Beese Fulmer Investment Management, Inc. Incresed Positions in Q4 2024

Beese Fulmer Investment Management, Inc.

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
788
+ 0.45%
$180.88 - $232.93 $143K - $184K
177K $38.8M
GOOGL
Alphabet Inc.

Communication Services
1.65K
+ 1.13%
$161.86 - $196.66 $268K - $325K
147K $27.9M
DIS
Walt Disney CO

Communication Services
631
+ 0.5%
$92.39 - $117.6 $58.3K - $74.2K
127K $14.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18.7K
+ 16.13%
$77.86 - $79.27 $1.45M - $1.48M
134K $10.5M
META
Meta Platforms, Inc.

Communication Services
147
+ 0.43%
$554.08 - $632.68 $81.4K - $93K
34.7K $20.4M
AON
Aon PLC

Financial Services
409
+ 1.62%
$344.14 - $393.31 $141K - $161K
25.7K $9.22M
CRWD
Crowd Strike Holdings, Inc.

Technology
20
+ 0.42%
$275.15 - $388.2 $5.5K - $7.76K
4.75K $1.63M
TSLA
Tesla, Inc.

Consumer Cyclical
73
+ 4.38%
$213.65 - $479.86 $15.6K - $35K
1.74K $702K
VB
Vanguard Small Cap ETF

ETFs
981
+ 21.55%
$233.76 - $261.58 $229K - $257K
5.53K $1.33M
ETN
Eaton Corp PLC

Industrials
647
+ 1.62%
$326.96 - $377.52 $212K - $244K
40.6K $13.5M
BMY
Bristol Myers Squibb CO

Healthcare
18
+ 0.07%
$51.92 - $59.94 $935 - $1.08K
25.2K $1.43M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
12.6K
+ 9.71%
$5.22 - $5.86 $65.9K - $73.9K
143K $809K
ISRG
Intuitive Surgical Inc

Healthcare
66
+ 4.31%
$471.27 - $550.62 $31.1K - $36.3K
1.6K $834K
TXN
Texas Instruments Inc

Technology
420
+ 0.76%
N/A
55.7K $10.8M
FOXA
Fox Corp

Communication Services
500
+ 5.86%
$41.35 - $49.99 $20.7K - $25K
9.03K $438K
PNC
Pnc Financial Services Group, Inc.

Financial Services
181
+ 4.22%
$178.39 - $215.0 $32.3K - $38.9K
4.47K $861K
TFC
Truist Financial Corp

Financial Services
1.3K
+ 8.69%
$41.51 - $48.1 $54K - $62.6K
16.3K $706K
FDX
Fedex Corp

Industrials
1
+ 0.01%
$260.5 - $305.15 $261 - $305
7.84K $2.21M
PM
Philip Morris International Inc.

Consumer Defensive
1.46K
+ 1.32%
$118.38 - $133.06 $172K - $194K
112K $13.5M
IBM
International Business Machines Corp

Technology
218
+ 2.14%
$204.9 - $238.04 $44.7K - $51.9K
10.4K $2.28M
SYK
Stryker Corp

Healthcare
224
+ 0.53%
$345.14 - $392.15 $77.3K - $87.8K
42.4K $15.3M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.15%
$570.51 - $610.59 $1.71K - $1.83K
1.98K $1.17M
VIG
Vanguard Dividend Appreciation

ETFs
32
+ 0.26%
N/A
12.3K $2.24M
VTV
Vanguard Value ETF

ETFs
73
+ 1.51%
$168.32 - $181.87 $12.3K - $13.3K
4.92K $833K
UPS
United Parcel Service Inc

Industrials
543
+ 6.7%
$122.65 - $138.35 $66.6K - $75.1K
8.65K $1.09M
FE
Firstenergy Corp

Utilities
600
+ 6.63%
$39.14 - $44.52 $23.5K - $26.7K
9.65K $384K
DUK
Duke Energy Corp

Utilities
135
+ 3.07%
$105.76 - $120.76 $14.3K - $16.3K
4.53K $488K
EFA
Ishares Tr Msci Eafe ETF

ETFs
4
+ 0.07%
$75.1 - $82.99 $300 - $332
5.96K $450K
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 1.66%
$1666.0 - $2117.3 $5K - $6.35K
184 $312K
TSCO
Tractor Supply CO

Consumer Cyclical
5.84K
+ 349.46%
$52.59 - $303.74 $307K - $1.77M
7.52K $398K
LMT
Lockheed Martin Corp

Industrials
21
+ 1.85%
$479.66 - $614.62 $10.1K - $12.9K
1.16K $562K
GD
General Dynamics Corp

Industrials
53
+ 1.11%
$260.28 - $314.03 $13.8K - $16.6K
4.84K $1.28M
LAMR
Lamar Advertising CO

Real Estate
242
+ 1.19%
$121.37 - $138.11 $29.4K - $33.4K
20.6K $2.5M
DELL
Dell Technologies Inc.

Technology
545
+ 0.56%
$111.96 - $144.21 $61K - $78.6K
98.4K $11.3M
TDG
Trans Digm Group Inc

Industrials
37
+ 1.86%
$1239.0 - $1442.53 $45.8K - $53.4K
2.02K $2.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
224
+ 0.39%
$442.29 - $483.08 $99.1K - $108K
58.2K $26.4M
CAT
Caterpillar Inc

Industrials
53
+ 0.33%
$360.37 - $416.88 $19.1K - $22.1K
16.2K $5.88M
CB
Chubb LTD

Financial Services
413
+ 0.72%
$271.57 - $301.89 $112K - $125K
57.6K $15.9M
IR
Ingersoll Rand Inc.

Industrials
1.14K
+ 1.2%
$90.46 - $105.35 $103K - $120K
95.9K $8.68M
FCX
Freeport Mcmoran Inc

Basic Materials
704
+ 1.08%
$38.08 - $50.82 $26.8K - $35.8K
65.8K $2.51M
RTX
Raytheon Technologies Corp

Industrials
620
+ 0.35%
$114.45 - $127.21 $71K - $78.9K
176K $20.3M
MSFT
Microsoft Corp

Technology
339
+ 0.26%
$406.35 - $454.46 $138K - $154K
132K $55.8M
ADBE
Adobe Inc.

Technology
690
+ 3.45%
$437.39 - $552.96 $302K - $382K
20.7K $9.21M
UNH
Unitedhealth Group Inc

Healthcare
511
+ 2.25%
$485.52 - $625.25 $248K - $320K
23.3K $11.8M
XOM
Exxon Mobil Corp

Energy
921
+ 0.48%
$105.51 - $125.37 $97.2K - $115K
191K $20.6M
JNJ
Johnson & Johnson

Healthcare
869
+ 0.69%
$143.34 - $165.86 $125K - $144K
126K $18.2M
MRK
Merck & Co., Inc.

Healthcare
1.27K
+ 0.79%
$96.31 - $114.76 $122K - $145K
162K $16.1M
DHI
Horton D R Inc

Consumer Cyclical
1.24K
+ 2.18%
$137.24 - $194.56 $170K - $241K
58.1K $8.12M
NVO
Novo Nordisk A S

Healthcare
1.26K
+ 0.77%
$85.0 - $120.04 $107K - $151K
165K $14.2M
Activity Summary
Buys All Purchases 54 New Holdings 4 Increased Positions 50 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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