Brogan Financial, Inc. Incresed Positions in Q4 2024

Brogan Financial, Inc.

  • $204 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
129K
+ 6393.54%
$174.22 - $187.62 $22.4M - $24.1M
131K $22.9B
OSCV
Opus Small Cap Value ETF

ETFs
287K
+ 58.81%
$36.89 - $40.88 $10.6M - $11.7M
774K $28.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
53.4K
+ 451.01%
$66.77 - $71.52 $3.57M - $3.82M
65.3K $4.5B
NVDA
Nvidia Corp

Technology
1.97K
+ 108.56%
$117.0 - $148.88 $230K - $293K
3.78K $507M
AAPL
Apple Inc.

Technology
37
+ 0.24%
$221.69 - $259.02 $8.2K - $9.58K
15.4K $3.85B
AMZN
Amazon Com Inc

Consumer Cyclical
198
+ 5.29%
$180.88 - $232.93 $35.8K - $46.1K
3.94K $865M
DRSK
ETF Ser Solutions Aptus Define

ETFs
35.1K
+ 3.8%
$27.43 - $28.44 $962K - $997K
957K $26.2B
V
Visa Inc.

Financial Services
90
+ 10.18%
$273.87 - $320.91 $24.6K - $28.9K
974 $308M
CVX
Chevron Corp

Energy
471
+ 17.99%
$141.15 - $162.53 $66.5K - $76.6K
3.09K $447M
BX
Blackstone Inc.

Financial Services
12
+ 0.43%
$148.45 - $199.05 $1.78K - $2.39K
2.8K $482M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.11%
$370.24 - $418.94 $740 - $838
1.85K $744M
GOOGL
Alphabet Inc.

Communication Services
90
+ 6.74%
$161.86 - $196.66 $14.6K - $17.7K
1.43K $270M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.27%
$481.22 - $538.17 $1.44K - $1.61K
1.13K $577M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.72%
$521.84 - $558.82 $5.74K - $6.15K
1.55K $834M
DFUS
Dimensional ETF Tr U S Equity

ETFs
33
+ 0.35%
$61.52 - $66.5 $2.03K - $2.19K
9.46K $603M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.27%
$873.59 - $994.69 $874 - $995
378 $346M
VMC
Vulcan Materials CO

Basic Materials
2
+ 0.15%
$237.95 - $292.31 $476 - $585
1.34K $344M
VONE
Vanguard Russell 1000 ETF

ETFs
4
+ 0.31%
$257.18 - $277.76 $1.03K - $1.11K
1.28K $342M
Jacobs Solutions Inc
6
+ 0.19%
N/A
3.11K $416M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.33%
$570.51 - $610.59 $1.14K - $1.22K
602 $354M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 2.44%
$442.29 - $483.08 $12.4K - $13.5K
1.18K $533M
MSFT
Microsoft Corp

Technology
65
+ 2.1%
$406.35 - $454.46 $26.4K - $29.5K
3.15K $1.33B
ABT
Abbott Laboratories

Healthcare
6
+ 0.2%
$111.93 - $119.39 $672 - $716
3K $339M
DGRO
Ishares Core Dividend Growth E

ETFs
22
+ 0.63%
$60.73 - $64.94 $1.34K - $1.43K
3.53K $217M
ROP
Roper Technologies Inc

Industrials
53
+ 5.54%
$519.85 - $575.95 $27.6K - $30.5K
1.01K $525M
IWD
Ishares Russell 1000 Val ETF

ETFs
14
+ 0.54%
$183.23 - $199.79 $2.57K - $2.8K
2.6K $482M
NOC
Northrop Grumman Corp

Industrials
2
+ 0.46%
$466.52 - $543.88 $933 - $1.09K
439 $206M
AMT
American Tower Corp

Real Estate
166
+ 13.82%
$179.4 - $232.01 $29.8K - $38.5K
1.37K $251M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.16%
$244.52 - $284.07 $489 - $568
1.23K $302M
UNH
Unitedhealth Group Inc

Healthcare
53
+ 7.17%
$485.52 - $625.25 $25.7K - $33.1K
792 $401M
CAT
Caterpillar Inc

Industrials
2
+ 0.18%
$360.37 - $416.88 $721 - $834
1.14K $414M
XOM
Exxon Mobil Corp

Energy
41
+ 0.74%
$105.51 - $125.37 $4.33K - $5.14K
5.57K $600M
ABBV
Abb Vie Inc.

Healthcare
28
+ 0.95%
$164.99 - $203.87 $4.62K - $5.71K
2.96K $527M
NEE
Nextera Energy Inc

Utilities
20
+ 0.35%
$69.77 - $85.43 $1.4K - $1.71K
5.74K $412M
LDOS
Leidos Holdings, Inc.

Technology
21
+ 0.28%
$143.17 - $201.39 $3.01K - $4.23K
7.63K $1.1B
ELV
Elevance Health, Inc.

Healthcare
7
+ 0.42%
$365.96 - $514.62 $2.56K - $3.6K
1.66K $613M
DFAI
Dimensional ETF Tr

ETFs
42.5K
+ 7.22%
$29.0 - $31.6 $1.23M - $1.34M
632K $18.5B
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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