Cordatus Wealth Management LLC Incresed Positions in Q4 2024

Cordatus Wealth Management LLC

  • $379 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
38.1K
+ 2327.26%
$370.24 - $418.94 $14.1M - $16M
39.7K $15.9M
XLU
Utilities Sector Spdr

ETFs
70.4K
+ 209.74%
$74.89 - $82.93 $5.27M - $5.84M
104K $7.87M
XLRE
Select Sector Spdr Tr Real Est

ETFs
130K
+ 241.07%
$40.06 - $45.21 $5.2M - $5.87M
184K $7.47M
AVGO
Broadcom Inc.

Technology
1.08K
+ 1.78%
$159.67 - $250.0 $173K - $270K
61.7K $14.3M
GOOG
Alphabet Inc.

Communication Services
1.73K
+ 4.04%
$163.08 - $198.16 $283K - $344K
44.6K $8.5M
JPM
Jpmorgan Chase & CO

Financial Services
480
+ 1.34%
$205.18 - $250.29 $98.5K - $120K
36.4K $8.73M
TSLA
Tesla, Inc.

Consumer Cyclical
310
+ 4.45%
$213.65 - $479.86 $66.2K - $149K
7.27K $2.94M
CSCO
Cisco Systems, Inc.

Technology
4.27K
+ 4.03%
$52.45 - $60.02 $224K - $257K
110K $6.53M
GE
General Electric CO

Industrials
6.6K
+ 66.34%
$159.95 - $194.23 $1.06M - $1.28M
16.5K $2.76M
WMT
Walmart Inc.

Consumer Defensive
972
+ 1.21%
$79.1 - $95.7 $76.9K - $93K
81.3K $7.35M
NFLX
Netflix Inc

Communication Services
68
+ 2.25%
$687.65 - $936.56 $46.8K - $63.7K
3.08K $2.75M
PFF
Ishares Trust Ishares Pfd And

ETFs
23.4K
+ 32.03%
$31.23 - $33.51 $730K - $783K
96.3K $3.03M
V
Visa Inc.

Financial Services
406
+ 3.69%
$273.87 - $320.91 $111K - $130K
11.4K $3.61M
META
Meta Platforms, Inc.

Communication Services
490
+ 10.76%
$554.08 - $632.68 $271K - $310K
5.04K $2.95M
C
Citigroup Inc

Financial Services
273
+ 0.68%
$61.31 - $72.5 $16.7K - $19.8K
40.3K $2.84M
MA
Mastercard Inc

Financial Services
197
+ 3.56%
$491.3 - $536.15 $96.8K - $106K
5.72K $3.01M
MSFT
Microsoft Corp

Technology
1.59K
+ 3.57%
$406.35 - $454.46 $645K - $721K
46K $19.4M
DIS
Walt Disney CO

Communication Services
573
+ 4.2%
$92.39 - $117.6 $52.9K - $67.4K
14.2K $1.58M
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 2.48%
$873.59 - $994.69 $87.4K - $99.5K
4.14K $3.79M
HON
Honeywell International Inc

Industrials
329
+ 5.03%
$202.84 - $236.0 $66.7K - $77.6K
6.87K $1.55M
PAYX
Paychex Inc

Industrials
490
+ 2.51%
$135.86 - $148.73 $66.6K - $72.9K
20K $2.81M
IWP
Ishares Russell Mid Cap Growth

ETFs
198
+ 1.35%
$116.4 - $138.52 $23K - $27.4K
14.9K $1.88M
IJS
Ishares S&P Smallcap 600 Value

ETFs
797
+ 1.12%
$104.59 - $118.05 $83.4K - $94.1K
71.8K $7.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7
+ 0.13%
$172.07 - $207.36 $1.2K - $1.45K
5.33K $1.05M
FDS
Factset Research Systems Inc

Financial Services
34
+ 0.82%
$449.69 - $495.72 $15.3K - $16.9K
4.2K $2.02M
VST
Vistra Corp.

Utilities
6
+ 0.15%
$115.74 - $166.61 $694 - $1K
4.12K $567K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 1.55%
$486.1 - $608.57 $6.81K - $8.52K
920 $527K
CVX
Chevron Corp

Energy
763
+ 4.04%
$141.15 - $162.53 $108K - $124K
19.6K $2.85M
JBL
Jabil Inc

Technology
9
+ 0.38%
$118.97 - $147.77 $1.07K - $1.33K
2.36K $340K
SAP
Sap Se

Technology
6
+ 0.18%
$218.13 - $255.54 $1.31K - $1.53K
3.27K $806K
NBIX
Neurocrine Biosciences Inc

Healthcare
9
+ 0.36%
$111.62 - $139.44 $1K - $1.25K
2.48K $338K
HSBC
Hsbc Holdings PLC

Financial Services
46
+ 0.4%
$43.83 - $49.51 $2.02K - $2.28K
11.6K $576K
VONG
Vanguard Russell 1000 Growth E

ETFs
9
+ 0.12%
$95.27 - $107.82 $857 - $970
7.29K $753K
TM
Toyota Motor Corp

Consumer Cyclical
12
+ 0.42%
$169.2 - $199.52 $2.03K - $2.39K
2.85K $554K
SONY
Sony Group Corp

Technology
19.2K
+ 402.77%
$17.53 - $96.8 $336K - $1.86M
24K $507K
EOG
Eog Resources Inc

Energy
295
+ 5.45%
$118.22 - $136.54 $34.9K - $40.3K
5.7K $699K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
78
+ 7.07%
$278.19 - $315.36 $21.7K - $24.6K
1.18K $340K
VTWO
Vanguard Russell 2000 ETF

ETFs
285
+ 3.95%
$87.42 - $98.06 $24.9K - $27.9K
7.5K $670K
ACN
Accenture PLC

Technology
107
+ 1.09%
$343.9 - $376.86 $36.8K - $40.3K
9.93K $3.49M
PG
Procter & Gamble CO

Consumer Defensive
976
+ 3.77%
$161.05 - $179.7 $157K - $175K
26.8K $4.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
158
+ 2.5%
$87.25 - $95.52 $13.8K - $15.1K
6.48K $573K
HDB
Hdfc Bank LTD

Financial Services
36
+ 0.5%
$59.45 - $68.01 $2.14K - $2.45K
7.22K $461K
ACM
Aecom

Industrials
20
+ 0.73%
$101.97 - $116.97 $2.04K - $2.34K
2.77K $295K
DT
Dynatrace, Inc.

Technology
104
+ 2.57%
$51.09 - $59.6 $5.31K - $6.2K
4.15K $226K
RPM
Rpm International Inc

Basic Materials
8
+ 0.29%
$120.09 - $140.26 $961 - $1.12K
2.8K $344K
LII
Lennox International Inc

Industrials
2
+ 0.4%
$589.36 - $678.43 $1.18K - $1.36K
496 $302K
DUK
Duke Energy Corp

Utilities
359
+ 8.0%
$105.76 - $120.76 $38K - $43.4K
4.85K $522K
COP
Conocophillips

Energy
384
+ 6.49%
$95.12 - $114.72 $36.5K - $44.1K
6.31K $625K
RGA
Reinsurance Group Of America Inc

Financial Services
4
+ 0.25%
$201.26 - $231.95 $805 - $928
1.63K $348K
Activity Summary
Buys All Purchases 119 New Holdings 31 Increased Positions 88 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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