Donaldson Capital Management, LLC Purchases in Q4 2024

Donaldson Capital Management, LLC

  • $2.57 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
400K
+ 2382.42%
$104.42 - $134.99 $41.8M - $54M
417K $52.4M
FAST
Fastenal CO

Industrials
624K
New
$69.99 - $84.35 $43.6M - $52.6M
624K $44.8M
WEC
Wec Energy Group, Inc.

Utilities
387K
New
$92.94 - $101.82 $36M - $39.4M
387K $36.4M
XLC
Select Sector Spdr Tr Communic

ETFs
298K
+ 55.7%
$89.66 - $102.16 $26.7M - $30.5M
833K $80.7M
JPM
Jpmorgan Chase & CO

Financial Services
2.54K
+ 0.75%
$205.18 - $250.29 $522K - $636K
342K $82M
AAPL
Apple Inc.

Technology
1.41K
+ 0.25%
$221.69 - $259.02 $312K - $365K
557K $139M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
198K
+ 131.57%
$50.37 - $50.6 $9.99M - $10M
349K $17.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
407K
+ 712.85%
$25.93 - $105.3 $10.6M - $42.9M
465K $12.9M
CME
Cme Group Inc.

Financial Services
7.72K
+ 3.57%
$221.17 - $246.02 $1.71M - $1.9M
224K $52M
UPS
United Parcel Service Inc

Industrials
51.1K
+ 23.05%
$122.65 - $138.35 $6.27M - $7.07M
273K $34.4M
TSLA
Tesla, Inc.

Consumer Cyclical
9.19K
+ 1030.72%
$213.65 - $479.86 $1.96M - $4.41M
10.1K $4.07M
COST
Costco Wholesale Corp

Consumer Defensive
1.09K
+ 1.26%
$873.59 - $994.69 $948K - $1.08M
87.2K $79.9M
PAYX
Paychex Inc

Industrials
5.36K
+ 1.28%
$135.86 - $148.73 $728K - $797K
423K $59.3M
BMI
Badger Meter Inc

Technology
14.5K
New
$199.06 - $237.67 $2.89M - $3.45M
14.5K $3.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.86K
+ 558.48%
$481.22 - $538.17 $2.82M - $3.16M
6.91K $3.53M
SPOT
Spotify Technology S.A.

Communication Services
6.03K
New
$362.95 - $502.38 $2.19M - $3.03M
6.03K $2.7M
AMZN
Amazon Com Inc

Consumer Cyclical
1.74K
+ 2.5%
$180.88 - $232.93 $314K - $404K
71.2K $15.6M
TROW
Price T Rowe Group Inc

Financial Services
8.64K
+ 2.22%
$106.48 - $124.69 $920K - $1.08M
398K $45M
NVDA
Nvidia Corp

Technology
14K
+ 25.63%
$117.0 - $148.88 $1.64M - $2.09M
68.8K $9.23M
GOOGL
Alphabet Inc.

Communication Services
3.16K
+ 4.69%
$161.86 - $196.66 $511K - $621K
70.4K $13.3M
VBR
Vanguard Small Cap Value ETF

ETFs
9.52K
New
$197.36 - $217.3 $1.88M - $2.07M
9.52K $1.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.62K
+ 36.29%
$567.81 - $607.81 $1.49M - $1.59M
9.84K $5.77M
BMY
Bristol Myers Squibb CO

Healthcare
22.7K
+ 61.65%
$51.92 - $59.94 $1.18M - $1.36M
59.4K $3.36M
ICSH
Blackrock Ultra Short Term Bon

ETFs
37.5K
+ 1.7%
$50.35 - $50.69 $1.89M - $1.9M
2.24M $113M
MEAR
Blackrock Short Maturity Munic

ETFs
22.5K
+ 56.29%
$49.94 - $50.28 $1.12M - $1.13M
62.5K $3.12M
ALL
Allstate Corp

Financial Services
343
+ 0.11%
$181.25 - $208.2 $62.2K - $71.4K
313K $60.4M
EVER
Ever Quote, Inc.

Communication Services
49.1K
New
$16.8 - $21.02 $825K - $1.03M
49.1K $981K
ADP
Automatic Data Processing Inc

Industrials
457
+ 0.93%
$280.08 - $307.97 $128K - $141K
49.8K $14.6M
MA
Mastercard Inc

Financial Services
240
+ 1.24%
$491.3 - $536.15 $118K - $129K
19.7K $10.4M
MSI
Motorola Solutions, Inc.

Technology
1.05K
+ 9.01%
$449.08 - $504.6 $470K - $528K
12.7K $5.85M
RLI
Rli Corp

Financial Services
1.98K
+ 8.84%
$151.91 - $180.89 $300K - $358K
24.4K $4.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.47K
+ 16.63%
$96.64 - $101.23 $722K - $756K
52.4K $5.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
454
+ 2.67%
$172.07 - $207.36 $78.1K - $94.1K
17.4K $3.44M
CDNS
Cadence Design Systems Inc

Technology
218
+ 1.57%
$249.1 - $324.54 $54.3K - $70.7K
14.1K $4.24M
CPRT
Copart Inc

Consumer Cyclical
472
+ 0.53%
$51.36 - $63.8 $24.2K - $30.1K
89.7K $5.15M
XLF
Financial Sector Spdr

ETFs
9.42K
+ 202.36%
$44.89 - $51.34 $423K - $483K
14.1K $679K
VIG
Vanguard Dividend Appreciation

ETFs
2.52K
+ 5.56%
N/A
47.9K $8.72M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
167
+ 2.55%
$1146.59 - $1270.6 $191K - $212K
6.72K $7.96M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
675
+ 19.88%
$521.84 - $558.82 $352K - $377K
4.07K $2.19M
ACN
Accenture PLC

Technology
2.3K
+ 0.93%
$343.9 - $376.86 $791K - $867K
250K $87.9M
VUG
Vanguard Growth ETF

ETFs
81
+ 0.61%
$378.79 - $428.11 $30.7K - $34.7K
13.3K $5.44M
XLY
Select Sector Spdr Consumer Di

ETFs
1.7K
New
$194.8 - $239.43 $330K - $406K
1.7K $380K
MSCI
Msci Inc.

Financial Services
302
+ 3.19%
$569.09 - $635.99 $172K - $192K
9.76K $5.86M
MCO
Moodys Corp

Financial Services
713
+ 3.19%
$454.04 - $500.88 $324K - $357K
23K $10.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.02K
+ 4.64%
$442.29 - $483.08 $450K - $492K
23K $10.4M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.13%
$486.1 - $608.57 $2.43K - $3.04K
3.92K $2.24M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
95.6K
+ 224.51%
$22.01 - $66.82 $2.1M - $6.39M
138K $3.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.81K
+ 16.15%
$61.68 - $67.87 $296K - $326K
34.6K $2.15M
XLU
Utilities Sector Spdr

ETFs
3.94K
New
$74.89 - $82.93 $295K - $327K
3.94K $298K
Activity Summary
Buys All Purchases 125 New Holdings 12 Increased Positions 113 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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