Albion Financial Group Incresed Positions in Q4 2024

Albion Financial Group

  • $1.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
6.84K
+ 2.84%
$180.88 - $232.93 $1.24M - $1.59M
248K $54.3M
AAPL
Apple Inc.

Technology
2.38K
+ 0.68%
$221.69 - $259.02 $528K - $617K
351K $87.9M
UBER
Uber Technologies, Inc

Technology
88.8K
+ 2061.78%
$59.93 - $86.34 $5.32M - $7.67M
93.2K $5.62M
NVDA
Nvidia Corp

Technology
3.28K
+ 1.08%
$117.0 - $148.88 $383K - $488K
305K $41M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
71.8K
+ 18.27%
$50.62 - $50.97 $3.63M - $3.66M
465K $23.6M
V
Visa Inc.

Financial Services
1.2K
+ 1.82%
$273.87 - $320.91 $329K - $385K
67K $21.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
57.4K
+ 12.19%
$57.78 - $60.4 $3.32M - $3.47M
528K $30.7M
DIS
Walt Disney CO

Communication Services
2.95K
+ 3.03%
$92.39 - $117.6 $273K - $347K
100K $11.2M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
24.7K
+ 62.68%
$72.28 - $78.42 $1.79M - $1.94M
64.2K $4.66M
JMBS
Janus Detroit Str Tr Henderson

ETFs
65.4K
+ 13.72%
$44.03 - $46.65 $2.88M - $3.05M
542K $23.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.6K
+ 6.41%
$77.86 - $79.27 $1.52M - $1.55M
325K $25.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
18.7K
+ 11198.2%
$55.97 - $62.75 $1.05M - $1.17M
18.9K $1.08M
TSLA
Tesla, Inc.

Consumer Cyclical
34
+ 0.48%
$213.65 - $479.86 $7.26K - $16.3K
7.1K $2.87M
CSCO
Cisco Systems, Inc.

Technology
432
+ 0.27%
$52.45 - $60.02 $22.7K - $25.9K
159K $9.4M
MUB
Ishares National Muni Bond ETF

ETFs
8.6K
+ 10.74%
$105.78 - $108.7 $910K - $935K
88.7K $9.45M
VRT
Vertiv Holdings CO

Industrials
7.01K
+ 6.89%
N/A
109K $9.42M
GOOG
Alphabet Inc.

Communication Services
1.15K
+ 9.13%
$163.08 - $198.16 $187K - $227K
13.7K $2.61M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.05K
+ 162.25%
$417.69 - $450.94 $440K - $475K
1.7K $724K
WSM
Williams Sonoma Inc

Consumer Cyclical
318
+ 2.77%
$129.13 - $198.21 $41.1K - $63K
11.8K $2.19M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.7K
+ 336.36%
$100.18 - $109.1 $371K - $404K
4.8K $503K
ADP
Automatic Data Processing Inc

Industrials
1.07K
+ 42.68%
$280.08 - $307.97 $299K - $329K
3.57K $1.04M
META
Meta Platforms, Inc.

Communication Services
540
+ 42.45%
$554.08 - $632.68 $299K - $342K
1.81K $1.07M
XOM
Exxon Mobil Corp

Energy
2.98K
+ 91.92%
$105.51 - $125.37 $314K - $374K
6.22K $669K
LOW
Lowes Companies Inc

Consumer Cyclical
1.12K
+ 37200.0%
$244.52 - $284.07 $273K - $317K
1.12K $276K
TJX
Tjx Companies Inc

Consumer Cyclical
2.05K
+ 38.42%
$112.15 - $127.2 $230K - $261K
7.4K $893K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
269K
+ 216.1%
$26.93 - $84.95 $7.24M - $22.8M
393K $10.7M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
277
+ 0.26%
$9.71 - $15.34 $2.69K - $4.25K
107K $1.43M
DHR
Danaher Corp

Healthcare
1.01K
+ 360.71%
$226.16 - $274.52 $228K - $277K
1.29K $296K
PABU
Ishares Tr Ishares Paris Align

ETFs
1.04K
+ 1.51%
$62.36 - $67.49 $65.1K - $70.5K
70.2K $4.57M
VGT
Vanguard Information Technolog

ETFs
176
+ 16.56%
$571.78 - $647.97 $101K - $114K
1.24K $770K
TTD
Trade Desk, Inc.

Technology
138
+ 0.99%
$108.7 - $139.51 $15K - $19.3K
14K $1.65M
SYK
Stryker Corp

Healthcare
338
+ 112.67%
$345.14 - $392.15 $117K - $133K
638 $229K
IWP
Ishares Russell Mid Cap Growth

ETFs
901
+ 450.5%
$116.4 - $138.52 $105K - $125K
1.1K $139K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
390
+ 1.26%
$113.29 - $121.45 $44.2K - $47.4K
31.2K $3.62M
TXN
Texas Instruments Inc

Technology
562
+ 2.23%
N/A
25.8K $5.02M
NXPI
Nxp Semiconductors N.V.

Technology
500
+ 263.16%
$207.27 - $255.58 $104K - $128K
690 $143K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.2K
+ 2.89%
$50.67 - $50.9 $111K - $112K
78.4K $3.97M
DUK
Duke Energy Corp

Utilities
1.32K
+ 18.78%
$105.76 - $120.76 $140K - $160K
8.37K $901K
EQIX
Equinix Inc

Real Estate
21
+ 2.35%
$865.69 - $985.0 $18.2K - $20.7K
915 $862K
BAC
Bank Of America Corp

Financial Services
66
+ 0.52%
$39.22 - $47.77 $2.59K - $3.15K
12.8K $563K
PYPL
Pay Pal Holdings, Inc.

Financial Services
301
+ 7.5%
$77.25 - $91.3 $23.3K - $27.5K
4.32K $368K
GNRC
Generac Holdings Inc.

Industrials
350
+ 350.0%
$154.28 - $195.11 $54K - $68.3K
450 $69K
NFLX
Netflix Inc

Communication Services
56
+ 622.22%
$687.65 - $936.56 $38.5K - $52.4K
65 $57K
GILD
Gilead Sciences, Inc.

Healthcare
506
+ 182.67%
$83.95 - $97.9 $42.5K - $49.5K
783 $72K
BR
Broadridge Financial Solutions, Inc.

Technology
78
+ 2.78%
$209.64 - $236.44 $16.4K - $18.4K
2.88K $651K
MO
Altria Group, Inc.

Consumer Defensive
871
+ 46.11%
$49.06 - $57.74 $42.7K - $50.3K
2.76K $144K
VGSH
Vanguard

ETFs
812
+ 18.33%
$58.02 - $58.88 $47.1K - $47.8K
5.24K $305K
BMY
Bristol Myers Squibb CO

Healthcare
649
+ 54.08%
$51.92 - $59.94 $33.7K - $38.9K
1.85K $104K
JBBB
Janus Detroit Str Tr Henderson

ETFs
800
+ 16.75%
$48.59 - $49.45 $38.9K - $39.6K
5.58K $274K
Activity Summary
Buys All Purchases 349 New Holdings 197 Increased Positions 152 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Albion Financial Group Portfolio

Follow Albion Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Albion Financial Group , based on Form 13F filings with the SEC.

News

Stay updated on Albion Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email