Zacks Investment Management Incresed Positions in Q4 2024

Zacks Investment Management

  • $10.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
968K
+ 6195.85%
$54.98 - $77.35 $53.2M - $74.9M
984K $69.1M
AMZN
Amazon Com Inc

Consumer Cyclical
26.8K
+ 2.6%
$180.88 - $232.93 $4.85M - $6.24M
1.06M $232M
IWD
Ishares Russell 1000 Val ETF

ETFs
193K
+ 403.49%
$183.23 - $199.79 $35.4M - $38.6M
241K $44.6M
GOOGL
Alphabet Inc.

Communication Services
39.7K
+ 3.35%
$161.86 - $196.66 $6.42M - $7.8M
1.22M $231M
AAPL
Apple Inc.

Technology
24.1K
+ 1.7%
$221.69 - $259.02 $5.35M - $6.26M
1.44M $361M
PLTR
Palantir Technologies Inc.

Technology
166K
+ 76.37%
$36.46 - $82.38 $6.06M - $13.7M
384K $29M
CRM
Salesforce, Inc.

Technology
51.9K
+ 148.69%
$270.87 - $367.87 $14.1M - $19.1M
86.8K $29M
CSCO
Cisco Systems, Inc.

Technology
89.4K
+ 4.56%
$52.45 - $60.02 $4.69M - $5.37M
2.05M $121M
ADBE
Adobe Inc.

Technology
35.6K
+ 1097.26%
$437.39 - $552.96 $15.6M - $19.7M
38.9K $17.3M
MSI
Motorola Solutions, Inc.

Technology
33.7K
+ 4541.57%
$449.08 - $504.6 $15.1M - $17M
34.4K $15.9M
BMY
Bristol Myers Squibb CO

Healthcare
246K
+ 4936.42%
$51.92 - $59.94 $12.8M - $14.7M
251K $14.2M
INTA
Intapp, Inc.

Technology
151K
+ 1810.72%
$43.86 - $70.0 $6.61M - $10.5M
159K $10.2M
IWV
Ishares Russell 3000 ETF

ETFs
28.5K
+ 400.97%
$323.08 - $349.08 $9.21M - $9.95M
35.6K $11.9M
FTNT
Fortinet, Inc.

Technology
53K
+ 28.6%
$76.49 - $99.21 $4.05M - $5.26M
238K $22.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
297K
+ 1901.24%
$24.94 - $26.14 $7.4M - $7.75M
312K $7.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.9K
+ 19.72%
$567.81 - $607.81 $6.2M - $6.64M
66.3K $38.9M
NOW
Service Now, Inc.

Technology
1.08K
+ 3.24%
$867.18 - $1148.42 $940K - $1.24M
34.6K $36.6M
GTLB
Gitlab Inc.

Technology
109K
+ 196.62%
$48.76 - $67.19 $5.33M - $7.34M
165K $9.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
14.4K
+ 169.36%
$370.24 - $418.94 $5.34M - $6.04M
22.9K $9.21M
RTX
Raytheon Technologies Corp

Industrials
58.9K
+ 36.2%
$114.45 - $127.21 $6.75M - $7.5M
222K $25.7M
UI
Ubiquiti Inc.

Technology
3.4K
+ 8.47%
$223.6 - $362.72 $760K - $1.23M
43.5K $14.4M
UPS
United Parcel Service Inc

Industrials
57.5K
+ 29.57%
$122.65 - $138.35 $7.06M - $7.96M
252K $31.8M
CDNS
Cadence Design Systems Inc

Technology
6.39K
+ 6.75%
$249.1 - $324.54 $1.59M - $2.07M
101K $30.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
42.4K
+ 342.35%
$87.25 - $95.52 $3.7M - $4.05M
54.8K $4.85M
MKC
Mccormick & CO Inc

Consumer Defensive
46.6K
+ 1703.0%
$73.97 - $84.09 $3.44M - $3.92M
49.3K $3.76M
IWM
Ishares Russell 2000 ETF

ETFs
15.9K
+ 1068.86%
$216.13 - $242.4 $3.44M - $3.86M
17.4K $3.85M
GLD
Spdr Gold Trust

ETFs
13.2K
+ 180.55%
$236.59 - $257.5 $3.13M - $3.41M
20.6K $4.98M
V
Visa Inc.

Financial Services
1.83K
+ 3.58%
$273.87 - $320.91 $501K - $587K
52.8K $16.7M
CASY
Caseys General Stores Inc

Consumer Cyclical
4.27K
+ 9.82%
$366.65 - $427.88 $1.57M - $1.83M
47.8K $18.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
23.5K
+ 12.92%
$91.29 - $91.8 $2.15M - $2.16M
205K $18.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
64.6K
+ 938.75%
$31.23 - $33.51 $2.02M - $2.17M
71.5K $2.25M
OLO
Olo Inc.

Technology
228K
+ 275.99%
$4.64 - $8.02 $1.06M - $1.83M
311K $2.39M
MA
Mastercard Inc

Financial Services
929
+ 2.12%
$491.3 - $536.15 $456K - $498K
44.7K $23.5M
LNG
Cheniere Energy, Inc.

Energy
4.78K
+ 19.14%
$181.07 - $225.92 $866K - $1.08M
29.8K $6.4M
UAL
United Airlines Holdings, Inc.

Industrials
1.32K
+ 3.36%
$55.62 - $102.44 $73.1K - $135K
40.5K $3.93M
PEAK
Healthpeak Properties, Inc.

Real Estate
86.5K
+ 6.45%
N/A
1.43M $27.1M
CVNA
Carvana Co.

Consumer Cyclical
3K
+ 8.77%
$175.8 - $260.8 $527K - $782K
37.2K $7.57M
COIN
Coinbase Global, Inc.

Technology
3.04K
+ 26.4%
$163.17 - $343.62 $496K - $1.04M
14.6K $3.61M
APH
Amphenol Corp

Technology
17.8K
+ 23.58%
$62.07 - $75.35 $1.1M - $1.34M
93.1K $6.46M
VONG
Vanguard Russell 1000 Growth E

ETFs
14.3K
+ 153.33%
$95.27 - $107.82 $1.37M - $1.55M
23.7K $2.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.59K
+ 16.52%
$442.29 - $483.08 $1.59M - $1.73M
25.3K $11.5M
COST
Costco Wholesale Corp

Consumer Defensive
297
+ 0.77%
$873.59 - $994.69 $259K - $295K
38.6K $35.4M
WMB
Williams Companies, Inc.

Energy
3.37K
+ 2.61%
$46.37 - $59.74 $156K - $201K
132K $7.17M
DOCU
Docusign, Inc.

Technology
5.82K
+ 22.06%
$61.42 - $106.99 $358K - $623K
32.2K $2.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
235
+ 412.28%
$4100.99 - $5300.34 $964K - $1.25M
292 $1.45M
SPSC
Sps Commerce Inc

Technology
6.82K
+ 75.41%
$165.0 - $198.81 $1.13M - $1.36M
15.9K $2.92M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
6.79K
+ 3.65%
$19.44 - $28.35 $132K - $193K
193K $4.97M
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.2K
+ 249.86%
$75.1 - $82.99 $1.14M - $1.26M
21.3K $1.61M
CINF
Cincinnati Financial Corp

Financial Services
5.84K
+ 19.24%
$132.86 - $160.16 $776K - $935K
36.2K $5.2M
Activity Summary
Buys All Purchases 329 New Holdings 115 Increased Positions 214 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Zacks Investment Management Portfolio

Follow Zacks Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zacks Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Zacks Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email