Twelve Points Wealth Management LLC Purchases in Q4 2024

Twelve Points Wealth Management LLC

  • $337 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BWA
Borgwarner Inc

Consumer Cyclical
10.2K
+ 23.12%
$31.48 - $35.49 $321K - $362K
54.2K $1.72M
ATKR
Atkore Inc.

Industrials
1.67K
+ 9.81%
$82.02 - $104.45 $137K - $175K
18.7K $1.56M
CMI
Cummins Inc

Industrials
104
+ 3.28%
$324.93 - $383.42 $33.8K - $39.9K
3.27K $1.14M
AON
Aon PLC

Financial Services
236
+ 10.3%
$344.14 - $393.31 $81.2K - $92.8K
2.53K $907K
FE
Firstenergy Corp

Utilities
3.97K
+ 38.59%
$39.14 - $44.52 $155K - $177K
14.2K $566K
UNH
Unitedhealth Group Inc

Healthcare
407
+ 32.61%
$485.52 - $625.25 $198K - $254K
1.66K $837K
PPL
Ppl Corp

Utilities
3.49K
+ 26.87%
$31.47 - $35.0 $110K - $122K
16.5K $535K
MMM
3 M CO

Industrials
1.02K
+ 21.8%
$124.74 - $137.12 $127K - $139K
5.67K $732K
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.63K
+ 3.81%
$41.74 - $49.17 $110K - $129K
71.7K $3.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
131
+ 25.94%
$521.84 - $558.82 $68.4K - $73.2K
636 $342K
DINO
Hf Sinclair Corp

Energy
5.89K
+ 36.06%
$33.69 - $47.67 $198K - $281K
22.2K $779K
MGA
Magna International Inc

Consumer Cyclical
797
+ 3.24%
$39.47 - $46.46 $31.5K - $37K
25.4K $1.06M
ADP
Automatic Data Processing Inc

Industrials
11
+ 0.39%
$280.08 - $307.97 $3.08K - $3.39K
2.82K $824K
RZV
Invesco Fd Tr

ETFs
98
+ 0.62%
$105.77 - $119.36 $10.4K - $11.7K
15.9K $1.78M
SONY
Sony Group Corp

Technology
18.8K
+ 383.41%
$17.53 - $96.8 $330K - $1.82M
23.7K $502K
AVY
Avery Dennison Corp

Industrials
833
+ 21.27%
$186.26 - $220.48 $155K - $184K
4.75K $888K
GII
Spdr S&P Global Infrasture ETF

ETFs
404
+ 8.47%
$57.64 - $63.28 $23.3K - $25.6K
5.18K $306K
FMNB
Farmers National Banc Corp

Financial Services
4.19K
+ 7.16%
$13.69 - $15.98 $57.4K - $67K
62.8K $893K
Crane Company
3.2K
+ 50.51%
N/A
9.54K $0
Simplify Exchange Traded Fun
22.3K
+ 243.75%
N/A
31.4K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29.8K
+ 191.96%
$22.01 - $66.82 $656K - $1.99M
45.3K $1.03M
ABBV
Abb Vie Inc.

Healthcare
642
+ 10.46%
$164.99 - $203.87 $106K - $131K
6.78K $1.2M
IXUS
Ishares Tr

ETFs
811
+ 8.06%
$65.95 - $72.56 $53.5K - $58.8K
10.9K $719K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15K
+ 265.97%
$25.93 - $105.3 $390K - $1.58M
20.7K $576K
MCHP
Microchip Technology Inc

Technology
5.13K
+ 38.22%
$55.51 - $79.05 $285K - $406K
18.6K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.23K
+ 100.0%
$18.41 - $40.87 $133K - $295K
14.5K $267K
HOG
Harley Davidson, Inc.

Consumer Cyclical
10.2K
+ 24.7%
$29.69 - $38.02 $304K - $390K
51.7K $1.56M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
490
+ 3.71%
$101.82 - $114.06 $49.9K - $55.9K
13.7K $1.41M
JNJ
Johnson & Johnson

Healthcare
1.15K
+ 9.41%
$143.34 - $165.86 $165K - $190K
13.3K $1.93M
AIA
Ishares S&P Asia 50 ETF

ETFs
160
+ 1.14%
$67.83 - $77.4 $10.9K - $12.4K
14.1K $959K
LEVI
Levi Strauss & CO

Consumer Cyclical
7.63K
+ 15.42%
$15.8 - $21.68 $121K - $165K
57.1K $988K
BAH
Booz Allen Hamilton Holding Corp

Industrials
862
+ 12.39%
$128.36 - $186.0 $111K - $160K
7.82K $1.01M
QCOM
Qualcomm Inc

Technology
569
+ 4.25%
$150.4 - $178.04 $85.6K - $101K
14K $2.14M
HUN
Huntsman Corp

Basic Materials
13.2K
+ 20.74%
$17.57 - $24.21 $231K - $319K
76.6K $1.38M
EMQQ
Emqq Emerging Markets Internet

ETFs
3
+ 0.01%
$34.48 - $41.58 $103 - $125
43K $1.48M
MBIN
Merchants Bancorp

Financial Services
1.8K
+ 5.3%
$35.94 - $45.87 $64.8K - $82.7K
35.8K $1.31M
CLF
Cleveland Cliffs Inc.

Basic Materials
15K
+ 11.18%
$9.24 - $13.94 $138K - $208K
149K $1.4M
FCX
Freeport Mcmoran Inc

Basic Materials
3.68K
+ 9.06%
$38.08 - $50.82 $140K - $187K
44.3K $1.69M
Activity Summary
Buys All Purchases 89 New Holdings 7 Increased Positions 82 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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