Carmel Capital Partners, LLC Incresed Positions in Q4 2024

Carmel Capital Partners, LLC

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
53.7K
+ 28.42%
$50.73 - $51.08 $2.72M - $2.74M
243K $12.3M
TSLA
Tesla, Inc.

Consumer Cyclical
338
+ 3.15%
$213.65 - $479.86 $72.2K - $162K
11.1K $4.47M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
59.8K
+ 36.7%
$21.81 - $22.48 $1.3M - $1.34M
223K $4.88M
UBER
Uber Technologies, Inc

Technology
15K
+ 110.14%
$59.93 - $86.34 $899K - $1.29M
28.6K $1.73M
AMAT
Applied Materials Inc

Technology
4.92K
+ 82.65%
$161.44 - $213.89 $795K - $1.05M
10.9K $1.77M
OXY
Occidental Petroleum Corp

Energy
10.8K
+ 43.07%
$45.36 - $55.91 $490K - $604K
35.9K $1.77M
IQV
Iqvia Holdings Inc.

Healthcare
3.84K
+ 50.78%
$190.97 - $236.63 $733K - $908K
11.4K $2.24M
RH
Rh

Consumer Cyclical
254
+ 4.46%
$311.9 - $446.04 $79.2K - $113K
5.94K $2.34M
ILMN
Illumina, Inc.

Healthcare
2.66K
+ 23.9%
$128.99 - $155.15 $343K - $413K
13.8K $1.84M
SCHW
Schwab Charles Corp

Financial Services
1.78K
+ 6.69%
$63.31 - $82.85 $113K - $148K
28.5K $2.11M
APG
A Pi Group Corp

Industrials
4.71K
+ 8.01%
$31.48 - $39.26 $148K - $185K
63.6K $2.29M
MU
Micron Technology Inc

Technology
6.44K
+ 53.88%
$84.16 - $113.41 $542K - $730K
18.4K $1.55M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1.23K
+ 6.67%
$58.32 - $85.45 $71.6K - $105K
19.6K $1.45M
ORCC
Owl Rock Capital Corp

Financial Services
19.1K
+ 12.58%
N/A
171K $2.29M
ROK
Rockwell Automation, Inc

Industrials
482
+ 7.1%
$264.65 - $302.92 $128K - $146K
7.27K $2.08M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.3K
+ 5.75%
$19.38 - $19.58 $277K - $280K
263K $5.11M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.2K
+ 5.74%
$19.42 - $19.76 $276K - $281K
262K $5.11M
AAPL
Apple Inc.

Technology
103
+ 0.96%
$221.69 - $259.02 $22.8K - $26.7K
10.8K $2.71M
MS
Morgan Stanley

Financial Services
33
+ 0.36%
$104.42 - $134.99 $3.45K - $4.45K
9.28K $1.17M
NVDA
Nvidia Corp

Technology
450
+ 4.8%
$117.0 - $148.88 $52.7K - $67K
9.83K $1.32M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14K
+ 5.88%
$20.08 - $20.61 $281K - $289K
252K $5.08M
BAX
Baxter International Inc

Healthcare
11.9K
+ 56.67%
$28.63 - $37.84 $342K - $452K
33K $962K
GOOG
Alphabet Inc.

Communication Services
50
+ 1.01%
$163.08 - $198.16 $8.15K - $9.91K
4.99K $950K
DASH
Door Dash, Inc.

Communication Services
284
+ 10.57%
$141.93 - $180.48 $40.3K - $51.3K
2.97K $498K
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.34%
$205.18 - $250.29 $2.46K - $3K
3.55K $850K
STWD
Starwood Property Trust, Inc.

Real Estate
15.5K
+ 11.71%
$18.95 - $20.37 $293K - $315K
147K $2.79M
RPM
Rpm International Inc

Basic Materials
490
+ 5.38%
$120.09 - $140.26 $58.8K - $68.7K
9.61K $1.18M
WMT
Walmart Inc.

Consumer Defensive
92
+ 1.55%
$79.1 - $95.7 $7.28K - $8.8K
6.02K $543K
V
Visa Inc.

Financial Services
74
+ 7.65%
$273.87 - $320.91 $20.3K - $23.7K
1.04K $328K
GOOGL
Alphabet Inc.

Communication Services
179
+ 14.6%
$161.86 - $196.66 $29K - $35.2K
1.41K $265K
AA
Alcoa Corp

Basic Materials
1.96K
+ 9.47%
$36.62 - $47.42 $71.8K - $93K
22.7K $856K
CVX
Chevron Corp

Energy
404
+ 17.84%
$141.15 - $162.53 $57K - $65.7K
2.67K $386K
VEA
Vanguard Ftse Developed Market

ETFs
1.6K
+ 21.01%
$47.57 - $52.44 $76K - $83.7K
9.2K $439K
SPG
Simon Property Group Inc

Real Estate
55
+ 0.8%
$167.23 - $183.84 $9.2K - $10.1K
6.95K $1.2M
META
Meta Platforms, Inc.

Communication Services
8
+ 0.56%
$554.08 - $632.68 $4.43K - $5.06K
1.43K $842K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.22%
$873.59 - $994.69 $6.12K - $6.96K
579 $530K
EPD
Enterprise Products Partners L.P.

Energy
63
+ 0.68%
$28.66 - $34.43 $1.81K - $2.17K
9.35K $293K
MSFT
Microsoft Corp

Technology
83
+ 4.82%
$406.35 - $454.46 $33.7K - $37.7K
1.8K $760K
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 0.12%
$211.98 - $248.85 $424 - $498
1.64K $370K
WRB
Berkley W R Corp

Financial Services
78
+ 1.26%
$56.48 - $64.94 $4.41K - $5.07K
6.27K $366K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.26%
$280.04 - $302.45 $1.12K - $1.21K
1.56K $450K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12K
+ 200.0%
$22.4 - $68.28 $269K - $821K
18K $417K
OFC
Corporate Office Properties Trust

Real Estate
258
+ 1.49%
N/A
17.6K $423K
A
Agilent Technologies, Inc.

Healthcare
788
+ 11.01%
$125.69 - $146.56 $99K - $115K
7.94K $1.07M
EQR
Equity Residential

Real Estate
298
+ 4.71%
$69.12 - $77.48 $20.6K - $23.1K
6.63K $475K
TXN
Texas Instruments Inc

Technology
8
+ 0.46%
N/A
1.73K $336K
MDT
Medtronic PLC

Healthcare
400
+ 12.62%
$79.61 - $92.24 $31.8K - $36.9K
3.57K $285K
Liberty Media Corp Del
1.08K
+ 7.47%
N/A
15.6K $0
Howard Hughes Holdings Inc
364
+ 6.34%
N/A
6.1K $0
Activity Summary
Buys All Purchases 101 New Holdings 9 Increased Positions 92 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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