Crescent Sterling, Ltd. Incresed Positions in Q4 2024

Crescent Sterling, Ltd.

  • $97.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
+ 46.58%
$180.88 - $232.93 $278K - $358K
4.84K $1.06B
CRM
Salesforce, Inc.

Technology
799
+ 86.85%
$270.87 - $367.87 $216K - $294K
1.72K $575M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
158K
+ 218.45%
$26.93 - $84.95 $4.25M - $13.4M
230K $6.29B
NVDA
Nvidia Corp

Technology
583
+ 9.26%
$117.0 - $148.88 $68.2K - $86.8K
6.88K $924M
SCHG
Schwab Strategic Tr Us Large C

ETFs
50.1K
+ 305.21%
$25.93 - $105.3 $1.3M - $5.28M
66.6K $1.85B
WMT
Walmart Inc.

Consumer Defensive
323
+ 2.93%
$79.1 - $95.7 $25.5K - $30.9K
11.3K $1.02B
STZ
Constellation Brands, Inc.

Consumer Defensive
1.26K
+ 28.05%
$219.66 - $257.62 $277K - $324K
5.75K $1.27B
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 11.07%
$873.59 - $994.69 $70.8K - $80.6K
813 $745M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
152
+ 3.83%
$563.99 - $620.12 $85.7K - $94.3K
4.12K $2.35B
INTU
Intuit Inc

Technology
64
+ 12.57%
$602.01 - $706.25 $38.5K - $45.2K
573 $360M
PANW
Palo Alto Networks Inc

Technology
965
+ 102.12%
$181.96 - $405.9 $176K - $392K
1.91K $348M
MSFT
Microsoft Corp

Technology
212
+ 1.84%
$406.35 - $454.46 $86.1K - $96.3K
11.7K $4.94B
Arm Holdings PLC
114
+ 6.46%
N/A
1.88K $232M
O
Realty Income Corp

Real Estate
177
+ 4.59%
$51.76 - $64.71 $9.16K - $11.5K
4.04K $216M
IQLT
Ishares Msci Intl Quality Fact

ETFs
357
+ 3.61%
$37.12 - $41.23 $13.3K - $14.7K
10.3K $381M
WDIV
Spdr S&P Global Dividend ETF

ETFs
51
+ 0.63%
$61.96 - $66.71 $3.16K - $3.4K
8.2K $509M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
26.7K
+ 188.87%
$27.54 - $83.04 $736K - $2.22M
40.9K $1.13B
SCHA
Schwab Strategic Tr Us Small C

ETFs
20.3K
+ 90.67%
$25.33 - $51.16 $515K - $1.04M
42.8K $1.11B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.5K
+ 98.09%
$18.41 - $40.87 $304K - $674K
33.3K $616M
LMT
Lockheed Martin Corp

Industrials
50
+ 4.02%
$479.66 - $614.62 $24K - $30.7K
1.3K $629M
GIS
General Mills Inc

Consumer Defensive
54
+ 0.42%
$62.78 - $74.62 $3.39K - $4.03K
13.1K $833M
VZ
Verizon Communications Inc

Communication Services
336
+ 1.11%
$39.6 - $45.21 $13.3K - $15.2K
30.7K $1.23B
JNJ
Johnson & Johnson

Healthcare
72
+ 0.31%
$143.34 - $165.86 $10.3K - $11.9K
23.2K $3.36B
AMGN
Amgen Inc

Healthcare
438
+ 4.94%
$258.78 - $328.31 $113K - $144K
9.31K $2.43B
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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