Courier Capital LLC Incresed Positions in Q4 2024

Courier Capital LLC

  • $1.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
71.7K
+ 21.16%
$81.74 - $91.38 $5.86M - $6.55M
410K $36.1M
IEFA
Ishares Tr

ETFs
97.6K
+ 859.19%
$70.06 - $77.43 $6.84M - $7.56M
109K $7.66M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
130K
+ 33.56%
$51.09 - $55.27 $6.64M - $7.18M
517K $26.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
12.5K
+ 148.83%
$501.29 - $612.85 $6.27M - $7.67M
20.9K $10.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
109K
+ 73.29%
$44.87 - $46.86 $4.91M - $5.13M
259K $11.6M
MBB
Ishares Tr

ETFs
48.5K
+ 782.7%
$91.26 - $95.82 $4.43M - $4.65M
54.7K $5.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
70.6K
+ 595.48%
$57.53 - $60.83 $4.06M - $4.3M
82.5K $4.75M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
65.3K
+ 60.4%
$42.33 - $43.3 $2.76M - $2.83M
173K $7.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.29K
+ 111.11%
$442.29 - $483.08 $2.34M - $2.56M
10.1K $4.56M
GOOG
Alphabet Inc.

Communication Services
966
+ 1.07%
$163.08 - $198.16 $158K - $191K
91.3K $17.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
62K
+ 61.07%
$31.23 - $33.51 $1.94M - $2.08M
164K $5.14M
TSLA
Tesla, Inc.

Consumer Cyclical
3.95K
+ 395.4%
$213.65 - $479.86 $845K - $1.9M
4.95K $2M
GVI
Ishares Tr

ETFs
17.5K
+ 32.73%
$103.89 - $107.05 $1.82M - $1.88M
71.1K $7.41M
TJX
Tjx Companies Inc

Consumer Cyclical
12.2K
+ 55.07%
$112.15 - $127.2 $1.37M - $1.56M
34.5K $4.17M
IEMG
Ishares Inc

ETFs
28.2K
+ 524.66%
N/A
33.6K $1.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.1K
+ 19.84%
$66.77 - $71.52 $1.14M - $1.22M
103K $7.11M
BSX
Boston Scientific Corp

Healthcare
11.7K
+ 108.75%
$83.62 - $91.5 $975K - $1.07M
22.4K $2M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
52.3K
+ 36.39%
$23.17 - $24.12 $1.21M - $1.26M
196K $4.56M
GOOGL
Alphabet Inc.

Communication Services
3.74K
+ 27.0%
$161.86 - $196.66 $605K - $735K
17.6K $3.33M
VNLA
Janus Henderson Short Duration

ETFs
21.6K
+ 5.29%
$48.82 - $49.11 $1.06M - $1.06M
431K $21.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.91K
+ 39.63%
$370.24 - $418.94 $706K - $798K
6.72K $2.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.5K
+ 1.5%
$121.89 - $135.52 $426K - $474K
237K $29.6M
DIS
Walt Disney CO

Communication Services
401
+ 0.88%
$92.39 - $117.6 $37K - $47.2K
46.1K $5.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.1K
+ 88.13%
$183.23 - $199.79 $751K - $819K
8.75K $1.62M
COST
Costco Wholesale Corp

Consumer Defensive
522
+ 6.73%
$873.59 - $994.69 $456K - $519K
8.28K $7.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.4K
+ 3.27%
$61.68 - $67.87 $704K - $774K
360K $22.4M
FISI
Financial Institutions Inc

Financial Services
1.89K
+ 0.54%
$23.84 - $28.92 $45K - $54.6K
352K $9.61M
VB
Vanguard Small Cap ETF

ETFs
2.63K
+ 17.44%
$233.76 - $261.58 $614K - $687K
17.7K $4.25M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.26K
+ 10.86%
$104.59 - $118.05 $550K - $621K
53.7K $5.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.92K
+ 6.61%
$113.92 - $127.38 $789K - $882K
112K $12.9M
EFG
Msci Eafe Growth ETF

ETFs
12.7K
+ 21.26%
$96.83 - $106.88 $1.23M - $1.36M
72.7K $7.04M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10K
+ 198.61%
$51.33 - $53.74 $513K - $537K
15K $774K
AVGO
Broadcom Inc.

Technology
430
+ 6.39%
$159.67 - $250.0 $68.7K - $108K
7.16K $1.66M
MTB
M&T Bank Corp

Financial Services
663
+ 2.11%
$172.48 - $221.95 $114K - $147K
32.1K $6.03M
ATEC
Alphatec Holdings, Inc.

Healthcare
30K
+ 76.92%
$4.98 - $10.48 $149K - $314K
69K $633K
PLTR
Palantir Technologies Inc.

Technology
10
+ 0.09%
$36.46 - $82.38 $365 - $824
10.5K $797K
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.8K
+ 22.87%
$46.07 - $48.17 $498K - $521K
58.1K $2.68M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.4K
+ 14.59%
$67.29 - $73.38 $767K - $836K
89.5K $6.08M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
18.3K
+ 15.29%
$55.45 - $61.08 $1.02M - $1.12M
138K $7.67M
SPSB
Spdr Portfolio Short Term Corp

ETFs
14.3K
+ 6.8%
$29.77 - $30.19 $424K - $430K
224K $6.68M
MS
Morgan Stanley

Financial Services
41
+ 0.28%
$104.42 - $134.99 $4.28K - $5.53K
14.7K $1.84M
GS
Goldman Sachs Group Inc

Financial Services
12
+ 0.3%
$486.1 - $608.57 $5.83K - $7.3K
4.02K $2.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
132
+ 1.39%
$481.22 - $538.17 $63.5K - $71K
9.64K $4.93M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.51K
+ 61.26%
$44.33 - $49.55 $289K - $323K
17.1K $770K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.22K
+ 110.3%
$88.59 - $94.57 $286K - $305K
6.15K $545K
EMR
Emerson Electric CO

Industrials
29
+ 0.18%
$108.13 - $134.33 $3.14K - $3.9K
16.4K $2.04M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.47K
+ 9.95%
$134.53 - $150.65 $332K - $372K
27.3K $3.69M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.34K
+ 2.07%
$90.66 - $99.46 $484K - $531K
263K $24M
WHR
Whirlpool Corp

Consumer Cyclical
107
+ 0.41%
$99.28 - $124.45 $10.6K - $13.3K
26.4K $3.02M
Activity Summary
Buys All Purchases 136 New Holdings 27 Increased Positions 109 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Courier Capital LLC Portfolio

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

News

Stay updated on Courier Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email