Seros Financial, LLC New Holdings in Q4 2024

Seros Financial, LLC

  • $111 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
28.5K
New
$481.22 - $538.17 $13.7M - $15.3M
28.5K $13.6B
IWY
Ishares Tr Russell 200 Growth

ETFs
46K
New
$216.72 - $244.71 $9.98M - $11.3M
46K $9.88B
IVE
Ishares S&P 500 Value ETF

ETFs
48.9K
New
$189.5 - $206.17 $9.26M - $10.1M
48.9K $8.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20K
New
$442.29 - $483.08 $8.86M - $9.68M
20K $8.15B
RWK
Invesco Exchange Traded Fd Tr

ETFs
70.7K
New
$114.67 - $126.49 $8.11M - $8.95M
70.7K $7.77B
XLG
Invesco Exchange Traded Fd Tr

ETFs
166K
New
$46.94 - $51.62 $7.79M - $8.57M
166K $7.6B
FPE
First Tr Pfd Secs & Income ETF

ETFs
401K
New
$17.65 - $18.18 $7.08M - $7.29M
401K $6.96B
Innovator Etfs Trust
124K
New
N/A
124K $5.63B
BJAN
Innovator U.S. Equity Buffer E

ETFs
124K
New
$46.38 - $47.95 $5.77M - $5.97M
124K $5.61B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
173K
New
$29.73 - $30.81 $5.14M - $5.33M
173K $5B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
67.4K
New
$43.97 - $45.33 $2.96M - $3.06M
67.4K $2.89B
SCHX
Schwab Strategic Tr Us Large C

ETFs
37K
New
$22.4 - $68.28 $829K - $2.53M
37K $2.38B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.46K
New
$567.81 - $607.81 $1.96M - $2.1M
3.46K $1.88B
NVDA
Nvidia Corp

Technology
14.8K
New
$117.0 - $148.88 $1.73M - $2.21M
14.8K $1.83B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
19.1K
New
$89.97 - $98.59 $1.72M - $1.88M
19.1K $1.67B
AMZN
Amazon Com Inc

Consumer Cyclical
7.3K
New
$180.88 - $232.93 $1.32M - $1.7M
7.3K $1.41B
AAPL
Apple Inc.

Technology
5.93K
New
$221.69 - $259.02 $1.31M - $1.54M
5.93K $1.25B
MSFT
Microsoft Corp

Technology
2.79K
New
$406.35 - $454.46 $1.13M - $1.27M
2.79K $1.25B
OMFL
Invesco Exchange Traded Self I

ETFs
20.1K
New
$52.49 - $56.58 $1.05M - $1.14M
20.1K $1.05B
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
55.1K
New
$18.04 - $18.54 $994K - $1.02M
55.1K $990M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
8.53K
New
N/A
8.53K $976M
IWM
Ishares Russell 2000 ETF

ETFs
4.69K
New
$216.13 - $242.4 $1.01M - $1.14M
4.69K $951M
ORN
Orion Group Holdings Inc

Industrials
98.6K
New
$5.35 - $9.0 $528K - $888K
98.6K $938M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
10.3K
New
$86.6 - $95.01 $892K - $978K
10.3K $870M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.78K
New
$275.15 - $388.2 $489K - $690K
1.78K $681M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
13.4K
New
$44.33 - $49.55 $594K - $664K
13.4K $557M
PFEB
Innovator U.S. Equity Power Bu

ETFs
14.5K
New
$35.94 - $36.85 $519K - $532K
14.5K $508M
TSLA
Tesla, Inc.

Consumer Cyclical
2.5K
New
$213.65 - $479.86 $535K - $1.2M
2.5K $495M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.31K
New
$94.43 - $105.47 $501K - $560K
5.31K $491M
JCI
Johnson Controls International PLC

Industrials
7.11K
New
$74.23 - $86.6 $528K - $616K
7.11K $473M
NJUL
Innovator Growth 100 Power Buf

Technology
6.56K
New
$60.22 - $63.94 $395K - $420K
6.56K $390M
BJUL
Innovator U.S. Equity Buffer E

ETFs
8.75K
New
$43.33 - $45.42 $379K - $397K
8.75K $365M
PAPR
Innovator U.S. Equity Power Bu

ETFs
10.3K
New
$35.71 - $37.1 $370K - $384K
10.3K $359M
COST
Costco Wholesale Corp

Consumer Defensive
401
New
$873.59 - $994.69 $350K - $399K
401 $341M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
9.08K
New
$35.07 - $36.08 $319K - $328K
9.08K $310M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
6.77K
New
$44.57 - $45.47 $302K - $308K
6.77K $299M
Innovator Etfs Trust
6.15K
New
N/A
6.15K $293M
GOOG
Alphabet Inc.

Communication Services
1.54K
New
$163.08 - $198.16 $251K - $305K
1.54K $282M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
9.64K
New
$30.02 - $31.23 $289K - $301K
9.64K $280M
GOOGL
Alphabet Inc.

Communication Services
1.52K
New
$161.86 - $196.66 $246K - $299K
1.52K $277M
IVV
Ishares Core S&P 500 ETF

ETFs
492
New
$570.51 - $610.59 $281K - $300K
492 $269M
META
Meta Platforms, Inc.

Communication Services
473
New
$554.08 - $632.68 $262K - $299K
473 $238M
PSEP
Innovator U.S. Equity Power Bu
6.3K
New
N/A
6.3K $236M
POCT
Innovator U.S. Equity Power Bu

ETFs
6.13K
New
$38.63 - $40.03 $237K - $245K
6.13K $235M
QTJL
Innovator Etfs Tr Growth Accel
7.8K
New
$30.57 - $33.17 $238K - $259K
7.8K $235M
V
Visa Inc.

Financial Services
873
New
$273.87 - $320.91 $239K - $280K
873 $229M
ABBV
Abb Vie Inc.

Healthcare
1.25K
New
$164.99 - $203.87 $206K - $255K
1.25K $214M
ORCL
Oracle Corp

Technology
1.5K
New
$165.41 - $192.43 $247K - $288K
1.5K $211M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
7.75K
New
$26.53 - $28.09 $206K - $218K
7.75K $202M
Activity Summary
Buys All Purchases 52 New Holdings 52 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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