Berkeley Capital Partners, LLC Reduced Holdings in Q4 2024

Berkeley Capital Partners, LLC

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-117
- 2.55%
$47.77 - $51.75 $5.59K - $6.05K
4.47K $216K
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 3.11%
$873.59 - $994.69 $22.7K - $25.9K
811 $743K
TFC
Truist Financial Corp

Financial Services
-469
- 1.28%
$41.51 - $48.1 $19.5K - $22.6K
36.2K $1.57M
T
At&T Inc.

Communication Services
-485
- 2.17%
$21.22 - $23.88 $10.3K - $11.6K
21.9K $497K
VV
Vanguard Large Cap ETF

ETFs
-55
- 1.45%
$260.27 - $280.65 $14.3K - $15.4K
3.75K $1.01M
AYI
Acuity Brands Inc

Industrials
-100
- 3.25%
$292.13 - $333.45 $29.2K - $33.3K
2.98K $870K
KKR
Kkr & Co. Inc.

Financial Services
-14
- 0.87%
$129.87 - $162.87 $1.82K - $2.28K
1.59K $235K
WMT
Walmart Inc.

Consumer Defensive
-454
- 6.2%
$79.1 - $95.7 $35.9K - $43.4K
6.87K $621K
NFLX
Netflix Inc

Communication Services
-11
- 3.19%
$687.65 - $936.56 $7.56K - $10.3K
334 $297K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.21K
- 31.36%
$213.65 - $479.86 $259K - $581K
2.65K $1.07M
JPM
Jpmorgan Chase & CO

Financial Services
-771
- 8.92%
$205.18 - $250.29 $158K - $193K
7.87K $1.89M
MSTR
Microstrategy Inc

Technology
-393
- 22.72%
$162.69 - $473.83 $63.9K - $186K
1.34K $387K
KMI
Kinder Morgan, Inc.

Energy
-346
- 1.62%
$22.59 - $28.54 $7.82K - $9.87K
21K $576K
GOOG
Alphabet Inc.

Communication Services
-116
- 1.92%
$163.08 - $198.16 $18.9K - $23K
5.92K $1.13M
BAC
Bank Of America Corp

Financial Services
-2.93K
- 4.95%
$39.22 - $47.77 $115K - $140K
56.3K $2.47M
AVGO
Broadcom Inc.

Technology
-201
- 4.06%
$159.67 - $250.0 $32.1K - $50.3K
4.75K $1.1M
AAPL
Apple Inc.

Technology
-131
- 0.74%
$221.69 - $259.02 $29K - $33.9K
17.5K $4.38M
Activity Summary
Buys All Purchases 100 New Holdings 16 Increased Positions 84 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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