Caldwell Sutter Capital, Inc. Purchases in Q4 2024

Caldwell Sutter Capital, Inc.

  • $215 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.95K
+ 4.04%
$221.69 - $259.02 $432K - $505K
50.2K $12.6B
V
Visa Inc.

Financial Services
1.1K
+ 8.13%
$273.87 - $320.91 $301K - $353K
14.6K $4.62B
JPM
Jpmorgan Chase & CO

Financial Services
712
+ 7.58%
$205.18 - $250.29 $146K - $178K
10.1K $2.42B
WM
Waste Management Inc

Industrials
2.05K
+ 57.81%
$201.79 - $228.46 $414K - $469K
5.6K $1.13B
ELSE
Electro Sensors Inc

Technology
7.44K
+ 3.11%
$3.85 - $5.34 $28.6K - $39.7K
247K $1.27B
CSCO
Cisco Systems, Inc.

Technology
2.33K
+ 8.27%
$52.45 - $60.02 $122K - $140K
30.5K $1.8B
EQC
Equity Commonwealth

Real Estate
181K
+ 3121.22%
$1.5 - $20.39 $271K - $3.68M
186K $330M
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 18.73%
$79.1 - $95.7 $119K - $144K
9.54K $862M
GOOG
Alphabet Inc.

Communication Services
453
+ 12.17%
$163.08 - $198.16 $73.9K - $89.8K
4.17K $795M
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
53.6K
New
$2.68 - $3.6 $144K - $193K
53.6K $173M
WELL
Welltower Inc.

Real Estate
1.2K
+ 47.52%
$123.11 - $139.3 $148K - $167K
3.73K $469M
WRB
Berkley W R Corp

Financial Services
2.13K
+ 180.85%
$56.48 - $64.94 $120K - $138K
3.3K $193M
AVGO
Broadcom Inc.

Technology
32
+ 1.62%
$159.67 - $250.0 $5.11K - $8K
2.01K $466M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.42K
+ 24.34%
$50.23 - $50.46 $122K - $122K
12.4K $622M
ENB
Enbridge Inc

Energy
2.01K
+ 11.31%
$40.4 - $43.92 $81.1K - $88.2K
19.8K $838M
VAL
Valaris LTD

Energy
3.23K
+ 116.22%
$40.92 - $56.38 $132K - $182K
6K $265M
XLF
Financial Sector Spdr

ETFs
1.5K
+ 12.99%
$44.89 - $51.34 $67.3K - $77K
13K $630M
MO
Altria Group, Inc.

Consumer Defensive
1.95K
+ 47.71%
$49.06 - $57.74 $95.4K - $112K
6.02K $315M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2K
+ 44.45%
$50.37 - $50.6 $101K - $101K
6.5K $328M
CVX
Chevron Corp

Energy
1.01K
+ 5.19%
$141.15 - $162.53 $142K - $164K
20.4K $2.96B
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
4.01K
New
$23.17 - $26.26 $92.9K - $105K
4.01K $96.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
289
+ 5.76%
$442.29 - $483.08 $128K - $140K
5.3K $2.4B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
884
+ 46.97%
$115.08 - $119.55 $102K - $106K
2.77K $320M
BAC
Bank Of America Corp

Financial Services
129
+ 0.64%
$39.22 - $47.77 $5.06K - $6.16K
20.4K $895M
DIS
Walt Disney CO

Communication Services
193
+ 4.32%
$92.39 - $117.6 $17.8K - $22.7K
4.66K $519M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.9K
+ 24.97%
$87.1 - $98.49 $165K - $187K
9.49K $829M
DLR
Digital Realty Trust, Inc.

Real Estate
29
+ 0.57%
$156.46 - $195.69 $4.54K - $5.68K
5.09K $903M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.04K
+ 27.99%
$81.68 - $82.93 $85.1K - $86.4K
4.77K $391M
IBM
International Business Machines Corp

Technology
418
+ 4.75%
$204.9 - $238.04 $85.6K - $99.5K
9.22K $2.03B
Brookfield Infrastructure Corp
2.01K
New
N/A
2.01K $80.3M
Brookfield Renewable Corp
2.86K
New
N/A
2.86K $79.1M
Smurfit Westrock PLC
1.44K
New
N/A
1.44K $77.7M
PLTR
Palantir Technologies Inc.

Technology
945
New
$36.46 - $82.38 $34.5K - $77.8K
945 $71.5M
KMI
Kinder Morgan, Inc.

Energy
17
+ 0.13%
$22.59 - $28.54 $384 - $485
13.4K $366M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.02%
$54.98 - $77.35 $55 - $77.4
4.66K $327M
IEF
Ishares Barclays

ETFs
665
+ 59.22%
$92.08 - $98.18 $61.2K - $65.3K
1.79K $165M
Creative Media & Cmnty Tr
213K
New
N/A
213K $47.9M
ED
Consolidated Edison Inc

Utilities
983
+ 35.75%
$88.87 - $107.38 $87.4K - $106K
3.73K $333M
Psychemedics Corp
20.3K
New
N/A
20.3K $45.4M
BORR
Borr Drilling LTD

Energy
10K
New
$3.36 - $5.65 $33.6K - $56.5K
10K $39M
BMY
Bristol Myers Squibb CO

Healthcare
177
+ 3.56%
$51.92 - $59.94 $9.19K - $10.6K
5.15K $291M
SGOL
Abrdn Gold ETF Trust

ETFs
1.3K
+ 11.84%
$24.46 - $26.62 $31.9K - $34.7K
12.3K $308M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
402
+ 5.48%
$94.79 - $95.69 $38.1K - $38.5K
7.74K $735M
Everus Constr Group
443
New
N/A
443 $29.1M
MCD
Mcdonalds Corp

Consumer Cyclical
264
+ 7.89%
$288.47 - $316.54 $76.2K - $83.6K
3.61K $1.05B
MS
Morgan Stanley

Financial Services
45
+ 4.5%
$104.42 - $134.99 $4.7K - $6.07K
1.04K $131M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.64K
+ 244.15%
$26.93 - $84.95 $179K - $564K
9.36K $256M
XLE
Energy Sector Spdr

ETFs
500
+ 5.33%
$83.32 - $97.27 $41.7K - $48.6K
9.88K $847M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
834
+ 48.86%
$28.89 - $31.63 $24.1K - $26.4K
2.54K $74.2M
Activity Summary
Buys All Purchases 159 New Holdings 31 Increased Positions 128 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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