Holcombe Financial, Inc. Purchases in Q4 2024

Holcombe Financial, Inc.

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
1.03M
New
$24.06 - $48.88 $24.7M - $50.1M
1.03M $24.7B
AAPL
Apple Inc.

Technology
91K
New
$221.69 - $259.02 $20.2M - $23.6M
91K $22.8B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
120K
New
N/A
120K $12.7B
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
499K
New
$21.95 - $22.83 $11M - $11.4M
499K $11B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
103K
New
$100.24 - $101.35 $10.3M - $10.4M
103K $10.4B
Doubleline ETF Trust
133K
New
N/A
133K $6.84B
AVUS
American Centy ETF Tr Avantis

ETFs
64.8K
New
$94.36 - $102.06 $6.11M - $6.61M
64.8K $6.28B
AVDE
American Centy ETF Tr Avantis

ETFs
90.3K
New
$60.9 - $66.69 $5.5M - $6.02M
90.3K $5.54B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
54.7K
New
$50.06 - $55.0 $2.74M - $3.01M
54.7K $2.75B
AVUV
American Centy ETF Tr Avantis

ETFs
27.5K
New
$94.37 - $106.41 $2.6M - $2.93M
27.5K $2.66B
PFIX
Simplify ETF Simplify Int Rate

ETFs
36.5K
New
$39.93 - $52.66 $1.46M - $1.92M
36.5K $1.91B
AVDV
American Centy ETF Tr Avantis

ETFs
23.9K
New
$63.85 - $70.4 $1.52M - $1.68M
23.9K $1.55B
XOM
Exxon Mobil Corp

Energy
10.4K
New
$105.51 - $125.37 $1.1M - $1.31M
10.4K $1.12B
WMT
Walmart Inc.

Consumer Defensive
11.5K
New
$79.1 - $95.7 $912K - $1.1M
11.5K $1.04B
HD
Home Depot, Inc.

Consumer Cyclical
2.39K
New
$385.02 - $431.37 $919K - $1.03M
2.39K $929M
JPM
Jpmorgan Chase & CO

Financial Services
3.15K
New
$205.18 - $250.29 $646K - $788K
3.15K $754M
MEG
Montrose Environmental Group, Inc.

Industrials
32.8K
New
$15.62 - $27.65 $512K - $907K
32.8K $608M
CVX
Chevron Corp

Energy
3.47K
New
$141.15 - $162.53 $490K - $564K
3.47K $502M
DFAX
Dimensional ETF Tr
19.5K
New
$24.76 - $27.04 $483K - $527K
19.5K $485M
IVV
Ishares Core S&P 500 ETF

ETFs
760
New
$570.51 - $610.59 $434K - $464K
760 $447M
AVGE
American Centy ETF Tr Avantis
5.35K
New
N/A
5.35K $387M
JNJ
Johnson & Johnson

Healthcare
2.33K
New
$143.34 - $165.86 $334K - $387K
2.33K $337M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.22K
New
N/A
6.22K $312M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
13.1K
New
$23.55 - $24.04 $309K - $315K
13.1K $309M
DUK
Duke Energy Corp

Utilities
2.85K
New
$105.76 - $120.76 $302K - $345K
2.85K $307M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
New
$180.88 - $232.93 $239K - $308K
1.32K $290M
IEFA
Ishares Tr

ETFs
4.03K
New
$70.06 - $77.43 $283K - $312K
4.03K $283M
GOOG
Alphabet Inc.

Communication Services
1.48K
New
$163.08 - $198.16 $241K - $293K
1.48K $282M
Jacobs Solutions Inc
2K
New
N/A
2K $267M
MSFT
Microsoft Corp

Technology
614
New
$406.35 - $454.46 $249K - $279K
614 $259M
COST
Costco Wholesale Corp

Consumer Defensive
271
New
$873.59 - $994.69 $237K - $270K
271 $248M
IVZ
Invesco Ltd.

Financial Services
14.1K
New
$16.78 - $18.63 $236K - $262K
14.1K $246M
GOOGL
Alphabet Inc.

Communication Services
1.28K
New
$161.86 - $196.66 $207K - $252K
1.28K $242M
TPHD
Timothy Plan High Divid Stk Et

ETFs
6.59K
New
$35.89 - $39.51 $237K - $261K
6.59K $240M
AXP
American Express CO

Financial Services
712
New
$267.35 - $305.57 $190K - $218K
712 $211M
HTBK
Heritage Commerce Corp

Financial Services
12.6K
New
$9.37 - $10.97 $118K - $138K
12.6K $118M
Activity Summary
Buys All Purchases 37 New Holdings 37 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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