Exchange Bank Incresed Positions in Q4 2024

Exchange Bank

  • $124 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
22.9K
+ 64.25%
$105.78 - $108.7 $2.43M - $2.49M
58.6K $6.25B
SUB
Ishares Short Term National Mu

ETFs
5.31K
+ 179.12%
$104.94 - $106.2 $557K - $564K
8.28K $873M
WMT
Walmart Inc.

Consumer Defensive
63
+ 0.17%
$79.1 - $95.7 $4.98K - $6.03K
36.4K $3.29B
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.19%
$205.18 - $250.29 $4.31K - $5.26K
11.2K $2.68B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.14K
+ 11.47%
$96.64 - $101.23 $400K - $419K
40.3K $3.9B
GOOGL
Alphabet Inc.

Communication Services
113
+ 1.27%
$161.86 - $196.66 $18.3K - $22.2K
8.99K $1.7B
IVV
Ishares Core S&P 500 ETF

ETFs
333
+ 66.6%
$570.51 - $610.59 $190K - $203K
833 $490M
BMY
Bristol Myers Squibb CO

Healthcare
30
+ 0.1%
$51.92 - $59.94 $1.56K - $1.8K
29.9K $1.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
230
+ 30.34%
$521.84 - $558.82 $120K - $129K
988 $532M
AVGO
Broadcom Inc.

Technology
19
+ 0.93%
$159.67 - $250.0 $3.03K - $4.75K
2.06K $477M
AXP
American Express CO

Financial Services
41
+ 1.35%
$267.35 - $305.57 $11K - $12.5K
3.08K $913M
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.03%
$280.04 - $302.45 $1.12K - $1.21K
13.2K $3.83B
DIS
Walt Disney CO

Communication Services
81
+ 2.31%
$92.39 - $117.6 $7.48K - $9.53K
3.59K $399M
MA
Mastercard Inc

Financial Services
39
+ 3.25%
$491.3 - $536.15 $19.2K - $20.9K
1.24K $652M
LLY
Eli Lilly & CO

Healthcare
222
+ 22.45%
$727.2 - $932.06 $161K - $207K
1.21K $935M
EMR
Emerson Electric CO

Industrials
3
+ 0.09%
$108.13 - $134.33 $324 - $403
3.48K $431M
MO
Altria Group, Inc.

Consumer Defensive
500
+ 3.57%
$49.06 - $57.74 $24.5K - $28.9K
14.5K $759M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
51.9K
+ 199.42%
$22.01 - $66.82 $1.14M - $3.46M
77.9K $1.77B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
549
+ 1.72%
$61.68 - $67.87 $33.9K - $37.3K
32.5K $2.03B
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.61%
$873.59 - $994.69 $4.37K - $4.97K
822 $753M
IBM
International Business Machines Corp

Technology
171
+ 2.21%
$204.9 - $238.04 $35K - $40.7K
7.9K $1.74B
PM
Philip Morris International Inc.

Consumer Defensive
318
+ 2.76%
$118.38 - $133.06 $37.6K - $42.3K
11.8K $1.42B
QUAL
Ishares Msci Usa Quality Facto

ETFs
148
+ 6.78%
$176.42 - $186.91 $26.1K - $27.7K
2.33K $415M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.08K
+ 13.73%
$75.1 - $82.99 $81K - $89.5K
8.94K $676M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
180
+ 3.46%
$113.92 - $127.38 $20.5K - $22.9K
5.38K $620M
AON
Aon PLC

Financial Services
1
+ 0.12%
$344.14 - $393.31 $344 - $393
833 $299M
MMM
3 M CO

Industrials
250
+ 7.91%
$124.74 - $137.12 $31.2K - $34.3K
3.41K $440M
IWM
Ishares Russell 2000 ETF

ETFs
22
+ 0.74%
$216.13 - $242.4 $4.75K - $5.33K
2.99K $661M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
290
+ 1.68%
$77.86 - $79.27 $22.6K - $23K
17.6K $1.37B
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.06%
$197.36 - $217.3 $395 - $435
3.26K $645M
MSFT
Microsoft Corp

Technology
169
+ 1.78%
$406.35 - $454.46 $68.7K - $76.8K
9.68K $4.08B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
143
+ 1.74%
$44.04 - $49.49 $6.3K - $7.08K
8.36K $368M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
222
+ 0.94%
$49.87 - $52.46 $11.1K - $11.6K
23.9K $1.19B
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 0.52%
$385.02 - $431.37 $5.01K - $5.61K
2.5K $972M
GE
General Electric CO

Industrials
138
+ 4.77%
$159.95 - $194.23 $22.1K - $26.8K
3.03K $506M
PFE
Pfizer Inc

Healthcare
214
+ 0.9%
$24.8 - $30.19 $5.31K - $6.46K
24.1K $640M
UNH
Unitedhealth Group Inc

Healthcare
12
+ 1.45%
$485.52 - $625.25 $5.83K - $7.5K
837 $423M
VEA
Vanguard Ftse Developed Market

ETFs
243
+ 1.63%
$47.57 - $52.44 $11.6K - $12.7K
15.2K $725M
ADBE
Adobe Inc.

Technology
5
+ 0.52%
$437.39 - $552.96 $2.19K - $2.76K
969 $431M
BND
Vanguard Bd Index Fd Inc Total

ETFs
557
+ 1.18%
$71.75 - $75.11 $40K - $41.8K
47.6K $3.42B
MDLZ
Mondelez International, Inc.

Consumer Defensive
590
+ 5.54%
$59.25 - $72.99 $35K - $43.1K
11.2K $671M
TXN
Texas Instruments Inc

Technology
68
+ 0.96%
N/A
7.12K $1.33B
NEE
Nextera Energy Inc

Utilities
5
+ 0.04%
$69.77 - $85.43 $349 - $427
13.7K $980M
XOM
Exxon Mobil Corp

Energy
40
+ 0.16%
$105.51 - $125.37 $4.22K - $5.01K
25.8K $2.78B
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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