Fairview Capital Investment Management, LLC Incresed Positions in Q4 2024

Fairview Capital Investment Management, LLC

  • $1.72 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
14.3K
+ 9.5%
$270.87 - $367.87 $3.87M - $5.25M
165K $55M
AMZN
Amazon Com Inc

Consumer Cyclical
779
+ 0.39%
$180.88 - $232.93 $141K - $181K
199K $43.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
126K
+ 21.27%
$50.37 - $50.6 $6.34M - $6.37M
718K $36.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
93.8K
+ 219.16%
$49.79 - $51.14 $4.67M - $4.8M
137K $6.85M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
88.5K
+ 486.26%
$50.73 - $51.08 $4.49M - $4.52M
107K $5.43M
AAPL
Apple Inc.

Technology
1.72K
+ 1.21%
$221.69 - $259.02 $380K - $444K
143K $35.9M
KMX
Carmax Inc

Consumer Cyclical
14.6K
+ 5.01%
$71.11 - $87.2 $1.04M - $1.27M
306K $25M
OKE
Oneok Inc

Energy
309
+ 0.14%
$92.28 - $117.05 $28.5K - $36.2K
219K $22M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
162K
+ 56.3%
$12.74 - $14.23 $2.06M - $2.3M
449K $5.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27.5K
+ 11.01%
$96.64 - $101.23 $2.65M - $2.78M
277K $26.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.35K
+ 43.09%
$567.81 - $607.81 $768K - $822K
4.49K $2.63M
WMG
Warner Music Group Corp.

Communication Services
38K
+ 2.09%
$30.73 - $33.67 $1.17M - $1.28M
1.85M $57.4M
VTI
Vanguard Total Stock Market Et

ETFs
1.13K
+ 2.62%
$280.04 - $302.45 $315K - $341K
44.2K $12.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
4.72K
+ 10.51%
$106.33 - $110.69 $501K - $522K
49.6K $5.28M
NVDA
Nvidia Corp

Technology
1.44K
+ 17.27%
$117.0 - $148.88 $168K - $214K
9.75K $1.31M
SPSB
Spdr Portfolio Short Term Corp

ETFs
13.7K
+ 4.84%
$29.77 - $30.19 $407K - $412K
296K $8.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
329
+ 7.25%
$481.22 - $538.17 $158K - $177K
4.87K $2.49M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29K
+ 318.8%
$26.93 - $84.95 $782K - $2.47M
38.1K $1.04M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.63K
+ 12.27%
$100.24 - $101.35 $263K - $266K
24K $2.42M
IAU
Ishares Gold Trust

ETFs
3.03K
+ 2.21%
$48.37 - $52.65 $147K - $160K
140K $6.94M
IBM
International Business Machines Corp

Technology
500
+ 25.03%
$204.9 - $238.04 $102K - $119K
2.5K $549K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.2K
+ 3.12%
$50.67 - $50.9 $111K - $112K
72.6K $3.68M
NYF
Ishares New York Muni Bond ETF

ETFs
1.85K
+ 28.03%
$52.85 - $54.34 $97.8K - $101K
8.45K $449K
ABC
Amerisourcebergen Corp

Healthcare
448
+ 5.87%
N/A
8.08K $1.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
23.6K
+ 119.2%
$25.74 - $53.78 $607K - $1.27M
43.4K $1.12M
ADP
Automatic Data Processing Inc

Industrials
62
+ 2.54%
$280.08 - $307.97 $17.4K - $19.1K
2.51K $733K
CMF
Ishares California Muni Bond E

ETFs
1.08K
+ 3.81%
$56.66 - $58.1 $60.9K - $62.5K
29.3K $1.68M
VB
Vanguard Small Cap ETF

ETFs
100
+ 2.63%
$233.76 - $261.58 $23.4K - $26.2K
3.9K $936K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11K
+ 216.26%
$22.01 - $66.82 $243K - $737K
16.1K $366K
VO
Vanguard Mid Cap ETF

ETFs
90
+ 2.23%
$261.5 - $284.63 $23.5K - $25.6K
4.13K $1.09M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
1K
+ 8.11%
$21.02 - $21.57 $21K - $21.6K
13.3K $281K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
950
+ 7.39%
$23.7 - $24.51 $22.5K - $23.3K
13.8K $327K
IEMG
Ishares Inc

ETFs
225
+ 0.24%
N/A
94.8K $5.09M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
525
+ 8.47%
$46.33 - $48.6 $24.3K - $25.5K
6.73K $312K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.93K
+ 1.89%
$77.86 - $79.27 $228K - $232K
158K $12.3M
VIG
Vanguard Dividend Appreciation

ETFs
49
+ 1.26%
N/A
3.95K $719K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
700
+ 2.2%
$24.61 - $25.12 $17.2K - $17.6K
32.5K $802K
GLD
Spdr Gold Trust

ETFs
100
+ 0.42%
$236.59 - $257.5 $23.7K - $25.8K
23.7K $5.73M
Tko Group Holdings Inc
3.37K
+ 0.66%
N/A
513K $0
Labcorp Holdings
3.98K
+ 1.79%
N/A
226K $0
ABT
Abbott Laboratories

Healthcare
19
+ 0.4%
$111.93 - $119.39 $2.13K - $2.27K
4.81K $543K
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.91%
$189.5 - $206.17 $2.46K - $2.68K
1.44K $275K
BDX
Becton Dickinson & CO

Healthcare
80
+ 3.88%
$220.02 - $243.75 $17.6K - $19.5K
2.14K $486K
BWX
Spdr Bloomberg International T

ETFs
2.18K
+ 6.41%
$21.39 - $23.3 $46.5K - $50.7K
36.1K $771K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
200
+ 0.24%
$49.58 - $50.28 $9.92K - $10.1K
82.1K $4.08M
PEP
Pepsico Inc

Consumer Defensive
78
+ 2.26%
$151.29 - $176.1 $11.8K - $13.7K
3.53K $536K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.05K
+ 3.75%
$71.75 - $75.11 $291K - $304K
112K $8.05M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.4K
+ 66.67%
$22.63 - $47.53 $99.6K - $209K
11K $249K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.4K
+ 7.91%
$44.04 - $49.49 $768K - $863K
238K $10.5M
Activity Summary
Buys All Purchases 74 New Holdings 12 Increased Positions 62 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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