Fort Sheridan Advisors LLC Purchases in Q4 2024

Fort Sheridan Advisors LLC

  • $672 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
100
+ 6.54%
$270.87 - $367.87 $27.1K - $36.8K
1.63K $544K
FISV
Fiserv Inc

Technology
975
New
N/A
975 $122K
BSX
Boston Scientific Corp

Healthcare
240
+ 1.36%
$83.62 - $91.5 $20.1K - $22K
17.9K $1.6M
ENB
Enbridge Inc

Energy
51
+ 0.09%
$40.4 - $43.92 $2.06K - $2.24K
57K $2.42M
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 1.13%
$873.59 - $994.69 $26.2K - $29.8K
2.68K $2.46M
MGC
Vanguard Mega Cap ETF

ETFs
370
+ 8.04%
$204.21 - $220.18 $75.6K - $81.5K
4.97K $1.06M
PWR
Quanta Services, Inc.

Industrials
94
+ 2.37%
$296.05 - $346.6 $27.8K - $32.6K
4.07K $1.29M
VUG
Vanguard Growth ETF

ETFs
7
+ 0.19%
$378.79 - $428.11 $2.65K - $3K
3.71K $1.52M
GSAT
Globalstar, Inc.

Communication Services
10K
+ 10.75%
$1.03 - $2.29 $10.3K - $22.9K
103K $213K
VO
Vanguard Mid Cap ETF

ETFs
286
+ 7.65%
$261.5 - $284.63 $74.8K - $81.4K
4.03K $1.06M
CVX
Chevron Corp

Energy
1.21K
+ 2.54%
$141.15 - $162.53 $171K - $196K
48.7K $7.05M
QUAL
Ishares Msci Usa Quality Facto

ETFs
412
+ 3.78%
$176.42 - $186.91 $72.7K - $77K
11.3K $2.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
73
+ 6.31%
$370.24 - $418.94 $27K - $30.6K
1.23K $493K
VOT
Vanguard Mid Cap Growth Index

ETFs
171
+ 12.73%
$241.48 - $274.89 $41.3K - $47K
1.51K $384K
IWD
Ishares Russell 1000 Val ETF

ETFs
399
+ 10.25%
$183.23 - $199.79 $73.1K - $79.7K
4.29K $794K
ITRI
Itron, Inc.

Technology
270
+ 2.56%
$101.26 - $124.45 $27.3K - $33.6K
10.8K $1.17M
MGK
Vanguard Mega Cap Growth ETF

ETFs
55
+ 4.01%
$316.94 - $357.88 $17.4K - $19.7K
1.43K $489K
DHR
Danaher Corp

Healthcare
359
+ 43.41%
$226.16 - $274.52 $81.2K - $98.6K
1.19K $272K
VIG
Vanguard Dividend Appreciation

ETFs
220
+ 0.93%
N/A
23.8K $4.34M
SBUX
Starbucks Corp

Consumer Cyclical
585
+ 24.89%
$87.44 - $102.5 $51.2K - $60K
2.94K $267K
ETN
Eaton Corp PLC

Industrials
112
+ 8.97%
$326.96 - $377.52 $36.6K - $42.3K
1.36K $451K
BMY
Bristol Myers Squibb CO

Healthcare
8
+ 0.12%
$51.92 - $59.94 $415 - $480
6.88K $388K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.44K
+ 4.78%
$20.98 - $21.19 $30.1K - $30.5K
31.5K $663K
AJG
Arthur J. Gallagher & Co.

Financial Services
100
+ 12.5%
$278.49 - $315.16 $27.8K - $31.5K
900 $255K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
386
+ 18.94%
$396.64 - $516.74 $153K - $199K
2.42K $976K
PEP
Pepsico Inc

Consumer Defensive
967
+ 14.63%
$151.29 - $176.1 $146K - $170K
7.58K $1.15M
VRT
Vertiv Holdings CO

Industrials
315
+ 8.94%
N/A
3.84K $332K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.9K
+ 228.94%
$26.93 - $84.95 $294K - $927K
15.7K $428K
AMD
Advanced Micro Devices Inc

Technology
1.95K
+ 39.03%
$118.88 - $172.8 $231K - $336K
6.93K $837K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
426
+ 7.75%
$56.06 - $61.35 $23.9K - $26.1K
5.93K $334K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
126
+ 1.48%
$126.68 - $134.74 $16K - $17K
8.61K $1.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
181
+ 7.64%
$96.64 - $101.23 $17.5K - $18.3K
2.55K $247K
SLB
Schlumberger Limited

Energy
650
+ 12.91%
$36.83 - $45.59 $23.9K - $29.6K
5.68K $217K
Tesla Inc
75
New
N/A
75 $0
Coherent Corp
121
+ 1.07%
N/A
11.4K $0
Vitesse Energy Inc
1.39K
+ 6.52%
N/A
22.7K $0
Ge Healthcare Technologies I
81
+ 1.48%
N/A
5.56K $0
Brookfield Renewable Corp
13.8K
New
N/A
13.8K $0
Lam Research Corp
61.2K
New
N/A
61.2K $0
Blackrock Inc
602
New
N/A
602 $0
Pacer Fds Tr
7.93K
New
N/A
7.93K $0
DBL
Double Line Opportunistic Credit Fund

Financial Services
322
+ 1.31%
$15.17 - $15.89 $4.88K - $5.12K
25K $387K
DGRO
Ishares Core Dividend Growth E

ETFs
223
+ 2.0%
$60.73 - $64.94 $13.5K - $14.5K
11.4K $697K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
23K
+ 71.48%
$0.5 - $0.95 $11.5K - $21.9K
55.2K $27K
UBER
Uber Technologies, Inc

Technology
824
+ 22.69%
$59.93 - $86.34 $49.4K - $71.1K
4.46K $268K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.29%
$288.47 - $316.54 $577 - $633
698 $202K
HDV
Ishares Core High Dividend ETF

ETFs
22
+ 0.55%
$110.82 - $121.28 $2.44K - $2.67K
4.03K $451K
VTV
Vanguard Value ETF

ETFs
28
+ 0.49%
$168.32 - $181.87 $4.71K - $5.09K
5.73K $970K
IXC
Ishares Tr Global Energy ETF

ETFs
166
+ 1.12%
$36.95 - $43.06 $6.13K - $7.15K
15K $571K
Activity Summary
Buys All Purchases 126 New Holdings 19 Increased Positions 107 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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