Thoroughbred Financial Services, LLC Reduced Holdings in Q4 2024

Thoroughbred Financial Services, LLC

  • $1.64 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-4.1K
- 25.16%
$485.52 - $625.25 $1.99M - $2.56M
12.2K $6.16M
MELI
Mercadolibre Inc

Consumer Cyclical
-906
- 18.38%
$1666.0 - $2117.3 $1.51M - $1.92M
4.02K $6.84M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-35.6K
- 26.22%
$43.84 - $48.76 $1.56M - $1.74M
100K $4.41M
MSFT
Microsoft Corp

Technology
-1.2K
- 0.92%
$406.35 - $454.46 $489K - $547K
130K $54.9M
BLDR
Builders First Source, Inc.

Industrials
-483
- 1.83%
$142.93 - $198.25 $69K - $95.8K
26K $3.71M
ACGL
Arch Capital Group Ltd.

Financial Services
-10.7K
- 53.28%
$88.71 - $114.86 $948K - $1.23M
9.37K $865K
VKTX
Viking Therapeutics, Inc.

Healthcare
-16.1K
- 71.58%
$38.28 - $78.03 $614K - $1.25M
6.37K $256K
MPC
Marathon Petroleum Corp

Energy
-1.36K
- 3.86%
$131.65 - $174.84 $179K - $238K
34K $4.74M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-8.8K
- 28.0%
$59.25 - $72.99 $521K - $642K
22.6K $1.35M
XOM
Exxon Mobil Corp

Energy
-1.73K
- 2.23%
$105.51 - $125.37 $182K - $217K
75.8K $8.15M
AMGN
Amgen Inc

Healthcare
-251
- 1.97%
$258.78 - $328.31 $65K - $82.4K
12.5K $3.26M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.21K
- 5.39%
$244.52 - $284.07 $295K - $343K
21.2K $5.24M
AMAT
Applied Materials Inc

Technology
-914
- 5.33%
$161.44 - $213.89 $148K - $195K
16.2K $2.64M
ASML
Asml Holding Nv

Technology
-190
- 4.02%
$658.43 - $872.27 $125K - $166K
4.54K $3.15M
Linde PLC
-44
- 0.34%
N/A
12.9K $5.39M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-13.7K
- 45.6%
$53.38 - $60.64 $730K - $829K
16.3K $888K
IXUS
Ishares Tr

ETFs
-4.03K
- 5.29%
$65.95 - $72.56 $266K - $293K
72.2K $4.78M
MRK
Merck & Co., Inc.

Healthcare
-2.74K
- 8.33%
$96.31 - $114.76 $264K - $315K
30.2K $3M
PEP
Pepsico Inc

Consumer Defensive
-1.91K
- 7.9%
$151.29 - $176.1 $288K - $335K
22.2K $3.38M
Cava Group Inc
-2.96K
- 9.29%
N/A
28.9K $3.26M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.3K
- 1.05%
N/A
122K $11.4M
QCOM
Qualcomm Inc

Technology
-1.31K
- 4.96%
$150.4 - $178.04 $197K - $234K
25.2K $3.87M
CI
Cigna Corp

Healthcare
-627
- 9.5%
$265.59 - $358.58 $167K - $225K
5.97K $1.65M
JNJ
Johnson & Johnson

Healthcare
-95
- 0.27%
$143.34 - $165.86 $13.6K - $15.8K
35.2K $5.09M
Canadian Pacific Kansas City
-5.53K
- 33.04%
N/A
11.2K $810K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-701
- 30.69%
$501.29 - $612.85 $351K - $430K
1.58K $823K
VLO
Valero Energy Corp

Energy
-761
- 2.04%
$118.59 - $144.02 $90.2K - $110K
36.6K $4.49M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-5.12K
- 6.49%
$103.6 - $112.52 $530K - $576K
73.7K $7.73M
AZN
Astrazeneca PLC

Healthcare
-2.54K
- 9.01%
$63.2 - $79.58 $160K - $202K
25.6K $1.68M
ELV
Elevance Health, Inc.

Healthcare
-266
- 9.71%
$365.96 - $514.62 $97.3K - $137K
2.47K $912K
CDW
Cdw Corp

Technology
-1.37K
- 26.37%
$171.49 - $225.64 $235K - $309K
3.83K $665K
KLAC
Kla Corp

Technology
-137
- 4.89%
$614.46 - $829.55 $84.2K - $114K
2.67K $1.68M
ABBV
Abb Vie Inc.

Healthcare
-186
- 0.85%
$164.99 - $203.87 $30.7K - $37.9K
21.8K $3.88M
STE
Steris PLC

Healthcare
-367
- 3.6%
$204.34 - $235.7 $75K - $86.5K
9.83K $2.02M
MMM
3 M CO

Industrials
-3.19K
- 64.83%
$124.74 - $137.12 $398K - $437K
1.73K $223K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.73K
- 16.78%
$58.88 - $64.8 $278K - $306K
23.4K $1.38M
TDVG
T Rowe Price Exchange Traded F

Technology
-9.63K
- 22.27%
$39.51 - $41.92 $380K - $403K
33.6K $1.33M
CVX
Chevron Corp

Energy
-1.94K
- 4.2%
$141.15 - $162.53 $274K - $315K
44.3K $6.41M
UBER
Uber Technologies, Inc

Technology
-1.1K
- 5.03%
$59.93 - $86.34 $66K - $95.1K
20.8K $1.25M
ADBE
Adobe Inc.

Technology
-189
- 4.53%
$437.39 - $552.96 $82.7K - $105K
3.99K $1.77M
MCHP
Microchip Technology Inc

Technology
-2.58K
- 24.98%
$55.51 - $79.05 $143K - $204K
7.76K $444K
DGRO
Ishares Core Dividend Growth E

ETFs
-2K
- 1.06%
$60.73 - $64.94 $121K - $130K
187K $11.5M
IEFA
Ishares Tr

ETFs
-939
- 2.47%
$70.06 - $77.43 $65.8K - $72.7K
37.1K $2.61M
SHW
Sherwin Williams CO

Basic Materials
-72
- 0.9%
$338.75 - $399.71 $24.4K - $28.8K
7.92K $2.69M
MCD
Mcdonalds Corp

Consumer Cyclical
-525
- 3.92%
$288.47 - $316.54 $151K - $166K
12.9K $3.73M
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-5.78K
- 16.35%
N/A
29.6K $1.26M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-20K
- 38.83%
$14.43 - $15.02 $289K - $300K
31.5K $456K
GD
General Dynamics Corp

Industrials
-306
- 5.29%
$260.28 - $314.03 $79.6K - $96.1K
5.48K $1.44M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-3.08K
- 53.1%
$77.43 - $89.47 $239K - $276K
2.72K $212K
Activity Summary
Buys All Purchases 350 New Holdings 73 Increased Positions 277 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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