Fountainhead Am, LLC Purchases in Q4 2024

Fountainhead Am, LLC

  • $518 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
272K
+ 62.33%
$50.37 - $50.6 $13.7M - $13.8M
709K $35.7M
VV
Vanguard Large Cap ETF

ETFs
21.9K
+ 20.49%
$260.27 - $280.65 $5.71M - $6.15M
129K $34.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
47.1K
+ 663.53%
$96.64 - $101.23 $4.55M - $4.76M
54.1K $5.25M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
37.9K
New
$114.08 - $125.68 $4.32M - $4.76M
37.9K $4.34M
FSK
Fs Kkr Capital Corp

Financial Services
86.8K
+ 10.84%
$19.71 - $22.22 $1.71M - $1.93M
887K $19.3M
VUG
Vanguard Growth ETF

ETFs
4.4K
+ 14.23%
$378.79 - $428.11 $1.66M - $1.88M
35.3K $14.5M
AAPL
Apple Inc.

Technology
5.55K
+ 10.36%
$221.69 - $259.02 $1.23M - $1.44M
59.1K $14.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
27.6K
New
$71.75 - $75.11 $1.98M - $2.07M
27.6K $1.98M
PULS
Pgim ETF Tr

ETFs
36.7K
+ 56.58%
$49.51 - $49.79 $1.82M - $1.83M
102K $5.03M
NVDA
Nvidia Corp

Technology
6.75K
+ 11.11%
$117.0 - $148.88 $790K - $1M
67.5K $9.06M
VTV
Vanguard Value ETF

ETFs
12.4K
+ 9.75%
$168.32 - $181.87 $2.08M - $2.25M
139K $23.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.6K
+ 5.86%
$113.92 - $127.38 $1.77M - $1.98M
281K $32.4M
ROBO
Robo Global Robotics And Autom

ETFs
24.3K
+ 8.46%
$55.06 - $58.6 $1.34M - $1.42M
311K $17.5M
AMZN
Amazon Com Inc

Consumer Cyclical
2.91K
+ 20.09%
$180.88 - $232.93 $526K - $677K
17.4K $3.81M
SCHG
Schwab Strategic Tr Us Large C

ETFs
606K
+ 291.53%
$25.93 - $105.3 $15.7M - $63.8M
814K $22.7M
VGSH
Vanguard

ETFs
19.8K
+ 7.25%
$58.02 - $58.88 $1.15M - $1.17M
294K $17.1M
AVGO
Broadcom Inc.

Technology
1.33K
+ 14.19%
$159.67 - $250.0 $212K - $332K
10.7K $2.48M
OZ
Belpointe Prep, LLC

Real Estate
5.59K
+ 12.1%
$63.55 - $80.07 $355K - $448K
51.8K $4M
SHV
Ishares Tr

ETFs
7.2K
+ 25.64%
$109.92 - $110.57 $792K - $796K
35.3K $3.89M
VGT
Vanguard Information Technolog

ETFs
1.03K
+ 43.68%
$571.78 - $647.97 $591K - $669K
3.4K $2.11M
VB
Vanguard Small Cap ETF

ETFs
2.7K
New
$233.76 - $261.58 $631K - $706K
2.7K $648K
MSFT
Microsoft Corp

Technology
1.65K
+ 27.88%
$406.35 - $454.46 $670K - $749K
7.56K $3.19M
GOOGL
Alphabet Inc.

Communication Services
2.28K
+ 28.3%
$161.86 - $196.66 $369K - $448K
10.3K $1.96M
SPY
Spdr S&P 500 ETF Trust

ETFs
970
+ 38.4%
$567.81 - $607.81 $551K - $590K
3.5K $2.05M
BLW
Blackrock LTD Duration Income Trust

Financial Services
37.5K
New
$13.98 - $14.51 $524K - $544K
37.5K $529K
ISRG
Intuitive Surgical Inc

Healthcare
922
New
$471.27 - $550.62 $435K - $508K
922 $481K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
708
+ 10.4%
$521.84 - $558.82 $369K - $396K
7.51K $4.05M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
20.8K
+ 7.89%
$45.17 - $47.23 $941K - $984K
285K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.45K
+ 44.57%
$205.18 - $250.29 $298K - $364K
4.71K $1.13M
PLTR
Palantir Technologies Inc.

Technology
2.83K
+ 50.42%
$36.46 - $82.38 $103K - $233K
8.44K $638K
QQQ
Invesco Qqq Trust, Series 1

ETFs
631
+ 18.91%
$481.22 - $538.17 $304K - $340K
3.97K $2.03M
IEFA
Ishares Tr

ETFs
10.1K
+ 24.41%
$70.06 - $77.43 $707K - $781K
51.4K $3.61M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.58K
+ 23.23%
$50.62 - $50.97 $383K - $386K
40.2K $2.04M
XLF
Financial Sector Spdr

ETFs
6.9K
+ 72.45%
$44.89 - $51.34 $310K - $354K
16.4K $793K
HDV
Ishares Core High Dividend ETF

ETFs
3.19K
New
$110.82 - $121.28 $354K - $387K
3.19K $358K
HD
Home Depot, Inc.

Consumer Cyclical
925
+ 101.87%
$385.02 - $431.37 $356K - $399K
1.83K $713K
NFLX
Netflix Inc

Communication Services
345
New
$687.65 - $936.56 $237K - $323K
345 $307K
XLV
Select Sector Spdr Fund Health

ETFs
2.56K
+ 83.96%
$136.28 - $154.74 $348K - $395K
5.6K $770K
GOOG
Alphabet Inc.

Communication Services
938
+ 19.05%
$163.08 - $198.16 $153K - $186K
5.86K $1.12M
VDC
Vanguard Consumer Staples ETF

ETFs
1.34K
New
$210.96 - $223.62 $282K - $299K
1.34K $283K
CRWD
Crowd Strike Holdings, Inc.

Technology
825
New
$275.15 - $388.2 $227K - $320K
825 $282K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.14K
New
$126.68 - $134.74 $271K - $288K
2.14K $272K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.57K
New
$46.48 - $51.32 $259K - $286K
5.57K $268K
ORCL
Oracle Corp

Technology
1.61K
New
$165.41 - $192.43 $265K - $309K
1.61K $267K
VCR
Vanguard Consumer Discretionar

ETFs
613
+ 77.99%
$328.51 - $401.37 $201K - $246K
1.4K $525K
UBER
Uber Technologies, Inc

Technology
4.15K
New
$59.93 - $86.34 $248K - $358K
4.15K $250K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.42K
New
$99.2 - $108.47 $240K - $262K
2.42K $240K
V
Visa Inc.

Financial Services
116
+ 2.35%
$273.87 - $320.91 $31.8K - $37.2K
5.05K $1.6M
WFC
Wells Fargo & Company

Financial Services
3.43K
New
$54.98 - $77.35 $188K - $265K
3.43K $240K
Activity Summary
Buys All Purchases 127 New Holdings 28 Increased Positions 99 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 1
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