Eight 31 Financial LLC Reduced Holdings in Q4 2024

Eight 31 Financial LLC

  • $133 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-55.6K
- 48.15%
$45.07 - $47.1 $2.51M - $2.62M
59.9K $2.71B
PB
Prosperity Bancshares Inc

Financial Services
-7.29K
- 68.83%
$70.04 - $85.07 $511K - $620K
3.3K $249M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.56K
- 26.31%
$71.75 - $75.11 $255K - $267K
9.97K $717M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.74K
- 8.51%
$96.64 - $101.23 $168K - $176K
18.7K $1.81B
AOM
Ishares Tr Core Moderate Alloc

ETFs
-616
- 0.53%
$43.44 - $45.05 $26.8K - $27.8K
115K $5B
ACWI
Ishares Msci Acwi ETF

ETFs
-906
- 15.35%
$117.05 - $123.03 $106K - $111K
5K $587M
DVN
Devon Energy Corp

Energy
-225
- 1.69%
$30.52 - $42.96 $6.87K - $9.67K
13.1K $429M
KO
Coca Cola CO

Consumer Defensive
-185
- 3.69%
$61.74 - $71.71 $11.4K - $13.3K
4.83K $301M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-649
- 6.4%
$38.37 - $42.82 $24.9K - $27.8K
9.5K $364M
VT
Vanguard Total World Stk Index

ETFs
-242
- 6.4%
$117.09 - $123.07 $28.3K - $29.8K
3.54K $416M
OXY
Occidental Petroleum Corp

Energy
-71
- 0.62%
$45.36 - $55.91 $3.22K - $3.97K
11.3K $559M
EOG
Eog Resources Inc

Energy
-87
- 0.71%
$118.22 - $136.54 $10.3K - $11.9K
12.2K $1.5B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-75
- 5.68%
$201.32 - $217.44 $15.1K - $16.3K
1.25K $258M
CSCO
Cisco Systems, Inc.

Technology
-339
- 7.9%
$52.45 - $60.02 $17.8K - $20.3K
3.95K $234M
JPM
Jpmorgan Chase & CO

Financial Services
-73
- 6.96%
$205.18 - $250.29 $15K - $18.3K
976 $234M
WMB
Williams Companies, Inc.

Energy
-908
- 11.49%
$46.37 - $59.74 $42.1K - $54.2K
7K $379M
AVGO
Broadcom Inc.

Technology
-700
- 20.9%
$159.67 - $250.0 $112K - $175K
2.65K $614M
NVDA
Nvidia Corp

Technology
-20
- 0.2%
$117.0 - $148.88 $2.34K - $2.98K
10.2K $1.37B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-14
- 0.06%
$521.84 - $558.82 $7.31K - $7.82K
22.9K $12.3B
AAPL
Apple Inc.

Technology
-15
- 0.06%
$221.69 - $259.02 $3.33K - $3.89K
23.9K $5.99B
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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