Bristlecone Advisors, LLC Purchases in Q4 2024

Bristlecone Advisors, LLC

  • $1.27 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
853
+ 0.46%
$180.88 - $232.93 $154K - $199K
188K $41.2M
VV
Vanguard Large Cap ETF

ETFs
17.2K
+ 21.51%
$260.27 - $280.65 $4.49M - $4.84M
97.4K $26.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 3.9%
$213.65 - $479.86 $224K - $503K
27.9K $11.3M
GOOGL
Alphabet Inc.

Communication Services
2.84K
+ 2.32%
$161.86 - $196.66 $460K - $559K
125K $23.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
36.8K
+ 28.1%
$50.37 - $50.6 $1.85M - $1.86M
168K $8.45M
IVV
Ishares Core S&P 500 ETF

ETFs
1.27K
+ 1.44%
$570.51 - $610.59 $726K - $777K
89.7K $52.8M
GOOG
Alphabet Inc.

Communication Services
1.38K
+ 2.19%
$163.08 - $198.16 $225K - $273K
64.2K $12.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
31.6K
+ 6.86%
$50.23 - $50.46 $1.59M - $1.59M
492K $24.7M
CMCSA
Comcast Corp

Communication Services
44.4K
+ 70.95%
$37.39 - $45.14 $1.66M - $2M
107K $4.02M
YELP
Yelp Inc

Communication Services
30.9K
New
$33.38 - $40.61 $1.03M - $1.26M
30.9K $1.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.73K
New
$260.53 - $404.79 $710K - $1.1M
2.73K $1.04M
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.42K
+ 17.38%
$77.25 - $91.3 $573K - $677K
50.1K $4.28M
DG
Dollar General Corp

Consumer Defensive
13K
+ 206.26%
$73.27 - $84.47 $956K - $1.1M
19.4K $1.47M
SCHX
Schwab Strategic Tr Us Large C

ETFs
851K
+ 201.26%
$22.4 - $68.28 $19.1M - $58.1M
1.27M $29.5M
DBND
Doubleline ETF Tr Opportunisti

ETFs
17.4K
New
$45.15 - $47.26 $784K - $820K
17.4K $785K
MBB
Ishares Tr

ETFs
8.39K
+ 100.79%
$91.26 - $95.82 $765K - $804K
16.7K $1.53M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
14.8K
+ 15.19%
$50.23 - $50.47 $741K - $744K
112K $5.62M
PCAR
Paccar Inc

Industrials
1.43K
+ 1.41%
$97.92 - $118.41 $140K - $169K
102K $10.7M
ETSY
Etsy Inc

Consumer Cyclical
13.4K
+ 164.68%
$47.48 - $61.61 $635K - $824K
21.5K $1.14M
META
Meta Platforms, Inc.

Communication Services
434
+ 1.83%
$554.08 - $632.68 $240K - $275K
24.2K $14.3M
DIS
Walt Disney CO

Communication Services
194
+ 0.46%
$92.39 - $117.6 $17.9K - $22.8K
42.7K $4.75M
UPST
Upstart Holdings, Inc.

Financial Services
8.07K
+ 124.98%
$37.78 - $84.46 $305K - $681K
14.5K $893K
UPWK
Upwork, Inc

Industrials
23.1K
+ 54.95%
$10.05 - $17.51 $232K - $404K
65.1K $1.06M
UPS
United Parcel Service Inc

Industrials
6.83K
+ 27.71%
$122.65 - $138.35 $838K - $945K
31.5K $3.97M
TSN
Tyson Foods, Inc.

Consumer Defensive
10.9K
+ 63.13%
$57.14 - $64.54 $624K - $705K
28.2K $1.62M
SPYG
Spdr Portfolio

ETFs
2.32K
+ 3.68%
$81.74 - $91.38 $190K - $212K
65.4K $5.75M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16K
+ 8.02%
$71.75 - $75.11 $1.14M - $1.2M
215K $15.5M
EPAM
Epam Systems, Inc.

Technology
2.69K
+ 75.63%
N/A
6.25K $1.16M
VGT
Vanguard Information Technolog

ETFs
11
+ 0.08%
$571.78 - $647.97 $6.29K - $7.13K
13.9K $8.66M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.6K
New
$72.97 - $96.75 $408K - $541K
5.6K $415K
SUI
Sun Communities Inc

Real Estate
3.57K
+ 64.18%
$119.89 - $139.05 $427K - $496K
9.12K $1.12M
VTI
Vanguard Total Stock Market Et

ETFs
259
+ 0.59%
$280.04 - $302.45 $72.5K - $78.3K
44K $12.8M
HON
Honeywell International Inc

Industrials
410
+ 2.88%
$202.84 - $236.0 $83.2K - $96.8K
14.7K $3.31M
HPQ
Hp Inc

Technology
9.92K
New
$32.46 - $39.3 $322K - $390K
9.92K $323K
LMND
Lemonade, Inc.

Financial Services
1.35K
+ 10.19%
$15.65 - $51.81 $21.1K - $69.8K
14.6K $534K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.6K
New
$146.47 - $191.01 $234K - $305K
1.6K $297K
WDAY
Workday, Inc.

Technology
968
+ 49.56%
$233.85 - $279.91 $226K - $271K
2.92K $753K
TTD
Trade Desk, Inc.

Technology
950
+ 5.04%
$108.7 - $139.51 $103K - $133K
19.8K $2.33M
KMB
Kimberly Clark Corp

Consumer Defensive
2.06K
+ 131.54%
$130.37 - $146.09 $268K - $300K
3.62K $474K
IVW
Ishares S&P 500 Growth ETF

ETFs
363
+ 1.11%
$94.43 - $105.47 $34.3K - $38.3K
33.2K $3.37M
ALB
Albemarle Corp

Basic Materials
4.9K
+ 20.48%
$86.08 - $111.3 $422K - $545K
28.8K $2.48M
EQIX
Equinix Inc

Real Estate
106
+ 5.12%
$865.69 - $985.0 $91.8K - $104K
2.18K $2.05M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
2.98K
+ 30.16%
$72.28 - $78.42 $216K - $234K
12.9K $933K
USB
Us Bancorp \De\

Financial Services
1.93K
+ 4.41%
$43.98 - $53.66 $84.9K - $104K
45.7K $2.19M
BSM
Black Stone Minerals, L.P.

Energy
13.1K
+ 40.55%
$13.86 - $15.57 $182K - $205K
45.6K $665K
VTC
Vanguard Scottsdale Fds Total

ETFs
2.5K
+ 56.27%
$75.59 - $79.31 $189K - $198K
6.93K $524K
DOCU
Docusign, Inc.

Technology
59
+ 1.06%
$61.42 - $106.99 $3.62K - $6.31K
5.61K $504K
OKTA
Okta, Inc.

Technology
1.72K
+ 35.17%
$71.81 - $86.11 $123K - $148K
6.61K $520K
CSCO
Cisco Systems, Inc.

Technology
1.96K
+ 31.32%
$52.45 - $60.02 $103K - $118K
8.23K $486K
Activity Summary
Buys All Purchases 127 New Holdings 12 Increased Positions 115 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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