Bbr Partners, LLC Incresed Positions in Q4 2024

Bbr Partners, LLC

  • $1.41 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
6.27K
+ 0.63%
$567.81 - $607.81 $3.56M - $3.81M
998K $585M
AAPL
Apple Inc.

Technology
25.9K
+ 13.3%
$221.69 - $259.02 $5.75M - $6.72M
221K $55.3M
IVV
Ishares Core S&P 500 ETF

ETFs
4.06K
+ 2.2%
$570.51 - $610.59 $2.32M - $2.48M
189K $111M
GOOG
Alphabet Inc.

Communication Services
17K
+ 40.03%
$163.08 - $198.16 $2.77M - $3.37M
59.4K $11.3M
GOOGL
Alphabet Inc.

Communication Services
10.7K
+ 12.17%
$161.86 - $196.66 $1.73M - $2.11M
98.8K $18.7M
AMZN
Amazon Com Inc

Consumer Cyclical
6.26K
+ 15.23%
$180.88 - $232.93 $1.13M - $1.46M
47.4K $10.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 300.0%
$664750.0 - $724132.5 $1.99M - $2.17M
4 $2.72M
META
Meta Platforms, Inc.

Communication Services
3.26K
+ 114.49%
$554.08 - $632.68 $1.81M - $2.07M
6.12K $3.61M
APO
Apollo Global Management, Inc.

Financial Services
8.69K
+ 118.6%
$131.36 - $178.61 $1.14M - $1.55M
16K $2.65M
WMT
Walmart Inc.

Consumer Defensive
11.5K
+ 17.11%
$79.1 - $95.7 $912K - $1.1M
78.9K $7.13M
JPM
Jpmorgan Chase & CO

Financial Services
228
+ 0.69%
$205.18 - $250.29 $46.8K - $57.1K
33.5K $8.02M
PFG
Principal Financial Group Inc

Financial Services
11.1K
+ 100.47%
$74.91 - $91.26 $828K - $1.01M
22.1K $1.71M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.24K
+ 5.06%
$174.22 - $187.62 $1.09M - $1.17M
130K $22.7M
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 0.02%
$280.04 - $302.45 $3.92K - $4.23K
89.9K $26M
HD
Home Depot, Inc.

Consumer Cyclical
1.54K
+ 38.79%
$385.02 - $431.37 $594K - $666K
5.52K $2.15M
NVDA
Nvidia Corp

Technology
3.49K
+ 70.85%
$117.0 - $148.88 $408K - $519K
8.41K $1.13M
MCD
Mcdonalds Corp

Consumer Cyclical
2.01K
+ 40.36%
$288.47 - $316.54 $581K - $637K
7K $2.03M
PM
Philip Morris International Inc.

Consumer Defensive
4.03K
+ 2.79%
$118.38 - $133.06 $477K - $537K
149K $17.9M
PANW
Palo Alto Networks Inc

Technology
2.78K
+ 195.3%
$181.96 - $405.9 $506K - $1.13M
4.21K $765K
WFC
Wells Fargo & Company

Financial Services
163
+ 0.94%
$54.98 - $77.35 $8.96K - $12.6K
17.6K $1.23M
UNH
Unitedhealth Group Inc

Healthcare
554
+ 110.8%
$485.52 - $625.25 $269K - $346K
1.05K $533K
WDC
Western Digital Corp

Technology
5K
+ 50.0%
$59.62 - $73.43 $298K - $367K
15K $894K
GLD
Spdr Gold Trust

ETFs
880
+ 10.06%
$236.59 - $257.5 $208K - $227K
9.63K $2.33M
AXP
American Express CO

Financial Services
546
+ 43.51%
$267.35 - $305.57 $146K - $167K
1.8K $534K
ARCC
Ares Capital Corp

Financial Services
5
+ 0.0%
$20.74 - $22.27 $104 - $111
156K $3.42M
TWLO
Twilio Inc

Communication Services
4
+ 0.12%
$63.73 - $114.96 $255 - $460
3.42K $369K
BAC
Bank Of America Corp

Financial Services
1.78K
+ 22.1%
$39.22 - $47.77 $69.7K - $84.9K
9.82K $431K
BA
Boeing CO

Industrials
7
+ 0.17%
$138.14 - $180.72 $967 - $1.27K
4.02K $712K
CBRE
Cbre Group, Inc.

Real Estate
35
+ 0.34%
$119.22 - $140.71 $4.17K - $4.92K
10.4K $1.37M
LNG
Cheniere Energy, Inc.

Energy
85
+ 5.4%
$181.07 - $225.92 $15.4K - $19.2K
1.66K $356K
NTRS
Northern Trust Corp

Financial Services
5
+ 0.09%
$88.4 - $111.16 $442 - $556
5.36K $549K
DHR
Danaher Corp

Healthcare
467
+ 54.56%
$226.16 - $274.52 $106K - $128K
1.32K $303K
SCHW
Schwab Charles Corp

Financial Services
81
+ 1.62%
$63.31 - $82.85 $5.13K - $6.71K
5.08K $376K
RTX
Raytheon Technologies Corp

Industrials
720
+ 11.82%
$114.45 - $127.21 $82.4K - $91.6K
6.81K $788K
AON
Aon PLC

Financial Services
9
+ 0.25%
$344.14 - $393.31 $3.1K - $3.54K
3.67K $1.32M
DSI
Ishares Msci Kld 400 Social Et

ETFs
25
+ 0.08%
$107.41 - $115.71 $2.69K - $2.89K
32.3K $3.57M
STT
State Street Corp

Financial Services
22
+ 0.56%
$85.96 - $100.78 $1.89K - $2.22K
3.92K $384K
EEMA
Ishares Msci Emerging Markets

ETFs
802
+ 25.64%
$71.65 - $82.07 $57.5K - $65.8K
3.93K $281K
HON
Honeywell International Inc

Industrials
46
+ 4.13%
$202.84 - $236.0 $9.33K - $10.9K
1.16K $262K
ADBE
Adobe Inc.

Technology
162
+ 25.96%
$437.39 - $552.96 $70.9K - $89.6K
786 $349K
KMX
Carmax Inc

Consumer Cyclical
2
+ 0.05%
$71.11 - $87.2 $142 - $174
4.27K $349K
VZ
Verizon Communications Inc

Communication Services
1.38K
+ 17.18%
$39.6 - $45.21 $54.5K - $62.2K
9.38K $375K
LLY
Eli Lilly & CO

Healthcare
250
+ 15.66%
$727.2 - $932.06 $182K - $233K
1.85K $1.43M
VO
Vanguard Mid Cap ETF

ETFs
18
+ 0.1%
$261.5 - $284.63 $4.71K - $5.12K
19K $5.01M
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.15%
$233.76 - $261.58 $935 - $1.05K
2.7K $648K
CVX
Chevron Corp

Energy
382
+ 2.0%
$141.15 - $162.53 $53.9K - $62.1K
19.4K $2.82M
FDX
Fedex Corp

Industrials
7
+ 0.86%
$260.5 - $305.15 $1.82K - $2.14K
822 $231K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27
+ 0.15%
$33.92 - $36.6 $916 - $988
17.9K $619K
RSG
Republic Services, Inc.

Industrials
13
+ 0.79%
$198.0 - $218.75 $2.57K - $2.84K
1.66K $334K
Activity Summary
Buys All Purchases 111 New Holdings 29 Increased Positions 82 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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