Bedell Frazier Investment Counseling, LLC Purchases in Q4 2024

Bedell Frazier Investment Counseling, LLC

  • $402 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
196K
New
$44.89 - $51.34 $8.82M - $10.1M
196K $9.5M
AMZN
Amazon Com Inc

Consumer Cyclical
27.9K
+ 33.13%
$180.88 - $232.93 $5.05M - $6.5M
112K $24.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
58.2K
New
$134.53 - $150.65 $7.82M - $8.76M
58.2K $7.87M
TGT
Target Corp

Consumer Defensive
44K
New
$121.59 - $160.69 $5.35M - $7.06M
44K $5.94M
ROK
Rockwell Automation, Inc

Industrials
16.2K
New
$264.65 - $302.92 $4.29M - $4.91M
16.2K $4.63M
GOOGL
Alphabet Inc.

Communication Services
13.4K
+ 21.5%
$161.86 - $196.66 $2.16M - $2.63M
75.5K $14.3M
ROKU
Roku, Inc

Communication Services
49.7K
New
$64.08 - $84.12 $3.19M - $4.18M
49.7K $3.7M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
277K
+ 72.83%
$12.74 - $14.23 $3.54M - $3.95M
659K $8.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.22K
+ 467.97%
$521.84 - $558.82 $3.25M - $3.48M
7.55K $4.07M
EOG
Eog Resources Inc

Energy
21K
New
$118.22 - $136.54 $2.48M - $2.87M
21K $2.58M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
9.44K
New
$81.34 - $96.75 $768K - $914K
9.44K $768K
CELH
Celsius Holdings, Inc.

Consumer Defensive
33.3K
+ 76.3%
$25.66 - $34.91 $853K - $1.16M
76.8K $2.02M
CVX
Chevron Corp

Energy
4.74K
+ 35.72%
$141.15 - $162.53 $669K - $771K
18K $2.61M
PFE
Pfizer Inc

Healthcare
23.3K
New
$24.8 - $30.19 $577K - $703K
23.3K $617K
BAC
Bank Of America Corp

Financial Services
859
+ 0.71%
$39.22 - $47.77 $33.7K - $41K
121K $5.33M
JPM
Jpmorgan Chase & CO

Financial Services
137
+ 0.99%
$205.18 - $250.29 $28.1K - $34.3K
13.9K $3.33M
CRDO
Credo Technology Group Holding LTD

Technology
5.59K
New
$30.16 - $77.25 $169K - $432K
5.59K $376K
GS
Goldman Sachs Group Inc

Financial Services
273
+ 10.85%
$486.1 - $608.57 $133K - $166K
2.79K $1.6M
VRT
Vertiv Holdings CO

Industrials
3.65K
New
N/A
3.65K $316K
AMD
Advanced Micro Devices Inc

Technology
3.11K
+ 174.55%
$118.88 - $172.8 $369K - $537K
4.89K $590K
SNOW
Snowflake Inc.

Technology
1.61K
New
$109.65 - $186.51 $177K - $300K
1.61K $248K
XLK
Technology Sector Spdr

ETFs
1.06K
New
$220.26 - $241.44 $234K - $257K
1.06K $247K
TT
Trane Technologies PLC

Industrials
732
+ 45.33%
$369.35 - $419.14 $270K - $307K
2.35K $866K
XLY
Select Sector Spdr Consumer Di

ETFs
986
New
$194.8 - $239.43 $192K - $236K
986 $221K
MDB
Mongo Db, Inc.

Technology
896
New
$232.81 - $350.13 $209K - $314K
896 $208K
GOOG
Alphabet Inc.

Communication Services
30
+ 0.62%
$163.08 - $198.16 $4.89K - $5.94K
4.88K $928K
NFLX
Netflix Inc

Communication Services
10
+ 2.21%
$687.65 - $936.56 $6.88K - $9.37K
462 $411K
SPY
Spdr S&P 500 ETF Trust

ETFs
118
+ 7.29%
$567.81 - $607.81 $67K - $71.7K
1.74K $1.02M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.01K
+ 46.32%
$99.2 - $108.47 $99.8K - $109K
3.18K $316K
CRWD
Crowd Strike Holdings, Inc.

Technology
40
+ 5.39%
$275.15 - $388.2 $11K - $15.5K
782 $267K
WMT
Walmart Inc.

Consumer Defensive
120
+ 3.22%
$79.1 - $95.7 $9.49K - $11.5K
3.84K $347K
PANW
Palo Alto Networks Inc

Technology
1.91K
+ 100.21%
$181.96 - $405.9 $348K - $776K
3.82K $695K
CB
Chubb LTD

Financial Services
170
+ 8.29%
$271.57 - $301.89 $46.2K - $51.3K
2.22K $613K
Lam Research Corp
13.8K
New
N/A
13.8K $0
Amplify ETF Tr
112
+ 0.94%
N/A
12K $0
FBT
First Trust Nyse Arca Biotechn

ETFs
15
+ 0.26%
$161.65 - $178.69 $2.42K - $2.68K
5.83K $968K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
497
+ 2.39%
$96.64 - $101.23 $48K - $50.3K
21.3K $2.06M
MSFT
Microsoft Corp

Technology
14
+ 0.05%
$406.35 - $454.46 $5.69K - $6.36K
29K $12.2M
XOM
Exxon Mobil Corp

Energy
3.37K
+ 4.49%
$105.51 - $125.37 $355K - $422K
78.3K $8.43M
VZ
Verizon Communications Inc

Communication Services
3.53K
+ 3.36%
$39.6 - $45.21 $140K - $160K
109K $4.35M
LLY
Eli Lilly & CO

Healthcare
48
+ 1.17%
$727.2 - $932.06 $34.9K - $44.7K
4.15K $3.2M
KO
Coca Cola CO

Consumer Defensive
2.89K
+ 1.8%
$61.74 - $71.71 $179K - $207K
164K $10.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
92
+ 1.91%
$701.85 - $1046.91 $64.6K - $96.3K
4.91K $3.49M
Activity Summary
Buys All Purchases 44 New Holdings 16 Increased Positions 28 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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