Usa Financial Portformulas Corp New Holdings in Q4 2024

Usa Financial Portformulas Corp

  • $635 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
404K
New
$189.5 - $206.17 $76.6M - $83.4M
404K $77.2M
IYR
Ishares Tr

ETFs
802K
New
$90.74 - $102.87 $72.8M - $82.5M
802K $74.6M
XEL
Xcel Energy Inc

Utilities
35.1K
New
$62.16 - $72.92 $2.18M - $2.56M
35.1K $2.37M
GILD
Gilead Sciences, Inc.

Healthcare
16.7K
New
$83.95 - $97.9 $1.4M - $1.63M
16.7K $1.54M
ILMN
Illumina, Inc.

Healthcare
10.8K
New
$128.99 - $155.15 $1.4M - $1.68M
10.8K $1.45M
FTNT
Fortinet, Inc.

Technology
14.9K
New
$76.49 - $99.21 $1.14M - $1.48M
14.9K $1.41M
CSCO
Cisco Systems, Inc.

Technology
23.6K
New
$52.45 - $60.02 $1.24M - $1.41M
23.6K $1.4M
AMZN
Amazon Com Inc

Consumer Cyclical
6.21K
New
$180.88 - $232.93 $1.12M - $1.45M
6.21K $1.36M
BKR
Baker Hughes CO

Energy
31.3K
New
$35.98 - $44.88 $1.13M - $1.4M
31.3K $1.28M
TXN
Texas Instruments Inc

Technology
6.54K
New
N/A
6.54K $1.27M
WMB
Williams Companies, Inc.

Energy
23K
New
$46.37 - $59.74 $1.07M - $1.37M
23K $1.25M
PODD
Insulet Corp

Healthcare
4.73K
New
$227.79 - $275.7 $1.08M - $1.3M
4.73K $1.23M
DDOG
Datadog, Inc.

Technology
8.5K
New
$113.98 - $168.65 $969K - $1.43M
8.5K $1.22M
SRE
Sempra Energy

Utilities
13.7K
New
$80.81 - $94.77 $1.1M - $1.29M
13.7K $1.2M
MS
Morgan Stanley

Financial Services
9.5K
New
$104.42 - $134.99 $992K - $1.28M
9.5K $1.19M
VTR
Ventas, Inc.

Real Estate
20.1K
New
$57.73 - $66.48 $1.16M - $1.33M
20.1K $1.18M
ZBRA
Zebra Technologies Corp

Technology
3K
New
$360.09 - $411.94 $1.08M - $1.23M
3K $1.16M
ATO
Atmos Energy Corp

Utilities
8.26K
New
$136.41 - $151.43 $1.13M - $1.25M
8.26K $1.15M
LNT
Alliant Energy Corp

Utilities
19.4K
New
$56.24 - $63.63 $1.09M - $1.23M
19.4K $1.15M
PEG
Public Service Enterprise Group Inc

Utilities
13.2K
New
$81.87 - $94.51 $1.08M - $1.25M
13.2K $1.12M
AVB
Avalonbay Communities Inc

Real Estate
4.97K
New
$216.28 - $237.81 $1.07M - $1.18M
4.97K $1.09M
ADSK
Autodesk, Inc.

Technology
4.38K
New
N/A
4.38K $1.08M
AXON
Axon Enterprise, Inc.

Industrials
1.74K
New
$399.22 - $689.78 $694K - $1.2M
1.74K $1.03M
UAL
United Airlines Holdings, Inc.

Industrials
9.51K
New
$55.62 - $102.44 $529K - $974K
9.51K $923K
APD
Air Products & Chemicals, Inc.

Basic Materials
3.15K
New
$285.5 - $335.62 $899K - $1.06M
3.15K $913K
NDAQ
Nasdaq, Inc.

Financial Services
11.1K
New
$70.87 - $83.05 $785K - $920K
11.1K $856K
AEE
Ameren Corp

Utilities
9.23K
New
$85.81 - $94.98 $792K - $877K
9.23K $823K
MMM
3 M CO

Industrials
6.32K
New
$124.74 - $137.12 $788K - $867K
6.32K $815K
WFC
Wells Fargo & Company

Financial Services
11.5K
New
$54.98 - $77.35 $630K - $887K
11.5K $805K
DUK
Duke Energy Corp

Utilities
7.46K
New
$105.76 - $120.76 $789K - $901K
7.46K $803K
VST
Vistra Corp.

Utilities
5.48K
New
$115.74 - $166.61 $634K - $913K
5.48K $755K
HPE
Hewlett Packard Enterprise CO

Technology
28.9K
New
$19.31 - $23.95 $558K - $692K
28.9K $616K
KEYS
Keysight Technologies, Inc.

Technology
3.56K
New
$149.01 - $172.53 $530K - $614K
3.56K $571K
FISV
Fiserv Inc

Technology
3.91K
New
N/A
3.91K $489K
XLY
Select Sector Spdr Consumer Di

ETFs
1.96K
New
$194.8 - $239.43 $382K - $469K
1.96K $439K
ABT
Abbott Laboratories

Healthcare
3.86K
New
$111.93 - $119.39 $431K - $460K
3.86K $436K
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.2K
New
$138.3 - $192.95 $304K - $425K
2.2K $388K
XLE
Energy Sector Spdr

ETFs
4.46K
New
$83.32 - $97.27 $371K - $433K
4.46K $381K
ADC
Agree Realty Corp

Real Estate
5.09K
New
$69.44 - $77.65 $354K - $395K
5.09K $358K
IDA
Idacorp Inc

Utilities
3.25K
New
$100.11 - $118.96 $326K - $387K
3.25K $355K
EQIX
Equinix Inc

Real Estate
363
New
$865.69 - $985.0 $314K - $358K
363 $342K
BOKF
Bok Financial Corp

Financial Services
3K
New
$101.23 - $119.67 $303K - $359K
3K $319K
RGLD
Royal Gold Inc

Basic Materials
2.29K
New
$131.05 - $154.26 $301K - $354K
2.29K $302K
CUZ
Cousins Properties Inc

Real Estate
9.65K
New
$28.63 - $31.94 $276K - $308K
9.65K $295K
FLS
Flowserve Corp

Industrials
5.13K
New
$51.87 - $62.0 $266K - $318K
5.13K $294K
EME
Emcor Group, Inc.

Industrials
585
New
$427.96 - $526.95 $250K - $308K
585 $265K
GWRE
Guidewire Software, Inc.

Technology
1.52K
New
$168.58 - $207.12 $257K - $315K
1.52K $256K
CRM
Salesforce, Inc.

Technology
756
New
$270.87 - $367.87 $205K - $278K
756 $252K
COF
Capital One Financial Corp

Financial Services
1.36K
New
$145.19 - $192.01 $197K - $261K
1.36K $242K
Activity Summary
Buys All Purchases 159 New Holdings 114 Increased Positions 45 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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