Fundamentun, LLC Purchases in Q4 2024

Fundamentun, LLC

  • $1.57 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.36K
+ 7.32%
$442.29 - $483.08 $1.04M - $1.14M
34.6K $15.7M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
12.7K
New
$59.74 - $60.03 $761K - $765K
12.7K $761K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.62K
New
$278.19 - $315.36 $727K - $825K
2.62K $752K
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.9K
+ 23.1%
$71.75 - $75.11 $924K - $967K
68.6K $4.93M
DISV
Dimensional ETF Tr Dimensional

ETFs
28.1K
New
$26.18 - $28.77 $736K - $809K
28.1K $746K
VTI
Vanguard Total Stock Market Et

ETFs
2.26K
+ 28.43%
$280.04 - $302.45 $633K - $684K
10.2K $2.96M
GOOG
Alphabet Inc.

Communication Services
352
+ 1.49%
$163.08 - $198.16 $57.4K - $69.8K
23.9K $4.56M
TSLA
Tesla, Inc.

Consumer Cyclical
484
+ 17.53%
$213.65 - $479.86 $103K - $232K
3.25K $1.31M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.56K
New
$100.24 - $101.35 $457K - $462K
4.56K $458K
GLDM
World Gold Trust

ETFs
7.53K
+ 194.37%
$50.76 - $55.23 $382K - $416K
11.4K $592K
KKR
Kkr & Co. Inc.

Financial Services
2.23K
+ 93.53%
$129.87 - $162.87 $289K - $363K
4.61K $681K
IYW
Ishares Dj Us Tech ETF

ETFs
2.07K
+ 79.14%
$148.14 - $166.23 $307K - $344K
4.69K $748K
V
Visa Inc.

Financial Services
130
+ 1.88%
$273.87 - $320.91 $35.6K - $41.7K
7.04K $2.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
378
+ 13.51%
$275.15 - $388.2 $104K - $147K
3.18K $1.09M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
6.33K
New
$46.38 - $48.42 $294K - $307K
6.33K $293K
GS
Goldman Sachs Group Inc

Financial Services
474
New
$486.1 - $608.57 $230K - $288K
474 $271K
XLV
Select Sector Spdr Fund Health

ETFs
1.95K
New
$136.28 - $154.74 $266K - $302K
1.95K $268K
VB
Vanguard Small Cap ETF

ETFs
1.07K
+ 51.44%
$233.76 - $261.58 $251K - $281K
3.16K $759K
ABT
Abbott Laboratories

Healthcare
2.34K
+ 90.5%
$111.93 - $119.39 $261K - $279K
4.92K $555K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.06K
+ 29.8%
$126.68 - $134.74 $261K - $278K
8.97K $1.14M
RDVY
First Trust Rising Dividend Ac

ETFs
4.32K
New
$58.65 - $64.37 $253K - $278K
4.32K $255K
MUB
Ishares National Muni Bond ETF

ETFs
2.35K
New
$105.78 - $108.7 $248K - $255K
2.35K $250K
AZN
Astrazeneca PLC

Healthcare
3.82K
New
$63.2 - $79.58 $242K - $304K
3.82K $250K
QLC
Flexshares Tr Us Quality Large

ETFs
3.76K
New
$64.39 - $68.9 $242K - $259K
3.76K $249K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
2.6K
New
$94.66 - $102.14 $246K - $266K
2.6K $248K
FVD
First Tr Value Line Divid Inde

ETFs
5.56K
New
$43.4 - $46.7 $241K - $259K
5.56K $242K
MET
Metlife Inc

Financial Services
2.91K
New
$78.15 - $88.25 $228K - $257K
2.91K $238K
MAR
Marriott International Inc

Consumer Cyclical
850
New
$246.06 - $292.59 $209K - $249K
850 $237K
VIG
Vanguard Dividend Appreciation

ETFs
1.28K
New
N/A
1.28K $233K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.69K
New
$34.13 - $37.35 $228K - $250K
6.69K $228K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.28K
New
$138.3 - $192.95 $176K - $246K
1.28K $225K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.73K
New
$81.68 - $82.93 $223K - $226K
2.73K $223K
LPLA
Lpl Financial Holdings Inc.

Financial Services
675
New
$229.85 - $335.91 $155K - $227K
675 $220K
ISRG
Intuitive Surgical Inc

Healthcare
412
New
$471.27 - $550.62 $194K - $227K
412 $215K
T
At&T Inc.

Communication Services
9.35K
New
$21.22 - $23.88 $198K - $223K
9.35K $212K
IEF
Ishares Barclays

ETFs
2.3K
New
$92.08 - $98.18 $211K - $225K
2.3K $212K
JCI
Johnson Controls International PLC

Industrials
2.67K
New
$74.23 - $86.6 $198K - $231K
2.67K $210K
PSC
Principal ETF U.S. Small Cap M

ETFs
3.98K
New
$50.76 - $56.6 $202K - $225K
3.98K $204K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.57K
New
$124.61 - $133.96 $196K - $211K
1.57K $202K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.62K
New
$73.49 - $86.09 $193K - $226K
2.62K $201K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.14K
+ 48.35%
$58.88 - $64.8 $244K - $268K
12.7K $748K
CSQ
Calamos Strategic Total Return Fund

Financial Services
10.9K
New
$17.14 - $18.44 $187K - $201K
10.9K $192K
BA
Boeing CO

Industrials
547
+ 16.04%
$138.14 - $180.72 $75.6K - $98.9K
3.96K $700K
WFC
Wells Fargo & Company

Financial Services
762
+ 8.56%
$54.98 - $77.35 $41.9K - $58.9K
9.67K $678K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
16.7K
New
$9.75 - $10.91 $163K - $182K
16.7K $162K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.22K
+ 25.24%
$94.43 - $105.47 $115K - $129K
6.06K $615K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
121
+ 1.7%
$521.84 - $558.82 $63.1K - $67.6K
7.23K $3.9M
VTRS
Viatris Inc

Healthcare
11.4K
New
$11.32 - $13.37 $129K - $152K
11.4K $141K
XLK
Technology Sector Spdr

ETFs
449
+ 9.78%
$220.26 - $241.44 $98.9K - $108K
5.04K $1.17M
Activity Summary
Buys All Purchases 167 New Holdings 43 Increased Positions 124 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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