Berkeley, Inc Reduced Holdings in Q4 2024

Berkeley, Inc

  • $193 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DSTL
ETF Ser Solution Distillate Us

ETFs
-305K
- 47.33%
$54.74 - $58.88 $16.7M - $17.9M
339K $18.6B
LOW
Lowes Companies Inc

Consumer Cyclical
-35.6K
- 40.51%
$244.52 - $284.07 $8.71M - $10.1M
52.3K $12.9B
IHDG
Wisdomtree Tr

ETFs
-219K
- 42.67%
$43.38 - $46.0 $9.5M - $10.1M
294K $12.8B
CSX
Csx Corp

Industrials
-203K
- 96.61%
$31.58 - $36.88 $6.41M - $7.48M
7.11K $230M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-52.2K
- 59.46%
$125.4 - $135.42 $6.54M - $7.06M
35.6K $4.46B
UNP
Union Pacific Corp

Industrials
-25.8K
- 86.6%
$223.15 - $249.32 $5.77M - $6.44M
4K $912M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-173K
- 40.69%
$31.59 - $32.95 $5.45M - $5.69M
252K $8.05B
IVV
Ishares Core S&P 500 ETF

ETFs
-10K
- 50.32%
$570.51 - $610.59 $5.73M - $6.13M
9.91K $5.83B
MA
Mastercard Inc

Financial Services
-11.7K
- 49.99%
$491.3 - $536.15 $5.73M - $6.25M
11.7K $6.14B
V
Visa Inc.

Financial Services
-26.1K
- 35.23%
$273.87 - $320.91 $7.14M - $8.37M
48K $15.2B
DXJS
Wisdomtree Tr Japan Smallcap H
-154K
- 41.42%
N/A
218K $7.53B
ROST
Ross Stores, Inc.

Consumer Cyclical
-31.2K
- 50.03%
$138.59 - $156.61 $4.32M - $4.88M
31.1K $4.71B
MSFT
Microsoft Corp

Technology
-9.28K
- 49.99%
$406.35 - $454.46 $3.77M - $4.22M
9.28K $3.91B
MRK
Merck & Co., Inc.

Healthcare
-28.3K
- 50.1%
$96.31 - $114.76 $2.73M - $3.25M
28.2K $2.8B
PAYX
Paychex Inc

Industrials
-27.8K
- 50.27%
$135.86 - $148.73 $3.77M - $4.13M
27.5K $3.85B
NVR
Nvr Inc

Consumer Cyclical
-202
- 17.53%
$8101.21 - $9940.51 $1.64M - $2.01M
950 $7.77B
FYLD
Cambria Foreign Shareholder Yi

ETFs
-111K
- 49.82%
$24.86 - $27.99 $2.76M - $3.1M
112K $2.82B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.59K
- 42.53%
$521.84 - $558.82 $2.39M - $2.56M
6.2K $3.34B
DFAT
Dimensional ETF Tr U S Target

ETFs
-40.5K
- 55.94%
$54.54 - $61.04 $2.21M - $2.47M
31.9K $1.78B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-38.1K
- 27.84%
$43.6 - $47.2 $1.66M - $1.8M
98.7K $4.32B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-51.2K
- 49.79%
$23.01 - $26.06 $1.18M - $1.34M
51.7K $1.19B
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-31.1K
- 43.94%
$40.72 - $42.75 $1.26M - $1.33M
39.6K $1.63B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-17.3K
- 49.63%
$60.13 - $67.31 $1.04M - $1.16M
17.5K $1.06B
VTI
Vanguard Total Stock Market Et

ETFs
-4.64K
- 50.19%
$280.04 - $302.45 $1.3M - $1.4M
4.6K $1.33B
MKL
Markel Corp

Financial Services
-1.26K
- 21.27%
$1542.01 - $1785.11 $1.95M - $2.25M
4.67K $8.06B
WSM
Williams Sonoma Inc

Consumer Cyclical
-9.97K
- 49.92%
$129.13 - $198.21 $1.29M - $1.98M
10K $1.85B
VBR
Vanguard Small Cap Value ETF

ETFs
-5.72K
- 50.43%
$197.36 - $217.3 $1.13M - $1.24M
5.62K $1.11B
CSCO
Cisco Systems, Inc.

Technology
-23.8K
- 51.16%
$52.45 - $60.02 $1.25M - $1.43M
22.7K $1.34B
VOE
Vanguard Mid Cap Value Index F

ETFs
-6.02K
- 50.48%
$160.89 - $176.18 $969K - $1.06M
5.91K $956M
TJX
Tjx Companies Inc

Consumer Cyclical
-8.78K
- 50.16%
$112.15 - $127.2 $985K - $1.12M
8.72K $1.05B
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
-22.2K
- 37.71%
$37.66 - $39.1 $837K - $869K
36.7K $1.4B
HD
Home Depot, Inc.

Consumer Cyclical
-2.1K
- 50.75%
$385.02 - $431.37 $810K - $907K
2.04K $794M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-20.2K
- 50.55%
$40.97 - $42.66 $829K - $863K
19.8K $819M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.02K
- 51.88%
$131.66 - $144.0 $660K - $722K
4.65K $615M
HEFA
Ishares Currency Hedged Msci E

ETFs
-19K
- 49.73%
$34.42 - $35.88 $652K - $680K
19.2K $666M
IWS
Ishares Russell Midcap Value E

ETFs
-4.72K
- 49.98%
$128.08 - $140.32 $605K - $663K
4.73K $612M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.6K
- 49.93%
$88.59 - $94.57 $584K - $624K
6.62K $587M
AAPL
Apple Inc.

Technology
-2.64K
- 50.0%
$221.69 - $259.02 $586K - $685K
2.64K $662M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-203
- 0.95%
$25.33 - $51.16 $5.14K - $10.4K
21.3K $550M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-3.2K
- 51.4%
$164.89 - $177.66 $527K - $568K
3.02K $500M
IWN
Ishares Russell2000 Val ETF

ETFs
-3.14K
- 51.12%
$162.69 - $181.35 $511K - $569K
3K $492M
IEFA
Ishares Tr

ETFs
-5.58K
- 49.77%
$70.06 - $77.43 $391K - $432K
5.63K $396M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-8.09K
- 51.27%
$50.53 - $55.55 $409K - $449K
7.69K $392M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.02K
- 51.27%
$183.23 - $199.79 $370K - $404K
1.92K $356M
ORCL
Oracle Corp

Technology
-2.13K
- 50.0%
$165.41 - $192.43 $353K - $410K
2.13K $355M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-586
- 50.0%
$563.99 - $620.12 $330K - $363K
586 $334M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-6.1K
- 50.0%
$51.09 - $55.27 $312K - $337K
6.1K $312M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-903
- 50.0%
$370.24 - $418.94 $334K - $378K
903 $363M
Canadian Pacific Kansas City
-2.88K
- 50.0%
N/A
2.88K $209M
Activity Summary
Buys All Purchases 5 New Holdings 0 Increased Positions 5 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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