Belmont Capital, LLC Reduced Holdings in Q4 2024

Belmont Capital, LLC

  • $601 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-55.9K
- 15.29%
$221.69 - $259.02 $12.4M - $14.5M
310K $77.6M
MSFT
Microsoft Corp

Technology
-14.9K
- 13.5%
$406.35 - $454.46 $6.05M - $6.77M
95.4K $40.2M
META
Meta Platforms, Inc.

Communication Services
-15.3K
- 8.74%
$554.08 - $632.68 $8.46M - $9.66M
159K $94.1M
GOOG
Alphabet Inc.

Communication Services
-8.8K
- 57.97%
$163.08 - $198.16 $1.44M - $1.74M
6.38K $1.22M
CVX
Chevron Corp

Energy
-8.01K
- 58.97%
$141.15 - $162.53 $1.13M - $1.3M
5.57K $806K
NOV
Nov Inc.

Energy
-50.4K
- 15.25%
$14.06 - $16.79 $709K - $847K
280K $4.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.1K
- 47.89%
$442.29 - $483.08 $929K - $1.01M
2.29K $1.04M
MMM
3 M CO

Industrials
-5.94K
- 78.75%
$124.74 - $137.12 $741K - $815K
1.6K $206K
COST
Costco Wholesale Corp

Consumer Defensive
-876
- 81.41%
$873.59 - $994.69 $765K - $871K
200 $183K
AMT
American Tower Corp

Real Estate
-2.05K
- 85.6%
$179.4 - $232.01 $368K - $476K
345 $63K
V
Visa Inc.

Financial Services
-1.53K
- 75.32%
$273.87 - $320.91 $418K - $490K
500 $158K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.09K
- 66.28%
$288.47 - $316.54 $313K - $343K
552 $160K
UNP
Union Pacific Corp

Industrials
-1.14K
- 62.95%
$223.15 - $249.32 $253K - $283K
668 $152K
CMCSA
Comcast Corp

Communication Services
-5.05K
- 40.41%
$37.39 - $45.14 $189K - $228K
7.45K $279K
AMGN
Amgen Inc

Healthcare
-533
- 46.8%
$258.78 - $328.31 $138K - $175K
606 $157K
ABT
Abbott Laboratories

Healthcare
-1.74K
- 52.21%
$111.93 - $119.39 $195K - $208K
1.59K $180K
XLE
Energy Sector Spdr

ETFs
-1.96K
- 81.97%
$83.32 - $97.27 $163K - $190K
430 $36K
GILD
Gilead Sciences, Inc.

Healthcare
-3K
- 24.17%
$83.95 - $97.9 $252K - $294K
9.41K $869K
JNJ
Johnson & Johnson

Healthcare
-791
- 39.93%
$143.34 - $165.86 $113K - $131K
1.19K $172K
CRM
Salesforce, Inc.

Technology
-1.57K
- 23.9%
$270.87 - $367.87 $425K - $578K
5K $1.67M
AWK
American Water Works Company, Inc.

Utilities
-22
- 0.76%
$123.83 - $146.07 $2.72K - $3.21K
2.86K $356K
IBM
International Business Machines Corp

Technology
-200
- 13.81%
$204.9 - $238.04 $41K - $47.6K
1.25K $274K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-315
- 17.34%
$71.75 - $75.11 $22.6K - $23.7K
1.5K $108K
KO
Coca Cola CO

Consumer Defensive
-32
- 1.56%
$61.74 - $71.71 $1.98K - $2.29K
2.01K $125K
Cava Group Inc
-30
- 0.1%
N/A
30K $0
Coherent Corp
-40K
- 33.33%
N/A
80K $0
CMA
Comerica Inc

Financial Services
-102
- 2.43%
$57.88 - $72.73 $5.9K - $7.42K
4.09K $252K
NPO
Enpro Industries, Inc

Industrials
-145
- 4.16%
$145.61 - $195.16 $21.1K - $28.3K
3.34K $575K
VST
Vistra Corp.

Utilities
-216
- 6.08%
$115.74 - $166.61 $25K - $36K
3.34K $460K
JEF
Jefferies Financial Group Inc.

Financial Services
-157
- 3.91%
$61.95 - $81.75 $9.73K - $12.8K
3.86K $302K
WFC
Wells Fargo & Company

Financial Services
-100
- 1.47%
$54.98 - $77.35 $5.5K - $7.73K
6.69K $469K
SPY
Spdr S&P 500 ETF Trust

ETFs
-314
- 0.87%
$567.81 - $607.81 $178K - $191K
35.8K $21M
JPM
Jpmorgan Chase & CO

Financial Services
-18
- 0.15%
$205.18 - $250.29 $3.69K - $4.51K
11.7K $2.81M
BAC
Bank Of America Corp

Financial Services
-400
- 0.41%
$39.22 - $47.77 $15.7K - $19.1K
96K $4.22M
GOOGL
Alphabet Inc.

Communication Services
-2.78K
- 5.81%
$161.86 - $196.66 $450K - $547K
45.1K $8.54M
AMZN
Amazon Com Inc

Consumer Cyclical
-13.3K
- 8.67%
$180.88 - $232.93 $2.41M - $3.1M
140K $30.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.18K
- 4.06%
$213.65 - $479.86 $252K - $567K
27.9K $11.3M
Activity Summary
Buys All Purchases 17 New Holdings 5 Increased Positions 12 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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