Doliver Advisors, LP Sells in Q4 2024

Doliver Advisors, LP

  • $340 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-31.8K
- 14.68%
$129.96 - $144.97 $4.14M - $4.61M
185K $25.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-10.3K
- 20.67%
$124.26 - $134.12 $1.28M - $1.38M
39.4K $5.07M
UNH
Unitedhealth Group Inc

Healthcare
-1.34K
- 43.3%
$485.52 - $625.25 $649K - $836K
1.75K $885K
GOOG
Alphabet Inc.

Communication Services
-7.76K
- 17.6%
$163.08 - $198.16 $1.27M - $1.54M
36.3K $6.92M
ACN
Accenture PLC

Technology
-831
- 18.23%
$343.9 - $376.86 $286K - $313K
3.73K $1.31M
JNJ
Johnson & Johnson

Healthcare
-292
- 2.04%
$143.34 - $165.86 $41.9K - $48.4K
14K $2.02M
EOG
Eog Resources Inc

Energy
-2.13K
- 12.84%
$118.22 - $136.54 $252K - $291K
14.5K $1.77M
INTC
Intel Corp

Technology
-5.91K
- 20.33%
$19.07 - $26.23 $113K - $155K
23.1K $463K
MDT
Medtronic PLC

Healthcare
-640
- 4.69%
$79.61 - $92.24 $51K - $59K
13K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
-303
- 7.25%
$385.02 - $431.37 $117K - $131K
3.88K $1.51M
WMT
Walmart Inc.

Consumer Defensive
-5.12K
- 17.14%
$79.1 - $95.7 $405K - $490K
24.7K $2.24M
CMCSA
Comcast Corp

Communication Services
-526
- 1.59%
$37.39 - $45.14 $19.7K - $23.7K
32.6K $1.22M
LHX
L3 Harris Technologies, Inc.

Industrials
-43
- 0.81%
$208.94 - $264.22 $8.98K - $11.4K
5.28K $1.11M
OC
Owens Corning

Industrials
-571
- 5.88%
$169.41 - $210.81 $96.7K - $120K
9.14K $1.56M
SMG
Scotts Miracle Gro CO

Basic Materials
-9
- 0.13%
$65.14 - $93.47 $586 - $841
7.06K $468K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-850
- 8.9%
$75.1 - $82.99 $63.8K - $70.5K
8.7K $657K
FCX
Freeport Mcmoran Inc

Basic Materials
-21
- 0.24%
$38.08 - $50.82 $800 - $1.07K
8.91K $339K
PG
Procter & Gamble CO

Consumer Defensive
-333
- 4.06%
$161.05 - $179.7 $53.6K - $59.8K
7.87K $1.32M
ETN
Eaton Corp PLC

Industrials
-305
- 2.82%
$326.96 - $377.52 $99.7K - $115K
10.5K $3.49M
FFIN
First Financial Bankshares Inc

Financial Services
-700
- 1.05%
$35.49 - $43.05 $24.8K - $30.1K
65.8K $2.37M
PAA
Plains All American Pipeline LP

Energy
-4.4K
- 16.4%
$16.27 - $18.67 $71.6K - $82.1K
22.4K $383K
UNP
Union Pacific Corp

Industrials
-245
- 19.25%
$223.15 - $249.32 $54.7K - $61.1K
1.03K $234K
DVN
Devon Energy Corp

Energy
-100
- 0.86%
$30.52 - $42.96 $3.05K - $4.3K
11.6K $378K
NFLX
Netflix Inc

Communication Services
-361
- 26.41%
$687.65 - $936.56 $248K - $338K
1.01K $896K
ICE
Intercontinental Exchange, Inc.

Financial Services
-92
- 1.86%
$148.29 - $166.93 $13.6K - $15.4K
4.84K $721K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-6.67K
- 8.24%
$7.03 - $8.43 $46.9K - $56.2K
74.3K $558K
WOLF
Wolfspeed, Inc.

Technology
-2.21K
- 16.37%
$6.44 - $16.2 $14.2K - $35.8K
11.3K $75K
EFG
Msci Eafe Growth ETF

ETFs
-55
- 1.37%
$96.83 - $106.88 $5.33K - $5.88K
3.96K $383K
IAU
Ishares Gold Trust

ETFs
-920
- 4.73%
$48.37 - $52.65 $44.5K - $48.4K
18.5K $917K
MO
Altria Group, Inc.

Consumer Defensive
-1.84K
- 4.83%
$49.06 - $57.74 $90.1K - $106K
36.2K $1.89M
ZBRA
Zebra Technologies Corp

Technology
-160
- 16.81%
$360.09 - $411.94 $57.6K - $65.9K
792 $305K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-450
- 9.5%
$90.66 - $99.46 $40.8K - $44.8K
4.29K $389K
K
Kellogg CO

Consumer Defensive
-545
- 11.99%
$80.34 - $81.29 $43.8K - $44.3K
4K $324K
FDX
Fedex Corp

Industrials
-234
- 6.78%
$260.5 - $305.15 $61K - $71.4K
3.22K $905K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-452
- 2.32%
$12.1 - $13.76 $5.47K - $6.22K
19K $230K
XLE
Energy Sector Spdr

ETFs
-325
- 8.13%
$83.32 - $97.27 $27.1K - $31.6K
3.67K $314K
GLD
Spdr Gold Trust

ETFs
-136
- 4.95%
$236.59 - $257.5 $32.2K - $35K
2.61K $631K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-50
- 1.49%
$89.81 - $104.0 $4.49K - $5.2K
3.31K $298K
PRU
Prudential Financial Inc

Financial Services
-149
- 4.41%
$114.59 - $129.52 $17.1K - $19.3K
3.23K $383K
JKHY
Henry Jack & Associates Inc

Technology
-100
- 2.44%
$171.12 - $186.18 $17.1K - $18.6K
4K $701K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 1.65%
$442.29 - $483.08 $11.1K - $12.1K
1.49K $674K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-110
- 2.35%
$113.92 - $127.38 $12.5K - $14K
4.57K $526K
TSLA
Tesla, Inc.

Consumer Cyclical
-890
- 36.55%
$213.65 - $479.86 $190K - $427K
1.55K $623K
EA
Electronic Arts Inc.

Communication Services
-146
- 4.75%
$140.69 - $167.97 $20.5K - $24.5K
2.93K $428K
DIS
Walt Disney CO

Communication Services
-1.62K
- 14.05%
$92.39 - $117.6 $149K - $190K
9.88K $1.1M
ABNB
Airbnb, Inc.

Consumer Cyclical
-218
- 4.2%
$125.36 - $147.37 $27.3K - $32.1K
4.97K $653K
IBTX
Independent Bank Group, Inc.

Financial Services
-443
- 4.88%
$55.72 - $67.74 $24.7K - $30K
8.64K $524K
VFC
V F Corp

Consumer Cyclical
-1.27K
- 6.54%
$16.7 - $22.59 $21.3K - $28.8K
18.2K $390K
COF
Capital One Financial Corp

Financial Services
-264
- 14.93%
$145.19 - $192.01 $38.3K - $50.7K
1.5K $268K
Activity Summary
Buys All Purchases 61 New Holdings 13 Increased Positions 48 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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