Emprise Bank Reduced Holdings in Q4 2024

Emprise Bank

  • $177 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.01K
- 5.58%
$406.35 - $454.46 $408K - $457K
17K $7.17B
PEP
Pepsico Inc

Consumer Defensive
-2.05K
- 16.64%
$151.29 - $176.1 $310K - $361K
10.3K $1.56B
UNH
Unitedhealth Group Inc

Healthcare
-138
- 3.75%
$485.52 - $625.25 $67K - $86.3K
3.54K $1.79B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.68K
- 2.28%
$100.16 - $100.7 $268K - $269K
115K $11.5B
MRK
Merck & Co., Inc.

Healthcare
-1.76K
- 18.76%
$96.31 - $114.76 $169K - $202K
7.61K $757M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-81
- 3.4%
$501.29 - $612.85 $40.6K - $49.6K
2.3K $1.2B
DHR
Danaher Corp

Healthcare
-95
- 2.61%
$226.16 - $274.52 $21.5K - $26.1K
3.55K $815M
CAT
Caterpillar Inc

Industrials
-168
- 3.56%
$360.37 - $416.88 $60.5K - $70K
4.55K $1.65B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-332
- 13.67%
$563.99 - $620.12 $187K - $206K
2.1K $1.19B
DISV
Dimensional ETF Tr Dimensional

ETFs
-3.05K
- 7.96%
$26.18 - $28.77 $79.9K - $87.8K
35.3K $937M
IEMG
Ishares Inc

ETFs
-250
- 0.91%
N/A
27.1K $1.42B
ADBE
Adobe Inc.

Technology
-93
- 6.5%
$437.39 - $552.96 $40.7K - $51.4K
1.34K $595M
NOC
Northrop Grumman Corp

Industrials
-90
- 5.27%
$466.52 - $543.88 $42K - $48.9K
1.62K $759M
ECL
Ecolab Inc.

Basic Materials
-280
- 8.29%
$234.32 - $261.43 $65.6K - $73.2K
3.1K $726M
ABBV
Abb Vie Inc.

Healthcare
-498
- 23.36%
$164.99 - $203.87 $82.2K - $102K
1.63K $290M
UNP
Union Pacific Corp

Industrials
-181
- 3.82%
$223.15 - $249.32 $40.4K - $45.1K
4.56K $1.04B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.59K
- 16.15%
$33.92 - $36.6 $122K - $131K
18.7K $645M
HD
Home Depot, Inc.

Consumer Cyclical
-163
- 5.27%
$385.02 - $431.37 $62.8K - $70.3K
2.93K $1.14B
COP
Conocophillips

Energy
-529
- 6.06%
$95.12 - $114.72 $50.3K - $60.7K
8.2K $813M
VTI
Vanguard Total Stock Market Et

ETFs
-1.09K
- 3.35%
$280.04 - $302.45 $305K - $330K
31.5K $9.12B
CB
Chubb LTD

Financial Services
-184
- 4.6%
$271.57 - $301.89 $50K - $55.5K
3.82K $1.06B
LLY
Eli Lilly & CO

Healthcare
-28
- 4.64%
$727.2 - $932.06 $20.4K - $26.1K
576 $445M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-115
- 2.43%
$442.29 - $483.08 $50.9K - $55.6K
4.61K $2.09B
MCD
Mcdonalds Corp

Consumer Cyclical
-206
- 14.9%
$288.47 - $316.54 $59.4K - $65.2K
1.18K $341M
FTV
Fortive Corp

Technology
-656
- 10.27%
$71.16 - $79.68 $46.7K - $52.3K
5.73K $430M
AVUV
American Centy ETF Tr Avantis

ETFs
-909
- 3.54%
$94.37 - $106.41 $85.8K - $96.7K
24.8K $2.39B
RTX
Raytheon Technologies Corp

Industrials
-277
- 3.71%
$114.45 - $127.21 $31.7K - $35.2K
7.19K $832M
DFAI
Dimensional ETF Tr

ETFs
-819
- 4.88%
$29.0 - $31.6 $23.8K - $25.9K
15.9K $466M
Dimensional Us Large Cap
-1.18K
- 2.98%
N/A
38.6K $1.16B
SBUX
Starbucks Corp

Consumer Cyclical
-263
- 4.0%
$87.44 - $102.5 $23K - $27K
6.31K $575M
ETN
Eaton Corp PLC

Industrials
-183
- 3.72%
$326.96 - $377.52 $59.8K - $69.1K
4.73K $1.57B
META
Meta Platforms, Inc.

Communication Services
-167
- 5.06%
$554.08 - $632.68 $92.5K - $106K
3.14K $1.84B
PG
Procter & Gamble CO

Consumer Defensive
-223
- 7.29%
$161.05 - $179.7 $35.9K - $40.1K
2.83K $475M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-69
- 1.62%
$131.66 - $144.0 $9.08K - $9.94K
4.18K $552M
QCOM
Qualcomm Inc

Technology
-97
- 5.54%
$150.4 - $178.04 $14.6K - $17.3K
1.66K $254M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-253
- 3.67%
$113.92 - $127.38 $28.8K - $32.2K
6.65K $766M
AVIV
American Centy ETF Tr Avantis
-286
- 4.96%
$51.24 - $55.81 $14.7K - $16K
5.49K $285M
COST
Costco Wholesale Corp

Consumer Defensive
-134
- 4.76%
$873.59 - $994.69 $117K - $133K
2.68K $2.46B
VZ
Verizon Communications Inc

Communication Services
-50
- 0.68%
$39.6 - $45.21 $1.98K - $2.26K
7.28K $291M
ORCL
Oracle Corp

Technology
-39
- 0.51%
$165.41 - $192.43 $6.45K - $7.5K
7.58K $1.26B
CVX
Chevron Corp

Energy
-175
- 7.27%
$141.15 - $162.53 $24.7K - $28.4K
2.23K $323M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-17
- 23.29%
$4100.99 - $5300.34 $69.7K - $90.1K
56 $278M
AMP
Ameriprise Financial Inc

Financial Services
-142
- 17.93%
$473.15 - $574.01 $67.2K - $81.5K
650 $346M
WMB
Williams Companies, Inc.

Energy
-1.11K
- 22.49%
$46.37 - $59.74 $51.5K - $66.3K
3.83K $207M
PM
Philip Morris International Inc.

Consumer Defensive
-104
- 2.56%
$118.38 - $133.06 $12.3K - $13.8K
3.95K $476M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-156
- 4.31%
$178.39 - $215.0 $27.8K - $33.5K
3.46K $668M
DLR
Digital Realty Trust, Inc.

Real Estate
-162
- 8.21%
$156.46 - $195.69 $25.3K - $31.7K
1.81K $321M
KEY
Keycorp

Financial Services
-168
- 1.2%
$16.21 - $19.97 $2.72K - $3.35K
13.8K $237M
MO
Altria Group, Inc.

Consumer Defensive
-51
- 0.87%
$49.06 - $57.74 $2.5K - $2.94K
5.84K $306M
Activity Summary
Buys All Purchases 17 New Holdings 8 Increased Positions 9 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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