Builder Investment Group Inc /Adv Reduced Holdings in Q4 2024

Builder Investment Group Inc /Adv

  • $368 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-1.43K
- 4.95%
$727.2 - $932.06 $1.04M - $1.33M
27.4K $21.1B
EQX
Equinox Gold Corp.

Basic Materials
-4.1K
- 0.39%
$4.97 - $6.41 $20.4K - $26.3K
1.04M $5.22B
RRC
Range Resources Corp

Energy
-40.6K
- 49.48%
$29.77 - $36.41 $1.21M - $1.48M
41.5K $1.49B
KO
Coca Cola CO

Consumer Defensive
-186
- 0.23%
$61.74 - $71.71 $11.5K - $13.3K
82.4K $5.13B
CLAR
Clarus Corp

Consumer Cyclical
-126K
- 49.37%
$4.05 - $5.18 $508K - $650K
129K $581M
JNJ
Johnson & Johnson

Healthcare
-100
- 0.33%
$143.34 - $165.86 $14.3K - $16.6K
30K $4.33B
SLB
Schlumberger Limited

Energy
-1K
- 0.82%
$36.83 - $45.59 $36.8K - $45.6K
120K $4.62B
UPS
United Parcel Service Inc

Industrials
-270
- 0.63%
$122.65 - $138.35 $33.1K - $37.4K
42.5K $5.36B
PEP
Pepsico Inc

Consumer Defensive
-6
- 0.02%
$151.29 - $176.1 $908 - $1.06K
26.1K $3.97B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-100
- 0.25%
$209.89 - $233.24 $21K - $23.3K
39.3K $8.35B
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 0.2%
$385.02 - $431.37 $13.5K - $15.1K
17.9K $6.94B
MSFT
Microsoft Corp

Technology
-4
- 0.01%
$406.35 - $454.46 $1.63K - $1.82K
32.9K $13.9B
RTX
Raytheon Technologies Corp

Industrials
-203
- 0.41%
$114.45 - $127.21 $23.2K - $25.8K
49K $5.67B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-109
- 0.67%
$75.1 - $82.99 $8.19K - $9.05K
16.1K $1.21B
LOW
Lowes Companies Inc

Consumer Cyclical
-130
- 3.98%
$244.52 - $284.07 $31.8K - $36.9K
3.14K $775M
SO
Southern CO

Utilities
-67
- 1.0%
$81.5 - $94.15 $5.46K - $6.31K
6.66K $548M
XLE
Energy Sector Spdr

ETFs
-150
- 1.37%
$83.32 - $97.27 $12.5K - $14.6K
10.8K $923M
PFE
Pfizer Inc

Healthcare
-264
- 2.31%
$24.8 - $30.19 $6.55K - $7.97K
11.2K $296M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-35
- 3.9%
$442.29 - $483.08 $15.5K - $16.9K
862 $391M
IWS
Ishares Russell Midcap Value E

ETFs
-50
- 1.91%
$128.08 - $140.32 $6.4K - $7.02K
2.57K $333M
WFC
Wells Fargo & Company

Financial Services
-1K
- 23.53%
$54.98 - $77.35 $55K - $77.4K
3.25K $228M
IWM
Ishares Russell 2000 ETF

ETFs
-17
- 0.21%
$216.13 - $242.4 $3.67K - $4.12K
8.13K $1.8B
BWXT
Bwx Technologies, Inc.

Industrials
-1.04K
- 2.16%
$111.39 - $133.28 $116K - $139K
47K $5.24B
IVV
Ishares Core S&P 500 ETF

ETFs
-17
- 0.48%
$570.51 - $610.59 $9.7K - $10.4K
3.52K $2.07B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-442
- 0.15%
$63.58 - $71.15 $28.1K - $31.4K
292K $19B
SPY
Spdr S&P 500 ETF Trust

ETFs
-33
- 0.72%
$567.81 - $607.81 $18.7K - $20.1K
4.56K $2.67B
AAPL
Apple Inc.

Technology
-75
- 0.65%
$221.69 - $259.02 $16.6K - $19.4K
11.4K $2.86B
FISV
Fiserv Inc

Technology
-51
- 0.1%
N/A
53.2K $10.9B
NVDA
Nvidia Corp

Technology
-13.7K
- 1.56%
$117.0 - $148.88 $1.61M - $2.05M
868K $117B
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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