True North Advisors, LLC Purchases in Q4 2024

True North Advisors, LLC

  • $420 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PAAS
Pan American Silver Corp

Basic Materials
16K
New
$19.94 - $25.85 $319K - $413K
16K $323K
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.07K
New
$61.52 - $66.5 $312K - $337K
5.07K $323K
NOW
Service Now, Inc.

Technology
301
New
$867.18 - $1148.42 $261K - $346K
301 $319K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.7K
New
$67.29 - $73.38 $316K - $345K
4.7K $318K
ISRG
Intuitive Surgical Inc

Healthcare
512
+ 41.56%
$471.27 - $550.62 $241K - $282K
1.74K $910K
MSCI
Msci Inc.

Financial Services
507
New
$569.09 - $635.99 $289K - $322K
507 $304K
EEM
Ishares Msci Emerging Markets

ETFs
7.23K
New
$41.82 - $47.36 $302K - $342K
7.23K $302K
JKHY
Henry Jack & Associates Inc

Technology
1.7K
New
$171.12 - $186.18 $291K - $317K
1.7K $298K
AZN
Astrazeneca PLC

Healthcare
4.54K
New
$63.2 - $79.58 $287K - $362K
4.54K $297K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.34K
New
$55.45 - $61.08 $296K - $326K
5.34K $296K
UNP
Union Pacific Corp

Industrials
1.31K
+ 106.51%
$223.15 - $249.32 $292K - $326K
2.54K $578K
HMC
Honda Motor CO LTD

Consumer Cyclical
9.6K
New
$23.7 - $32.62 $227K - $313K
9.6K $273K
ROL
Rollins Inc

Consumer Cyclical
5.66K
New
$46.35 - $51.59 $262K - $292K
5.66K $262K
DPZ
Dominos Pizza Inc

Consumer Cyclical
626
New
$408.59 - $476.19 $256K - $298K
626 $262K
RMD
Resmed Inc

Healthcare
1.13K
New
$228.69 - $256.07 $257K - $288K
1.13K $257K
VEA
Vanguard Ftse Developed Market

ETFs
6.11K
+ 85.51%
$47.57 - $52.44 $291K - $320K
13.3K $633K
ADI
Analog Devices Inc

Technology
1.28K
+ 143.06%
$206.35 - $236.48 $264K - $302K
2.17K $461K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
11.5K
New
$21.43 - $22.55 $247K - $260K
11.5K $248K
LOW
Lowes Companies Inc

Consumer Cyclical
1.12K
+ 90.51%
$244.52 - $284.07 $273K - $317K
2.35K $579K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.93K
New
$126.68 - $134.74 $244K - $259K
1.93K $245K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
New
$172.07 - $207.36 $207K - $249K
1.2K $237K
KMX
Carmax Inc

Consumer Cyclical
225
+ 0.46%
$71.11 - $87.2 $16K - $19.6K
48.7K $3.98M
TJX
Tjx Companies Inc

Consumer Cyclical
1.8K
+ 79.39%
$112.15 - $127.2 $202K - $229K
4.07K $492K
UNH
Unitedhealth Group Inc

Healthcare
622
+ 54.66%
$485.52 - $625.25 $302K - $389K
1.76K $890K
GLD
Spdr Gold Trust

ETFs
917
New
$236.59 - $257.5 $217K - $236K
917 $222K
DLR
Digital Realty Trust, Inc.

Real Estate
1.24K
New
$156.46 - $195.69 $193K - $242K
1.24K $219K
SNPS
Synopsys Inc

Technology
472
+ 94.4%
$485.36 - $588.0 $229K - $278K
972 $471K
HES
Hess Corp

Energy
1.63K
New
$127.66 - $148.65 $207K - $242K
1.63K $216K
POOL
Pool Corp

Industrials
635
New
$339.32 - $390.03 $215K - $248K
635 $216K
WMT
Walmart Inc.

Consumer Defensive
1.23K
+ 11.44%
$79.1 - $95.7 $96.9K - $117K
11.9K $1.08M
TM
Toyota Motor Corp

Consumer Cyclical
713
+ 16.97%
$169.2 - $199.52 $121K - $142K
4.91K $956K
DGX
Quest Diagnostics Inc

Healthcare
1.49K
New
N/A
1.49K $203K
QQQ
Invesco Qqq Trust, Series 1

ETFs
268
+ 11.2%
$481.22 - $538.17 $129K - $144K
2.66K $1.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.35K
+ 71.04%
$44.04 - $49.49 $192K - $215K
10.5K $461K
IWM
Ishares Russell 2000 ETF

ETFs
729
+ 65.44%
$216.13 - $242.4 $158K - $177K
1.84K $407K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.67K
+ 1.95%
$442.29 - $483.08 $738K - $806K
87K $39.4M
META
Meta Platforms, Inc.

Communication Services
190
+ 8.88%
$554.08 - $632.68 $105K - $120K
2.33K $1.37M
HON
Honeywell International Inc

Industrials
414
+ 14.45%
$202.84 - $236.0 $84K - $97.7K
3.28K $740K
CCL
Carnival Corp

Consumer Cyclical
1.15K
+ 7.04%
$17.34 - $26.8 $19.9K - $30.8K
17.5K $435K
VLO
Valero Energy Corp

Energy
1.21K
+ 69.78%
$118.59 - $144.02 $143K - $174K
2.94K $360K
DHR
Danaher Corp

Healthcare
713
+ 70.8%
$226.16 - $274.52 $161K - $196K
1.72K $394K
USPH
U S Physical Therapy Inc

Healthcare
930
+ 11.88%
$77.48 - $99.91 $72.1K - $92.9K
8.76K $776K
NFLX
Netflix Inc

Communication Services
28
+ 7.35%
$687.65 - $936.56 $19.3K - $26.2K
409 $364K
MA
Mastercard Inc

Financial Services
62
+ 4.86%
$491.3 - $536.15 $30.5K - $33.2K
1.34K $704K
ADBE
Adobe Inc.

Technology
367
+ 29.98%
$437.39 - $552.96 $161K - $203K
1.59K $707K
PANW
Palo Alto Networks Inc

Technology
1.64K
+ 116.36%
$181.96 - $405.9 $298K - $664K
3.04K $553K
AXP
American Express CO

Financial Services
143
+ 12.43%
$267.35 - $305.57 $38.2K - $43.7K
1.29K $383K
AMD
Advanced Micro Devices Inc

Technology
2.48K
+ 45.96%
$118.88 - $172.8 $294K - $428K
7.86K $949K
TT
Trane Technologies PLC

Industrials
275
+ 13.66%
$369.35 - $419.14 $102K - $115K
2.29K $845K
Activity Summary
Buys All Purchases 138 New Holdings 50 Increased Positions 88 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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