Firestone Capital Management Purchases in Q4 2024

Firestone Capital Management

  • $390 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
8.81K
+ 6.93%
$179.17 - $207.15 $1.58M - $1.83M
136K $25.8M
VTI
Vanguard Total Stock Market Et

ETFs
7.3K
+ 10.16%
$280.04 - $302.45 $2.04M - $2.21M
79.1K $22.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
23.7K
New
$50.67 - $50.9 $1.2M - $1.2M
23.7K $1.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
630
+ 1.43%
$567.81 - $607.81 $358K - $383K
44.8K $26.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.1K
New
$50.37 - $50.6 $861K - $865K
17.1K $860K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
177K
+ 242.7%
$22.01 - $66.82 $3.9M - $11.8M
250K $5.68M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.2K
+ 7.48%
$77.86 - $79.27 $1.03M - $1.05M
190K $14.8M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.71K
New
$50.02 - $51.24 $385K - $395K
7.71K $386K
HAP
Vaneck ETF Tr Natural Resource

ETFs
7.14K
New
$45.28 - $53.12 $323K - $379K
7.14K $325K
TSLA
Tesla, Inc.

Consumer Cyclical
715
New
$213.65 - $479.86 $153K - $343K
715 $288K
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 0.03%
$311.11 - $335.64 $3.11K - $3.36K
29.9K $9.62M
MSTR
Microstrategy Inc

Technology
800
New
$162.69 - $473.83 $130K - $379K
800 $231K
GS
Goldman Sachs Group Inc

Financial Services
385
New
$486.1 - $608.57 $187K - $234K
385 $220K
XLC
Select Sector Spdr Tr Communic

ETFs
2.12K
New
$89.66 - $102.16 $190K - $217K
2.12K $205K
BMO
Bank Of Montreal

Financial Services
2.1K
New
$89.75 - $103.39 $188K - $217K
2.1K $203K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.02K
+ 4.96%
$174.22 - $187.62 $352K - $379K
42.7K $7.48M
IVV
Ishares Core S&P 500 ETF

ETFs
195
+ 4.67%
$570.51 - $610.59 $111K - $119K
4.37K $2.57M
SCHA
Schwab Strategic Tr Us Small C

ETFs
45.4K
+ 113.54%
$25.33 - $51.16 $1.15M - $2.32M
85.3K $2.21M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.21K
+ 8.1%
$84.34 - $95.14 $102K - $115K
16.2K $1.41M
PWB
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.0%
$98.04 - $108.11 $98 - $108
36.1K $3.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
150
+ 15.99%
$481.22 - $538.17 $72.2K - $80.7K
1.09K $556K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.81K
+ 5.57%
$96.64 - $101.23 $465K - $487K
91.1K $8.82M
XLE
Energy Sector Spdr

ETFs
1.16K
+ 24.42%
$83.32 - $97.27 $96.9K - $113K
5.93K $507K
IAU
Ishares Gold Trust

ETFs
1.35K
+ 2.53%
$48.37 - $52.65 $65.1K - $70.9K
54.6K $2.7M
OKE
Oneok Inc

Energy
17
+ 0.29%
$92.28 - $117.05 $1.57K - $1.99K
5.87K $589K
MS
Morgan Stanley

Financial Services
2
+ 0.08%
$104.42 - $134.99 $209 - $270
2.4K $301K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
64
+ 5.2%
$521.84 - $558.82 $33.4K - $35.8K
1.29K $697K
XLF
Financial Sector Spdr

ETFs
360
+ 5.22%
$44.89 - $51.34 $16.2K - $18.5K
7.26K $350K
VIG
Vanguard Dividend Appreciation

ETFs
171
+ 0.12%
N/A
146K $26.7M
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.11%
$323.08 - $349.08 $1.29K - $1.4K
3.57K $1.19M
SCHX
Schwab Strategic Tr Us Large C

ETFs
30.1K
+ 200.32%
$22.4 - $68.28 $674K - $2.06M
45.1K $1.05M
BAC
Bank Of America Corp

Financial Services
4
+ 0.07%
$39.22 - $47.77 $157 - $191
6.01K $263K
CATH
Global X Fds Global X S&P 500

ETFs
205
+ 3.2%
$68.5 - $73.81 $14K - $15.1K
6.61K $468K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.99K
+ 217.78%
$27.54 - $83.04 $248K - $747K
13.1K $363K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.3K
+ 216.86%
$26.93 - $84.95 $572K - $1.81M
31.1K $848K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
18
+ 0.33%
$100.18 - $109.1 $1.8K - $1.96K
5.49K $576K
VCIT
Vanguard Intermediate Term Cor

ETFs
751
+ 5.89%
$80.13 - $83.77 $60.2K - $62.9K
13.5K $1.08M
IWM
Ishares Russell 2000 ETF

ETFs
58
+ 0.39%
$216.13 - $242.4 $12.5K - $14.1K
15K $3.32M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
5
+ 0.17%
$100.38 - $107.86 $502 - $539
2.92K $301K
VDE
Vanguard Energy ETF

ETFs
50
+ 2.33%
$116.67 - $136.78 $5.83K - $6.84K
2.2K $266K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14
+ 0.6%
$126.68 - $134.74 $1.77K - $1.89K
2.35K $299K
Vanguard Wellington Fd
12.3K
+ 42.47%
N/A
41.2K $0
Vaneck Bitcoin ETF
310
+ 5.14%
N/A
6.34K $0
SUB
Ishares Short Term National Mu

ETFs
18
+ 0.75%
$104.94 - $106.2 $1.89K - $1.91K
2.41K $253K
Fidelity Wise Origin Bitcoin
7.62K
+ 40.72%
N/A
26.3K $0
J P Morgan Exchange Traded F
24.4K
+ 149.26%
N/A
40.8K $0
OAIM
Unified Ser Tr Oneascent Intl
30
+ 0.32%
N/A
9.29K $0
MUB
Ishares National Muni Bond ETF

ETFs
21
+ 1.04%
$105.78 - $108.7 $2.22K - $2.28K
2.05K $218K
QUAL
Ishares Msci Usa Quality Facto

ETFs
9
+ 0.25%
$176.42 - $186.91 $1.59K - $1.68K
3.68K $654K
Activity Summary
Buys All Purchases 71 New Holdings 10 Increased Positions 61 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Firestone Capital Management Portfolio

Follow Firestone Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Firestone Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Firestone Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email