Tallon Kerry Patrick Purchases in Q4 2024

Tallon Kerry Patrick

  • $104 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
16.8K
New
$570.51 - $610.59 $9.61M - $10.3M
16.8K $9.89B
IWV
Ishares Russell 3000 ETF

ETFs
22.8K
New
$323.08 - $349.08 $7.37M - $7.96M
22.8K $7.61B
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.61K
New
$481.22 - $538.17 $4.63M - $5.17M
9.61K $4.9B
DMRC
Digimarc Corp

Technology
119K
New
$26.18 - $38.77 $3.13M - $4.63M
119K $4.8B
BNL
Broadstone Net Lease, Inc.

Real Estate
298K
New
$15.86 - $18.7 $4.72M - $5.56M
298K $4.67B
VIG
Vanguard Dividend Appreciation

ETFs
17K
New
N/A
17K $3.32B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27K
New
$113.92 - $127.38 $3.08M - $3.44M
27K $3.11B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
53.7K
New
$56.06 - $61.35 $3.01M - $3.29M
53.7K $3.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.21K
New
$442.29 - $483.08 $2.75M - $3M
6.21K $2.8B
EXEL
Exelixis, Inc.

Healthcare
77.2K
New
$25.39 - $36.46 $1.96M - $2.81M
77.2K $2.62B
SPMD
Spdr Portfolio

ETFs
43.1K
New
$54.13 - $59.56 $2.34M - $2.57M
43.1K $2.35B
VEU
Vanguard Ftse All World Ex Us

ETFs
39.1K
New
$57.29 - $63.1 $2.24M - $2.46M
39.1K $2.23B
TMUS
T Mobile Us, Inc.

Communication Services
9.74K
New
$206.1 - $246.94 $2.01M - $2.4M
9.74K $2.14B
CDXS
Codexis, Inc.

Healthcare
404K
New
$2.91 - $5.81 $1.17M - $2.35M
404K $2.02B
IWY
Ishares Tr Russell 200 Growth

ETFs
8.03K
New
$216.72 - $244.71 $1.74M - $1.97M
8.03K $1.88B
AAPL
Apple Inc.

Technology
7.7K
New
$221.69 - $259.02 $1.71M - $1.99M
7.7K $1.88B
IWP
Ishares Russell Mid Cap Growth

ETFs
14.7K
New
$116.4 - $138.52 $1.71M - $2.04M
14.7K $1.87B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
32.4K
New
$45.39 - $62.98 $1.47M - $2.04M
32.4K $1.84B
USRT
Ishares Core U.S. Reit ETF

ETFs
31.3K
New
$55.97 - $62.75 $1.75M - $1.96M
31.3K $1.78B
JEPI
J P Morgan Exchange Traded Fd

ETFs
30.9K
New
$57.53 - $60.83 $1.78M - $1.88M
30.9K $1.77B
PFF
Ishares Trust Ishares Pfd And

ETFs
54.5K
New
$31.23 - $33.51 $1.7M - $1.83M
54.5K $1.73B
DGRO
Ishares Core Dividend Growth E

ETFs
26.3K
New
$60.73 - $64.94 $1.59M - $1.71M
26.3K $1.6B
MSFT
Microsoft Corp

Technology
3.29K
New
$406.35 - $454.46 $1.33M - $1.49M
3.29K $1.38B
ASUR
Asure Software Inc

Technology
145K
New
$8.31 - $9.92 $1.2M - $1.44M
145K $1.37B
OHI
Omega Healthcare Investors Inc

Real Estate
33K
New
$37.51 - $42.56 $1.24M - $1.4M
33K $1.25B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
76.8K
New
$11.18 - $13.68 $859K - $1.05M
76.8K $1B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
22.2K
New
$44.87 - $46.86 $998K - $1.04M
22.2K $999M
NVDA
Nvidia Corp

Technology
7.03K
New
$117.0 - $148.88 $822K - $1.05M
7.03K $972M
IBM
International Business Machines Corp

Technology
4.1K
New
$204.9 - $238.04 $840K - $976K
4.1K $902M
AMZN
Amazon Com Inc

Consumer Cyclical
3.64K
New
$180.88 - $232.93 $657K - $847K
3.64K $801M
XOM
Exxon Mobil Corp

Energy
7.35K
New
$105.51 - $125.37 $776K - $922K
7.35K $789M
VB
Vanguard Small Cap ETF

ETFs
3.22K
New
$233.76 - $261.58 $752K - $842K
3.22K $772M
EPPRC
El Paso Enr Cp Tsti 4.75%
24.1K
New
N/A
24.1K $677M
Annaly Capital Management In
36.5K
New
N/A
36.5K $671M
ARKG
Ark Genomic Revolution ETF (De

ETFs
26K
New
$22.66 - $27.11 $590K - $705K
26K $637M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7K
New
$88.59 - $94.57 $620K - $662K
7K $621M
CSCO
Cisco Systems, Inc.

Technology
10.2K
New
$52.45 - $60.02 $535K - $612K
10.2K $603M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.68K
New
$77.23 - $82.11 $593K - $630K
7.68K $596M
UBCP
United Bancorp Inc

Financial Services
44.1K
New
$12.25 - $14.7 $540K - $648K
44.1K $584M
GLD
Spdr Gold Trust

ETFs
2.23K
New
$236.59 - $257.5 $528K - $574K
2.23K $547M
COP
Conocophillips

Energy
5.11K
New
$95.12 - $114.72 $486K - $586K
5.11K $511M
PFE
Pfizer Inc

Healthcare
19.1K
New
$24.8 - $30.19 $474K - $577K
19.1K $509M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.8K
New
$38.37 - $42.82 $493K - $550K
12.8K $491M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
19K
New
$25.25 - $26.34 $481K - $501K
19K $482M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.59K
New
$71.75 - $75.11 $473K - $495K
6.59K $474M
LEAD
Siren Divcon Leaders Dividend

ETFs
6.77K
New
$66.53 - $71.39 $450K - $483K
6.77K $448M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.27K
New
$44.04 - $49.49 $408K - $459K
9.27K $407M
TSLA
Tesla, Inc.

Consumer Cyclical
985
New
$213.65 - $479.86 $210K - $473K
985 $374M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
12.8K
New
$28.6 - $29.27 $365K - $374K
12.8K $366M
Activity Summary
Buys All Purchases 105 New Holdings 105 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Tallon Kerry Patrick Portfolio

Follow Tallon Kerry Patrick and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tallon Kerry Patrick, based on Form 13F filings with the SEC.

News

Stay updated on Tallon Kerry Patrick with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email