Shufro Rose & CO LLC Purchases in Q4 2024

Shufro Rose & CO LLC

  • $1.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
30.3K
+ 89.58%
$570.51 - $610.59 $17.3M - $18.5M
64.1K $37.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
521K
+ 3769.93%
$33.77 - $44.09 $17.6M - $23M
535K $18.1M
DSTL
ETF Ser Solution Distillate Us

ETFs
286K
+ 28.64%
$54.74 - $58.88 $15.7M - $16.8M
1.28M $70.5M
VO
Vanguard Mid Cap ETF

ETFs
39.7K
+ 145.18%
$261.5 - $284.63 $10.4M - $11.3M
67.1K $17.7M
NVDA
Nvidia Corp

Technology
61.2K
+ 180.64%
$117.0 - $148.88 $7.16M - $9.11M
95K $12.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
104K
+ 594.7%
$80.13 - $83.77 $8.32M - $8.7M
121K $9.74M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
417K
+ 272.66%
$18.28 - $18.87 $7.62M - $7.86M
569K $10.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
322K
+ 27.16%
$19.38 - $19.58 $6.24M - $6.31M
1.51M $29.3M
VTI
Vanguard Total Stock Market Et

ETFs
17K
+ 108.46%
$280.04 - $302.45 $4.75M - $5.13M
32.6K $9.45M
NKE
Nike, Inc.

Consumer Cyclical
60.2K
New
$73.36 - $89.13 $4.41M - $5.36M
60.2K $4.55M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
51.8K
+ 53.4%
$77.86 - $79.27 $4.03M - $4.1M
149K $11.6M
CRM
Salesforce, Inc.

Technology
35
+ 0.07%
$270.87 - $367.87 $9.48K - $12.9K
52.8K $17.6M
VRSK
Verisk Analytics, Inc.

Industrials
11.1K
New
$262.86 - $294.75 $2.91M - $3.26M
11.1K $3.04M
VGSH
Vanguard

ETFs
39.3K
+ 94.89%
$58.02 - $58.88 $2.28M - $2.32M
80.8K $4.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
36.5K
+ 105.5%
$57.78 - $60.4 $2.11M - $2.2M
71.1K $4.12M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.9K
+ 15.46%
$176.42 - $186.91 $1.75M - $1.85M
74K $13.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.39K
+ 816.72%
$701.85 - $1046.91 $1.68M - $2.51M
2.69K $1.91M
AVGO
Broadcom Inc.

Technology
4.34K
+ 824.1%
$159.67 - $250.0 $693K - $1.09M
4.87K $1.13M
VBR
Vanguard Small Cap Value ETF

ETFs
5.27K
+ 13.03%
$197.36 - $217.3 $1.04M - $1.15M
45.7K $9.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.86K
+ 14.54%
$201.32 - $217.44 $776K - $839K
30.4K $6.29M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
33.6K
+ 2.38%
N/A
1.45M $34.4M
COST
Costco Wholesale Corp

Consumer Defensive
674
New
$873.59 - $994.69 $589K - $670K
674 $617K
AINV
Apollo Investment Corp

Financial Services
44.4K
New
N/A
44.4K $494K
O
Realty Income Corp

Real Estate
14.8K
+ 46.83%
$51.76 - $64.71 $763K - $954K
46.3K $2.47M
HY
Hyster Yale Materials Handling, Inc.

Industrials
9K
New
$49.77 - $68.77 $448K - $619K
9K $458K
VEA
Vanguard Ftse Developed Market

ETFs
13.7K
+ 25.74%
$47.57 - $52.44 $650K - $717K
66.8K $3.19M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
8.85K
New
$28.38 - $39.27 $251K - $348K
8.85K $343K
MBLY
Mobileye Global Inc.
10K
+ 100.0%
$12.07 - $20.07 $121K - $201K
20K $398K
IBMO
Ishares Tr Ibonds December 202

ETFs
9.96K
New
$25.4 - $25.62 $253K - $255K
9.96K $253K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.33K
New
$95.27 - $107.82 $222K - $252K
2.33K $241K
WMT
Walmart Inc.

Consumer Defensive
1.44K
+ 13.45%
$79.1 - $95.7 $114K - $138K
12.1K $1.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.64K
+ 21.31%
$44.04 - $49.49 $380K - $427K
49.2K $2.17M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.27K
+ 29.45%
$70.1 - $76.53 $299K - $327K
18.8K $1.33M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.95K
+ 35.38%
$61.68 - $67.87 $182K - $200K
11.3K $703K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.92K
+ 8.62%
$113.92 - $127.38 $219K - $245K
24.2K $2.79M
AXP
American Express CO

Financial Services
358
+ 13.23%
$267.35 - $305.57 $95.7K - $109K
3.06K $909K
SPY
Spdr S&P 500 ETF Trust

ETFs
280
+ 29.91%
$567.81 - $607.81 $159K - $170K
1.22K $712K
OUNZ
Van Eck Merk Gold Trust

ETFs
4.63K
+ 19.97%
$24.72 - $26.9 $115K - $125K
27.8K $704K
AVDV
American Centy ETF Tr Avantis

ETFs
3.76K
+ 15.38%
$63.85 - $70.4 $240K - $265K
28.2K $1.84M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.85K
+ 11.6%
$19.42 - $19.76 $114K - $116K
56.3K $1.1M
V
Visa Inc.

Financial Services
1
+ 0.06%
$273.87 - $320.91 $274 - $321
1.65K $522K
BA
Boeing CO

Industrials
4
+ 0.15%
$138.14 - $180.72 $553 - $723
2.6K $460K
NIO
Nio Inc.

Consumer Cyclical
15K
New
$4.31 - $7.21 $64.6K - $108K
15K $65K
PRU
Prudential Financial Inc

Financial Services
494
+ 16.1%
$114.59 - $129.52 $56.6K - $64K
3.56K $422K
PG
Procter & Gamble CO

Consumer Defensive
432
+ 10.87%
$161.05 - $179.7 $69.6K - $77.6K
4.41K $738K
EEMV
Ishares Msci Emerging Markets

ETFs
931
+ 21.14%
$57.85 - $63.11 $53.9K - $58.8K
5.34K $309K
LIT
Global X Fds Global X Lithium

ETFs
1.8K
+ 12.2%
$40.78 - $48.97 $73.4K - $88.1K
16.6K $674K
XLP
Consumer Staples Sector Spdr

ETFs
300
+ 5.96%
N/A
5.34K $405K
META
Meta Platforms, Inc.

Communication Services
6
+ 0.85%
$554.08 - $632.68 $3.32K - $3.8K
709 $418K
Activity Summary
Buys All Purchases 80 New Holdings 19 Increased Positions 61 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 1 Puts 2
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