Frazier Financial Advisors, LLC Incresed Positions in Q4 2024

Frazier Financial Advisors, LLC

  • $126 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KHC
Kraft Heinz CO

Consumer Defensive
40
+ 4000.0%
$30.1 - $36.02 $1.2K - $1.44K
41 $1.26M
MTB
M&T Bank Corp

Financial Services
3
+ 5.36%
$172.48 - $221.95 $517 - $666
59 $11.1M
IXN
Ishares Global Information Tec

ETFs
1
+ 0.31%
$80.67 - $87.84 $80.7 - $87.8
322 $27.5M
PEP
Pepsico Inc

Consumer Defensive
21
+ 17.21%
$151.29 - $176.1 $3.18K - $3.7K
143 $21.7M
CFG
Citizens Financial Group Inc

Financial Services
6
+ 2.22%
$39.92 - $48.46 $240 - $291
276 $12M
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 14.29%
$285.5 - $335.62 $1.14K - $1.34K
32 $9.24M
SOFI
So Fi Technologies, Inc.

Financial Services
30
+ 111.11%
$7.63 - $16.88 $229 - $506
57 $891K
ENB
Enbridge Inc

Energy
11
+ 9.91%
$40.4 - $43.92 $444 - $483
122 $5.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
217
+ 297.26%
$25.93 - $105.3 $5.63K - $22.9K
290 $8.17M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.36%
$216.13 - $242.4 $432 - $485
555 $123M
NKE
Nike, Inc.

Consumer Cyclical
21
+ 25.3%
$73.36 - $89.13 $1.54K - $1.87K
104 $7.79M
ING
Ing Groep Nv

Financial Services
28
+ 84.85%
$15.1 - $17.73 $423 - $496
61 $962K
XEL
Xcel Energy Inc

Utilities
1
+ 0.81%
$62.16 - $72.92 $62.2 - $72.9
124 $8.39M
EOG
Eog Resources Inc

Energy
3
+ 4.23%
$118.22 - $136.54 $355 - $410
74 $8.92M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 0.7%
$126.68 - $134.74 $1.27K - $1.35K
1.44K $183M
SPMD
Spdr Portfolio

ETFs
2
+ 1.75%
$54.13 - $59.56 $108 - $119
116 $6.31M
GLD
Spdr Gold Trust

ETFs
2
+ 1.69%
$236.59 - $257.5 $473 - $515
120 $28.8M
RWR
Spdr Dow Jones Reit ETF

ETFs
2
+ 33.33%
$97.84 - $108.61 $196 - $217
8 $754K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3
+ 2.26%
$44.33 - $49.55 $133 - $149
136 $6.12M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1
+ 3.23%
$49.87 - $52.46 $49.9 - $52.5
32 $1.62M
DHS
Wisdomtree Tr U.S

ETFs
4
+ 0.87%
$92.66 - $100.58 $371 - $402
464 $43.1M
PSEC
Prospect Capital Corp

Financial Services
1
+ 6.67%
$4.16 - $5.34 $4.16 - $5.34
16 $68K
RWX
Spdr Dow Jones International R

ETFs
2
+ 10.0%
$22.73 - $27.57 $45.5 - $55.1
22 $511K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1
+ 1.69%
$25.26 - $26.59 $25.3 - $26.6
60 $1.51M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1
+ 3.33%
$54.29 - $59.49 $54.3 - $59.5
31 $1.69M
IDV
Ishares Tr

ETFs
1
+ 2.94%
$27.03 - $29.92 $27 - $29.9
35 $955K
Middlefield Banc Corp
1
+ 0.45%
N/A
225 $6.33M
NVEE
Nv5 Global, Inc.

Industrials
21
+ 300.0%
$18.82 - $93.28 $395 - $1.96K
28 $528K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1
+ 0.86%
$54.15 - $58.81 $54.2 - $58.8
117 $6.33M
VMO
Invesco Municipal Opportunity Trust

Financial Services
4
+ 1.41%
$9.47 - $10.33 $37.9 - $41.3
288 $2.77M
VKQ
Invesco Municipal Trust

Financial Services
4
+ 1.25%
$9.54 - $10.29 $38.2 - $41.2
324 $3.12M
GNR
Spdr S&P Global Natural Resour

ETFs
1
+ 4.0%
$48.67 - $58.43 $48.7 - $58.4
26 $1.27M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
4
+ 3.54%
$30.93 - $33.94 $124 - $136
117 $3.63M
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 5.21%
$87.44 - $102.5 $437 - $513
101 $9.15M
TXN
Texas Instruments Inc

Technology
12
+ 9.02%
N/A
145 $27.3M
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.52%
$92.94 - $101.82 $92.9 - $102
193 $18.2M
DFAE
Dimensional ETF Tr

ETFs
1
+ 0.79%
$25.36 - $28.15 $25.4 - $28.2
128 $3.25M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 1.19%
$40.06 - $45.21 $40.1 - $45.2
85 $3.42M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7
+ 2.66%
$38.37 - $42.82 $269 - $300
270 $10.4M
LRCX
Lam Research Corp

Technology
54
+ 900.0%
$70.05 - $814.09 $3.78K - $44K
60 $4.33M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
3
+ 1.76%
$39.84 - $43.92 $120 - $132
173 $6.88M
Solventum Corp
2
+ 0.78%
N/A
259 $17.1M
PWV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.6%
$56.33 - $61.73 $225 - $247
675 $38.3M
OTIS
Otis Worldwide Corp

Industrials
1
+ 0.72%
$92.57 - $106.01 $92.6 - $106
139 $12.8M
GE
General Electric CO

Industrials
18
+ 7.73%
$159.95 - $194.23 $2.88K - $3.5K
251 $42.2M
D
Dominion Energy, Inc

Utilities
2
+ 0.36%
$52.63 - $60.92 $105 - $122
563 $30.3M
SO
Southern CO

Utilities
2
+ 0.64%
$81.5 - $94.15 $163 - $188
313 $25.8M
EFG
Msci Eafe Growth ETF

ETFs
26
+ 5.27%
$96.83 - $106.88 $2.52K - $2.78K
519 $50.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12
+ 1.15%
$34.13 - $37.35 $410 - $448
1.06K $36.2M
Activity Summary
Buys All Purchases 175 New Holdings 60 Increased Positions 115 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Frazier Financial Advisors, LLC Portfolio

Follow Frazier Financial Advisors, LLC 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 Frazier Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frazier Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email