Blueprint Investment Partners LLC Incresed Positions in Q4 2024

Blueprint Investment Partners LLC

  • $529 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
2.7K
+ 51.57%
$111.93 - $119.39 $302K - $322K
7.92K $895K
CVX
Chevron Corp

Energy
2.06K
+ 75.89%
$141.15 - $162.53 $291K - $335K
4.78K $692K
HON
Honeywell International Inc

Industrials
1.12K
+ 77.29%
$202.84 - $236.0 $228K - $265K
2.58K $581K
GILD
Gilead Sciences, Inc.

Healthcare
2.54K
+ 59.92%
$83.95 - $97.9 $213K - $248K
6.77K $625K
MS
Morgan Stanley

Financial Services
1.61K
+ 50.06%
$104.42 - $134.99 $168K - $217K
4.82K $606K
ACN
Accenture PLC

Technology
752
+ 48.67%
$343.9 - $376.86 $259K - $283K
2.3K $808K
GS
Goldman Sachs Group Inc

Financial Services
301
+ 34.84%
$486.1 - $608.57 $146K - $183K
1.17K $667K
BMY
Bristol Myers Squibb CO

Healthcare
3.6K
+ 51.02%
$51.92 - $59.94 $187K - $216K
10.7K $602K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.67K
+ 61.55%
$77.25 - $91.3 $129K - $153K
4.39K $374K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.32K
+ 55.72%
$44.04 - $49.49 $190K - $214K
12.1K $531K
T
At&T Inc.

Communication Services
4.93K
+ 15.86%
$21.22 - $23.88 $105K - $118K
36K $820K
BIBL
Northern Lts Fd Tr Iv

ETFs
3.59K
+ 23.19%
$38.73 - $42.41 $139K - $152K
19.1K $742K
CL
Colgate Palmolive CO

Consumer Defensive
1.41K
+ 57.49%
$90.22 - $102.31 $127K - $145K
3.87K $351K
C
Citigroup Inc

Financial Services
741
+ 14.47%
$61.31 - $72.5 $45.4K - $53.7K
5.86K $412K
LOW
Lowes Companies Inc

Consumer Cyclical
576
+ 20.11%
$244.52 - $284.07 $141K - $164K
3.44K $848K
TMUS
T Mobile Us, Inc.

Communication Services
219
+ 12.95%
$206.1 - $246.94 $45.1K - $54.1K
1.91K $421K
VGT
Vanguard Information Technolog

ETFs
27
+ 3.68%
$571.78 - $647.97 $15.4K - $17.5K
760 $472K
IWD
Ishares Russell 1000 Val ETF

ETFs
272
+ 8.72%
$183.23 - $199.79 $49.8K - $54.3K
3.39K $627K
SHW
Sherwin Williams CO

Basic Materials
153
+ 24.36%
$338.75 - $399.71 $51.8K - $61.2K
781 $265K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
404
+ 3.6%
$61.68 - $67.87 $24.9K - $27.4K
11.6K $724K
DUK
Duke Energy Corp

Utilities
429
+ 10.76%
$105.76 - $120.76 $45.4K - $51.8K
4.42K $475K
IAU
Ishares Gold Trust

ETFs
586
+ 0.8%
$48.37 - $52.65 $28.3K - $30.9K
73.9K $3.66M
CAT
Caterpillar Inc

Industrials
135
+ 11.28%
$360.37 - $416.88 $48.6K - $56.3K
1.33K $483K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
142
+ 2.18%
$81.68 - $82.93 $11.6K - $11.8K
6.67K $546K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
98
+ 2.29%
$113.92 - $127.38 $11.2K - $12.5K
4.39K $505K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
61
+ 0.97%
$126.68 - $134.74 $7.73K - $8.22K
6.34K $808K
Tidal Tr Ii
48.1K
+ 1.49%
N/A
3.27M $0
ETF Opportunities Trust
597
+ 0.34%
N/A
177K $0
ETF Opportunities Trust
52.4K
+ 44.97%
N/A
169K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.09%
$176.42 - $186.91 $176 - $187
1.13K $201K
QCOM
Qualcomm Inc

Technology
166
+ 9.76%
$150.4 - $178.04 $25K - $29.6K
1.87K $286K
MRK
Merck & Co., Inc.

Healthcare
148
+ 7.34%
$96.31 - $114.76 $14.3K - $17K
2.16K $215K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
39
+ 0.47%
$45.07 - $47.1 $1.76K - $1.84K
8.28K $374K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
200
+ 1.71%
$31.31 - $35.01 $6.26K - $7K
11.9K $372K
PEP
Pepsico Inc

Consumer Defensive
108
+ 2.41%
$151.29 - $176.1 $16.3K - $19K
4.59K $698K
IEFA
Ishares Tr

ETFs
656
+ 3.49%
$70.06 - $77.43 $46K - $50.8K
19.4K $1.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.2K
+ 29.3%
$18.41 - $40.87 $242K - $538K
58.1K $1.08M
Activity Summary
Buys All Purchases 145 New Holdings 57 Increased Positions 88 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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