Cladis Investment Advisory, LLC Sells in Q4 2024

Cladis Investment Advisory, LLC

  • $141 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-300
- 6.07%
$727.2 - $932.06 $218K - $280K
4.64K $3.59B
CVS
Cvs Health Corp

Healthcare
-9.48K
- 67.36%
$43.78 - $67.46 $415K - $639K
4.59K $206M
AMD
Advanced Micro Devices Inc

Technology
-986
- 11.96%
$118.88 - $172.8 $117K - $170K
7.26K $877M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.88K
- 60.78%
$82.28 - $117.52 $319K - $455K
2.5K $212M
DE
Deere & CO

Industrials
-1.09K
- 68.53%
$389.45 - $466.0 $424K - $507K
500 $212M
KHC
Kraft Heinz CO

Consumer Defensive
-9.04K
- 24.16%
$30.1 - $36.02 $272K - $326K
28.4K $871M
MSFT
Microsoft Corp

Technology
-799
- 7.25%
$406.35 - $454.46 $325K - $363K
10.2K $4.31B
GE
General Electric CO

Industrials
-99
- 0.55%
$159.95 - $194.23 $15.8K - $19.2K
18K $3B
AAPL
Apple Inc.

Technology
-5.7K
- 9.2%
$221.69 - $259.02 $1.26M - $1.48M
56.3K $14.1B
VZ
Verizon Communications Inc

Communication Services
-1.15K
- 1.89%
$39.6 - $45.21 $45.4K - $51.9K
59.5K $2.38B
MP
Mp Materials Corp.

Basic Materials
-7.55K
- 9.2%
$15.6 - $23.11 $118K - $174K
74.5K $1.16B
Arm Holdings PLC
-1.65K
- 45.21%
N/A
2K $247M
Ge Healthcare Technologies I
-420
- 2.83%
N/A
14.4K $1.13B
CAT
Caterpillar Inc

Industrials
-300
- 5.66%
$360.37 - $416.88 $108K - $125K
5K $1.81B
XOM
Exxon Mobil Corp

Energy
-348
- 1.78%
$105.51 - $125.37 $36.7K - $43.6K
19.2K $2.07B
UNH
Unitedhealth Group Inc

Healthcare
-100
- 4.54%
$485.52 - $625.25 $48.6K - $62.5K
2.1K $1.06B
KO
Coca Cola CO

Consumer Defensive
-1.4K
- 12.58%
$61.74 - $71.71 $86.3K - $100K
9.71K $605M
JNJ
Johnson & Johnson

Healthcare
-556
- 12.77%
$143.34 - $165.86 $79.7K - $92.2K
3.8K $549M
TGT
Target Corp

Consumer Defensive
-227
- 5.72%
$121.59 - $160.69 $27.6K - $36.5K
3.74K $506M
FIBK
First Interstate Bancsystem Inc

Financial Services
-8.7K
- 8.83%
$29.32 - $35.47 $255K - $308K
89.8K $2.91B
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 3.24%
$385.02 - $431.37 $38.5K - $43.1K
2.99K $1.16B
ABBV
Abb Vie Inc.

Healthcare
-277
- 15.1%
$164.99 - $203.87 $45.7K - $56.5K
1.56K $277M
META
Meta Platforms, Inc.

Communication Services
-202
- 7.44%
$554.08 - $632.68 $112K - $128K
2.51K $1.47B
IBM
International Business Machines Corp

Technology
-300
- 2.39%
$204.9 - $238.04 $61.5K - $71.4K
12.3K $2.7B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.44K
- 16.17%
$61.52 - $66.5 $88.3K - $95.4K
7.44K $474M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.2K
- 11.4%
$63.58 - $71.15 $76.6K - $85.7K
9.36K $609M
CSCO
Cisco Systems, Inc.

Technology
-1.63K
- 23.76%
$52.45 - $60.02 $85.4K - $97.8K
5.23K $309M
CVX
Chevron Corp

Energy
-240
- 6.05%
$141.15 - $162.53 $33.9K - $39K
3.73K $540M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-500
- 8.33%
$43.84 - $48.76 $21.9K - $24.4K
5.5K $242M
VFH
Vanguard Financial ETF

ETFs
-1.23K
- 9.25%
$108.87 - $126.2 $133K - $155K
12K $1.42B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.23K
- 24.52%
$45.39 - $62.98 $55.6K - $77.2K
3.78K $214M
WMT
Walmart Inc.

Consumer Defensive
-1.3K
- 9.69%
$79.1 - $95.7 $103K - $124K
12.1K $1.09B
GS
Goldman Sachs Group Inc

Financial Services
-150
- 11.49%
$486.1 - $608.57 $72.9K - $91.3K
1.16K $661M
C
Citigroup Inc

Financial Services
-500
- 7.68%
$61.31 - $72.5 $30.7K - $36.3K
6.01K $423M
T
At&T Inc.

Communication Services
-1.8K
- 1.93%
$21.22 - $23.88 $38.1K - $42.9K
91.4K $2.08B
VUG
Vanguard Growth ETF

ETFs
-5
- 0.38%
$378.79 - $428.11 $1.89K - $2.14K
1.31K $538M
GBCI
Glacier Bancorp, Inc.

Financial Services
-2.2K
- 6.73%
$44.09 - $58.89 $97K - $130K
30.5K $1.53B
BMY
Bristol Myers Squibb CO

Healthcare
-1.7K
- 5.76%
$51.92 - $59.94 $88.3K - $102K
27.8K $1.57B
BAC
Bank Of America Corp

Financial Services
-49
- 0.36%
$39.22 - $47.77 $1.92K - $2.34K
13.6K $597M
GOOG
Alphabet Inc.

Communication Services
-100
- 1.42%
$163.08 - $198.16 $16.3K - $19.8K
6.96K $1.32B
WFC
Wells Fargo & Company

Financial Services
-99
- 0.72%
$54.98 - $77.35 $5.44K - $7.66K
13.7K $964M
DIS
Walt Disney CO

Communication Services
-620
- 3.4%
$92.39 - $117.6 $57.3K - $72.9K
17.6K $1.96B
Knife River Corp
-587
- 2.55%
N/A
22.4K $2.28B
SNOW
Snowflake Inc.

Technology
-1.28K
- 7.11%
$109.65 - $186.51 $140K - $239K
16.7K $2.58B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.03K
- 4.47%
$180.88 - $232.93 $186K - $240K
22K $4.83B
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cladis Investment Advisory, LLC Portfolio

Follow Cladis Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cladis Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cladis Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email