Blue Stem Wealth Partners, LLC Purchases in Q4 2024

Blue Stem Wealth Partners, LLC

  • $762 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.48K
New
$280.04 - $302.45 $694K - $750K
2.48K $719M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
17.9K
New
$38.96 - $43.28 $696K - $773K
17.9K $703M
TGT
Target Corp

Consumer Defensive
4.98K
New
$121.59 - $160.69 $605K - $799K
4.98K $673M
MMM
3 M CO

Industrials
4.9K
New
$124.74 - $137.12 $612K - $672K
4.9K $633M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.2K
New
$113.92 - $127.38 $593K - $663K
5.2K $599M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
7.86K
New
$75.65 - $83.47 $595K - $656K
7.86K $598M
WFC
Wells Fargo & Company

Financial Services
8.47K
New
$54.98 - $77.35 $466K - $655K
8.47K $595M
MUB
Ishares National Muni Bond ETF

ETFs
5.09K
New
$105.78 - $108.7 $539K - $554K
5.09K $543M
ISRG
Intuitive Surgical Inc

Healthcare
1.02K
New
$471.27 - $550.62 $479K - $559K
1.02K $530M
ORCC
Owl Rock Capital Corp

Financial Services
32K
New
N/A
32K $483M
CAT
Caterpillar Inc

Industrials
1.28K
New
$360.37 - $416.88 $460K - $532K
1.28K $463M
KKR
Kkr & Co. Inc.

Financial Services
2.95K
New
$129.87 - $162.87 $383K - $481K
2.95K $436M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
12.9K
New
$33.39 - $37.66 $431K - $486K
12.9K $431M
PRU
Prudential Financial Inc

Financial Services
3.6K
New
$114.59 - $129.52 $412K - $466K
3.6K $426M
Pgim Aaa Clo ETF
7.38K
New
N/A
7.38K $378M
LNG
Cheniere Energy, Inc.

Energy
1.69K
New
$181.07 - $225.92 $306K - $381K
1.69K $363M
FICO
Fair Isaac Corp

Technology
182
New
$1911.01 - $2382.4 $348K - $434K
182 $362M
SPY
Spdr S&P 500 ETF Trust

ETFs
590
New
$567.81 - $607.81 $335K - $359K
590 $346M
JPM
Jpmorgan Chase & CO

Financial Services
1.44K
New
$205.18 - $250.29 $295K - $360K
1.44K $344M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.36K
New
$46.33 - $48.6 $341K - $358K
7.36K $342M
MDT
Medtronic PLC

Healthcare
4.27K
New
$79.61 - $92.24 $340K - $394K
4.27K $341M
QDPL
Pacer Fds Tr Metaurus Us Large
8.88K
New
$37.54 - $40.11 $333K - $356K
8.88K $341M
ADI
Analog Devices Inc

Technology
1.57K
New
$206.35 - $236.48 $324K - $372K
1.57K $334M
SKYY
First Trust Cloud Computing Et

ETFs
2.64K
New
$99.98 - $130.46 $264K - $344K
2.64K $314M
WDAY
Workday, Inc.

Technology
1.2K
New
$233.85 - $279.91 $281K - $336K
1.2K $310M
LEN
Lennar Corp

Consumer Cyclical
2.25K
New
$136.2 - $188.96 $306K - $425K
2.25K $307M
MS
Morgan Stanley

Financial Services
2.35K
New
$104.42 - $134.99 $245K - $317K
2.35K $295M
CRM
Salesforce, Inc.

Technology
879
New
$270.87 - $367.87 $238K - $323K
879 $294M
VEA
Vanguard Ftse Developed Market

ETFs
6.12K
New
$47.57 - $52.44 $291K - $321K
6.12K $293M
ORCL
Oracle Corp

Technology
1.75K
New
$165.41 - $192.43 $289K - $337K
1.75K $292M
HWKN
Hawkins Inc

Basic Materials
2.36K
New
$106.23 - $137.61 $251K - $325K
2.36K $289M
GE
General Electric CO

Industrials
1.72K
New
$159.95 - $194.23 $274K - $333K
1.72K $286M
XEL
Xcel Energy Inc

Utilities
3.92K
New
$62.16 - $72.92 $243K - $286K
3.92K $264M
GGG
Graco Inc

Industrials
3.1K
New
$81.45 - $92.29 $253K - $286K
3.1K $261M
GPI
Group 1 Automotive Inc

Consumer Cyclical
617
New
$344.56 - $435.0 $213K - $268K
617 $260M
FHB
First Hawaiian, Inc.

Financial Services
9.65K
New
$22.33 - $28.3 $215K - $273K
9.65K $250M
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.96K
New
$41.74 - $46.2 $249K - $275K
5.96K $250M
GOOG
Alphabet Inc.

Communication Services
1.3K
New
$163.08 - $198.16 $213K - $258K
1.3K $248M
ADP
Automatic Data Processing Inc

Industrials
840
New
$280.08 - $307.97 $235K - $259K
840 $246M
WPC
W. P. Carey Inc.

Real Estate
4.34K
New
$53.44 - $61.33 $232K - $266K
4.34K $237M
Liberty Media Corp Del Com Lbty One S C
2.55K
New
N/A
2.55K $237M
VHT
Vanguard Health Care ETF

ETFs
921
New
$250.81 - $283.3 $231K - $261K
921 $234M
HD
Home Depot, Inc.

Consumer Cyclical
596
New
$385.02 - $431.37 $229K - $257K
596 $232M
GIS
General Mills Inc

Consumer Defensive
3.61K
New
$62.78 - $74.62 $227K - $270K
3.61K $230M
HON
Honeywell International Inc

Industrials
989
New
$202.84 - $236.0 $201K - $233K
989 $223M
VNQ
Vanguard Specialized Funds Van

ETFs
2.46K
New
$87.85 - $98.6 $216K - $243K
2.46K $219M
AXP
American Express CO

Financial Services
709
New
$267.35 - $305.57 $190K - $217K
709 $210M
URI
United Rentals, Inc.

Industrials
290
New
$704.44 - $880.32 $204K - $255K
290 $205M
VGT
Vanguard Information Technolog

ETFs
323
New
$571.78 - $647.97 $185K - $209K
323 $201M
Activity Summary
Buys All Purchases 101 New Holdings 101 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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