Biltmore Wealth Management, LLC Purchases in Q4 2024

Biltmore Wealth Management, LLC

  • $239 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DDOG
Datadog, Inc.

Technology
5.69K
New
$113.98 - $168.65 $648K - $959K
5.69K $812K
TSLA
Tesla, Inc.

Consumer Cyclical
99
+ 2.7%
$213.65 - $479.86 $21.2K - $47.5K
3.77K $1.52M
AMZN
Amazon Com Inc

Consumer Cyclical
112
+ 2.04%
$180.88 - $232.93 $20.3K - $26.1K
5.61K $1.23M
NFLX
Netflix Inc

Communication Services
18
+ 3.32%
$687.65 - $936.56 $12.4K - $16.9K
560 $499K
GOOG
Alphabet Inc.

Communication Services
68
+ 1.69%
$163.08 - $198.16 $11.1K - $13.5K
4.1K $780K
XLP
Consumer Staples Sector Spdr

ETFs
1.26K
+ 0.73%
N/A
172K $13.1M
GOOGL
Alphabet Inc.

Communication Services
29
+ 1.35%
$161.86 - $196.66 $4.69K - $5.7K
2.18K $412K
LLY
Eli Lilly & CO

Healthcare
66
+ 26.83%
$727.2 - $932.06 $48K - $61.5K
312 $240K
PG
Procter & Gamble CO

Consumer Defensive
293
+ 5.3%
$161.05 - $179.7 $47.2K - $52.7K
5.82K $975K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
323
+ 1.27%
$91.29 - $91.8 $29.5K - $29.7K
25.8K $2.36M
ETN
Eaton Corp PLC

Industrials
37
+ 0.94%
$326.96 - $377.52 $12.1K - $14K
3.99K $1.32M
IBM
International Business Machines Corp

Technology
46
+ 3.87%
$204.9 - $238.04 $9.43K - $10.9K
1.23K $271K
Pimco ETF Tr
67
+ 1.17%
N/A
5.81K $0
ABT
Abbott Laboratories

Healthcare
9
+ 0.47%
$111.93 - $119.39 $1.01K - $1.07K
1.94K $219K
UBER
Uber Technologies, Inc

Technology
661
+ 22.99%
$59.93 - $86.34 $39.6K - $57.1K
3.54K $213K
MSFT
Microsoft Corp

Technology
1
+ 0.12%
$406.35 - $454.46 $406 - $454
805 $339K
VGSH
Vanguard

ETFs
1.62K
+ 1.34%
$58.02 - $58.88 $93.8K - $95.2K
122K $7.12M
ECL
Ecolab Inc.

Basic Materials
113
+ 5.14%
$234.32 - $261.43 $26.5K - $29.5K
2.31K $541K
SO
Southern CO

Utilities
2
+ 0.06%
$81.5 - $94.15 $163 - $188
3.19K $262K
FANG
Diamondback Energy, Inc.

Energy
2
+ 0.06%
$153.06 - $199.5 $306 - $399
3.12K $511K
UPS
United Parcel Service Inc

Industrials
44
+ 0.81%
$122.65 - $138.35 $5.4K - $6.09K
5.51K $694K
PSX
Phillips 66

Energy
22
+ 0.62%
$110.35 - $138.93 $2.43K - $3.06K
3.59K $409K
JNJ
Johnson & Johnson

Healthcare
15
+ 0.35%
$143.34 - $165.86 $2.15K - $2.49K
4.28K $618K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
923
+ 0.78%
$51.58 - $52.91 $47.6K - $48.8K
119K $6.13M
WY
Weyerhaeuser CO

Real Estate
41
+ 0.22%
$27.21 - $33.7 $1.12K - $1.38K
18.8K $530K
PSA
Public Storage

Real Estate
9
+ 0.52%
$289.33 - $360.21 $2.6K - $3.24K
1.74K $519K
XLE
Energy Sector Spdr

ETFs
746
+ 0.78%
$83.32 - $97.27 $62.2K - $72.6K
96.8K $8.3M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.44K
+ 0.35%
$49.74 - $50.43 $71.7K - $72.7K
408K $20.3M
HCA
Hca Healthcare, Inc.

Healthcare
129
+ 5.38%
$297.52 - $415.61 $38.4K - $53.6K
2.53K $758K
XLU
Utilities Sector Spdr

ETFs
1.03K
+ 0.67%
$74.89 - $82.93 $77K - $85.3K
154K $11.7M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.56K
+ 0.8%
$55.97 - $62.75 $87.2K - $97.8K
195K $11.2M
XLB
Select Sector Spdr Fd Material

ETFs
513
+ 0.44%
$83.8 - $97.58 $43K - $50.1K
117K $9.83M
XLV
Select Sector Spdr Fund Health

ETFs
795
+ 0.52%
$136.28 - $154.74 $108K - $123K
154K $21.2M
Activity Summary
Buys All Purchases 34 New Holdings 1 Increased Positions 33 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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