Choreo, LLC Incresed Positions in Q3 2024

Choreo, LLC

  • $6.84 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
78.4K
+ 56.73%
$520.18 - $576.82 $40.8M - $45.2M
217K $125M
VTV
Vanguard Value ETF

ETFs
81.9K
+ 4.04%
$159.75 - $174.57 $13.1M - $14.3M
2.11M $368M
AAPL
Apple Inc.

Technology
31K
+ 3.56%
$207.23 - $234.82 $6.42M - $7.28M
901K $210M
MUB
Ishares National Muni Bond ETF

ETFs
222K
+ 105.48%
$106.13 - $108.7 $23.6M - $24.1M
432K $47M
IEFA
Ishares Tr

ETFs
206K
+ 20.4%
$70.09 - $78.74 $14.5M - $16.2M
1.22M $95.1M
CEG
Constellation Energy Corp

Utilities
68.3K
+ 1077.06%
$167.08 - $262.86 $11.4M - $17.9M
74.6K $19.4M
VUG
Vanguard Growth ETF

ETFs
19.5K
+ 1.88%
$341.08 - $391.94 $6.64M - $7.63M
1.06M $406M
META
Meta Platforms, Inc.

Communication Services
22.9K
+ 34.88%
$453.41 - $572.44 $10.4M - $13.1M
88.6K $50.7M
GE
General Electric CO

Industrials
83.7K
+ 220.43%
$156.66 - $189.66 $13.1M - $15.9M
122K $23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
66.7K
+ 2.31%
$41.9 - $48.26 $2.8M - $3.22M
2.96M $142M
C
Citigroup Inc

Financial Services
179K
+ 577.4%
$56.11 - $67.61 $10M - $12.1M
210K $13.1M
XOM
Exxon Mobil Corp

Energy
88.4K
+ 54.18%
$109.72 - $119.0 $9.7M - $10.5M
251K $29.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
51.3K
+ 320.12%
$156.14 - $187.2 $8M - $9.59M
67.3K $12.4M
MU
Micron Technology Inc

Technology
102K
+ 381.86%
$86.27 - $136.82 $8.82M - $14M
129K $13.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
149K
+ 116.09%
$56.04 - $62.99 $8.32M - $9.36M
276K $16.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
741
+ 0.15%
$240.48 - $267.94 $178K - $199K
508K $136M
MSFT
Microsoft Corp

Technology
31.8K
+ 10.97%
$395.15 - $467.56 $12.6M - $14.9M
322K $138M
MS
Morgan Stanley

Financial Services
77K
+ 168.5%
$92.07 - $106.96 $7.09M - $8.23M
123K $12.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
60.8K
+ 65.57%
$105.53 - $118.34 $6.42M - $7.2M
154K $18M
NVDA
Nvidia Corp

Technology
81.6K
+ 9.3%
$98.91 - $134.91 $8.07M - $11M
959K $116M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.76K
+ 1.37%
$332.02 - $382.76 $2.25M - $2.59M
501K $188M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.78K
+ 2.07%
$173.36 - $189.8 $1.35M - $1.48M
384K $72.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.83K
+ 3.78%
$405.19 - $478.57 $1.55M - $1.83M
105K $48.5M
BMY
Bristol Myers Squibb CO

Healthcare
112K
+ 95.78%
$39.66 - $51.75 $4.46M - $5.82M
230K $11.9M
TSLA
Tesla, Inc.

Consumer Cyclical
3.9K
+ 4.45%
$191.76 - $263.26 $748K - $1.03M
91.6K $24M
VZ
Verizon Communications Inc

Communication Services
118K
+ 69.67%
$38.89 - $45.0 $4.58M - $5.3M
287K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
21.3K
+ 14.72%
$194.9 - $224.8 $4.15M - $4.79M
166K $35M
FCX
Freeport Mcmoran Inc

Basic Materials
112K
+ 186.87%
$39.52 - $51.92 $4.42M - $5.81M
172K $8.58M
VB
Vanguard Small Cap ETF

ETFs
4.61K
+ 1.98%
$214.77 - $237.72 $991K - $1.1M
238K $56.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.27K
+ 1.75%
$517.38 - $573.86 $1.17M - $1.3M
132K $75.8M
VNQ
Vanguard Specialized Funds Van

ETFs
45.2K
+ 89.81%
$82.97 - $98.97 $3.75M - $4.47M
95.4K $9.3M
VTI
Vanguard Total Stock Market Et

ETFs
6.98K
+ 3.65%
$255.18 - $283.2 $1.78M - $1.98M
198K $56.1M
DFIV
Dimensional ETF Tr

ETFs
32.9K
+ 1.9%
$34.66 - $38.38 $1.14M - $1.26M
1.76M $67.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.75K
+ 0.2%
$38.51 - $41.69 $145K - $156K
1.9M $79.3M
UNH
Unitedhealth Group Inc

Healthcare
3.26K
+ 9.95%
$488.01 - $604.18 $1.59M - $1.97M
36.1K $21.1M
WFC
Wells Fargo & Company

Financial Services
94.8K
+ 28.29%
$51.58 - $60.97 $4.89M - $5.78M
430K $24.3M
IWM
Ishares Russell 2000 ETF

ETFs
9.54K
+ 8.19%
$200.87 - $224.6 $1.92M - $2.14M
126K $27.8M
ORCL
Oracle Corp

Technology
9.6K
+ 11.23%
$125.9 - $170.35 $1.21M - $1.64M
95.1K $16.2M
SUB
Ishares Short Term National Mu

ETFs
38.2K
+ 381.85%
$104.3 - $106.3 $3.99M - $4.06M
48.2K $5.12M
VO
Vanguard Mid Cap ETF

ETFs
10.4K
+ 21.66%
$237.84 - $263.83 $2.47M - $2.74M
58.4K $15.4M
F
Ford Motor CO

Consumer Cyclical
373K
+ 394.87%
$9.71 - $14.55 $3.62M - $5.43M
468K $4.94M
AVGO
Broadcom Inc.

Technology
134K
+ 984.63%
$136.27 - $1745.86 $18.3M - $234M
148K $25.5M
BAC
Bank Of America Corp

Financial Services
95.1K
+ 3.61%
$36.65 - $44.13 $3.49M - $4.2M
2.73M $108M
IWN
Ishares Russell2000 Val ETF

ETFs
767
+ 0.34%
$150.05 - $171.34 $115K - $131K
229K $38.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30K
+ 24.66%
$77.02 - $85.06 $2.31M - $2.55M
152K $12.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.64K
+ 0.85%
$75.32 - $84.37 $349K - $391K
550K $46M
WMT
Walmart Inc.

Consumer Defensive
11.4K
+ 6.73%
$66.91 - $81.4 $765K - $930K
181K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
29.9K
+ 8.49%
$161.02 - $200.0 $4.82M - $5.99M
382K $71.3M
KO
Coca Cola CO

Consumer Defensive
21.9K
+ 12.63%
$62.69 - $73.01 $1.37M - $1.6M
195K $14M
Activity Summary
Buys All Purchases 1125 New Holdings 195 Increased Positions 930 Sells All Sells 411 Reductions 411 Sold out 0 Options Calls 0 Puts 0
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