Bristlecone Advisors, LLC Incresed Positions in Q4 2024

Bristlecone Advisors, LLC

  • $1.27 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
413
+ 0.23%
$87.25 - $95.52 $36K - $39.4K
178K $15.8M
MUB
Ishares National Muni Bond ETF

ETFs
918
+ 9.39%
$105.78 - $108.7 $97.1K - $99.8K
10.7K $1.14M
EEM
Ishares Msci Emerging Markets

ETFs
1.31K
+ 92.36%
$41.82 - $47.36 $54.6K - $61.9K
2.72K $113K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
357
+ 16.03%
$100.18 - $109.1 $35.8K - $38.9K
2.58K $271K
CMF
Ishares California Muni Bond E

ETFs
841
+ 7.21%
$56.66 - $58.1 $47.7K - $48.9K
12.5K $716K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.52K
+ 1.73%
$113.92 - $127.38 $288K - $322K
148K $17.1M
ABT
Abbott Laboratories

Healthcare
300
+ 14.68%
$111.93 - $119.39 $33.6K - $35.8K
2.34K $265K
LOW
Lowes Companies Inc

Consumer Cyclical
250
+ 20.61%
$244.52 - $284.07 $61.1K - $71K
1.46K $361K
BAC
Bank Of America Corp

Financial Services
6
+ 0.08%
$39.22 - $47.77 $235 - $287
7.54K $331K
ABBV
Abb Vie Inc.

Healthcare
350
+ 23.1%
$164.99 - $203.87 $57.7K - $71.4K
1.87K $331K
PHM
Pultegroup Inc

Consumer Cyclical
799
+ 47.56%
$108.86 - $149.04 $87K - $119K
2.48K $269K
DSI
Ishares Msci Kld 400 Social Et

ETFs
234
+ 37.68%
$107.41 - $115.71 $25.1K - $27.1K
855 $94K
PWZ
Invesco California Amt Free Mu

ETFs
1K
+ 32.26%
$24.49 - $25.25 $24.5K - $25.3K
4.1K $101K
MCD
Mcdonalds Corp

Consumer Cyclical
119
+ 15.2%
$288.47 - $316.54 $34.3K - $37.7K
902 $261K
PANW
Palo Alto Networks Inc

Technology
1.01K
+ 100.0%
$181.96 - $405.9 $184K - $411K
2.02K $368K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
75.6K
+ 201.84%
$27.54 - $83.04 $2.08M - $6.28M
113K $3.13M
BXP
Boston Properties Inc

Real Estate
1.54K
+ 9.73%
$73.33 - $89.72 $113K - $138K
17.3K $1.29M
T
At&T Inc.

Communication Services
400
+ 4.15%
$21.22 - $23.88 $8.49K - $9.55K
10K $228K
SCHA
Schwab Strategic Tr Us Small C

ETFs
20.1K
+ 101.89%
$25.33 - $51.16 $510K - $1.03M
39.9K $1.03M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
9
+ 1.02%
N/A
893 $18K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2
+ 0.52%
$40.82 - $45.39 $81.6 - $90.8
390 $16K
FNDX
Schwab Fundamental U S Large C

ETFs
526
+ 201.53%
$23.49 - $71.77 $12.4K - $37.8K
787 $18K
GIGB
Goldman Sachs ETF Access Invt
1.71K
+ 3.35%
N/A
52.8K $0
XLE
Energy Sector Spdr

ETFs
139
+ 2.65%
$83.32 - $97.27 $11.6K - $13.5K
5.38K $460K
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 1.29%
$197.36 - $217.3 $1.38K - $1.52K
551 $109K
FNDA
Schwab Fundamental U S Small C

ETFs
459
+ 101.1%
$29.26 - $59.11 $13.4K - $27.1K
913 $27K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1
+ 0.43%
$47.66 - $51.84 $47.7 - $51.8
235 $11K
ICF
Ishares Tr

ETFs
3
+ 0.79%
$58.8 - $66.61 $176 - $200
382 $23K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.45%
$40.15 - $42.9 $201 - $215
1.12K $44K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.18K
+ 100.0%
$22.63 - $47.53 $26.6K - $55.9K
2.35K $53K
PDN
Invesco Fd Tr

ETFs
5
+ 1.09%
$31.62 - $34.97 $158 - $175
464 $14K
FNDE
Schwab Fundamental Emerging Mk

ETFs
30
+ 3.96%
$28.89 - $33.95 $867 - $1.02K
787 $22K
FNDF
Schwab Fundamental Intl Large

ETFs
18
+ 3.1%
$32.92 - $37.15 $593 - $669
599 $19K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.4K
+ 100.0%
$25.74 - $53.78 $61.8K - $129K
4.8K $124K
COP
Conocophillips

Energy
410
+ 5.65%
$95.12 - $114.72 $39K - $47K
7.66K $759K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
32
+ 1.1%
$20.55 - $23.26 $658 - $744
2.94K $61K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
11
+ 1.38%
$99.04 - $109.59 $1.09K - $1.21K
811 $80K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
6.58K
+ 103.3%
$22.02 - $46.16 $145K - $304K
13K $285K
QUAL
Ishares Msci Usa Quality Facto

ETFs
59
+ 0.34%
$176.42 - $186.91 $10.4K - $11K
17.2K $3.07M
VCIT
Vanguard Intermediate Term Cor

ETFs
70
+ 1.52%
$80.13 - $83.77 $5.61K - $5.86K
4.68K $375K
ICE
Intercontinental Exchange, Inc.

Financial Services
347
+ 5.58%
$148.29 - $166.93 $51.5K - $57.9K
6.57K $978K
CAT
Caterpillar Inc

Industrials
1
+ 0.09%
$360.37 - $416.88 $360 - $417
1.11K $401K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2
+ 0.07%
$114.08 - $125.68 $228 - $251
2.98K $341K
INTC
Intel Corp

Technology
14.7K
+ 14.39%
$19.07 - $26.23 $280K - $386K
117K $2.34M
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.9K
+ 263.45%
$25.93 - $105.3 $1.4M - $5.67M
74.3K $2.07M
MRK
Merck & Co., Inc.

Healthcare
2.52K
+ 11.29%
$96.31 - $114.76 $243K - $289K
24.8K $2.47M
AMAT
Applied Materials Inc

Technology
35
+ 1.56%
$161.44 - $213.89 $5.65K - $7.49K
2.28K $370K
LAND
Gladstone Land Corp

Real Estate
668
+ 1.98%
$10.48 - $13.85 $7K - $9.25K
34.4K $373K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
795
+ 0.35%
$77.23 - $82.11 $61.4K - $65.3K
230K $17.9M
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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