Napatree Capital LLC Purchases in Q4 2024

Napatree Capital LLC

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
219
+ 2.93%
$109.92 - $110.57 $24.1K - $24.2K
7.68K $846M
CB
Chubb LTD

Financial Services
100
+ 8.77%
$271.57 - $301.89 $27.2K - $30.2K
1.24K $343M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
18
+ 0.18%
$43.67 - $47.04 $786 - $847
10.1K $459M
TAP
Molson Coors Beverage CO

Consumer Defensive
155
+ 1.2%
$53.97 - $63.88 $8.37K - $9.9K
13.1K $752M
ETN
Eaton Corp PLC

Industrials
14
+ 0.71%
$326.96 - $377.52 $4.58K - $5.29K
1.98K $656M
UNH
Unitedhealth Group Inc

Healthcare
89
+ 16.48%
$485.52 - $625.25 $43.2K - $55.6K
629 $318M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
227
+ 4.84%
$49.87 - $52.46 $11.3K - $11.9K
4.92K $245M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
30
+ 1.24%
$100.22 - $100.73 $3.01K - $3.02K
2.46K $247M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.04K
+ 100.0%
$25.33 - $51.16 $128K - $258K
10.1K $260M
TXN
Texas Instruments Inc

Technology
136
+ 10.42%
N/A
1.44K $270M
VZ
Verizon Communications Inc

Communication Services
478
+ 8.95%
$39.6 - $45.21 $18.9K - $21.6K
5.82K $233M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
356
+ 2.67%
$68.01 - $70.67 $24.2K - $25.2K
13.7K $933M
PNW
Pinnacle West Capital Corp

Utilities
39
+ 1.27%
$84.03 - $94.52 $3.28K - $3.69K
3.11K $264M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
465
+ 3.03%
$45.07 - $47.1 $21K - $21.9K
15.8K $715M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
135
+ 3.75%
$209.89 - $233.24 $28.3K - $31.5K
3.74K $794M
WASH
Washington Trust Bancorp Inc

Financial Services
1.18K
+ 2.16%
$30.4 - $39.92 $35.9K - $47.1K
55.8K $1.75B
MMM
3 M CO

Industrials
65
+ 1.92%
$124.74 - $137.12 $8.11K - $8.91K
3.45K $445M
RTX
Raytheon Technologies Corp

Industrials
235
+ 2.86%
$114.45 - $127.21 $26.9K - $29.9K
8.45K $978M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.2K
+ 201.41%
$26.93 - $84.95 $464K - $1.46M
25.8K $705M
ZTS
Zoetis Inc.

Healthcare
411
+ 15.15%
$162.24 - $194.42 $66.7K - $79.9K
3.12K $509M
ABBV
Abb Vie Inc.

Healthcare
102
+ 5.06%
$164.99 - $203.87 $16.8K - $20.8K
2.12K $376M
GE
General Electric CO

Industrials
80
+ 4.16%
$159.95 - $194.23 $12.8K - $15.5K
2K $334M
IDEV
Ishares Core Msci Intl Develop

ETFs
781
+ 6.17%
$64.18 - $70.42 $50.1K - $55K
13.4K $866M
TGT
Target Corp

Consumer Defensive
85
+ 2.41%
$121.59 - $160.69 $10.3K - $13.7K
3.61K $488M
RCII
Rent A Center Inc De

Industrials
252
+ 0.98%
N/A
25.9K $755M
HSY
Hershey CO

Consumer Defensive
87
+ 2.27%
$168.67 - $193.65 $14.7K - $16.8K
3.93K $665M
Gsk PLC
108
+ 0.95%
N/A
11.5K $390M
THO
Thor Industries Inc

Consumer Cyclical
40
+ 0.6%
$94.35 - $115.54 $3.77K - $4.62K
6.7K $641M
TMO
Thermo Fisher Scientific Inc.

Healthcare
300
+ 10.15%
$501.29 - $612.85 $150K - $184K
3.26K $1.69B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
63K
+ 176.0%
$27.54 - $83.04 $1.74M - $5.24M
98.9K $2.74B
HAS
Hasbro, Inc.

Consumer Cyclical
102
+ 0.65%
$55.71 - $72.94 $5.68K - $7.44K
15.9K $887M
IEMG
Ishares Inc

ETFs
2.6K
+ 2.89%
N/A
92.8K $4.84B
EFV
Msci Eafe Value ETF

ETFs
2.76K
+ 2.7%
$51.78 - $57.15 $143K - $158K
105K $5.51B
Activity Summary
Buys All Purchases 134 New Holdings 26 Increased Positions 108 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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