Excalibur Management Corp Incresed Positions in Q4 2024

Excalibur Management Corp

  • $250 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
780
+ 4.45%
$161.86 - $196.66 $126K - $153K
18.3K $3.46M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.46K
+ 21.89%
$174.22 - $187.62 $602K - $648K
19.2K $3.37M
CSCO
Cisco Systems, Inc.

Technology
615
+ 1.42%
$52.45 - $60.02 $32.3K - $36.9K
43.8K $2.6M
PULS
Pgim ETF Tr

ETFs
4.61K
+ 70.1%
$49.51 - $49.79 $228K - $230K
11.2K $554K
SPY
Spdr S&P 500 ETF Trust

ETFs
326
+ 14.58%
$567.81 - $607.81 $185K - $198K
2.56K $1.5M
DIS
Walt Disney CO

Communication Services
601
+ 7.14%
$92.39 - $117.6 $55.5K - $70.7K
9.02K $1M
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 6.91%
$873.59 - $994.69 $86.5K - $98.5K
1.53K $1.4M
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.12%
$79.1 - $95.7 $1.11K - $1.34K
11.8K $1.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
140
+ 11.37%
$481.22 - $538.17 $67.4K - $75.3K
1.37K $700K
IVV
Ishares Core S&P 500 ETF

ETFs
100
+ 3.97%
$570.51 - $610.59 $57.1K - $61.1K
2.62K $1.54M
NEE
Nextera Energy Inc

Utilities
2.21K
+ 32.4%
$69.77 - $85.43 $154K - $189K
9.04K $648K
GOOG
Alphabet Inc.

Communication Services
6
+ 0.21%
$163.08 - $198.16 $978 - $1.19K
2.84K $540K
VIG
Vanguard Dividend Appreciation

ETFs
244
+ 12.57%
N/A
2.19K $397K
DE
Deere & CO

Industrials
49
+ 2.16%
$389.45 - $466.0 $19.1K - $22.8K
2.31K $980K
GLD
Spdr Gold Trust

ETFs
171
+ 2.64%
$236.59 - $257.5 $40.5K - $44K
6.65K $1.61M
TROW
Price T Rowe Group Inc

Financial Services
71
+ 2.07%
$106.48 - $124.69 $7.56K - $8.85K
3.5K $395K
IXN
Ishares Global Information Tec

ETFs
95
+ 1.99%
$80.67 - $87.84 $7.66K - $8.34K
4.87K $412K
Ge Vernova Inc
44
+ 5.06%
N/A
914 $0
ABT
Abbott Laboratories

Healthcare
52
+ 0.37%
$111.93 - $119.39 $5.82K - $6.21K
14K $1.58M
CB
Chubb LTD

Financial Services
2
+ 0.23%
$271.57 - $301.89 $543 - $604
857 $236K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.18%
$288.47 - $316.54 $865 - $950
1.64K $475K
NOC
Northrop Grumman Corp

Industrials
7
+ 1.35%
$466.52 - $543.88 $3.27K - $3.81K
526 $246K
SBUX
Starbucks Corp

Consumer Cyclical
334
+ 3.38%
$87.44 - $102.5 $29.2K - $34.2K
10.2K $931K
AEP
American Electric Power CO Inc

Utilities
21
+ 0.55%
$90.91 - $102.21 $1.91K - $2.15K
3.81K $351K
MDT
Medtronic PLC

Healthcare
1
+ 0.03%
$79.61 - $92.24 $79.6 - $92.2
3.73K $297K
GE
General Electric CO

Industrials
183
+ 5.24%
$159.95 - $194.23 $29.3K - $35.5K
3.68K $613K
D
Dominion Energy, Inc

Utilities
2
+ 0.01%
$52.63 - $60.92 $105 - $122
14.9K $800K
KMB
Kimberly Clark Corp

Consumer Defensive
64
+ 1.0%
$130.37 - $146.09 $8.34K - $9.35K
6.49K $849K
NKE
Nike, Inc.

Consumer Cyclical
486
+ 5.86%
$73.36 - $89.13 $35.7K - $43.3K
8.78K $664K
UNP
Union Pacific Corp

Industrials
21
+ 0.44%
$223.15 - $249.32 $4.69K - $5.24K
4.79K $1.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
47
+ 0.73%
$59.25 - $72.99 $2.78K - $3.43K
6.47K $386K
LLY
Eli Lilly & CO

Healthcare
88
+ 6.39%
$727.2 - $932.06 $64K - $82K
1.47K $1.13M
AMD
Advanced Micro Devices Inc

Technology
30
+ 1.3%
$118.88 - $172.8 $3.57K - $5.18K
2.33K $281K
PG
Procter & Gamble CO

Consumer Defensive
32
+ 0.12%
$161.05 - $179.7 $5.15K - $5.75K
25.8K $4.32M
GIS
General Mills Inc

Consumer Defensive
51
+ 0.31%
$62.78 - $74.62 $3.2K - $3.81K
16.7K $1.07M
PEP
Pepsico Inc

Consumer Defensive
306
+ 1.92%
$151.29 - $176.1 $46.3K - $53.9K
16.2K $2.46M
KO
Coca Cola CO

Consumer Defensive
161
+ 0.55%
$61.74 - $71.71 $9.94K - $11.5K
29.4K $1.83M
AMGN
Amgen Inc

Healthcare
1
+ 0.02%
$258.78 - $328.31 $259 - $328
6.41K $1.67M
MRK
Merck & Co., Inc.

Healthcare
1.9K
+ 3.96%
$96.31 - $114.76 $183K - $219K
50K $4.98M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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