One Ascent Family Office, LLC Purchases in Q4 2024

One Ascent Family Office, LLC

  • $55.1 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
2.97K
New
$90.22 - $102.31 $268K - $304K
2.97K $270K
CI
Cigna Corp

Healthcare
969
New
$265.59 - $358.58 $257K - $347K
969 $268K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.74K
New
$69.58 - $74.87 $260K - $280K
3.74K $262K
DHR
Danaher Corp

Healthcare
1.14K
New
$226.16 - $274.52 $258K - $314K
1.14K $262K
G
Genpact LTD

Technology
5.86K
New
$38.17 - $46.82 $224K - $275K
5.86K $252K
MRK
Merck & Co., Inc.

Healthcare
2.52K
New
$96.31 - $114.76 $243K - $290K
2.52K $251K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.89K
New
$77.25 - $91.3 $223K - $264K
2.89K $247K
GM
General Motors CO

Consumer Cyclical
4.62K
New
$44.82 - $60.2 $207K - $278K
4.62K $246K
MS
Morgan Stanley

Financial Services
1.93K
New
$104.42 - $134.99 $202K - $261K
1.93K $243K
TRGP
Targa Resources Corp.

Energy
1.34K
New
$150.58 - $207.69 $201K - $277K
1.34K $238K
NVT
N Vent Electric PLC

Industrials
3.43K
New
$67.69 - $79.19 $232K - $272K
3.43K $234K
T
At&T Inc.

Communication Services
10.2K
New
$21.22 - $23.88 $217K - $244K
10.2K $233K
HON
Honeywell International Inc

Industrials
1.03K
New
$202.84 - $236.0 $210K - $244K
1.03K $233K
GOOG
Alphabet Inc.

Communication Services
1.22K
New
$163.08 - $198.16 $199K - $241K
1.22K $232K
WMB
Williams Companies, Inc.

Energy
4.24K
New
$46.37 - $59.74 $196K - $253K
4.24K $229K
ROP
Roper Technologies Inc

Industrials
432
New
$519.85 - $575.95 $225K - $249K
432 $225K
ABT
Abbott Laboratories

Healthcare
1.99K
New
$111.93 - $119.39 $222K - $237K
1.99K $225K
JHML
John Hancock Multifactor Large

ETFs
3.13K
New
$68.78 - $73.44 $216K - $230K
3.13K $218K
LMT
Lockheed Martin Corp

Industrials
448
New
$479.66 - $614.62 $215K - $275K
448 $218K
ITW
Illinois Tool Works Inc

Industrials
852
New
$253.56 - $278.5 $216K - $237K
852 $216K
KO
Coca Cola CO

Consumer Defensive
3.47K
New
$61.74 - $71.71 $214K - $248K
3.47K $216K
WMT
Walmart Inc.

Consumer Defensive
2.32K
New
$79.1 - $95.7 $184K - $222K
2.32K $210K
ETR
Entergy Corp

Utilities
2.77K
New
$73.19 - $156.4 $203K - $433K
2.77K $210K
DVY
Ishares Tr

ETFs
1.6K
New
$129.55 - $143.41 $207K - $229K
1.6K $210K
Blackrock Inc
205
New
N/A
205 $210K
SPG
Simon Property Group Inc

Real Estate
1.21K
New
$167.23 - $183.84 $202K - $222K
1.21K $208K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.8K
New
$111.85 - $120.71 $201K - $217K
1.8K $207K
UNP
Union Pacific Corp

Industrials
897
New
$223.15 - $249.32 $200K - $224K
897 $205K
F
Ford Motor CO

Consumer Cyclical
14K
New
$9.69 - $11.4 $136K - $160K
14K $139K
MPW
Medical Properties Trust Inc

Real Estate
16.1K
New
$3.72 - $5.77 $59.7K - $92.7K
16.1K $63K
Activity Summary
Buys All Purchases 81 New Holdings 81 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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