Sendero Wealth Management, LLC Purchases in Q4 2024

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
375
+ 5.04%
N/A
7.82K $1.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
177
+ 17.82%
$442.29 - $483.08 $78.3K - $85.5K
1.17K $530K
DCI
Donaldson CO Inc

Industrials
1.86K
+ 20.93%
$67.28 - $78.27 $125K - $146K
10.7K $723K
WMT
Walmart Inc.

Consumer Defensive
231
+ 5.16%
$79.1 - $95.7 $18.3K - $22.1K
4.7K $425K
ABEV
Ambev S.A.

Consumer Defensive
21.5K
New
$1.85 - $2.56 $39.8K - $55.1K
21.5K $39K
LBRDK
Liberty Broadband Corp

Communication Services
2.23K
+ 4.31%
$74.72 - $101.4 $166K - $226K
53.9K $4.03M
AA
Alcoa Corp

Basic Materials
1.32K
+ 7.52%
$36.62 - $47.42 $48.3K - $62.6K
18.9K $712K
HSIC
Henry Schein Inc

Healthcare
898
+ 7.9%
$66.54 - $77.66 $59.8K - $69.7K
12.3K $848K
ORCL
Oracle Corp

Technology
149
+ 9.37%
$165.41 - $192.43 $24.6K - $28.7K
1.74K $289K
SNPS
Synopsys Inc

Technology
130
+ 4.85%
$485.36 - $588.0 $63.1K - $76.4K
2.81K $1.36M
American Beacon Select Funds
208K
+ 550.31%
N/A
246K $0
Lam Research Corp
2.82K
New
N/A
2.82K $0
Arista Networks Inc
113K
New
N/A
113K $0
2023 ETF Series Trust
187K
+ 39.13%
N/A
664K $0
ABBV
Abb Vie Inc.

Healthcare
706
+ 10.79%
$164.99 - $203.87 $116K - $144K
7.25K $1.29M
CVX
Chevron Corp

Energy
7
+ 0.11%
$141.15 - $162.53 $988 - $1.14K
6.22K $900K
MRK
Merck & Co., Inc.

Healthcare
451
+ 9.73%
$96.31 - $114.76 $43.4K - $51.8K
5.09K $505K
CSX
Csx Corp

Industrials
235
+ 1.68%
$31.58 - $36.88 $7.42K - $8.67K
14.3K $460K
SHEL
Shell PLC

Energy
638
+ 2.75%
$60.63 - $70.23 $38.7K - $44.8K
23.9K $1.5M
PG
Procter & Gamble CO

Consumer Defensive
148
+ 0.96%
$161.05 - $179.7 $23.8K - $26.6K
15.5K $2.6M
NVO
Novo Nordisk A S

Healthcare
12.1K
+ 35.43%
$85.0 - $120.04 $1.03M - $1.46M
46.4K $3.99M
UNH
Unitedhealth Group Inc

Healthcare
185
+ 6.87%
$485.52 - $625.25 $89.8K - $116K
2.88K $1.46M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.02K
+ 4.43%
$148.29 - $166.93 $299K - $337K
47.6K $7.09M
AMD
Advanced Micro Devices Inc

Technology
5.28K
+ 24.81%
$118.88 - $172.8 $627K - $912K
26.6K $3.21M
PEP
Pepsico Inc

Consumer Defensive
254
+ 1.29%
$151.29 - $176.1 $38.4K - $44.7K
20K $3.04M
XOM
Exxon Mobil Corp

Energy
49
+ 0.08%
$105.51 - $125.37 $5.17K - $6.14K
63.6K $6.84M
Activity Summary
Buys All Purchases 77 New Holdings 12 Increased Positions 65 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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