Bellevue Asset Management, LLC Purchases in Q4 2024

Bellevue Asset Management, LLC

  • $192 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
40.9K
New
$24.55 - $25.16 $1M - $1.03M
40.9K $1.01M
PLTR
Palantir Technologies Inc.

Technology
1
+ 0.01%
$36.46 - $82.38 $36.5 - $82.4
20K $1.51M
COST
Costco Wholesale Corp

Consumer Defensive
68
+ 0.99%
$873.59 - $994.69 $59.4K - $67.6K
6.94K $6.36M
LLY
Eli Lilly & CO

Healthcare
367
+ 183.5%
$727.2 - $932.06 $267K - $342K
567 $437K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.9K
+ 426.15%
$25.93 - $105.3 $437K - $1.78M
20.8K $580K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.04%
$205.18 - $250.29 $410 - $501
5.4K $1.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
346
+ 37.32%
$442.29 - $483.08 $153K - $167K
1.27K $577K
VCR
Vanguard Consumer Discretionar

ETFs
2
+ 0.05%
$328.51 - $401.37 $657 - $803
3.66K $1.37M
V
Visa Inc.

Financial Services
21
+ 0.91%
$273.87 - $320.91 $5.75K - $6.74K
2.33K $734K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.08K
New
$45.07 - $47.1 $93.8K - $98.1K
2.08K $94K
NVDA
Nvidia Corp

Technology
26
+ 0.45%
$117.0 - $148.88 $3.04K - $3.87K
5.77K $774K
IVV
Ishares Core S&P 500 ETF

ETFs
117
+ 63.24%
$570.51 - $610.59 $66.7K - $71.4K
302 $177K
FNDA
Schwab Fundamental U S Small C

ETFs
3.85K
+ 208.06%
$29.26 - $59.11 $113K - $227K
5.69K $169K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23K
+ 229.83%
$26.93 - $84.95 $619K - $1.95M
33K $900K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
400
New
$113.92 - $127.38 $45.6K - $51K
400 $46K
IVW
Ishares S&P 500 Growth ETF

ETFs
409
New
$94.43 - $105.47 $38.6K - $43.1K
409 $41K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
961
New
$43.02 - $47.32 $41.3K - $45.5K
961 $41K
IWR
Ishares Russell Mid Cap ETF

ETFs
449
+ 29.83%
$87.25 - $95.52 $39.2K - $42.9K
1.95K $172K
FNDX
Schwab Fundamental U S Large C

ETFs
2.12K
+ 870.49%
$23.49 - $71.77 $49.9K - $152K
2.37K $56K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.3K
+ 223.26%
$22.4 - $68.28 $275K - $839K
17.8K $412K
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 1.15%
$567.81 - $607.81 $11.9K - $12.8K
1.85K $1.08M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
901
+ 51.31%
$39.3 - $41.34 $35.4K - $37.2K
2.66K $104K
AVGO
Broadcom Inc.

Technology
141
New
$159.67 - $250.0 $22.5K - $35.3K
141 $32K
WRB
Berkley W R Corp

Financial Services
124
+ 0.92%
$56.48 - $64.94 $7K - $8.05K
13.6K $798K
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$39.22 - $47.77 $39.2 - $47.8
7.57K $332K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
620
New
$49.03 - $53.35 $30.4K - $33.1K
620 $31K
QUAL
Ishares Msci Usa Quality Facto

ETFs
165
+ 120.44%
$176.42 - $186.91 $29.1K - $30.8K
302 $53K
IWS
Ishares Russell Midcap Value E

ETFs
192
+ 96.0%
$128.08 - $140.32 $24.6K - $26.9K
392 $50K
PCAR
Paccar Inc

Industrials
56
+ 1.81%
$97.92 - $118.41 $5.48K - $6.63K
3.16K $328K
MBB
Ishares Tr

ETFs
253
New
$91.26 - $95.82 $23.1K - $24.2K
253 $23K
FNDF
Schwab Fundamental Intl Large

ETFs
652
+ 1481.82%
$32.92 - $37.15 $21.5K - $24.2K
696 $23K
IYF
Ishares Tr

ETFs
2
+ 0.07%
$102.7 - $119.05 $205 - $238
2.98K $329K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
35
+ 27.56%
$521.84 - $558.82 $18.3K - $19.6K
162 $87K
SCHA
Schwab Strategic Tr Us Small C

ETFs
816
+ 551.35%
$25.33 - $51.16 $20.7K - $41.7K
964 $24K
IVE
Ishares S&P 500 Value ETF

ETFs
86
New
$189.5 - $206.17 $16.3K - $17.7K
86 $16K
BIDU
Baidu, Inc.

Communication Services
170
New
$80.33 - $115.13 $13.7K - $19.6K
170 $14K
IYW
Ishares Dj Us Tech ETF

ETFs
67
+ 446.67%
$148.14 - $166.23 $9.93K - $11.1K
82 $13K
IGE
Ishares Tr North Amern Nat Res

ETFs
266
New
$41.52 - $48.01 $11K - $12.8K
266 $11K
GILD
Gilead Sciences, Inc.

Healthcare
65
+ 10.73%
$83.95 - $97.9 $5.46K - $6.36K
671 $61K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
177
New
$60.13 - $67.31 $10.6K - $11.9K
177 $10K
SGOL
Abrdn Gold ETF Trust

ETFs
419
New
$24.46 - $26.62 $10.2K - $11.2K
419 $10K
TIP
Ishares Tr Tips Bd ETF

ETFs
87
+ 108.75%
$106.33 - $110.69 $9.25K - $9.63K
167 $17K
BK
Bank Of New York Mellon Corp

Financial Services
108
New
$70.82 - $81.87 $7.65K - $8.84K
108 $8K
EMB
Ishares Tr

ETFs
100
New
$88.94 - $93.46 $8.89K - $9.35K
100 $8K
ALL
Allstate Corp

Financial Services
45
New
$181.25 - $208.2 $8.16K - $9.37K
45 $8K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
31
New
$278.19 - $315.36 $8.62K - $9.78K
31 $8K
TPYP
Managed Portfolio Ser Tortoise

ETFs
240
New
$31.7 - $36.82 $7.61K - $8.84K
240 $8K
WMT
Walmart Inc.

Consumer Defensive
87
New
$79.1 - $95.7 $6.88K - $8.33K
87 $7K
TLT
Ishares Barclays 20+ Year Trea

ETFs
81
New
$87.1 - $98.49 $7.06K - $7.98K
81 $7K
Activity Summary
Buys All Purchases 175 New Holdings 50 Increased Positions 125 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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