Foster Dykema Cabot & Partners, LLC Reduced Holdings in Q4 2024

Foster Dykema Cabot & Partners, LLC

  • $1.28 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-53.4K
- 79.05%
$343.9 - $376.86 $18.4M - $20.1M
14.2K $4.98B
PLD
Prologis, Inc.

Real Estate
-130K
- 82.56%
$101.4 - $126.96 $13.2M - $16.5M
27.4K $2.9B
LLY
Eli Lilly & CO

Healthcare
-9.16K
- 21.45%
$727.2 - $932.06 $6.66M - $8.54M
33.6K $25.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-875
- 1.49%
$442.29 - $483.08 $387K - $423K
57.7K $26.2B
VEA
Vanguard Ftse Developed Market

ETFs
-11.3K
- 67.05%
$47.57 - $52.44 $537K - $592K
5.55K $265M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.46K
- 16.29%
$183.23 - $199.79 $450K - $491K
12.6K $2.34B
XLI
Industrial Sector Spdr

ETFs
-2.92K
- 24.41%
$131.76 - $143.99 $384K - $420K
9.03K $1.19B
PEP
Pepsico Inc

Consumer Defensive
-1.06K
- 9.65%
$151.29 - $176.1 $160K - $187K
9.93K $1.52B
RTX
Raytheon Technologies Corp

Industrials
-2.25K
- 37.42%
$114.45 - $127.21 $257K - $286K
3.76K $435M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.66K
- 67.22%
$162.69 - $181.35 $269K - $300K
807 $132M
UNH
Unitedhealth Group Inc

Healthcare
-395
- 84.22%
$485.52 - $625.25 $192K - $247K
74 $37.4M
MRK
Merck & Co., Inc.

Healthcare
-331
- 2.71%
$96.31 - $114.76 $31.9K - $38K
11.9K $1.19B
JNJ
Johnson & Johnson

Healthcare
-603
- 10.53%
$143.34 - $165.86 $86.4K - $100K
5.12K $741M
CSX
Csx Corp

Industrials
-4.98K
- 60.71%
$31.58 - $36.88 $157K - $184K
3.22K $104M
ABT
Abbott Laboratories

Healthcare
-1.45K
- 19.28%
$111.93 - $119.39 $162K - $173K
6.05K $684M
KO
Coca Cola CO

Consumer Defensive
-546
- 4.55%
$61.74 - $71.71 $33.7K - $39.2K
11.4K $712M
NVO
Novo Nordisk A S

Healthcare
-28
- 0.64%
$85.0 - $120.04 $2.38K - $3.36K
4.36K $375M
VTV
Vanguard Value ETF

ETFs
-717
- 29.79%
$168.32 - $181.87 $121K - $130K
1.69K $286M
AMGN
Amgen Inc

Healthcare
-334
- 44.3%
$258.78 - $328.31 $86.4K - $110K
420 $109M
GE
General Electric CO

Industrials
-513
- 27.09%
$159.95 - $194.23 $82.1K - $99.6K
1.38K $231M
CRM
Salesforce, Inc.

Technology
-475
- 54.41%
$270.87 - $367.87 $129K - $175K
398 $133M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.54K
- 29.06%
$61.68 - $67.87 $95K - $105K
3.76K $234M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-759
- 30.37%
$124.61 - $133.96 $94.6K - $102K
1.74K $224M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.13K
- 73.24%
$77.02 - $78.58 $86.6K - $88.4K
411 $31.8M
ABBV
Abb Vie Inc.

Healthcare
-76
- 2.0%
$164.99 - $203.87 $12.5K - $15.5K
3.72K $662M
IWM
Ishares Russell 2000 ETF

ETFs
-396
- 17.62%
$216.13 - $242.4 $85.6K - $96K
1.85K $409M
VTI
Vanguard Total Stock Market Et

ETFs
-1.42K
- 2.46%
$280.04 - $302.45 $396K - $428K
56.2K $16.3B
XOM
Exxon Mobil Corp

Energy
-167
- 2.9%
$105.51 - $125.37 $17.6K - $20.9K
5.59K $601M
GIS
General Mills Inc

Consumer Defensive
-683
- 23.45%
$62.78 - $74.62 $42.9K - $51K
2.23K $142M
VUG
Vanguard Growth ETF

ETFs
-283
- 16.92%
$378.79 - $428.11 $107K - $121K
1.39K $571M
IRM
Iron Mountain Inc

Real Estate
-545
- 51.95%
$101.62 - $128.14 $55.4K - $69.8K
504 $53.7M
CVX
Chevron Corp

Energy
-463
- 25.23%
$141.15 - $162.53 $65.4K - $75.3K
1.37K $199M
QCOM
Qualcomm Inc

Technology
-195
- 8.06%
$150.4 - $178.04 $29.3K - $34.7K
2.22K $341M
SHEL
Shell PLC

Energy
-847
- 23.32%
$60.63 - $70.23 $51.4K - $59.5K
2.79K $174M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.2K
- 69.38%
$50.14 - $52.56 $60.2K - $63.1K
530 $26.6M
TTE
Total Energies Se

Energy
-840
- 66.56%
N/A
422 $23.3M
GD
General Dynamics Corp

Industrials
-112
- 16.94%
$260.28 - $314.03 $29.2K - $35.2K
549 $145M
ADBE
Adobe Inc.

Technology
-64
- 19.05%
$437.39 - $552.96 $28K - $35.4K
272 $121M
VNQ
Vanguard Specialized Funds Van

ETFs
-523
- 80.34%
$87.85 - $98.6 $45.9K - $51.6K
128 $11.4M
INTC
Intel Corp

Technology
-1.16K
- 13.6%
$19.07 - $26.23 $22.2K - $30.5K
7.39K $148M
MTD
Mettler Toledo International Inc

Healthcare
-27
- 45.0%
$1160.67 - $1498.12 $31.3K - $40.4K
33 $40.4M
NEM
Newmont Corp

Basic Materials
-834
- 80.12%
$37.0 - $58.68 $30.9K - $48.9K
207 $7.71M
IEMG
Ishares Inc

ETFs
-762
- 50.8%
N/A
738 $38.5M
ITW
Illinois Tool Works Inc

Industrials
-158
- 38.92%
$253.56 - $278.5 $40.1K - $44K
248 $63.3M
TGT
Target Corp

Consumer Defensive
-112
- 9.22%
$121.59 - $160.69 $13.6K - $18K
1.1K $149M
TD
Toronto Dominion Bank

Financial Services
-449
- 32.47%
$51.56 - $63.8 $23.2K - $28.6K
934 $49.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-932
- 7.23%
$370.24 - $418.94 $345K - $390K
12K $4.8B
SYK
Stryker Corp

Healthcare
-100
- 50.0%
$345.14 - $392.15 $34.5K - $39.2K
100 $36.1M
RMD
Resmed Inc

Healthcare
-134
- 44.67%
$228.69 - $256.07 $30.6K - $34.3K
166 $38M
Activity Summary
Buys All Purchases 67 New Holdings 4 Increased Positions 63 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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