E Rn Financial, LLC Purchases in Q4 2024

E Rn Financial, LLC

  • $653 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
1
+ 0.4%
$867.18 - $1148.42 $867 - $1.15K
251 $266K
DE
Deere & CO

Industrials
33
+ 0.87%
$389.45 - $466.0 $12.9K - $15.4K
3.83K $1.62M
MFG
Mizuho Financial Group Inc

Financial Services
5.08K
+ 46.35%
$4.05 - $5.26 $20.6K - $26.7K
16K $78K
IWF
Ishares Russell 1000 Gr ETF

ETFs
15
+ 1.55%
$370.24 - $418.94 $5.55K - $6.28K
982 $394K
VTI
Vanguard Total Stock Market Et

ETFs
59
+ 2.9%
$280.04 - $302.45 $16.5K - $17.8K
2.09K $605K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
316
+ 3.94%
$53.94 - $58.15 $17K - $18.4K
8.35K $470K
SYK
Stryker Corp

Healthcare
94
+ 2.42%
$345.14 - $392.15 $32.4K - $36.9K
3.98K $1.43M
TXN
Texas Instruments Inc

Technology
127
+ 4.39%
N/A
3.02K $588K
CWB
Spdr Bloomberg Convertible Sec

ETFs
154
+ 2.83%
$76.21 - $82.24 $11.7K - $12.7K
5.59K $435K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
113
+ 2.25%
$442.29 - $483.08 $50K - $54.6K
5.13K $2.32M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.11%
$264.65 - $302.92 $265 - $303
873 $249K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.8K
+ 200.7%
$22.4 - $68.28 $308K - $939K
20.6K $477K
CAT
Caterpillar Inc

Industrials
82
+ 14.56%
$360.37 - $416.88 $29.6K - $34.2K
645 $233K
XSMO
Invesco S&P Smallcap Momentum

ETFs
192
+ 1.74%
$65.08 - $73.72 $12.5K - $14.2K
11.2K $742K
AJG
Arthur J. Gallagher & Co.

Financial Services
19
+ 0.82%
$278.49 - $315.16 $5.29K - $5.99K
2.35K $666K
MGEE
Mge Energy Inc

Utilities
7
+ 0.26%
$88.55 - $108.16 $620 - $757
2.75K $258K
ORCL
Oracle Corp

Technology
303
+ 2.36%
$165.41 - $192.43 $50.1K - $58.3K
13.2K $2.19M
FISV
Fiserv Inc

Technology
5
+ 0.12%
N/A
4.25K $531K
Pimco ETF Tr
285K
+ 212.52%
N/A
419K $0
Blackrock Inc
798
New
N/A
798 $0
Arista Networks Inc
4.4K
New
N/A
4.4K $0
CVX
Chevron Corp

Energy
114
+ 1.72%
$141.15 - $162.53 $16.1K - $18.5K
6.74K $975K
T Rowe Price ETF Inc
722
+ 4.74%
N/A
15.9K $0
SPGI
S&P Global Inc.

Financial Services
62
+ 3.64%
$480.36 - $529.17 $29.8K - $32.8K
1.77K $879K
ACN
Accenture PLC

Technology
13
+ 0.4%
$343.9 - $376.86 $4.47K - $4.9K
3.24K $1.14M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
37
+ 0.52%
$35.45 - $40.33 $1.31K - $1.49K
7.21K $258K
TAXF
American Centy ETF Tr Diversif

ETFs
197
+ 1.47%
$49.94 - $51.44 $9.84K - $10.1K
13.6K $684K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.56K
+ 7.69%
$40.41 - $45.12 $63.2K - $70.6K
21.9K $886K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
553
+ 1.71%
$50.02 - $51.24 $27.7K - $28.3K
32.9K $1.65M
MCD
Mcdonalds Corp

Consumer Cyclical
48
+ 3.05%
$288.47 - $316.54 $13.8K - $15.2K
1.62K $470K
AEP
American Electric Power CO Inc

Utilities
166
+ 7.01%
$90.91 - $102.21 $15.1K - $17K
2.54K $233K
MRK
Merck & Co., Inc.

Healthcare
295
+ 10.29%
$96.31 - $114.76 $28.4K - $33.9K
3.16K $314K
TT
Trane Technologies PLC

Industrials
65
+ 3.53%
$369.35 - $419.14 $24K - $27.2K
1.91K $704K
JEPI
J P Morgan Exchange Traded Fd

ETFs
471
+ 2.24%
$57.53 - $60.83 $27.1K - $28.7K
21.5K $1.23M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
589
+ 2.66%
$44.87 - $46.86 $26.4K - $27.6K
22.7K $1.02M
CPT
Camden Property Trust

Real Estate
263
+ 4.25%
$112.52 - $127.03 $29.6K - $33.4K
6.46K $749K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
897
+ 1.7%
$51.58 - $52.91 $46.3K - $47.5K
53.5K $2.77M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.89%
$244.52 - $284.07 $1.96K - $2.27K
911 $224K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
636
+ 1.17%
$113.92 - $127.38 $72.5K - $81K
54.8K $6.31M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.64K
+ 4.43%
$46.07 - $48.17 $352K - $368K
180K $8.31M
EFG
Msci Eafe Growth ETF

ETFs
37
+ 1.49%
$96.83 - $106.88 $3.58K - $3.95K
2.52K $243K
F
Ford Motor CO

Consumer Cyclical
1.25K
+ 2.16%
$9.69 - $11.4 $12.1K - $14.3K
59K $584K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
623
+ 6.53%
$75.65 - $83.47 $47.1K - $52K
10.2K $773K
HMOP
Hartford Fds Exchange Traded T

ETFs
3.03K
+ 1.48%
$38.56 - $39.45 $117K - $119K
207K $8M
VTV
Vanguard Value ETF

ETFs
391
+ 1.91%
$168.32 - $181.87 $65.8K - $71.1K
20.9K $3.53M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.27K
+ 5.04%
$24.25 - $26.7 $55.1K - $60.6K
47.3K $1.16M
NOC
Northrop Grumman Corp

Industrials
31
+ 2.97%
$466.52 - $543.88 $14.5K - $16.9K
1.08K $504K
JNJ
Johnson & Johnson

Healthcare
521
+ 7.25%
$143.34 - $165.86 $74.7K - $86.4K
7.71K $1.11M
GD
General Dynamics Corp

Industrials
3
+ 0.23%
$260.28 - $314.03 $781 - $942
1.31K $346K
Activity Summary
Buys All Purchases 123 New Holdings 12 Increased Positions 111 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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