Columbia Asset Management New Holdings in Q4 2024

Columbia Asset Management

  • $4.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
38.4K
New
$205.18 - $250.29 $7.89M - $9.62M
38.4K $9.22M
DE
Deere & CO

Industrials
12.6K
New
$389.45 - $466.0 $4.92M - $5.88M
12.6K $5.35M
MDT
Medtronic PLC

Healthcare
53.6K
New
$79.61 - $92.24 $4.27M - $4.95M
53.6K $4.28M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
33.8K
New
$77.02 - $78.58 $2.6M - $2.66M
33.8K $2.61M
XOM
Exxon Mobil Corp

Energy
24.1K
New
$105.51 - $125.37 $2.54M - $3.02M
24.1K $2.59M
GE
General Electric CO

Industrials
7.67K
New
$159.95 - $194.23 $1.23M - $1.49M
7.67K $1.28M
KHC
Kraft Heinz CO

Consumer Defensive
34K
New
$30.1 - $36.02 $1.02M - $1.22M
34K $1.04M
GNRC
Generac Holdings Inc.

Industrials
6.54K
New
$154.28 - $195.11 $1.01M - $1.28M
6.54K $1.01M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
4.53K
New
$97.09 - $120.01 $439K - $543K
4.53K $488K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
802
New
$396.64 - $516.74 $318K - $414K
802 $322K
WTM
White Mountains Insurance Group LTD

Financial Services
125
New
$1755.01 - $2015.0 $219K - $252K
125 $243K
KMI
Kinder Morgan, Inc.

Energy
8.37K
New
$22.59 - $28.54 $189K - $239K
8.37K $229K
SJM
J M Smucker CO

Consumer Defensive
2.06K
New
$106.92 - $121.75 $220K - $250K
2.06K $226K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.69K
New
$22.01 - $66.82 $213K - $648K
9.69K $220K
VT
Vanguard Total World Stk Index

ETFs
1.86K
New
$117.09 - $123.07 $217K - $228K
1.86K $217K
PLTR
Palantir Technologies Inc.

Technology
2.85K
New
$36.46 - $82.38 $104K - $235K
2.85K $215K
GRMN
Garmin LTD

Technology
1K
New
$161.91 - $220.77 $162K - $221K
1K $206K
SWK
Stanley Black & Decker, Inc.

Industrials
1.95K
New
$79.07 - $109.36 $154K - $213K
1.95K $156K
VFC
V F Corp

Consumer Cyclical
6.44K
New
$16.7 - $22.59 $108K - $145K
6.44K $138K
LMT
Lockheed Martin Corp

Industrials
220
New
$479.66 - $614.62 $106K - $135K
220 $106K
GM
General Motors CO

Consumer Cyclical
1.59K
New
$44.82 - $60.2 $71.3K - $95.8K
1.59K $84K
BDX
Becton Dickinson & CO

Healthcare
296
New
$220.02 - $243.75 $65.1K - $72.2K
296 $67K
HAS
Hasbro, Inc.

Consumer Cyclical
585
New
$55.71 - $72.94 $32.6K - $42.7K
585 $32K
TMUS
T Mobile Us, Inc.

Communication Services
125
New
$206.1 - $246.94 $25.8K - $30.9K
125 $27K
YUM
Yum Brands Inc

Consumer Cyclical
173
New
$130.36 - $139.54 $22.6K - $24.1K
173 $23K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
600
New
$31.24 - $37.15 $18.7K - $22.3K
600 $19K
LUV
Southwest Airlines CO

Industrials
250
New
$28.99 - $34.84 $7.25K - $8.71K
250 $8K
WFC
Wells Fargo & Company

Financial Services
43
New
$54.98 - $77.35 $2.36K - $3.33K
43 $3K
LEN
Lennar Corp

Consumer Cyclical
20
New
$136.2 - $188.96 $2.72K - $3.78K
20 $2K
Gsk PLC
6.89K
New
N/A
6.89K $0
Activity Summary
Buys All Purchases 51 New Holdings 31 Increased Positions 20 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 83 Puts 0
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