Bluesphere Advisors, LLC Purchases in Q4 2024

Bluesphere Advisors, LLC

  • $199 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
756
+ 1.18%
$370.24 - $418.94 $280K - $317K
64.6K $25.9M
IVV
Ishares Core S&P 500 ETF

ETFs
59
+ 0.08%
$570.51 - $610.59 $33.7K - $36K
77.8K $45.8M
NVDA
Nvidia Corp

Technology
491
+ 1.21%
$117.0 - $148.88 $57.4K - $73.1K
41.1K $5.52M
GS
Goldman Sachs Group Inc

Financial Services
632
+ 70.54%
$486.1 - $608.57 $307K - $385K
1.53K $874K
HUM
Humana Inc

Healthcare
1.56K
New
$233.89 - $304.18 $365K - $475K
1.56K $395K
C
Citigroup Inc

Financial Services
4.15K
New
$61.31 - $72.5 $255K - $301K
4.15K $292K
XLF
Financial Sector Spdr

ETFs
5.21K
New
$44.89 - $51.34 $234K - $267K
5.21K $251K
KKR
Kkr & Co. Inc.

Financial Services
1.63K
New
$129.87 - $162.87 $212K - $266K
1.63K $241K
SPOT
Spotify Technology S.A.

Communication Services
521
New
$362.95 - $502.38 $189K - $262K
521 $233K
META
Meta Platforms, Inc.

Communication Services
347
+ 24.68%
$554.08 - $632.68 $192K - $220K
1.75K $1.03M
TSLA
Tesla, Inc.

Consumer Cyclical
505
New
$213.65 - $479.86 $108K - $242K
505 $203K
MO
Altria Group, Inc.

Consumer Defensive
3.87K
New
$49.06 - $57.74 $190K - $223K
3.87K $202K
PANW
Palo Alto Networks Inc

Technology
4.69K
+ 111.25%
$181.96 - $405.9 $853K - $1.9M
8.9K $1.62M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.71K
+ 36.87%
$60.1 - $66.4 $163K - $180K
10.1K $608K
VRT
Vertiv Holdings CO

Industrials
1.48K
+ 52.76%
N/A
4.29K $371K
SQ
Block, Inc.

Technology
582
+ 14.04%
$65.06 - $98.92 $37.9K - $57.6K
4.73K $401K
CRWD
Crowd Strike Holdings, Inc.

Technology
36
+ 2.65%
$275.15 - $388.2 $9.91K - $14K
1.4K $477K
DIS
Walt Disney CO

Communication Services
75
+ 1.33%
$92.39 - $117.6 $6.93K - $8.82K
5.72K $636K
TJX
Tjx Companies Inc

Consumer Cyclical
534
+ 10.16%
$112.15 - $127.2 $59.9K - $67.9K
5.79K $699K
LLY
Eli Lilly & CO

Healthcare
207
+ 21.43%
$727.2 - $932.06 $151K - $193K
1.17K $905K
IWM
Ishares Russell 2000 ETF

ETFs
186
+ 8.51%
$216.13 - $242.4 $40.2K - $45.1K
2.37K $524K
GLD
Spdr Gold Trust

ETFs
124
+ 9.0%
$236.59 - $257.5 $29.3K - $31.9K
1.5K $363K
PM
Philip Morris International Inc.

Consumer Defensive
286
+ 1.91%
$118.38 - $133.06 $33.9K - $38.1K
15.3K $1.84M
DGRO
Ishares Core Dividend Growth E

ETFs
177
+ 2.8%
$60.73 - $64.94 $10.7K - $11.5K
6.5K $398K
Innovator Etfs Trust
7.96K
New
N/A
7.96K $0
Pimco ETF Tr
40.3K
New
N/A
40.3K $0
CVX
Chevron Corp

Energy
6
+ 0.36%
$141.15 - $162.53 $847 - $975
1.66K $239K
VIS
Vanguard Industrial ETF

ETFs
10
+ 0.74%
$254.39 - $279.7 $2.54K - $2.8K
1.37K $347K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.46%
$183.23 - $199.79 $916 - $999
1.09K $201K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.09%
$161.05 - $179.7 $483 - $539
3.16K $530K
CEG
Constellation Energy Corp

Utilities
82
+ 5.54%
$224.28 - $285.52 $18.4K - $23.4K
1.56K $351K
JNJ
Johnson & Johnson

Healthcare
2
+ 0.1%
$143.34 - $165.86 $287 - $332
1.97K $284K
IDV
Ishares Tr

ETFs
600
+ 2.42%
$27.03 - $29.92 $16.2K - $18K
25.4K $694K
VNQ
Vanguard Specialized Funds Van

ETFs
183
+ 1.81%
$87.85 - $98.6 $16.1K - $18K
10.3K $916K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
16
+ 0.2%
$150.51 - $170.38 $2.41K - $2.73K
8.1K $1.24M
UNH
Unitedhealth Group Inc

Healthcare
114
+ 4.97%
$485.52 - $625.25 $55.3K - $71.3K
2.41K $1.22M
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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