Cottonwood Capital Advisors, LLC Sells in Q4 2024

Cottonwood Capital Advisors, LLC

  • $130 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-4.7K
- 66.85%
$117.0 - $148.88 $549K - $699K
2.33K $312K
FTA
First Tr Large Cap Value

ETFs
-3.87K
- 5.68%
$75.21 - $83.49 $291K - $323K
64.2K $4.91M
FVD
First Tr Value Line Divid Inde

ETFs
-5.08K
- 5.84%
$43.4 - $46.7 $221K - $237K
82K $3.58M
FV
First Trust Dorsey Wright Focu

ETFs
-5.46K
- 12.37%
$57.47 - $62.82 $314K - $343K
38.7K $2.29M
RDVY
First Trust Rising Dividend Ac

ETFs
-4.64K
- 4.52%
$58.65 - $64.37 $272K - $299K
98K $5.8M
FTCS
First Trust Capital Strength E

ETFs
-1.58K
- 7.11%
$87.62 - $94.03 $138K - $149K
20.6K $1.81M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-5.58K
- 3.83%
$24.19 - $24.63 $135K - $137K
140K $3.38M
TDIV
First Trust Nasdaq Technology

ETFs
-1.19K
- 2.73%
$78.03 - $82.13 $92.8K - $97.7K
42.4K $3.33M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-2.44K
- 41.73%
$63.15 - $75.4 $154K - $184K
3.41K $218K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.14K
- 16.11%
$76.21 - $82.24 $163K - $176K
11.2K $868K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.46K
- 15.77%
$42.84 - $45.38 $105K - $112K
13.2K $565K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.96K
- 4.36%
$48.48 - $49.47 $95K - $96.9K
43K $2.09M
FEMB
First Tr ETF Emerging Markets

ETFs
-902
- 2.88%
$25.98 - $28.92 $23.4K - $26.1K
30.5K $791K
PEP
Pepsico Inc

Consumer Defensive
-30
- 0.57%
$151.29 - $176.1 $4.54K - $5.28K
5.22K $793K
MRK
Merck & Co., Inc.

Healthcare
-78
- 1.26%
$96.31 - $114.76 $7.51K - $8.95K
6.13K $609K
MDIV
First Trust Multi Asset Divers

ETFs
-3.26K
- 4.49%
$15.95 - $16.94 $52K - $55.3K
69.4K $1.12M
IYM
Ishares Tr

ETFs
-23
- 0.62%
$129.15 - $153.25 $2.97K - $3.52K
3.7K $480K
FRI
First Tr S&P Reit Index Fd

ETFs
-1.02K
- 4.77%
$26.74 - $30.19 $27.2K - $30.8K
20.3K $556K
UNH
Unitedhealth Group Inc

Healthcare
-32
- 4.78%
$485.52 - $625.25 $15.5K - $20K
638 $322K
ETN
Eaton Corp PLC

Industrials
-191
- 18.6%
$326.96 - $377.52 $62.4K - $72.1K
836 $277K
IYE
Ishares Tr

ETFs
-805
- 3.65%
$43.93 - $51.37 $35.4K - $41.4K
21.2K $967K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1
- 0.03%
$59.25 - $72.99 $59.3 - $73
3.55K $211K
TT
Trane Technologies PLC

Industrials
-79
- 8.68%
$369.35 - $419.14 $29.2K - $33.1K
831 $306K
FKU
First Trust United Kingdom Alp

ETFs
-198
- 1.97%
$37.83 - $41.29 $7.49K - $8.18K
9.87K $375K
FDD
First Trust Stoxx European Sel

ETFs
-289
- 0.83%
$11.07 - $12.33 $3.2K - $3.56K
34.7K $390K
BKF
Ishares Mcsi Bic ETF

ETFs
-76
- 0.74%
$36.49 - $43.59 $2.77K - $3.31K
10.3K $374K
IEZ
Ishares Tr

ETFs
-1.22K
- 2.19%
$18.93 - $22.09 $23.1K - $26.9K
54.4K $1.08M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-530
- 3.71%
$50.62 - $52.07 $26.8K - $27.6K
13.7K $701K
PG
Procter & Gamble CO

Consumer Defensive
-41
- 0.79%
$161.05 - $179.7 $6.6K - $7.37K
5.16K $865K
IYK
Ishares U.S. Consumer Staples

ETFs
-2
- 0.03%
$65.32 - $70.92 $131 - $142
5.91K $387K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-471
- 4.79%
$59.74 - $60.03 $28.1K - $28.3K
9.37K $559K
FGM
First Trust Germany Alphadex F

ETFs
-150
- 1.07%
$37.54 - $40.08 $5.63K - $6.01K
13.8K $530K
ITW
Illinois Tool Works Inc

Industrials
-22
- 1.52%
$253.56 - $278.5 $5.58K - $6.13K
1.42K $360K
HYLS
First Tr Tactical High Yield L

ETFs
-3
- 0.01%
$41.29 - $42.03 $124 - $126
25.3K $1.05M
CVX
Chevron Corp

Energy
-26
- 0.54%
$141.15 - $162.53 $3.67K - $4.23K
4.78K $692K
IVE
Ishares S&P 500 Value ETF

ETFs
-37
- 2.84%
$189.5 - $206.17 $7.01K - $7.63K
1.26K $241K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-650
- 8.56%
$58.39 - $67.04 $38K - $43.6K
6.95K $440K
AAON
Aaon, Inc.

Industrials
-346
- 10.44%
$106.25 - $140.75 $36.8K - $48.7K
2.97K $349K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-10
- 0.1%
$37.15 - $41.12 $372 - $411
10K $378K
ZION
Zions Bancorporation, National Association

Financial Services
-1.84K
- 13.87%
$45.62 - $61.73 $83.7K - $113K
11.4K $618K
IBM
International Business Machines Corp

Technology
-15
- 0.91%
$204.9 - $238.04 $3.07K - $3.57K
1.64K $360K
ABT
Abbott Laboratories

Healthcare
-23
- 1.27%
$111.93 - $119.39 $2.57K - $2.75K
1.79K $201K
DE
Deere & CO

Industrials
-33
- 1.46%
$389.45 - $466.0 $12.9K - $15.4K
2.24K $946K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-206
- 2.46%
$35.35 - $38.58 $7.28K - $7.95K
8.17K $300K
AVGO
Broadcom Inc.

Technology
-1.06K
- 24.88%
$159.67 - $250.0 $169K - $264K
3.19K $739K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-227
- 10.24%
$172.07 - $207.36 $39.1K - $47.1K
1.99K $393K
FXD
First Tr Exchange Traded Fd

ETFs
-299
- 1.33%
$62.05 - $68.52 $18.6K - $20.5K
22.1K $1.43M
IYG
Ishares Tr

ETFs
-361
- 2.77%
$70.24 - $82.34 $25.4K - $29.7K
12.7K $984K
WMB
Williams Companies, Inc.

Energy
-2
- 0.03%
$46.37 - $59.74 $92.7 - $119
7.27K $393K
Activity Summary
Buys All Purchases 72 New Holdings 17 Increased Positions 55 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cottonwood Capital Advisors, LLC Portfolio

Follow Cottonwood Capital Advisors, 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 Cottonwood Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cottonwood Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email