Eagle Ridge Investment Management Incresed Positions in Q4 2024

Eagle Ridge Investment Management

  • $1.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
1.34K
+ 0.37%
$63.31 - $82.85 $84.7K - $111K
363K $26.9M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
390
+ 0.64%
$338.38 - $446.21 $132K - $174K
61.7K $26.9M
JPM
Jpmorgan Chase & CO

Financial Services
709
+ 1.03%
$205.18 - $250.29 $145K - $177K
69.9K $16.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
29.8K
+ 184.46%
$66.77 - $71.52 $1.99M - $2.13M
46K $3.17M
CME
Cme Group Inc.

Financial Services
266
+ 0.22%
$221.17 - $246.02 $58.8K - $65.4K
124K $28.7M
VGSH
Vanguard

ETFs
30.8K
+ 3.63%
$58.02 - $58.88 $1.79M - $1.82M
881K $51.3M
SRE
Sempra Energy

Utilities
96
+ 0.07%
$80.81 - $94.77 $7.76K - $9.1K
144K $12.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.58K
+ 2.56%
$100.16 - $100.7 $358K - $360K
143K $14.4M
AMZN
Amazon Com Inc

Consumer Cyclical
107
+ 2.24%
$180.88 - $232.93 $19.4K - $24.9K
4.87K $1.07M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.71K
+ 3.25%
$48.33 - $49.08 $372K - $378K
245K $11.9M
XOM
Exxon Mobil Corp

Energy
232
+ 9.12%
$105.51 - $125.37 $24.5K - $29.1K
2.78K $298K
NYF
Ishares New York Muni Bond ETF

ETFs
729
+ 1.5%
$52.85 - $54.34 $38.5K - $39.6K
49.4K $2.63M
D
Dominion Energy, Inc

Utilities
319
+ 3.26%
$52.63 - $60.92 $16.8K - $19.4K
10.1K $543K
LLY
Eli Lilly & CO

Healthcare
156
+ 12.06%
$727.2 - $932.06 $113K - $145K
1.45K $1.12M
THRM
Gentherm Inc

Consumer Cyclical
196
+ 3.13%
$38.32 - $45.21 $7.51K - $8.86K
6.47K $258K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1
+ 0.01%
$37.12 - $41.23 $37.1 - $41.2
7.98K $296K
VEU
Vanguard Ftse All World Ex Us

ETFs
9
+ 0.13%
$57.29 - $63.1 $516 - $568
6.94K $398K
ABT
Abbott Laboratories

Healthcare
430
+ 0.42%
$111.93 - $119.39 $48.1K - $51.3K
102K $11.6M
SNY
Sanofi

Healthcare
85
+ 1.53%
$45.89 - $57.31 $3.9K - $4.87K
5.66K $272K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
76
+ 0.92%
$63.27 - $70.31 $4.81K - $5.34K
8.3K $526K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
74.9K
+ 199.99%
$26.93 - $84.95 $2.02M - $6.36M
112K $3.07M
SWK
Stanley Black & Decker, Inc.

Industrials
298
+ 6.92%
$79.07 - $109.36 $23.6K - $32.6K
4.6K $369K
TMO
Thermo Fisher Scientific Inc.

Healthcare
34
+ 2.38%
$501.29 - $612.85 $17K - $20.8K
1.46K $759K
SCHP
Schwab Strategic Us Tips ETF

ETFs
266K
+ 105.67%
$25.74 - $53.78 $6.86M - $14.3M
519K $13.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
289
+ 0.74%
$442.29 - $483.08 $128K - $140K
39.1K $17.7M
RTX
Raytheon Technologies Corp

Industrials
1.4K
+ 1.17%
$114.45 - $127.21 $160K - $178K
121K $14M
JNJ
Johnson & Johnson

Healthcare
665
+ 1.75%
$143.34 - $165.86 $95.3K - $110K
38.8K $5.61M
ABBV
Abb Vie Inc.

Healthcare
311
+ 0.45%
$164.99 - $203.87 $51.3K - $63.4K
69.6K $12.4M
NSC
Norfolk Southern Corp

Industrials
36
+ 0.03%
$230.6 - $277.0 $8.3K - $9.97K
105K $24.6M
TSCO
Tractor Supply CO

Consumer Cyclical
225K
+ 398.21%
$52.59 - $303.74 $11.8M - $68.4M
282K $15M
Activity Summary
Buys All Purchases 40 New Holdings 9 Increased Positions 31 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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