Fernwood Investment Management, LLC Purchases in Q4 2024

Fernwood Investment Management, LLC

  • $283 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
98
+ 0.4%
$915.49 - $1730.0 $89.7K - $170K
24.5K $27.1M
APP
App Lovin Corp

Technology
4.32K
New
$130.67 - $401.5 $564K - $1.73M
4.32K $1.4M
ZWS
Zurn Water Solutions Corp

Industrials
30K
+ 199.87%
$35.79 - $40.92 $1.07M - $1.23M
44.9K $1.68M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
16.6K
+ 6.34%
$22.35 - $29.5 $371K - $490K
278K $7.64M
CRK
Comstock Resources Inc

Energy
52.6K
New
$11.15 - $18.92 $587K - $996K
52.6K $958K
ESTC
Elastic N.V.

Technology
1.2K
+ 4.5%
$75.01 - $116.22 $90K - $139K
27.9K $2.76M
PPL
Ppl Corp

Utilities
12.5K
New
$31.47 - $35.0 $393K - $438K
12.5K $405K
AVGO
Broadcom Inc.

Technology
990
+ 48.65%
$159.67 - $250.0 $158K - $248K
3.03K $701K
ATEC
Alphatec Holdings, Inc.

Healthcare
700
+ 0.77%
$4.98 - $10.48 $3.49K - $7.34K
92K $844K
HE
Hawaiian Electric Industries Inc

Utilities
33.1K
+ 24.84%
$9.12 - $10.98 $302K - $363K
166K $1.62M
MSCI
Msci Inc.

Financial Services
143
+ 1.4%
$569.09 - $635.99 $81.4K - $90.9K
10.4K $6.21M
ARCC
Ares Capital Corp

Financial Services
1.72K
+ 0.74%
$20.74 - $22.27 $35.7K - $38.3K
233K $5.09M
VPN
Global X Fds Data Ctr Reits &

ETFs
14.7K
New
N/A
14.7K $233K
EPD
Enterprise Products Partners L.P.

Energy
6.58K
New
$28.66 - $34.43 $188K - $226K
6.58K $206K
FFIV
F5, Inc.

Technology
800
New
$213.56 - $263.36 $171K - $211K
800 $201K
IWF
Ishares Russell 1000 Gr ETF

ETFs
500
New
$370.24 - $418.94 $185K - $209K
500 $200K
FPX
First Trust Us Equity Opportun

ETFs
43
+ 0.28%
$109.38 - $131.9 $4.7K - $5.67K
15.5K $1.86M
PM
Philip Morris International Inc.

Consumer Defensive
1.48K
+ 4.44%
$118.38 - $133.06 $175K - $197K
34.8K $4.18M
HON
Honeywell International Inc

Industrials
247
+ 9.39%
$202.84 - $236.0 $50.1K - $58.3K
2.88K $649K
SAFT
Safety Insurance Group Inc

Financial Services
920
+ 5.41%
$78.13 - $88.3 $71.9K - $81.2K
17.9K $1.48M
WMT
Walmart Inc.

Consumer Defensive
50
+ 0.7%
$79.1 - $95.7 $3.95K - $4.79K
7.21K $651K
XLE
Energy Sector Spdr

ETFs
1.01K
+ 4.83%
$83.32 - $97.27 $84.4K - $98.5K
22K $1.88M
VIG
Vanguard Dividend Appreciation

ETFs
18
+ 1.77%
N/A
1.04K $188K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 1.57%
$442.29 - $483.08 $22.1K - $24.2K
3.24K $1.47M
Concentra Group Holdings Par
11K
New
N/A
11K $0
RDY
Dr Reddys Laboratories LTD

Healthcare
12K
+ 400.0%
$13.99 - $79.75 $168K - $957K
15K $236K
UPS
United Parcel Service Inc

Industrials
175
+ 3.92%
$122.65 - $138.35 $21.5K - $24.2K
4.64K $584K
TSCO
Tractor Supply CO

Consumer Cyclical
6.26K
+ 400.0%
$52.59 - $303.74 $329K - $1.9M
7.83K $415K
DD
Du Pont De Nemours, Inc.

Basic Materials
17
+ 0.29%
$75.95 - $88.05 $1.29K - $1.5K
5.93K $452K
Activity Summary
Buys All Purchases 30 New Holdings 9 Increased Positions 21 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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