K $1.65B
SPIB
Spdr Portfolio Intermediate Te

ETFs
199
+ 0.32%
$32.65 - $33.68 $6.5K - $6.7K
63K $2.06B
AES
Aes Corp

Utilities
4.84K
+ 26.52%
$12.44 - $20.24 $60.2K - $97.9K
23.1K $297M
VNQ
Vanguard Specialized Funds Van

ETFs
3.84K
+ 7.43%
$87.85 - $98.6 $337K - $379K
55.5K $4.94B
MDT
Medtronic PLC

Healthcare
267
+ 2.24%
$79.61 - $92.24 $21.3K - $24.6K
12.2K $971M
Activity Summary
Buys All Purchases 71 New Holdings 12 Increased Positions 59 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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