True North Advisors, LLC Reduced Holdings in Q4 2024

True North Advisors, LLC

  • $420 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
-1.42K
- 5.48%
$159.95 - $194.23 $228K - $276K
24.5K $4.09M
AFL
Aflac Inc

Financial Services
-802
- 16.62%
$100.37 - $115.27 $80.5K - $92.4K
4.02K $416K
VTV
Vanguard Value ETF

ETFs
-576
- 28.17%
$168.32 - $181.87 $97K - $105K
1.47K $248K
ACVA
Acv Auctions Inc.

Consumer Cyclical
-8.44K
- 14.13%
$17.04 - $23.17 $144K - $195K
51.3K $1.11M
VUG
Vanguard Growth ETF

ETFs
-288
- 36.69%
$378.79 - $428.11 $109K - $123K
497 $203K
AMGN
Amgen Inc

Healthcare
-102
- 9.03%
$258.78 - $328.31 $26.4K - $33.5K
1.03K $267K
CL
Colgate Palmolive CO

Consumer Defensive
-82
- 1.18%
$90.22 - $102.31 $7.4K - $8.39K
6.88K $625K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-930
- 3.3%
$45.17 - $47.23 $42K - $43.9K
27.3K $1.24M
WELL
Welltower Inc.

Real Estate
-630
- 26.57%
$123.11 - $139.3 $77.6K - $87.8K
1.74K $219K
SBUX
Starbucks Corp

Consumer Cyclical
-454
- 8.3%
$87.44 - $102.5 $39.7K - $46.5K
5.01K $456K
PG
Procter & Gamble CO

Consumer Defensive
-77
- 1.21%
$161.05 - $179.7 $12.4K - $13.8K
6.28K $1.05M
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 2.97%
$288.47 - $316.54 $10.1K - $11.1K
1.14K $331K
Ge Healthcare Technologies I
-84
- 1.23%
N/A
6.77K $0
Ge Vernova Inc
-362
- 5.76%
N/A
5.93K $0
CSCO
Cisco Systems, Inc.

Technology
-313
- 6.93%
$52.45 - $60.02 $16.4K - $18.8K
4.2K $248K
EMR
Emerson Electric CO

Industrials
-191
- 7.52%
$108.13 - $134.33 $20.7K - $25.7K
2.35K $290K
VGT
Vanguard Information Technolog

ETFs
-1
- 0.19%
$571.78 - $647.97 $572 - $648
520 $323K
TPL
Texas Pacific Land Corp

Energy
-330
- 7.5%
$915.49 - $1730.0 $302K - $571K
4.07K $4.5M
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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