Painted Porch Advisors LLC Purchases in Q1 2024

Painted Porch Advisors LLC

  • $164 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.58K
+ 5.57%
$359.29 - $420.52 $1.29M - $1.51M
67.9K $28.5B
VTI
Vanguard Total Stock Market Et

ETFs
20.3K
+ 1203.97%
$232.77 - $260.14 $4.73M - $5.29M
22K $5.72B
ARES
Ares Management Corp

Financial Services
30.6K
New
$114.19 - $137.06 $3.49M - $4.19M
30.6K $4.07B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
32K
+ 15.18%
$62.43 - $65.87 $1.99M - $2.1M
242K $16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.5K
+ 13.31%
$102.35 - $110.52 $2M - $2.16M
166K $18.4B
EFA
Ishares Tr Msci Eafe ETF

ETFs
20.2K
+ 10.61%
$73.11 - $80.04 $1.48M - $1.62M
211K $16.8B
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
28.9K
+ 17.49%
$42.24 - $44.21 $1.22M - $1.28M
194K $8.59B
VTV
Vanguard Value ETF

ETFs
5.58K
+ 101.25%
$147.46 - $162.86 $822K - $908K
11.1K $1.81B
V
Visa Inc.

Financial Services
117
+ 0.31%
$257.98 - $290.37 $30.2K - $34K
37.9K $10.6B
AAPL
Apple Inc.

Technology
7.69K
+ 20.05%
$169.0 - $195.18 $1.3M - $1.5M
46.1K $7.9B
MSFT
Microsoft Corp

Technology
658
+ 13.23%
$367.75 - $429.37 $242K - $283K
5.63K $2.37B
IVV
Ishares Core S&P 500 ETF

ETFs
619
+ 21.33%
$469.56 - $525.73 $291K - $325K
3.52K $1.85B
DE
Deere & CO

Industrials
1.1K
New
$356.78 - $410.74 $392K - $452K
1.1K $452M
CHRD
Oasis Petroleum Inc.

Energy
2.5K
New
$150.29 - $178.24 $376K - $446K
2.5K $446M
NVDA
Nvidia Corp

Technology
433
New
$475.69 - $950.02 $206K - $411K
433 $391M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.29K
New
$144.62 - $165.44 $330K - $378K
2.29K $376M
AMZN
Amazon Com Inc

Consumer Cyclical
2.07K
New
$144.57 - $180.38 $299K - $374K
2.07K $374M
GOOGL
Alphabet Inc.

Communication Services
2.23K
+ 122.17%
$131.4 - $153.51 $292K - $342K
4.05K $611M
Atlassian Corporation
1.81K
New
N/A
1.81K $354M
PG
Procter & Gamble CO

Consumer Defensive
549
+ 3.31%
$147.42 - $162.61 $80.9K - $89.3K
17.1K $2.78B
EMR
Emerson Electric CO

Industrials
700
+ 4.69%
$91.73 - $113.45 $64.2K - $79.4K
15.6K $1.77B
WMT
Walmart Inc.

Consumer Defensive
20.6K
+ 207.83%
$58.61 - $175.86 $1.21M - $3.63M
30.5K $1.84B
NFLX
Netflix Inc

Communication Services
448
New
$468.5 - $629.24 $210K - $282K
448 $272M
NUSC
Nuveen Esg Small Cap ETF

ETFs
6.04K
+ 83.57%
$37.34 - $41.59 $225K - $251K
13.3K $552M
TGT
Target Corp

Consumer Defensive
1.46K
New
$137.4 - $177.21 $200K - $258K
1.46K $258M
MA
Mastercard Inc

Financial Services
459
+ 91.8%
$418.77 - $488.64 $192K - $224K
959 $462M
MNKD
Mannkind Corp

Healthcare
53.4K
New
$3.25 - $5.27 $174K - $282K
53.4K $242M
RMD
Resmed Inc

Healthcare
1.14K
New
$165.79 - $198.03 $189K - $226K
1.14K $226M
HD
Home Depot, Inc.

Consumer Cyclical
562
New
$338.26 - $395.2 $190K - $222K
562 $216M
LLY
Eli Lilly & CO

Healthcare
272
New
$592.2 - $792.28 $161K - $216K
272 $212M
MRK
Merck & Co., Inc.

Healthcare
1.6K
New
$113.24 - $131.95 $181K - $211K
1.6K $211M
PEP
Pepsico Inc

Consumer Defensive
834
+ 7.12%
$162.04 - $175.01 $135K - $146K
12.5K $2.2B
EWBC
East West Bancorp Inc

Financial Services
2.6K
New
$68.96 - $79.25 $180K - $206K
2.6K $206M
GOOG
Alphabet Inc.

Communication Services
1.35K
New
$132.56 - $154.84 $178K - $208K
1.35K $205M
SPY
Spdr S&P 500 ETF Trust

ETFs
278
+ 50.0%
$467.28 - $523.17 $130K - $145K
834 $436M
CVX
Chevron Corp

Energy
71
+ 0.39%
$141.82 - $157.74 $10.1K - $11.2K
18.5K $2.92B
BDX
Becton Dickinson & CO

Healthcare
424
+ 4.75%
$233.45 - $247.73 $99K - $105K
9.36K $2.32B
NVO
Novo Nordisk A S

Healthcare
56
+ 1.12%
$102.11 - $135.92 $5.72K - $7.61K
5.07K $651M
COP
Conocophillips

Energy
472
+ 7.98%
$106.93 - $127.28 $50.5K - $60.1K
6.39K $813M
Linde PLC
88
+ 6.1%
N/A
1.53K $711M
XOM
Exxon Mobil Corp

Energy
560
+ 18.74%
$96.8 - $116.24 $54.2K - $65.1K
3.55K $412M
YUM
Yum Brands Inc

Consumer Cyclical
171
+ 1.73%
$126.33 - $140.74 $21.6K - $24.1K
10K $1.39B
FDX
Fedex Corp

Industrials
151
+ 14.25%
$236.39 - $289.74 $35.7K - $43.8K
1.21K $351M
SJM
J M Smucker CO

Consumer Defensive
470
+ 9.01%
$117.54 - $133.74 $55.2K - $62.9K
5.69K $716M
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.13%
$172.45 - $191.88 $862 - $959
3.89K $747M
JNJ
Johnson & Johnson

Healthcare
117
+ 0.81%
$155.22 - $162.74 $18.2K - $19K
14.5K $2.3B
NWBI
Northwest Bancshares, Inc.

Financial Services
1.9K
+ 14.37%
$10.92 - $12.98 $20.7K - $24.7K
15.1K $176M
IJS
Ishares S&P Smallcap 600 Value

ETFs
28
+ 1.4%
$95.88 - $102.78 $2.68K - $2.88K
2.03K $208M
AMGN
Amgen Inc

Healthcare
59
+ 1.21%
$268.87 - $324.56 $15.9K - $19.1K
4.93K $1.4B
Activity Summary
Buys All Purchases 51 New Holdings 17 Increased Positions 34 Sells All Sells 9 Reductions 7 Sold out 2 Options Calls 0 Puts 0
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