Bristlecone Advisors, LLC Sells in Q3 2024

Bristlecone Advisors, LLC

  • $1.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
-137
- 6.02%
$120.77 - $159.66 $16.5K - $21.9K
2.14K $327K
DOCU
Docusign, Inc.

Technology
-3
- 0.05%
$49.73 - $62.53 $149 - $188
5.55K $344K
LEN
Lennar Corp

Consumer Cyclical
-91
- 4.62%
$142.5 - $192.45 $13K - $17.5K
1.88K $352K
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 0.57%
$213.3 - $270.78 $1.49K - $1.9K
1.21K $328K
AMT
American Tower Corp

Real Estate
-208
- 6.94%
$192.27 - $242.73 $40K - $50.5K
2.79K $648K
SYY
Sysco Corp

Consumer Defensive
-618
- 3.53%
$69.16 - $78.98 $42.7K - $48.8K
16.9K $1.32M
IRM
Iron Mountain Inc

Real Estate
-10
- 0.42%
$89.69 - $119.32 $897 - $1.19K
2.39K $284K
IEFA
Ishares Tr

ETFs
-214
- 1.29%
$70.09 - $78.74 $15K - $16.9K
16.4K $1.28M
OKE
Oneok Inc

Energy
-81
- 0.94%
$78.62 - $95.27 $6.37K - $7.72K
8.58K $781K
XOM
Exxon Mobil Corp

Energy
-3
- 0.01%
$109.72 - $119.0 $329 - $357
39.3K $4.6M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-54
- 0.25%
$46.17 - $51.13 $2.49K - $2.76K
21.7K $1.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-397
- 2.59%
$117.9 - $128.2 $46.8K - $50.9K
14.9K $1.91M
TYL
Tyler Technologies Inc

Technology
-162
- 6.74%
$499.52 - $595.46 $80.9K - $96.5K
2.24K $1.31M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-220
- 1.09%
$90.87 - $102.43 $20K - $22.5K
20K $1.97M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.49K
- 3.21%
$48.51 - $52.86 $72.2K - $78.7K
44.9K $2.37M
EXPD
Expeditors International Of Washington Inc

Industrials
-271
- 1.19%
$116.1 - $131.42 $31.5K - $35.6K
22.4K $2.94M
SHW
Sherwin Williams CO

Basic Materials
-82
- 4.69%
$294.65 - $384.0 $24.2K - $31.5K
1.67K $635K
VGT
Vanguard Information Technolog

ETFs
-39
- 0.28%
$514.43 - $606.85 $20.1K - $23.7K
13.9K $8.17M
JD
Jd.Com, Inc.

Consumer Cyclical
-51
- 0.57%
$24.95 - $40.01 $1.27K - $2.04K
8.83K $353K
AMGN
Amgen Inc

Healthcare
-154
- 0.86%
$309.38 - $337.38 $47.6K - $52K
17.7K $5.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.08K
- 5.78%
$36.02 - $41.68 $219K - $253K
99K $4.09M
PEP
Pepsico Inc

Consumer Defensive
-34
- 0.13%
$161.9 - $179.3 $5.5K - $6.1K
26.5K $4.51M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-220
- 0.65%
$58.03 - $65.37 $12.8K - $14.4K
33.8K $2.19M
PG
Procter & Gamble CO

Consumer Defensive
-100
- 0.52%
$160.76 - $177.82 $16.1K - $17.8K
19.2K $3.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-88
- 1.26%
$475.2 - $527.7 $41.8K - $46.4K
6.91K $3.65M
UBER
Uber Technologies, Inc

Technology
-140
- 0.21%
$58.48 - $77.47 $8.19K - $10.8K
65K $4.89M
IAU
Ishares Gold Trust

ETFs
-181
- 0.61%
$44.06 - $50.5 $7.97K - $9.14K
29.6K $1.47M
SO
Southern CO

Utilities
-454
- 2.45%
$77.0 - $90.52 $35K - $41.1K
18K $1.63M
ECL
Ecolab Inc.

Basic Materials
-188
- 1.32%
$228.86 - $255.76 $43K - $48.1K
14K $3.58M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 0.45%
$3305.62 - $4268.05 $13.2K - $17.1K
882 $3.72M
USB
Us Bancorp \De\

Financial Services
-890
- 1.99%
$39.04 - $47.23 $34.7K - $42K
43.8K $2M
JPM
Jpmorgan Chase & CO

Financial Services
-428
- 1.09%
$194.9 - $224.8 $83.4K - $96.2K
38.9K $8.19M
WY
Weyerhaeuser CO

Real Estate
-1.38K
- 2.13%
$27.05 - $33.84 $37.3K - $46.7K
63.3K $2.14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.5K
- 1.8%
$75.32 - $84.37 $113K - $127K
81.9K $6.85M
VUG
Vanguard Growth ETF

ETFs
-26
- 0.07%
$341.08 - $391.94 $8.87K - $10.2K
34.8K $13.4M
ZTS
Zoetis Inc.

Healthcare
-21
- 0.13%
$172.58 - $196.48 $3.62K - $4.13K
16.5K $3.22M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-324
- 1.95%
$80.44 - $110.41 $26.1K - $35.8K
16.3K $1.8M
CB
Chubb LTD

Financial Services
-71
- 0.55%
$252.51 - $292.2 $17.9K - $20.7K
12.9K $3.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.32K
- 2.11%
$41.9 - $48.26 $139K - $160K
154K $7.38M
DHR
Danaher Corp

Healthcare
-80
- 0.43%
$239.25 - $280.76 $19.1K - $22.5K
18.5K $5.14M
NOC
Northrop Grumman Corp

Industrials
-143
- 2.23%
$423.73 - $533.14 $60.6K - $76.2K
6.26K $3.3M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-405
- 0.65%
$52.04 - $64.22 $21.1K - $26K
61.8K $3.78M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.05K
- 2.67%
$36.98 - $41.55 $335K - $376K
330K $13.6M
RTX
Raytheon Technologies Corp

Industrials
-100
- 0.34%
$99.55 - $123.34 $9.96K - $12.3K
29.4K $3.57M
UNH
Unitedhealth Group Inc

Healthcare
-376
- 3.38%
$488.01 - $604.18 $183K - $227K
10.7K $6.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-307
- 1.39%
$405.19 - $478.57 $124K - $147K
21.7K $10M
K
Kellogg CO

Consumer Defensive
-5.07K
- 7.92%
$56.19 - $80.81 $285K - $410K
58.9K $4.76M
VV
Vanguard Large Cap ETF

ETFs
-50
- 0.06%
$236.92 - $263.4 $11.8K - $13.2K
80.2K $21.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.37K
- 0.79%
$61.11 - $67.85 $206K - $228K
423K $28.7M
Activity Summary
Buys All Purchases 187 New Holdings 82 Increased Positions 105 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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