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
MRK
Merck & Co., Inc.

Healthcare
45
+ 7.18%
$96.31 - $114.76 $4.33K - $5.16K
672 $66K
VPU
Vanguard Utilities ETF

ETFs
1
+ 0.19%
$160.52 - $179.11 $161 - $179
526 $85K
ABT
Abbott Laboratories

Healthcare
48
+ 0.36%
$111.93 - $119.39 $5.37K - $5.73K
13.5K $1.52M
FVD
First Tr Value Line Divid Inde

ETFs
277
+ 2.53%
$43.4 - $46.7 $12K - $12.9K
11.2K $489K
SO
Southern CO

Utilities
4
+ 0.38%
$81.5 - $94.15 $326 - $377
1.06K $86K
FXG
First Tr Exchange Traded First

ETFs
2
+ 0.11%
$63.7 - $70.06 $127 - $140
1.89K $121K
LMT
Lockheed Martin Corp

Industrials
11
+ 7.91%
$479.66 - $614.62 $5.28K - $6.76K
150 $72K
O
Realty Income Corp

Real Estate
2
+ 0.22%
$51.76 - $64.71 $104 - $129
932 $49K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.14%
$90.22 - $102.31 $90.2 - $102
701 $63K
HSY
Hershey CO

Consumer Defensive
1
+ 0.22%
$168.67 - $193.65 $169 - $194
451 $76K
DVY
Ishares Tr

ETFs
6
+ 0.17%
$129.55 - $143.41 $777 - $860
3.62K $475K
GIS
General Mills Inc

Consumer Defensive
79
+ 4.1%
$62.78 - $74.62 $4.96K - $5.89K
2.01K $128K
CI
Cigna Corp

Healthcare
17
+ 5.9%
$265.59 - $358.58 $4.52K - $6.1K
305 $84K
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 1.16%
$385.02 - $431.37 $6.93K - $7.76K
1.57K $610K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
127
+ 0.61%
$72.28 - $78.42 $9.18K - $9.96K
20.9K $1.52M
JNJ
Johnson & Johnson

Healthcare
33
+ 2.17%
$143.34 - $165.86 $4.73K - $5.47K
1.55K $224K
FNDB
Schwab Fundamental U S Broad M

ETFs
20.4K
+ 192.32%
$23.07 - $70.32 $471K - $1.44M
31.1K $722K
KO
Coca Cola CO

Consumer Defensive
18
+ 0.59%
$61.74 - $71.71 $1.11K - $1.29K
3.09K $192K
DINT
Davis Fundamental ETF Tr

ETFs
209
+ 0.75%
$21.84 - $25.69 $4.56K - $5.37K
27.9K $609K
JEPI
J P Morgan Exchange Traded Fd

ETFs
792
+ 1.5%
$57.53 - $60.83 $45.6K - $48.2K
53.6K $3.08M
INTC
Intel Corp

Technology
10
+ 0.05%
$19.07 - $26.23 $191 - $262
21.2K $426K
FNX
First Tr Mid Cap Core Alphadex

ETFs
101
+ 0.14%
$114.77 - $127.28 $11.6K - $12.9K
70.7K $8.19M
AMGN
Amgen Inc

Healthcare
21
+ 0.42%
$258.78 - $328.31 $5.43K - $6.89K
5.08K $1.32M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.21K
+ 1.8%
$58.46 - $65.6 $70.7K - $79.3K
68.5K $4.01M
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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