Gem Asset Management, LLC Reduced Holdings in Q4 2024

Gem Asset Management, LLC

  • $179 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
-33.8K
- 16.0%
$25.36 - $28.15 $858K - $952K
178K $4.51B
TAXF
American Centy ETF Tr Diversif

ETFs
-3.87K
- 5.78%
$49.94 - $51.44 $193K - $199K
63.1K $3.16B
LLY
Eli Lilly & CO

Healthcare
-56
- 5.42%
$727.2 - $932.06 $40.7K - $52.2K
977 $754M
NVDA
Nvidia Corp

Technology
-1.7K
- 18.75%
$117.0 - $148.88 $199K - $253K
7.37K $990M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-5.44K
- 14.02%
$30.18 - $33.87 $164K - $184K
33.4K $1.03B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-568
- 18.08%
$131.66 - $144.0 $74.8K - $81.8K
2.57K $340M
JNJ
Johnson & Johnson

Healthcare
-237
- 7.55%
$143.34 - $165.86 $34K - $39.3K
2.9K $419M
PEP
Pepsico Inc

Consumer Defensive
-151
- 4.75%
$151.29 - $176.1 $22.8K - $26.6K
3.03K $461M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-204
- 7.99%
$521.84 - $558.82 $106K - $114K
2.35K $1.26B
CVX
Chevron Corp

Energy
-150
- 7.17%
$141.15 - $162.53 $21.2K - $24.4K
1.94K $281M
VO
Vanguard Mid Cap ETF

ETFs
-181
- 1.54%
$261.5 - $284.63 $47.3K - $51.5K
11.6K $3.05B
DTE
Dte Energy CO

Utilities
-7
- 0.19%
$117.04 - $129.77 $819 - $908
3.62K $437M
GLD
Spdr Gold Trust

ETFs
-48
- 3.71%
$236.59 - $257.5 $11.4K - $12.4K
1.25K $302M
AVUS
American Centy ETF Tr Avantis

ETFs
-116
- 5.08%
$94.36 - $102.06 $10.9K - $11.8K
2.17K $210M
CSCO
Cisco Systems, Inc.

Technology
-314
- 4.18%
$52.45 - $60.02 $16.5K - $18.8K
7.2K $426M
HBAN
Huntington Bancshares Inc

Financial Services
-11
- 0.04%
$14.18 - $18.2 $156 - $200
30.4K $494M
MSFT
Microsoft Corp

Technology
-137
- 1.19%
$406.35 - $454.46 $55.7K - $62.3K
11.3K $4.78B
FTNT
Fortinet, Inc.

Technology
-30
- 0.46%
$76.49 - $99.21 $2.29K - $2.98K
6.5K $614M
V
Visa Inc.

Financial Services
-73
- 2.0%
$273.87 - $320.91 $20K - $23.4K
3.58K $1.13B
GOOGL
Alphabet Inc.

Communication Services
-67
- 0.73%
$161.86 - $196.66 $10.8K - $13.2K
9.06K $1.71B
AAPL
Apple Inc.

Technology
-158
- 0.83%
$221.69 - $259.02 $35K - $40.9K
18.9K $4.74B
SYY
Sysco Corp

Consumer Defensive
-3.27K
- 0.74%
$73.63 - $81.77 $241K - $267K
437K $33.4B
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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