Fernwood Investment Management, LLC Reduced Holdings in Q4 2024

Fernwood Investment Management, LLC

  • $283 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-219
- 2.05%
$91.29 - $91.8 $20K - $20.1K
10.5K $959K
VRNT
Verint Systems Inc

Technology
-700
- 3.61%
N/A
18.7K $609K
F
Ford Motor CO

Consumer Cyclical
-508
- 2.06%
$9.69 - $11.4 $4.92K - $5.79K
24.2K $239K
SOXX
Ishares Semiconductor ETF

ETFs
-8
- 0.8%
$211.27 - $239.8 $1.69K - $1.92K
996 $214K
K
Kellogg CO

Consumer Defensive
-200
- 1.62%
$80.34 - $81.29 $16.1K - $16.3K
12.1K $982K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-600
- 2.01%
$20.98 - $21.19 $12.6K - $12.7K
29.3K $616K
MA
Mastercard Inc

Financial Services
-79
- 7.32%
$491.3 - $536.15 $38.8K - $42.4K
1K $526K
Listed Fd Tr
-500
- 4.67%
N/A
10.2K $0
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-265
- 1.3%
$37.46 - $43.08 $9.93K - $11.4K
20.2K $768K
Kenvue Inc
-590
- 2.48%
N/A
23.2K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-50
- 0.84%
$46.48 - $51.32 $2.32K - $2.57K
5.9K $284K
XLK
Technology Sector Spdr

ETFs
-100
- 1.93%
$220.26 - $241.44 $22K - $24.1K
5.08K $1.18M
XLY
Select Sector Spdr Consumer Di

ETFs
-250
- 7.9%
$194.8 - $239.43 $48.7K - $59.9K
2.91K $653K
CSCO
Cisco Systems, Inc.

Technology
-50
- 1.25%
$52.45 - $60.02 $2.62K - $3K
3.95K $233K
SKYY
First Trust Cloud Computing Et

ETFs
-95
- 4.1%
$99.98 - $130.46 $9.5K - $12.4K
2.22K $264K
GILD
Gilead Sciences, Inc.

Healthcare
-775
- 6.05%
$83.95 - $97.9 $65.1K - $75.9K
12K $1.11M
META
Meta Platforms, Inc.

Communication Services
-529
- 2.56%
$554.08 - $632.68 $293K - $335K
20.1K $11.9M
EMLP
First Tr Exchange Traded Iv

ETFs
-1.8K
- 3.07%
$33.69 - $38.24 $60.6K - $68.8K
56.8K $2.02M
COIN
Coinbase Global, Inc.

Technology
-134
- 10.32%
$163.17 - $343.62 $21.9K - $46K
1.17K $289K
MO
Altria Group, Inc.

Consumer Defensive
-536
- 0.77%
$49.06 - $57.74 $26.3K - $30.9K
69.4K $3.63M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-320
- 1.35%
$43.37 - $51.46 $13.9K - $16.5K
23.5K $1.13M
BSX
Boston Scientific Corp

Healthcare
-250
- 1.29%
$83.62 - $91.5 $20.9K - $22.9K
19.1K $1.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.6K
- 2.37%
$55.73 - $66.16 $89.2K - $106K
66K $3.98M
CLOU
Global X Fds Cloud Computing E

ETFs
-1.39K
- 2.95%
$20.08 - $25.59 $27.8K - $35.4K
45.6K $1.09M
NEO
Neogenomics Inc

Healthcare
-1.3K
- 1.45%
$13.0 - $18.43 $16.9K - $24K
88.2K $1.45M
GLNG
Golar Lng LTD

Energy
-2.2K
- 2.96%
$34.0 - $43.59 $74.8K - $95.9K
72.2K $3.05M
PLTR
Palantir Technologies Inc.

Technology
-1.11K
- 9.93%
$36.46 - $82.38 $40.5K - $91.4K
10.1K $761K
V
Visa Inc.

Financial Services
-381
- 3.22%
$273.87 - $320.91 $104K - $122K
11.4K $3.62M
CRWD
Crowd Strike Holdings, Inc.

Technology
-75
- 1.07%
$275.15 - $388.2 $20.6K - $29.1K
6.92K $2.37M
GOOG
Alphabet Inc.

Communication Services
-260
- 1.28%
$163.08 - $198.16 $42.4K - $51.5K
20.1K $3.82M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-600
- 1.76%
$316.94 - $357.88 $190K - $215K
33.5K $11.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-717
- 10.69%
$213.65 - $479.86 $153K - $344K
5.99K $2.42M
GOOGL
Alphabet Inc.

Communication Services
-345
- 0.83%
$161.86 - $196.66 $55.8K - $67.8K
41K $7.76M
NVDA
Nvidia Corp

Technology
-225
- 0.29%
$117.0 - $148.88 $26.3K - $33.5K
77.1K $10.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.12K
- 4.9%
$180.88 - $232.93 $384K - $494K
41.2K $9.03M
MRVL
Marvell Technology, Inc.

Technology
-605
- 1.21%
$70.31 - $124.78 $42.5K - $75.5K
49.3K $5.45M
AXON
Axon Enterprise, Inc.

Industrials
-25
- 0.24%
$399.22 - $689.78 $9.98K - $17.2K
10.5K $6.23M
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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