Collier Financial New Holdings in Q4 2024

Collier Financial

  • $112 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
252K
New
$45.07 - $47.1 $11.4M - $11.9M
252K $11.4B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
455K
New
$24.94 - $26.14 $11.4M - $11.9M
455K $11.4B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
162K
New
$65.67 - $69.79 $10.6M - $11.3M
162K $10.9B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
143K
New
$66.77 - $71.52 $9.57M - $10.2M
143K $9.88B
IVV
Ishares Core S&P 500 ETF

ETFs
14.9K
New
$570.51 - $610.59 $8.51M - $9.11M
14.9K $8.78B
IVW
Ishares S&P 500 Growth ETF

ETFs
81.2K
New
$94.43 - $105.47 $7.67M - $8.57M
81.2K $8.25B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
137K
New
$49.03 - $53.35 $6.7M - $7.29M
137K $7B
EFV
Msci Eafe Value ETF

ETFs
102K
New
$51.78 - $57.15 $5.28M - $5.83M
102K $5.35B
EFG
Msci Eafe Growth ETF

ETFs
51.5K
New
$96.83 - $106.88 $4.99M - $5.51M
51.5K $4.99B
IVE
Ishares S&P 500 Value ETF

ETFs
20.3K
New
$189.5 - $206.17 $3.84M - $4.18M
20.3K $3.87B
SPTL
Spdr Portfolio Long Term Treas

ETFs
117K
New
$26.05 - $29.17 $3.04M - $3.4M
117K $3.06B
SPGI
S&P Global Inc.

Financial Services
5.89K
New
$480.36 - $529.17 $2.83M - $3.11M
5.89K $2.93B
IYW
Ishares Dj Us Tech ETF

ETFs
15.7K
New
$148.14 - $166.23 $2.33M - $2.61M
15.7K $2.51B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
18.3K
New
$91.29 - $91.8 $1.67M - $1.68M
18.3K $1.68B
IXC
Ishares Tr Global Energy ETF

ETFs
41.8K
New
$36.95 - $43.06 $1.54M - $1.8M
41.8K $1.6B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
42.1K
New
$34.13 - $37.35 $1.44M - $1.57M
42.1K $1.44B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
11.9K
New
$99.0 - $99.5 $1.18M - $1.18M
11.9K $1.18B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.9K
New
$100.16 - $100.7 $1.09M - $1.1M
10.9K $1.09B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
17K
New
$44.21 - $46.46 $753K - $792K
17K $756M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
31.1K
New
$22.39 - $23.45 $697K - $730K
31.1K $715M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $681M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.37K
New
$174.22 - $187.62 $588K - $633K
3.37K $591M
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.8K
New
$46.68 - $47.95 $506K - $520K
10.8K $510M
SPIB
Spdr Portfolio Intermediate Te

ETFs
13.9K
New
$32.65 - $33.68 $452K - $467K
13.9K $454M
VTI
Vanguard Total Stock Market Et

ETFs
1.22K
New
$280.04 - $302.45 $340K - $367K
1.22K $352M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
13.9K
New
$23.55 - $23.9 $328K - $333K
13.9K $329M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
13.9K
New
$23.48 - $23.73 $326K - $329K
13.9K $327M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
13.3K
New
$24.45 - $24.62 $325K - $328K
13.3K $326M
Columbia Tr
6.83K
New
N/A
6.83K $303M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.48K
New
$44.33 - $49.55 $287K - $321K
6.48K $291M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
6.02K
New
$46.67 - $47.99 $281K - $289K
6.02K $282M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
6.98K
New
$40.34 - $40.62 $281K - $283K
6.98K $282M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
11.6K
New
$23.41 - $25.88 $270K - $299K
11.6K $270M
IIGD
Invesco Exch Trd Self Indexed

ETFs
10.8K
New
$24.14 - $24.81 $261K - $268K
10.8K $262M
PG
Procter & Gamble CO

Consumer Defensive
1.48K
New
$161.05 - $179.7 $239K - $266K
1.48K $248M
SKYY
First Trust Cloud Computing Et

ETFs
1.95K
New
$99.98 - $130.46 $195K - $255K
1.95K $233M
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.34K
New
$28.88 - $29.33 $212K - $215K
7.34K $213M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
4.52K
New
N/A
4.52K $204M
SUB
Ishares Short Term National Mu

ETFs
1.89K
New
$104.94 - $106.2 $198K - $201K
1.89K $199M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.04K
New
$58.39 - $67.04 $177K - $204K
3.04K $193M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.51K
New
$38.37 - $42.82 $173K - $193K
4.51K $173M
XLE
Energy Sector Spdr

ETFs
1.91K
New
$83.32 - $97.27 $159K - $185K
1.91K $163M
XLV
Select Sector Spdr Fund Health

ETFs
1.17K
New
$136.28 - $154.74 $159K - $181K
1.17K $161M
RYT
Invesco S&P 500 Equal Weight T

ETFs
4.11K
New
N/A
4.11K $154M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
3.64K
New
$40.59 - $43.47 $148K - $158K
3.64K $148M
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
2.74K
New
N/A
2.74K $146M
AAPL
Apple Inc.

Technology
561
New
$221.69 - $259.02 $124K - $145K
561 $140M
LMT
Lockheed Martin Corp

Industrials
256
New
$479.66 - $614.62 $123K - $157K
256 $124M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
852
New
$129.96 - $144.97 $111K - $124K
852 $119M
Activity Summary
Buys All Purchases 114 New Holdings 114 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Collier Financial Portfolio

Follow Collier Financial 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 Collier Financial, based on Form 13F filings with the SEC.

News

Stay updated on Collier Financial with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email