Ronald Blue Trust, Inc. Incresed Positions in Q4 2024

Ronald Blue Trust, Inc.

  • $7.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAIN
Main Street Capital Corp

Financial Services
5.88K
+ 109.25%
$49.95 - $58.58 $294K - $345K
11.3K $660K
AMG
Affiliated Managers Group, Inc.

Financial Services
1.83K
+ 70.16%
$175.77 - $196.52 $322K - $360K
4.45K $822K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13K
+ 503.33%
$25.33 - $51.16 $329K - $664K
15.6K $402K
DSX
Diana Shipping Inc.

Industrials
163K
+ 308.28%
$1.74 - $2.54 $284K - $415K
216K $424K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.42K
+ 6.42%
$87.1 - $98.49 $298K - $336K
56.6K $4.94M
IAUM
I Shares Gold Trust Micro

ETFs
11.3K
+ 37.98%
$25.56 - $27.81 $288K - $314K
41K $1.07M
DISV
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 20.56%
$26.18 - $28.77 $284K - $312K
63.6K $1.69M
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.23K
+ 12.35%
$30.18 - $33.87 $278K - $312K
83.9K $2.58M
DFAX
Dimensional ETF Tr
11.3K
+ 59.92%
$24.76 - $27.04 $280K - $306K
30.2K $750K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.56K
+ 230.71%
$174.04 - $205.27 $271K - $319K
2.23K $402K
VT
Vanguard Total World Stk Index

ETFs
2.33K
+ 46.61%
$117.09 - $123.07 $273K - $287K
7.32K $860K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.7K
+ 73.37%
$26.93 - $84.95 $261K - $824K
22.9K $626K
WTFC
Wintrust Financial Corp

Financial Services
2.01K
+ 95.45%
$104.15 - $138.5 $210K - $279K
4.12K $514K
SBR
Sabine Royalty Trust

Energy
3.85K
+ 15.4%
$60.18 - $66.67 $232K - $257K
28.8K $1.87M
PAGP
Plains Gp Holdings LP

Energy
13.2K
+ 828.42%
$17.2 - $20.02 $227K - $264K
14.8K $272K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.65K
+ 8.56%
$51.33 - $53.74 $238K - $250K
58.9K $3.04M
RDY
Dr Reddys Laboratories LTD

Healthcare
14.9K
+ 81.69%
$13.99 - $79.75 $208K - $1.19M
33.1K $522K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.11K
+ 19.07%
$47.29 - $84.74 $147K - $264K
19.4K $1.45M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.65K
+ 30.28%
$83.09 - $89.28 $220K - $236K
11.4K $967K
LMT
Lockheed Martin Corp

Industrials
462
+ 4.88%
$479.66 - $614.62 $222K - $284K
9.93K $4.83M
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.72K
+ 14.63%
$25.15 - $27.57 $219K - $240K
68.3K $1.72M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.91K
+ 8.77%
$28.6 - $29.27 $197K - $202K
85.7K $2.46M
AN
Autonation, Inc.

Consumer Cyclical
1.13K
+ 42.83%
$155.47 - $182.16 $176K - $206K
3.77K $639K
PEP
Pepsico Inc

Consumer Defensive
1.25K
+ 3.01%
$151.29 - $176.1 $189K - $219K
42.7K $6.49M
ET
Energy Transfer LP

Energy
9.29K
+ 65.76%
$16.05 - $19.86 $149K - $185K
23.4K $458K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
8.97K
+ 39.05%
$20.04 - $22.53 $180K - $202K
32K $645K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.37K
+ 44.09%
$126.68 - $134.74 $174K - $185K
4.48K $571K
ABBV
Abb Vie Inc.

Healthcare
900
+ 1.9%
$164.99 - $203.87 $148K - $183K
48.2K $8.56M
SONY
Sony Group Corp

Technology
7.14K
+ 76.81%
$17.53 - $96.8 $125K - $691K
16.4K $347K
EEM
Ishares Msci Emerging Markets

ETFs
3.52K
+ 6.84%
$41.82 - $47.36 $147K - $167K
55K $2.3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.86K
+ 11.7%
$47.58 - $48.56 $136K - $139K
27.3K $1.31M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.85K
+ 60.55%
$43.37 - $51.46 $123K - $147K
7.55K $363K
TGT
Target Corp

Consumer Defensive
999
+ 25.08%
$121.59 - $160.69 $121K - $161K
4.98K $673K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.97K
+ 153.73%
$22.01 - $66.82 $131K - $399K
9.86K $223K
EPR
Epr Properties

Real Estate
2.96K
+ 436.08%
$43.17 - $49.39 $128K - $146K
3.64K $161K
W
Wayfair Inc.

Consumer Cyclical
2.95K
+ 6150.0%
$37.77 - $56.94 $111K - $168K
3K $132K
EPD
Enterprise Products Partners L.P.

Energy
4.08K
+ 4.85%
$28.66 - $34.43 $117K - $140K
88.2K $2.77M
FVD
First Tr Value Line Divid Inde

ETFs
2.93K
+ 27.67%
$43.4 - $46.7 $127K - $137K
13.5K $588K
VALE
Vale S.A.

Basic Materials
14.2K
+ 136.38%
$8.74 - $11.78 $124K - $167K
24.6K $218K
ENB
Enbridge Inc

Energy
2.54K
+ 15.93%
$40.4 - $43.92 $102K - $111K
18.5K $783K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.78K
+ 302.16%
$25.93 - $105.3 $97.9K - $398K
5.03K $140K
AGNC
Agnc Investment Corp.

Real Estate
11.5K
+ 270.02%
$9.21 - $10.59 $106K - $122K
15.8K $145K
THD
Ishares Inc Msci Thailand ETF

ETFs
1.74K
+ 43.44%
$58.94 - $69.61 $103K - $121K
5.75K $347K
GBIL
Goldman Sachs Access Treasury

ETFs
1.04K
+ 11.17%
$99.85 - $100.22 $104K - $104K
10.4K $1.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.57K
+ 166.44%
$18.41 - $40.87 $103K - $228K
8.92K $165K
FNDX
Schwab Fundamental U S Large C

ETFs
4.34K
+ 440.3%
$23.49 - $71.77 $102K - $311K
5.32K $126K
RNST
Renasant Corp

Financial Services
2.63K
+ 13.72%
$31.36 - $38.62 $82.5K - $102K
21.8K $779K
K
Kellogg CO

Consumer Defensive
1.16K
+ 28.75%
$80.34 - $81.29 $93K - $94.1K
5.19K $419K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.36K
+ 19428.57%
$65.31 - $74.15 $88.8K - $101K
1.37K $92K
Activity Summary
Buys All Purchases 468 New Holdings 122 Increased Positions 346 Sells All Sells 1750 Reductions 1749 Sold out 1 Options Calls 0 Puts 0
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