Bowman & CO S.C. Incresed Positions in Q4 2024

Bowman & CO S.C.

  • $191 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.33K
+ 13.14%
$521.84 - $558.82 $2.26M - $2.42M
37.3K $20.1M
AVGO
Broadcom Inc.

Technology
140
+ 0.52%
$159.67 - $250.0 $22.4K - $35K
27.3K $6.33M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.6K
+ 142.12%
$55.73 - $66.16 $646K - $767K
19.7K $1.19M
VUG
Vanguard Growth ETF

ETFs
755
+ 13.66%
$378.79 - $428.11 $286K - $323K
6.28K $2.58M
GOOGL
Alphabet Inc.

Communication Services
555
+ 4.49%
$161.86 - $196.66 $89.8K - $109K
12.9K $2.44M
CRM
Salesforce, Inc.

Technology
219
+ 4.3%
$270.87 - $367.87 $59.3K - $80.6K
5.32K $1.78M
V
Visa Inc.

Financial Services
362
+ 6.23%
$273.87 - $320.91 $99.1K - $116K
6.17K $1.95M
MSI
Motorola Solutions, Inc.

Technology
314
+ 3.39%
$449.08 - $504.6 $141K - $158K
9.57K $4.42M
AMZN
Amazon Com Inc

Consumer Cyclical
137
+ 2.01%
$180.88 - $232.93 $24.8K - $31.9K
6.96K $1.53M
TJX
Tjx Companies Inc

Consumer Cyclical
1.57K
+ 12.69%
$112.15 - $127.2 $176K - $200K
14K $1.69M
META
Meta Platforms, Inc.

Communication Services
231
+ 6.62%
$554.08 - $632.68 $128K - $146K
3.72K $2.2M
UNH
Unitedhealth Group Inc

Healthcare
861
+ 28.0%
$485.52 - $625.25 $418K - $538K
3.94K $1.99M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.61K
+ 5.33%
$61.68 - $67.87 $161K - $177K
51.5K $3.21M
CME
Cme Group Inc.

Financial Services
188
+ 2.23%
$221.17 - $246.02 $41.6K - $46.3K
8.61K $2M
FIS
Fidelity National Information Services, Inc.

Technology
2.26K
+ 16.0%
$80.14 - $90.95 $181K - $205K
16.4K $1.32M
EW
Edwards Lifesciences Corp

Healthcare
148
+ 1.2%
$64.54 - $75.92 $9.55K - $11.2K
12.5K $924K
MGK
Vanguard Mega Cap Growth ETF

ETFs
7
+ 0.14%
$316.94 - $357.88 $2.22K - $2.51K
4.94K $1.7M
SPGI
S&P Global Inc.

Financial Services
302
+ 13.14%
$480.36 - $529.17 $145K - $160K
2.6K $1.29M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
772
+ 16.38%
$113.92 - $127.38 $87.9K - $98.3K
5.48K $631K
ALL
Allstate Corp

Financial Services
266
+ 4.31%
$181.25 - $208.2 $48.2K - $55.4K
6.44K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
262
+ 6.09%
$261.5 - $284.63 $68.5K - $74.6K
4.57K $1.21M
ETN
Eaton Corp PLC

Industrials
178
+ 1.45%
$326.96 - $377.52 $58.2K - $67.2K
12.4K $4.13M
JCI
Johnson Controls International PLC

Industrials
312
+ 1.73%
$74.23 - $86.6 $23.2K - $27K
18.3K $1.44M
FISV
Fiserv Inc

Technology
366
+ 4.84%
N/A
7.94K $993K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.2K
+ 145.13%
$18.41 - $40.87 $279K - $619K
25.6K $473K
IEMG
Ishares Inc

ETFs
536
+ 9.56%
N/A
6.14K $329K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.79K
+ 214.05%
$22.4 - $68.28 $197K - $600K
12.9K $298K
CINF
Cincinnati Financial Corp

Financial Services
9
+ 0.56%
$132.86 - $160.16 $1.2K - $1.44K
1.62K $232K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.38K
+ 106.25%
$25.33 - $51.16 $162K - $326K
12.4K $320K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.98%
$570.51 - $610.59 $3.42K - $3.66K
620 $364K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.26%
$567.81 - $607.81 $568 - $608
392 $229K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.04%
$44.2 - $49.46 $398 - $445
23.1K $1.06M
Bank America Corp
2
+ 0.76%
N/A
265 $0
Wells Fargo CO New
2
+ 0.33%
N/A
600 $0
PEG
Public Service Enterprise Group Inc

Utilities
609
+ 5.66%
$81.87 - $94.51 $49.9K - $57.6K
11.4K $959K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
24
+ 0.45%
$50.02 - $51.24 $1.2K - $1.23K
5.3K $265K
APD
Air Products & Chemicals, Inc.

Basic Materials
115
+ 1.88%
$285.5 - $335.62 $32.8K - $38.6K
6.24K $1.81M
OSK
Oshkosh Corp

Industrials
8
+ 0.23%
$93.84 - $115.52 $751 - $924
3.47K $330K
MGV
Vanguard Mega Cap Value

ETFs
65
+ 0.56%
$124.06 - $133.48 $8.06K - $8.68K
11.6K $1.45M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
117
+ 1.71%
$58.88 - $64.8 $6.89K - $7.58K
6.96K $410K
TT
Trane Technologies PLC

Industrials
277
+ 3.94%
$369.35 - $419.14 $102K - $116K
7.31K $2.7M
CB
Chubb LTD

Financial Services
139
+ 1.69%
$271.57 - $301.89 $37.7K - $42K
8.37K $2.31M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
21.8K
+ 96.91%
$22.63 - $47.53 $493K - $1.04M
44.3K $1M
LHX
L3 Harris Technologies, Inc.

Industrials
258
+ 5.97%
$208.94 - $264.22 $53.9K - $68.2K
4.58K $963K
NEE
Nextera Energy Inc

Utilities
875
+ 7.76%
$69.77 - $85.43 $61K - $74.8K
12.2K $871K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
299
+ 0.47%
$44.25 - $47.77 $13.2K - $14.3K
63.5K $2.84M
HD
Home Depot, Inc.

Consumer Cyclical
97
+ 1.1%
$385.02 - $431.37 $37.3K - $41.8K
8.88K $3.45M
MSFT
Microsoft Corp

Technology
37
+ 0.26%
$406.35 - $454.46 $15K - $16.8K
14.4K $6.05M
NXPI
Nxp Semiconductors N.V.

Technology
198
+ 3.55%
$207.27 - $255.58 $41K - $50.6K
5.77K $1.2M
Activity Summary
Buys All Purchases 63 New Holdings 9 Increased Positions 54 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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