Helium Advisors LLC New Holdings in Q4 2024

Helium Advisors LLC

  • $126 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27.9K
New
$521.84 - $558.82 $14.6M - $15.6M
27.9K $15B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
234K
New
$50.37 - $50.6 $11.8M - $11.8M
234K $11.8B
GBIL
Goldman Sachs Access Treasury

ETFs
102K
New
$99.85 - $100.22 $10.2M - $10.3M
102K $10.2B
AAPL
Apple Inc.

Technology
32.7K
New
$221.69 - $259.02 $7.24M - $8.46M
32.7K $8.18B
IEFA
Ishares Tr

ETFs
101K
New
$70.06 - $77.43 $7.05M - $7.79M
101K $7.07B
IVV
Ishares Core S&P 500 ETF

ETFs
6.65K
New
$570.51 - $610.59 $3.8M - $4.06M
6.65K $3.92B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
66K
New
$50.62 - $50.97 $3.34M - $3.36M
66K $3.35B
MSFT
Microsoft Corp

Technology
7.82K
New
$406.35 - $454.46 $3.18M - $3.55M
7.82K $3.29B
V
Visa Inc.

Financial Services
8.4K
New
$273.87 - $320.91 $2.3M - $2.7M
8.4K $2.66B
AMZN
Amazon Com Inc

Consumer Cyclical
11.5K
New
$180.88 - $232.93 $2.08M - $2.68M
11.5K $2.52B
JEPI
J P Morgan Exchange Traded Fd

ETFs
42.3K
New
$57.53 - $60.83 $2.43M - $2.57M
42.3K $2.43B
GLD
Spdr Gold Trust

ETFs
10K
New
$236.59 - $257.5 $2.36M - $2.57M
10K $2.42B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.69K
New
$481.22 - $538.17 $2.25M - $2.52M
4.69K $2.4B
XLP
Consumer Staples Sector Spdr

ETFs
27.9K
New
N/A
27.9K $2.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.46K
New
$442.29 - $483.08 $1.97M - $2.15M
4.46K $2.02B
IVW
Ishares S&P 500 Growth ETF

ETFs
18.2K
New
$94.43 - $105.47 $1.71M - $1.92M
18.2K $1.84B
Siriusxm Holdings Inc
76.6K
New
N/A
76.6K $1.75B
VTV
Vanguard Value ETF

ETFs
8.04K
New
$168.32 - $181.87 $1.35M - $1.46M
8.04K $1.36B
GOOG
Alphabet Inc.

Communication Services
6.83K
New
$163.08 - $198.16 $1.11M - $1.35M
6.83K $1.3B
GOOGL
Alphabet Inc.

Communication Services
6.71K
New
$161.86 - $196.66 $1.09M - $1.32M
6.71K $1.27B
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
119K
New
$10.2 - $10.51 $1.21M - $1.25M
119K $1.23B
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.99K
New
$124.26 - $134.12 $1.12M - $1.21M
8.99K $1.16B
PAPR
Innovator U.S. Equity Power Bu

ETFs
30.9K
New
$35.71 - $37.1 $1.1M - $1.15M
30.9K $1.13B
GBCI
Glacier Bancorp, Inc.

Financial Services
22.1K
New
$44.09 - $58.89 $974K - $1.3M
22.1K $1.11B
POCT
Innovator U.S. Equity Power Bu

ETFs
28K
New
$38.63 - $40.03 $1.08M - $1.12M
28K $1.11B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
22.7K
New
$48.48 - $49.47 $1.1M - $1.12M
22.7K $1.1B
COST
Costco Wholesale Corp

Consumer Defensive
1.2K
New
$873.59 - $994.69 $1.05M - $1.19M
1.2K $1.1B
JPM
Jpmorgan Chase & CO

Financial Services
4.11K
New
$205.18 - $250.29 $842K - $1.03M
4.11K $984M
IVE
Ishares S&P 500 Value ETF

ETFs
5.01K
New
$189.5 - $206.17 $949K - $1.03M
5.01K $956M
DVY
Ishares Tr

ETFs
6.95K
New
$129.55 - $143.41 $901K - $997K
6.95K $913M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.83K
New
$113.92 - $127.38 $892K - $998K
7.83K $902M
META
Meta Platforms, Inc.

Communication Services
1.49K
New
$554.08 - $632.68 $828K - $945K
1.49K $875M
PJAN
Innovator U.S. Equity Power Bu

ETFs
19.4K
New
$41.16 - $42.25 $800K - $821K
19.4K $821M
HD
Home Depot, Inc.

Consumer Cyclical
1.95K
New
$385.02 - $431.37 $751K - $842K
1.95K $759M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.39K
New
$87.1 - $98.49 $731K - $826K
8.39K $733M
PDEC
Innovator U.S. Equity Power Bu
16.9K
New
N/A
16.9K $649M
TSLA
Tesla, Inc.

Consumer Cyclical
1.56K
New
$213.65 - $479.86 $334K - $749K
1.56K $630M
HDV
Ishares Core High Dividend ETF

ETFs
5.43K
New
$110.82 - $121.28 $601K - $658K
5.43K $609M
VIG
Vanguard Dividend Appreciation

ETFs
3.11K
New
N/A
3.11K $608M
VTI
Vanguard Total Stock Market Et

ETFs
2.06K
New
$280.04 - $302.45 $577K - $623K
2.06K $597M
VUG
Vanguard Growth ETF

ETFs
1.43K
New
$378.79 - $428.11 $543K - $613K
1.43K $588M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
22.7K
New
$24.59 - $25.81 $558K - $585K
22.7K $560M
FTSL
First Trust Senior Ln Fund

ETFs
11.9K
New
$45.9 - $46.48 $545K - $552K
11.9K $549M
LLY
Eli Lilly & CO

Healthcare
688
New
$727.2 - $932.06 $500K - $641K
688 $531M
XLV
Select Sector Spdr Fund Health

ETFs
3.83K
New
$136.28 - $154.74 $522K - $593K
3.83K $527M
ET
Energy Transfer LP

Energy
25.5K
New
$16.05 - $19.86 $410K - $507K
25.5K $500M
SUB
Ishares Short Term National Mu

ETFs
4.69K
New
$104.94 - $106.2 $492K - $498K
4.69K $494M
PFEB
Innovator U.S. Equity Power Bu

ETFs
12.5K
New
$35.94 - $36.85 $449K - $460K
12.5K $459M
CVX
Chevron Corp

Energy
3.14K
New
$141.15 - $162.53 $443K - $510K
3.14K $454M
Activity Summary
Buys All Purchases 101 New Holdings 101 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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