Ami Investment Management Inc Purchases in Q4 2024

Ami Investment Management Inc

  • $283 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
94.4K
+ 16.23%
$58.02 - $58.88 $5.48M - $5.56M
676K $39.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.73K
+ 15.0%
$567.81 - $607.81 $1.55M - $1.66M
21K $12.3M
GOOG
Alphabet Inc.

Communication Services
1.27K
+ 2.88%
$163.08 - $198.16 $208K - $252K
45.5K $8.66M
VGIT
Vanguard Intermediate Term Tre

ETFs
28.2K
+ 15.08%
$57.78 - $60.4 $1.63M - $1.7M
215K $12.5M
V
Visa Inc.

Financial Services
1.35K
+ 9.18%
$273.87 - $320.91 $371K - $435K
16.1K $5.09M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.4K
+ 8.29%
$77.86 - $79.27 $1.2M - $1.22M
201K $15.6M
AMZN
Amazon Com Inc

Consumer Cyclical
964
+ 4.75%
$180.88 - $232.93 $174K - $225K
21.3K $4.67M
XLP
Consumer Staples Sector Spdr

ETFs
11.5K
+ 150.86%
N/A
19.2K $1.46M
VCR
Vanguard Consumer Discretionar

ETFs
1.58K
+ 23.12%
$328.51 - $401.37 $518K - $633K
8.4K $3.15M
IWM
Ishares Russell 2000 ETF

ETFs
3K
New
$216.13 - $242.4 $649K - $727K
3K $663K
SYK
Stryker Corp

Healthcare
1.1K
+ 11.85%
$345.14 - $392.15 $378K - $430K
10.3K $3.72M
ELV
Elevance Health, Inc.

Healthcare
1.95K
+ 78.26%
$365.96 - $514.62 $713K - $1M
4.44K $1.64M
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 22.6%
$261.5 - $284.63 $271K - $295K
5.62K $1.48M
MSFT
Microsoft Corp

Technology
1.01K
+ 4.75%
$406.35 - $454.46 $409K - $458K
22.2K $9.36M
FDX
Fedex Corp

Industrials
433
+ 2.93%
$260.5 - $305.15 $113K - $132K
15.2K $4.28M
MUB
Ishares National Muni Bond ETF

ETFs
2.07K
+ 54.18%
$105.78 - $108.7 $219K - $225K
5.88K $626K
GOOGL
Alphabet Inc.

Communication Services
1.09K
New
$161.86 - $196.66 $177K - $215K
1.09K $207K
SCHG
Schwab Strategic Tr Us Large C

ETFs
40.2K
+ 298.24%
$25.93 - $105.3 $1.04M - $4.23M
53.7K $1.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
16
+ 0.87%
$481.22 - $538.17 $7.7K - $8.61K
1.86K $952K
HBNC
Horizon Bancorp Inc

Financial Services
1.11K
+ 10.25%
$14.57 - $18.76 $16.2K - $20.8K
11.9K $192K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.42%
$873.59 - $994.69 $874 - $995
240 $219K
Doubleline ETF Trust
27.1K
+ 12.86%
N/A
238K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
37.2K
+ 9.02%
N/A
449K $0
UNH
Unitedhealth Group Inc

Healthcare
758
+ 14.98%
$485.52 - $625.25 $368K - $474K
5.82K $2.94M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
66.7K
+ 190.68%
$22.01 - $66.82 $1.47M - $4.46M
102K $2.31M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.51K
+ 1.52%
$49.79 - $51.14 $125K - $129K
168K $8.42M
VNQ
Vanguard Specialized Funds Van

ETFs
1.36K
+ 5.5%
$87.85 - $98.6 $119K - $134K
26K $2.32M
RTX
Raytheon Technologies Corp

Industrials
828
+ 2.3%
$114.45 - $127.21 $94.8K - $105K
36.9K $4.27M
UNP
Union Pacific Corp

Industrials
715
+ 4.84%
$223.15 - $249.32 $160K - $178K
15.5K $3.53M
JNJ
Johnson & Johnson

Healthcare
1.61K
+ 6.73%
$143.34 - $165.86 $230K - $267K
25.5K $3.69M
HSY
Hershey CO

Consumer Defensive
288
+ 2.69%
$168.67 - $193.65 $48.6K - $55.8K
11K $1.86M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
44.8K
+ 87.18%
$18.41 - $40.87 $824K - $1.83M
96.1K $1.78M
MU
Micron Technology Inc

Technology
201
+ 0.85%
$84.16 - $113.41 $16.9K - $22.8K
23.9K $2.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
212K
+ 168.73%
$22.4 - $68.28 $4.76M - $14.5M
338K $7.84M
Activity Summary
Buys All Purchases 35 New Holdings 2 Increased Positions 33 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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