Williams & Novak, LLC Purchases in Q4 2024

Williams & Novak, LLC

  • $104 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
61.3K
+ 96.84%
N/A
125K $4.1B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
53.4K
+ 27.43%
$44.87 - $46.86 $2.39M - $2.5M
248K $11.1B
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
44.6K
+ 78.9%
$19.02 - $21.27 $848K - $948K
101K $1.92B
XSVM
Invesco S&P Smallcap Value Wit

ETFs
12.3K
+ 67.76%
$53.38 - $60.64 $655K - $744K
30.4K $1.66B
Blackrock ETF Trust Ii
10.1K
New
N/A
10.1K $523M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
23.2K
New
$22.04 - $23.08 $511K - $535K
23.2K $519M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.58K
+ 68.89%
$61.52 - $66.5 $467K - $504K
18.6K $1.19B
UBER
Uber Technologies, Inc

Technology
7.23K
New
$59.93 - $86.34 $433K - $624K
7.23K $436M
SRE
Sempra Energy

Utilities
4.41K
New
$80.81 - $94.77 $356K - $417K
4.41K $386M
CARR
Carrier Global Corp

Industrials
4.5K
New
$66.69 - $82.65 $300K - $372K
4.5K $307M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
687
New
$396.64 - $516.74 $272K - $355K
687 $277M
DVN
Devon Energy Corp

Energy
8.22K
New
$30.52 - $42.96 $251K - $353K
8.22K $269M
KMB
Kimberly Clark Corp

Consumer Defensive
1.83K
New
$130.37 - $146.09 $239K - $267K
1.83K $240M
XLV
Select Sector Spdr Fund Health

ETFs
1.74K
New
$136.28 - $154.74 $237K - $269K
1.74K $239M
ADBE
Adobe Inc.

Technology
516
New
$437.39 - $552.96 $226K - $285K
516 $229M
T
At&T Inc.

Communication Services
9.86K
New
$21.22 - $23.88 $209K - $236K
9.86K $225M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.66K
New
$55.73 - $66.16 $204K - $242K
3.66K $220M
CRM
Salesforce, Inc.

Technology
627
New
$270.87 - $367.87 $170K - $231K
627 $210M
HBIO
Harvard Bioscience Inc

Healthcare
99.2K
New
$2.02 - $2.82 $200K - $280K
99.2K $209M
Maplebear Inc
5.02K
New
N/A
5.02K $208M
SPY
Spdr S&P 500 ETF Trust

ETFs
214
+ 4.09%
$567.81 - $607.81 $122K - $130K
5.45K $3.19B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.44K
+ 37.01%
$57.53 - $60.83 $198K - $209K
12.7K $733M
AVGO
Broadcom Inc.

Technology
6
+ 0.22%
$159.67 - $250.0 $958 - $1.5K
2.76K $639M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
10.5K
New
$13.32 - $14.34 $140K - $151K
10.5K $143M
HYD
Vaneck High Yield Muni ETF

ETFs
3.13K
+ 11.75%
$51.09 - $53.06 $160K - $166K
29.8K $1.54B
AMZN
Amazon Com Inc

Consumer Cyclical
85
+ 2.82%
$180.88 - $232.93 $15.4K - $19.8K
3.1K $679M
TRGP
Targa Resources Corp.

Energy
150
+ 10.0%
$150.58 - $207.69 $22.6K - $31.2K
1.65K $295M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.83K
+ 13.28%
$40.26 - $42.88 $73.6K - $78.3K
15.6K $631M
MKTW
Marketwise, Inc.

Technology
135K
+ 88.77%
$0.48 - $0.67 $64.9K - $90.6K
288K $163M
CSCO
Cisco Systems, Inc.

Technology
493
+ 9.36%
$52.45 - $60.02 $25.9K - $29.6K
5.76K $341M
EGAN
Egain Corp

Technology
7.24K
+ 55.56%
$4.79 - $6.29 $34.7K - $45.5K
20.3K $126M
PRTS
Car Parts.Com, Inc.

Consumer Cyclical
24.4K
+ 19.2%
$0.68 - $1.12 $16.6K - $27.3K
152K $164M
HLLY
Holley Inc.

Consumer Cyclical
14.4K
New
$2.59 - $3.02 $37.3K - $43.5K
14.4K $43.5M
DTC
Solo Brands, Inc.

Consumer Cyclical
37.6K
+ 156.07%
$1.03 - $1.46 $38.7K - $54.9K
61.7K $70.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 1.9%
$521.84 - $558.82 $16.7K - $17.9K
1.72K $927M
ANGO
Angiodynamics Inc

Healthcare
320
+ 1.59%
$5.88 - $9.33 $1.88K - $2.99K
20.4K $187M
MYPS
Playstudios, Inc.

Communication Services
9.6K
+ 26.89%
$1.33 - $2.23 $12.8K - $21.4K
45.3K $84.3M
XLK
Technology Sector Spdr

ETFs
23
+ 1.09%
$220.26 - $241.44 $5.07K - $5.55K
2.14K $498M
DGRO
Ishares Core Dividend Growth E

ETFs
979
+ 3.23%
$60.73 - $64.94 $59.5K - $63.6K
31.3K $1.92B
EGHT
8 X8 Inc

Technology
525
+ 2.35%
$1.85 - $3.19 $971 - $1.67K
22.9K $61.1M
III
Information Services Group Inc.

Technology
4.08K
+ 10.28%
$3.07 - $3.8 $12.5K - $15.5K
43.8K $146M
SCHX
Schwab Strategic Tr Us Large C

ETFs
16.2K
+ 200.0%
$22.4 - $68.28 $362K - $1.1M
24.3K $563M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.62K
+ 18.03%
$33.77 - $44.09 $156K - $203K
30.2K $1.02B
MUB
Ishares National Muni Bond ETF

ETFs
149
+ 1.91%
$105.78 - $108.7 $15.8K - $16.2K
7.94K $846M
FNDA
Schwab Fundamental U S Small C

ETFs
3.58K
+ 100.0%
$29.26 - $59.11 $105K - $211K
7.15K $212M
PLTK
Playtika Holding Corp.

Communication Services
930
+ 4.99%
$6.72 - $8.62 $6.25K - $8.02K
19.6K $136M
ABBV
Abb Vie Inc.

Healthcare
141
+ 6.58%
$164.99 - $203.87 $23.3K - $28.7K
2.29K $406M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
234
+ 2.28%
$33.39 - $37.66 $7.81K - $8.81K
10.5K $351M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
438
+ 0.33%
$49.56 - $52.55 $21.7K - $23K
135K $6.7B
Activity Summary
Buys All Purchases 50 New Holdings 18 Increased Positions 32 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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