Aire Advisors, LLC Incresed Positions in Q4 2024

Aire Advisors, LLC

  • $471 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
345
+ 4.0%
$28.66 - $34.43 $9.89K - $11.9K
8.98K $281K
IXN
Ishares Global Information Tec

ETFs
23
+ 0.21%
$80.67 - $87.84 $1.86K - $2.02K
11.2K $945K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42
+ 9.98%
$521.84 - $558.82 $21.9K - $23.5K
463 $249K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
53
+ 9.96%
$417.69 - $450.94 $22.1K - $23.9K
585 $248K
VFH
Vanguard Financial ETF

ETFs
13
+ 0.48%
$108.87 - $126.2 $1.42K - $1.64K
2.73K $321K
MSFT
Microsoft Corp

Technology
309
+ 2.42%
$406.35 - $454.46 $126K - $140K
13.1K $5.52M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4
+ 0.07%
$44.28 - $51.47 $177 - $206
5.41K $256K
SCHA
Schwab Strategic Tr Us Small C

ETFs
10K
+ 100.0%
$25.33 - $51.16 $253K - $512K
20K $517K
IBM
International Business Machines Corp

Technology
20
+ 0.77%
$204.9 - $238.04 $4.1K - $4.76K
2.62K $576K
DFSV
Dimensional ETF Tr Dimensional

ETFs
54
+ 0.18%
$30.18 - $33.87 $1.63K - $1.83K
29.9K $920K
Dimensional ETF Trust
24
+ 0.1%
N/A
23.2K $0
Liberty Media Corp Del
6.39K
+ 159.16%
N/A
10.4K $0
Liberty Global LTD
42K
+ 280.0%
N/A
57K $0
Liberty Media Corp Del
5.9K
+ 161.58%
N/A
9.55K $0
Siriusxm Holdings Inc
45.3K
+ 150.64%
N/A
75.4K $0
Ge Vernova Inc
90
+ 5.9%
N/A
1.62K $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
127
+ 1.81%
$36.54 - $37.53 $4.64K - $4.77K
7.13K $262K
IWS
Ishares Russell Midcap Value E

ETFs
6
+ 0.28%
$128.08 - $140.32 $768 - $842
2.16K $279K
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 3.46%
$385.02 - $431.37 $39.3K - $44K
3.05K $1.19M
QPFF
American Centy ETF Tr Quality
122
+ 1.84%
$35.78 - $38.29 $4.37K - $4.67K
6.75K $242K
MCD
Mcdonalds Corp

Consumer Cyclical
143
+ 4.0%
$288.47 - $316.54 $41.3K - $45.3K
3.72K $1.08M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.07%
$183.23 - $199.79 $366 - $400
2.72K $503K
DFAE
Dimensional ETF Tr

ETFs
197
+ 1.31%
$25.36 - $28.15 $5K - $5.55K
15.3K $386K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
799
+ 2.2%
$73.19 - $81.02 $58.5K - $64.7K
37.1K $2.76M
LHX
L3 Harris Technologies, Inc.

Industrials
5
+ 0.45%
$208.94 - $264.22 $1.04K - $1.32K
1.11K $234K
SBSW
Sibanye Stillwater LTD

Basic Materials
3.06K
+ 5.28%
$3.24 - $5.22 $9.91K - $16K
61.1K $201K
SCHV
Schwab Strategic Tr Us Large C

ETFs
19.3K
+ 193.78%
$25.79 - $80.4 $497K - $1.55M
29.2K $761K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
190
+ 0.91%
$38.37 - $42.82 $7.29K - $8.14K
21.1K $808K
GE
General Electric CO

Industrials
428
+ 7.0%
$159.95 - $194.23 $68.5K - $83.1K
6.54K $1.09M
KO
Coca Cola CO

Consumer Defensive
1.16K
+ 6.97%
$61.74 - $71.71 $71.9K - $83.5K
17.9K $1.11M
LLY
Eli Lilly & CO

Healthcare
132
+ 6.67%
$727.2 - $932.06 $96K - $123K
2.11K $1.63M
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.3%
$485.52 - $625.25 $2.43K - $3.13K
1.69K $856K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
383
+ 0.93%
$44.04 - $49.49 $16.9K - $19K
41.7K $1.84M
AVDV
American Centy ETF Tr Avantis

ETFs
452
+ 1.36%
$63.85 - $70.4 $28.9K - $31.8K
33.7K $2.19M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
198
+ 0.69%
$60.13 - $67.31 $11.9K - $13.3K
29K $1.76M
CAT
Caterpillar Inc

Industrials
105
+ 1.15%
$360.37 - $416.88 $37.8K - $43.8K
9.22K $3.34M
DFIC
Dimensional ETF Tr Dimensional

ETFs
35.6K
+ 7.09%
$25.61 - $28.0 $912K - $997K
537K $13.9M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.09K
+ 1.88%
$89.9 - $100.66 $367K - $411K
221K $20M
DFIS
Dimensional ETF Tr Dimensional

ETFs
26.4K
+ 6.62%
$24.25 - $26.7 $640K - $705K
425K $10.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
84.6K
+ 100.98%
$18.41 - $40.87 $1.56M - $3.46M
168K $3.12M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.57K
+ 1.31%
$160.89 - $176.18 $253K - $277K
122K $19.7M
AVEM
American Centy ETF Tr Avantis

ETFs
9.01K
+ 5.31%
$58.59 - $66.14 $528K - $596K
179K $10.5M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
19.6K
+ 7.47%
$19.74 - $23.59 $386K - $461K
281K $5.57M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.4K
+ 0.76%
$34.13 - $37.35 $47.9K - $52.4K
186K $6.35M
Activity Summary
Buys All Purchases 114 New Holdings 19 Increased Positions 95 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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