Navigoe, LLC Purchases in Q4 2024

Navigoe, LLC

  • $102 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
3.32K
New
$24.76 - $27.04 $82.2K - $89.7K
3.32K $82K
LLY
Eli Lilly & CO

Healthcare
101
New
$727.2 - $932.06 $73.4K - $94.1K
101 $77K
OKE
Oneok Inc

Energy
726
New
$92.28 - $117.05 $67K - $85K
726 $72K
BA
Boeing CO

Industrials
401
New
$138.14 - $180.72 $55.4K - $72.5K
401 $70K
EFV
Msci Eafe Value ETF

ETFs
1.35K
New
$51.78 - $57.15 $69.8K - $77K
1.35K $70K
KTF
Dws Municipal Income Trust

Financial Services
6.73K
New
$9.43 - $10.2 $63.4K - $68.6K
6.73K $63K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
114
New
$521.84 - $558.82 $59.5K - $63.7K
114 $61K
LMT
Lockheed Martin Corp

Industrials
127
New
$479.66 - $614.62 $60.9K - $78.1K
127 $61K
PSA
Public Storage

Real Estate
200
New
$289.33 - $360.21 $57.9K - $72K
200 $59K
COP
Conocophillips

Energy
600
New
$95.12 - $114.72 $57.1K - $68.8K
600 $59K
IGM
Ishares Expanded Tech Sector E

ETFs
540
New
$94.19 - $106.95 $50.9K - $57.8K
540 $55K
V
Visa Inc.

Financial Services
170
New
$273.87 - $320.91 $46.6K - $54.6K
170 $53K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
542
New
$96.64 - $101.23 $52.4K - $54.9K
542 $52K
GOOGL
Alphabet Inc.

Communication Services
274
New
$161.86 - $196.66 $44.3K - $53.9K
274 $51K
Linde PLC
115
New
N/A
115 $48K
MAR
Marriott International Inc

Consumer Cyclical
160
New
$246.06 - $292.59 $39.4K - $46.8K
160 $44K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
375
New
$113.92 - $127.38 $42.7K - $47.8K
375 $43K
IVV
Ishares Core S&P 500 ETF

ETFs
66
New
$570.51 - $610.59 $37.7K - $40.3K
66 $38K
PFG
Principal Financial Group Inc

Financial Services
488
New
$74.91 - $91.26 $36.6K - $44.5K
488 $37K
TSLA
Tesla, Inc.

Consumer Cyclical
93
New
$213.65 - $479.86 $19.9K - $44.6K
93 $37K
TMO
Thermo Fisher Scientific Inc.

Healthcare
72
New
$501.29 - $612.85 $36.1K - $44.1K
72 $37K
ACN
Accenture PLC

Technology
108
New
$343.9 - $376.86 $37.1K - $40.7K
108 $37K
IWM
Ishares Russell 2000 ETF

ETFs
150
New
$216.13 - $242.4 $32.4K - $36.4K
150 $33K
MA
Mastercard Inc

Financial Services
64
New
$491.3 - $536.15 $31.4K - $34.3K
64 $33K
CVX
Chevron Corp

Energy
234
New
$141.15 - $162.53 $33K - $38K
234 $33K
IQLT
Ishares Msci Intl Quality Fact

ETFs
880
New
$37.12 - $41.23 $32.7K - $36.3K
880 $32K
ECL
Ecolab Inc.

Basic Materials
135
New
$234.32 - $261.43 $31.6K - $35.3K
135 $31K
PG
Procter & Gamble CO

Consumer Defensive
187
New
$161.05 - $179.7 $30.1K - $33.6K
187 $31K
ZTS
Zoetis Inc.

Healthcare
185
New
$162.24 - $194.42 $30K - $36K
185 $30K
EEM
Ishares Msci Emerging Markets

ETFs
732
New
$41.82 - $47.36 $30.6K - $34.7K
732 $30K
D
Dominion Energy, Inc

Utilities
550
New
$52.63 - $60.92 $28.9K - $33.5K
550 $29K
HD
Home Depot, Inc.

Consumer Cyclical
75
New
$385.02 - $431.37 $28.9K - $32.4K
75 $29K
Ge Vernova Inc
84
New
N/A
84 $27K
CSCO
Cisco Systems, Inc.

Technology
440
New
$52.45 - $60.02 $23.1K - $26.4K
440 $26K
TFC
Truist Financial Corp

Financial Services
600
New
$41.51 - $48.1 $24.9K - $28.9K
600 $26K
VB
Vanguard Small Cap ETF

ETFs
97
New
$233.76 - $261.58 $22.7K - $25.4K
97 $23K
DIS
Walt Disney CO

Communication Services
213
New
$92.39 - $117.6 $19.7K - $25K
213 $23K
PFE
Pfizer Inc

Healthcare
880
New
$24.8 - $30.19 $21.8K - $26.6K
880 $23K
PSX
Phillips 66

Energy
200
New
$110.35 - $138.93 $22.1K - $27.8K
200 $22K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
New
$442.29 - $483.08 $22.1K - $24.2K
50 $22K
BMY
Bristol Myers Squibb CO

Healthcare
400
New
$51.92 - $59.94 $20.8K - $24K
400 $22K
HIG
Hartford Financial Services Group, Inc.

Financial Services
200
New
$107.06 - $123.74 $21.4K - $24.7K
200 $21K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
200
New
$100.18 - $109.1 $20K - $21.8K
200 $20K
LOW
Lowes Companies Inc

Consumer Cyclical
83
New
$244.52 - $284.07 $20.3K - $23.6K
83 $20K
KMB
Kimberly Clark Corp

Consumer Defensive
150
New
$130.37 - $146.09 $19.6K - $21.9K
150 $19K
MCY
Mercury General Corp

Financial Services
256
New
$62.82 - $78.96 $16.1K - $20.2K
256 $17K
SO
Southern CO

Utilities
200
New
$81.5 - $94.15 $16.3K - $18.8K
200 $16K
VZ
Verizon Communications Inc

Communication Services
418
New
$39.6 - $45.21 $16.6K - $18.9K
418 $16K
FDX
Fedex Corp

Industrials
50
New
$260.5 - $305.15 $13K - $15.3K
50 $14K
Activity Summary
Buys All Purchases 178 New Holdings 178 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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