River Street Advisors LLC Reduced Holdings in Q3 2024

River Street Advisors LLC

  • $184 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-862
- 1.57%
$98.91 - $134.91 $85.3K - $116K
53.9K $6.55B
KLAC
Kla Corp

Technology
-81
- 3.36%
$696.17 - $892.35 $56.4K - $72.3K
2.33K $1.81B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-392
- 30.04%
$475.2 - $527.7 $186K - $207K
913 $482M
LLY
Eli Lilly & CO

Healthcare
-17
- 0.54%
$772.14 - $960.02 $13.1K - $16.3K
3.15K $2.79B
UPS
United Parcel Service Inc

Industrials
-142
- 3.66%
$123.32 - $147.38 $17.5K - $20.9K
3.74K $510M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-224
- 3.36%
$50.52 - $50.95 $11.3K - $11.4K
6.45K $328M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-133
- 1.62%
$52.1 - $59.66 $6.93K - $7.93K
8.07K $478M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-42
- 1.33%
$113.41 - $125.62 $4.76K - $5.28K
3.12K $392M
LOW
Lowes Companies Inc

Consumer Cyclical
-150
- 10.71%
$213.3 - $270.78 $32K - $40.6K
1.25K $339M
VIG
Vanguard Dividend Appreciation

ETFs
-43
- 1.71%
$182.15 - $182.15 $7.83K - $7.83K
2.47K $489M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-138
- 1.54%
$117.9 - $128.2 $16.3K - $17.7K
8.8K $1.13B
WELL
Welltower Inc.

Real Estate
-23
- 0.76%
$104.0 - $129.74 $2.39K - $2.98K
3.02K $387M
MA
Mastercard Inc

Financial Services
-67
- 2.97%
$429.6 - $500.99 $28.8K - $33.6K
2.19K $1.08B
ENB
Enbridge Inc

Energy
-406
- 1.79%
$35.27 - $41.18 $14.3K - $16.7K
22.3K $906M
NSC
Norfolk Southern Corp

Industrials
-79
- 2.09%
$213.75 - $259.69 $16.9K - $20.5K
3.7K $919M
SHOP
Shopify Inc.

Technology
-95
- 1.14%
$52.26 - $80.75 $4.96K - $7.67K
8.23K $660M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-70
- 2.58%
$405.19 - $478.57 $28.4K - $33.5K
2.65K $1.22B
TSLA
Tesla, Inc.

Consumer Cyclical
-73
- 3.29%
$191.76 - $263.26 $14K - $19.2K
2.14K $561M
UL
Unilever PLC

Consumer Defensive
-221
- 1.52%
$54.7 - $65.59 $12.1K - $14.5K
14.3K $927M
WMT
Walmart Inc.

Consumer Defensive
-240
- 1.94%
$66.91 - $81.4 $16.1K - $19.5K
12.1K $980M
PHM
Pultegroup Inc

Consumer Cyclical
-39
- 0.57%
$103.95 - $144.98 $4.05K - $5.65K
6.8K $976M
Activity Summary
Buys All Purchases 99 New Holdings 10 Increased Positions 89 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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