Smith Anglin Financial, LLC Sells in Q4 2024

Smith Anglin Financial, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-8.08K
- 60.91%
$236.59 - $257.5 $1.91M - $2.08M
5.19K $1.26M
VIG
Vanguard Dividend Appreciation

ETFs
-4.74K
- 4.71%
N/A
95.8K $17.5M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-7.94K
- 6.64%
N/A
112K $9.59M
MSFT
Microsoft Corp

Technology
-1.08K
- 7.41%
$406.35 - $454.46 $439K - $491K
13.5K $5.69M
PFE
Pfizer Inc

Healthcare
-14.7K
- 65.4%
$24.8 - $30.19 $365K - $445K
7.79K $206K
FDX
Fedex Corp

Industrials
-1.03K
- 18.83%
$260.5 - $305.15 $268K - $313K
4.43K $1.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-351
- 1.3%
$75.1 - $82.99 $26.4K - $29.1K
26.6K $2.01M
ITA
Ishares Tr

ETFs
-1.37K
- 13.97%
$144.31 - $157.31 $198K - $216K
8.44K $1.23M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.28K
- 17.09%
$80.13 - $83.77 $183K - $191K
11.1K $888K
NKE
Nike, Inc.

Consumer Cyclical
-1.47K
- 17.44%
$73.36 - $89.13 $107K - $131K
6.94K $524K
SVOL
Simplify ETF Simplify Volatili

ETFs
-5.45K
- 6.35%
$20.4 - $21.93 $111K - $119K
80.3K $1.67M
IBM
International Business Machines Corp

Technology
-790
- 7.63%
$204.9 - $238.04 $162K - $188K
9.56K $2.1M
PEP
Pepsico Inc

Consumer Defensive
-230
- 2.8%
$151.29 - $176.1 $34.8K - $40.5K
7.99K $1.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-446
- 1.88%
$174.22 - $187.62 $77.7K - $83.7K
23.3K $4.08M
UNH
Unitedhealth Group Inc

Healthcare
-141
- 11.58%
$485.52 - $625.25 $68.5K - $88.2K
1.08K $544K
PICK
Ishares Inc Msci Global Select

ETFs
-2.06K
- 24.24%
$34.86 - $43.59 $71.6K - $89.6K
6.42K $224K
LLY
Eli Lilly & CO

Healthcare
-105
- 21.04%
$727.2 - $932.06 $76.4K - $97.9K
394 $304K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-380
- 3.27%
$417.69 - $450.94 $159K - $171K
11.2K $4.78M
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
-2.1K
- 26.64%
$61.19 - $65.44 $128K - $137K
5.78K $363K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.01K
- 27.59%
$124.26 - $134.12 $126K - $136K
2.66K $342K
NEE
Nextera Energy Inc

Utilities
-776
- 20.85%
$69.77 - $85.43 $54.1K - $66.3K
2.95K $211K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4
- 0.02%
$134.53 - $150.65 $538 - $603
21.8K $2.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-83
- 1.14%
$442.29 - $483.08 $36.7K - $40.1K
7.21K $3.27M
GLDM
World Gold Trust

ETFs
-1.62K
- 17.83%
$50.76 - $55.23 $82.4K - $89.6K
7.48K $388K
VZ
Verizon Communications Inc

Communication Services
-490
- 3.86%
$39.6 - $45.21 $19.4K - $22.2K
12.2K $487K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-813
- 15.12%
$90.66 - $99.46 $73.7K - $80.9K
4.56K $415K
KLAC
Kla Corp

Technology
-24
- 6.27%
$614.46 - $829.55 $14.7K - $19.9K
359 $226K
HD
Home Depot, Inc.

Consumer Cyclical
-68
- 2.77%
$385.02 - $431.37 $26.2K - $29.3K
2.39K $929K
XLE
Energy Sector Spdr

ETFs
-483
- 5.86%
$83.32 - $97.27 $40.2K - $47K
7.77K $665K
F
Ford Motor CO

Consumer Cyclical
-3.69K
- 14.86%
$9.69 - $11.4 $35.8K - $42.1K
21.2K $209K
ADBE
Adobe Inc.

Technology
-7
- 1.07%
$437.39 - $552.96 $3.06K - $3.87K
650 $289K
IAK
Ishares Tr

ETFs
-150
- 1.41%
$123.78 - $138.16 $18.6K - $20.7K
10.5K $1.33M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-981
- 19.09%
$55.73 - $66.16 $54.7K - $64.9K
4.16K $250K
XLP
Consumer Staples Sector Spdr

ETFs
-580
- 15.42%
N/A
3.18K $241K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.23K
- 6.7%
$25.3 - $26.31 $31.1K - $32.4K
17.1K $438K
MA
Mastercard Inc

Financial Services
-158
- 13.05%
$491.3 - $536.15 $77.6K - $84.7K
1.05K $554K
PM
Philip Morris International Inc.

Consumer Defensive
-321
- 13.2%
$118.38 - $133.06 $38K - $42.7K
2.11K $254K
JD
Jd.Com, Inc.

Consumer Cyclical
-63
- 0.92%
$33.35 - $47.1 $2.1K - $2.97K
6.76K $234K
ABT
Abbott Laboratories

Healthcare
-281
- 8.71%
$111.93 - $119.39 $31.5K - $33.5K
2.95K $333K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-164
- 5.09%
$74.68 - $81.45 $12.2K - $13.4K
3.06K $228K
XLU
Utilities Sector Spdr

ETFs
-130
- 3.08%
$74.89 - $82.93 $9.74K - $10.8K
4.09K $309K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-544
- 9.57%
$50.37 - $50.6 $27.4K - $27.5K
5.14K $258K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-44
- 0.32%
$563.99 - $620.12 $24.8K - $27.3K
13.7K $7.8M
TXN
Texas Instruments Inc

Technology
-133
- 2.54%
N/A
5.1K $993K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-273
- 3.66%
$121.89 - $135.52 $33.3K - $37K
7.2K $899K
SBUX
Starbucks Corp

Consumer Cyclical
-12
- 0.43%
$87.44 - $102.5 $1.05K - $1.23K
2.76K $251K
PATH
Ui Path, Inc.

Technology
-1.32K
- 11.34%
$11.95 - $15.5 $15.8K - $20.5K
10.3K $131K
Rubrik Inc.
-5.36K
- 45.6%
N/A
6.4K $0
META
Meta Platforms, Inc.

Communication Services
-177
- 2.56%
$554.08 - $632.68 $98.1K - $112K
6.73K $3.97M
Activity Summary
Buys All Purchases 127 New Holdings 21 Increased Positions 106 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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