Ellevest, Inc. Incresed Positions in Q4 2024

Ellevest, Inc.

  • $1.72 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
49.9K
+ 6.92%
$71.75 - $75.11 $3.58M - $3.75M
770K $55.4M
BX
Blackstone Inc.

Financial Services
5.68K
+ 101.59%
$148.45 - $199.05 $843K - $1.13M
11.3K $1.94M
NVDA
Nvidia Corp

Technology
5.54K
+ 23.5%
$117.0 - $148.88 $648K - $824K
29.1K $3.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
18.2K
+ 7.03%
$77.02 - $78.58 $1.4M - $1.43M
277K $21.4M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
6.86K
+ 6.6%
$100.38 - $107.86 $689K - $740K
111K $11.4M
SPOT
Spotify Technology S.A.

Communication Services
17
+ 0.2%
$362.95 - $502.38 $6.17K - $8.54K
8.46K $3.78M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
37.9K
+ 49.98%
$18.28 - $18.87 $693K - $715K
114K $2.09M
SONY
Sony Group Corp

Technology
62.2K
+ 654.89%
$17.53 - $96.8 $1.09M - $6.02M
71.7K $1.52M
MSFT
Microsoft Corp

Technology
1.68K
+ 5.58%
$406.35 - $454.46 $681K - $762K
31.7K $13.4M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
23.9K
+ 96.21%
$18.36 - $19.53 $439K - $467K
48.8K $895K
LSCC
Lattice Semiconductor Corp

Technology
4.31K
+ 51.12%
$48.58 - $63.46 $209K - $273K
12.7K $721K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
12.8K
+ 13.31%
$20.6 - $20.71 $265K - $266K
109K $2.26M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.5K
+ 13.15%
$19.38 - $19.58 $262K - $264K
116K $2.26M
SITM
Sitime Corp

Technology
113
+ 2.2%
$168.25 - $261.03 $19K - $29.5K
5.25K $1.13M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 1.42%
$4100.99 - $5300.34 $16.4K - $21.2K
286 $1.42M
GFS
Globalfoundries Inc.

Technology
3.7K
+ 31.92%
$36.01 - $46.79 $133K - $173K
15.3K $655K
APO
Apollo Global Management, Inc.

Financial Services
67
+ 1.53%
$131.36 - $178.61 $8.8K - $12K
4.45K $735K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.63K
+ 9.91%
$12.27 - $15.41 $69K - $86.7K
62.4K $903K
CME
Cme Group Inc.

Financial Services
746
+ 72.64%
$221.17 - $246.02 $165K - $184K
1.77K $411K
HSBC
Hsbc Holdings PLC

Financial Services
2.29K
+ 15.2%
$43.83 - $49.51 $100K - $113K
17.3K $857K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.43K
+ 6.34%
$36.54 - $37.53 $271K - $279K
125K $4.59M
SCHP
Schwab Strategic Us Tips ETF

ETFs
82.2K
+ 116.8%
$25.74 - $53.78 $2.12M - $4.42M
153K $3.94M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.21K
+ 5.28%
$94.77 - $97.36 $304K - $312K
64K $6.11M
ADP
Automatic Data Processing Inc

Industrials
336
+ 8.09%
$280.08 - $307.97 $94.1K - $103K
4.49K $1.31M
NDAQ
Nasdaq, Inc.

Financial Services
1.91K
+ 62.26%
$70.87 - $83.05 $136K - $159K
4.98K $385K
WCC
Wesco International Inc

Industrials
674
+ 33.4%
$164.11 - $213.19 $111K - $144K
2.69K $487K
KLIC
Kulicke & Soffa Industries Inc

Technology
2.89K
+ 33.78%
$42.42 - $50.54 $123K - $146K
11.4K $534K
DECK
Deckers Outdoor Corp

Consumer Cyclical
37
+ 1.17%
$152.04 - $211.12 $5.63K - $7.81K
3.2K $650K
BK
Bank Of New York Mellon Corp

Financial Services
921
+ 6.78%
$70.82 - $81.87 $65.2K - $75.4K
14.5K $1.11M
BMY
Bristol Myers Squibb CO

Healthcare
1.66K
+ 18.97%
$51.92 - $59.94 $86K - $99.3K
10.4K $587K
CSCO
Cisco Systems, Inc.

Technology
1.71K
+ 32.63%
$52.45 - $60.02 $89.6K - $103K
6.95K $411K
BSX
Boston Scientific Corp

Healthcare
650
+ 4.9%
$83.62 - $91.5 $54.4K - $59.5K
13.9K $1.24M
NET
Cloudflare, Inc.

Technology
102
+ 2.3%
$78.11 - $117.56 $7.97K - $12K
4.54K $488K
JEF
Jefferies Financial Group Inc.

Financial Services
780
+ 20.09%
$61.95 - $81.75 $48.3K - $63.8K
4.66K $365K
WELL
Welltower Inc.

Real Estate
1.05K
+ 23.6%
$123.11 - $139.3 $129K - $146K
5.49K $692K
VTR
Ventas, Inc.

Real Estate
2.47K
+ 46.92%
$57.73 - $66.48 $143K - $164K
7.75K $456K
MS
Morgan Stanley

Financial Services
106
+ 2.3%
$104.42 - $134.99 $11.1K - $14.3K
4.72K $593K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.72K
+ 45.98%
$59.25 - $72.99 $220K - $271K
11.8K $705K
AXP
American Express CO

Financial Services
13
+ 0.32%
$267.35 - $305.57 $3.48K - $3.97K
4.04K $1.2M
AFL
Aflac Inc

Financial Services
1.5K
+ 24.73%
$100.37 - $115.27 $150K - $173K
7.56K $781K
TMUS
T Mobile Us, Inc.

Communication Services
56
+ 0.89%
$206.1 - $246.94 $11.5K - $13.8K
6.38K $1.41M
CSWI
Csw Industrials, Inc.

Industrials
299
+ 50.94%
$352.8 - $432.01 $105K - $129K
886 $312K
AJG
Arthur J. Gallagher & Co.

Financial Services
326
+ 23.67%
$278.49 - $315.16 $90.8K - $103K
1.7K $483K
SQ
Block, Inc.

Technology
15
+ 0.28%
$65.06 - $98.92 $976 - $1.48K
5.28K $449K
SKYT
Sky Water Technology, Inc

Technology
2.09K
+ 15.03%
$7.9 - $16.06 $16.5K - $33.6K
16K $220K
ISRG
Intuitive Surgical Inc

Healthcare
53
+ 2.46%
$471.27 - $550.62 $25K - $29.2K
2.21K $1.15M
PAYX
Paychex Inc

Industrials
461
+ 10.95%
$135.86 - $148.73 $62.6K - $68.6K
4.67K $654K
ESAB
Esab Corp

Industrials
413
+ 15.67%
$102.05 - $135.08 $42.1K - $55.8K
3.05K $367K
GRAB
Grab Holdings LTD

Technology
2.64K
+ 3.29%
$3.6 - $5.67 $9.49K - $14.9K
82.8K $390K
Activity Summary
Buys All Purchases 192 New Holdings 40 Increased Positions 152 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 0 Puts 0
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