Custom Index Systems, LLC Purchases in Q4 2024

Custom Index Systems, LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
4.67K
+ 196.01%
$159.67 - $250.0 $745K - $1.17M
7.05K $1.63B
AAPL
Apple Inc.

Technology
1.42K
+ 3.42%
$221.69 - $259.02 $314K - $367K
42.9K $10.7B
NVDA
Nvidia Corp

Technology
1.77K
+ 4.92%
$117.0 - $148.88 $207K - $264K
37.8K $5.07B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.18K
+ 45.57%
$521.84 - $558.82 $617K - $661K
3.78K $2.03B
Lam Research Corp
8.73K
New
N/A
8.73K $630M
Arista Networks Inc
5.55K
New
N/A
5.55K $614M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.43K
+ 36.81%
$89.9 - $100.66 $578K - $647K
23.9K $2.16B
AMZN
Amazon Com Inc

Consumer Cyclical
78
+ 0.56%
$180.88 - $232.93 $14.1K - $18.2K
14K $3.06B
SRE
Sempra Energy

Utilities
5.29K
New
$80.81 - $94.77 $427K - $501K
5.29K $464M
GWRE
Guidewire Software, Inc.

Technology
2.59K
New
$168.58 - $207.12 $436K - $536K
2.59K $436M
CRM
Salesforce, Inc.

Technology
1.28K
New
$270.87 - $367.87 $348K - $472K
1.28K $429M
IWM
Ishares Russell 2000 ETF

ETFs
1.91K
New
$216.13 - $242.4 $413K - $463K
1.91K $422M
KRE
Spdr S&P Regional Banking ETF

ETFs
6.84K
New
$54.6 - $68.9 $373K - $471K
6.84K $412M
Aptiv PLC
6.69K
New
N/A
6.69K $405M
MSFT
Microsoft Corp

Technology
1.11K
+ 15.3%
$406.35 - $454.46 $451K - $505K
8.37K $3.53B
TRGP
Targa Resources Corp.

Energy
1.56K
+ 45.74%
$150.58 - $207.69 $235K - $324K
4.97K $888M
WMB
Williams Companies, Inc.

Energy
4.27K
+ 29.28%
$46.37 - $59.74 $198K - $255K
18.8K $1.02B
NFLX
Netflix Inc

Communication Services
56
+ 3.7%
$687.65 - $936.56 $38.5K - $52.4K
1.57K $1.4B
JEF
Jefferies Financial Group Inc.

Financial Services
334
+ 1.98%
$61.95 - $81.75 $20.7K - $27.3K
17.2K $1.35B
TSLA
Tesla, Inc.

Consumer Cyclical
763
New
$213.65 - $479.86 $163K - $366K
763 $308M
DECK
Deckers Outdoor Corp

Consumer Cyclical
127
+ 2.06%
$152.04 - $211.12 $19.3K - $26.8K
6.3K $1.28B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
24K
New
$9.95 - $12.23 $239K - $294K
24K $281M
V
Visa Inc.

Financial Services
541
+ 20.35%
$273.87 - $320.91 $148K - $174K
3.2K $1.01B
KMI
Kinder Morgan, Inc.

Energy
10.2K
New
$22.59 - $28.54 $231K - $292K
10.2K $280M
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
6.76K
New
$40.35 - $42.45 $273K - $287K
6.76K $276M
OKE
Oneok Inc

Energy
2.75K
New
$92.28 - $117.05 $253K - $322K
2.75K $276M
IWF
Ishares Russell 1000 Gr ETF

ETFs
13
+ 0.13%
$370.24 - $418.94 $4.81K - $5.45K
10.3K $4.14B
AMGN
Amgen Inc

Healthcare
1.05K
New
$258.78 - $328.31 $272K - $345K
1.05K $274M
ITA
Ishares Tr

ETFs
1.88K
New
$144.31 - $157.31 $271K - $296K
1.88K $273M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
4.12K
New
$57.27 - $71.33 $236K - $294K
4.12K $269M
NI
Nisource Inc.

Utilities
7.31K
New
$33.74 - $38.25 $247K - $280K
7.31K $269M
Global X Fds
7.18K
New
N/A
7.18K $268M
PAGP
Plains Gp Holdings LP

Energy
14.4K
New
$17.2 - $20.02 $248K - $289K
14.4K $265M
CNP
Centerpoint Energy Inc

Utilities
8.36K
New
$28.58 - $32.66 $239K - $273K
8.36K $265M
SHW
Sherwin Williams CO

Basic Materials
767
New
$338.75 - $399.71 $260K - $307K
767 $261M
GOOGL
Alphabet Inc.

Communication Services
144
+ 1.45%
$161.86 - $196.66 $23.3K - $28.3K
10.1K $1.91B
SIVR
Abrdn Silver ETF Trust

ETFs
9.35K
New
$27.61 - $33.22 $258K - $311K
9.35K $258M
WFC
Wells Fargo & Company

Financial Services
3.5K
New
$54.98 - $77.35 $192K - $271K
3.5K $246M
CBRE
Cbre Group, Inc.

Real Estate
1.48K
+ 20.26%
$119.22 - $140.71 $176K - $208K
8.77K $1.15B
WEC
Wec Energy Group, Inc.

Utilities
2.53K
New
$92.94 - $101.82 $235K - $258K
2.53K $238M
EXC
Exelon Corp

Utilities
6.29K
New
$36.22 - $40.97 $228K - $258K
6.29K $237M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
7.37K
New
$30.42 - $36.45 $224K - $269K
7.37K $234M
EIX
Edison International

Utilities
2.92K
New
$77.93 - $88.36 $228K - $258K
2.92K $233M
AWK
American Water Works Company, Inc.

Utilities
1.81K
New
$123.83 - $146.07 $225K - $265K
1.81K $226M
WTRG
Essential Utilities, Inc.

Utilities
6.2K
New
$36.18 - $40.55 $224K - $251K
6.2K $225M
SO
Southern CO

Utilities
2.72K
New
$81.5 - $94.15 $221K - $256K
2.72K $223M
AMT
American Tower Corp

Real Estate
1.21K
New
$179.4 - $232.01 $217K - $281K
1.21K $222M
ADI
Analog Devices Inc

Technology
1.12K
+ 121.69%
$206.35 - $236.48 $232K - $265K
2.04K $434M
ES
Eversource Energy

Utilities
3.81K
New
$55.9 - $67.73 $213K - $258K
3.81K $219M
Activity Summary
Buys All Purchases 158 New Holdings 47 Increased Positions 111 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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