Granite Bay Wealth Management, LLC New Holdings in Q4 2024

Granite Bay Wealth Management, LLC

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
181K
New
$113.92 - $127.38 $20.6M - $23.1M
181K $20.9M
EEM
Ishares Msci Emerging Markets

ETFs
331K
New
$41.82 - $47.36 $13.8M - $15.7M
331K $13.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
112K
New
$87.1 - $98.49 $9.78M - $11.1M
112K $9.81M
MSFT
Microsoft Corp

Technology
17.4K
New
$406.35 - $454.46 $7.09M - $7.92M
17.4K $7.35M
TMUS
T Mobile Us, Inc.

Communication Services
26.2K
New
$206.1 - $246.94 $5.39M - $6.46M
26.2K $5.78M
HD
Home Depot, Inc.

Consumer Cyclical
13.9K
New
$385.02 - $431.37 $5.36M - $6.01M
13.9K $5.42M
TMO
Thermo Fisher Scientific Inc.

Healthcare
9.15K
New
$501.29 - $612.85 $4.58M - $5.6M
9.15K $4.76M
NUE
Nucor Corp

Basic Materials
33.2K
New
$115.78 - $167.74 $3.84M - $5.57M
33.2K $3.87M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.4K
New
$96.64 - $101.23 $2.36M - $2.47M
24.4K $2.37M
IDEV
Ishares Core Msci Intl Develop

ETFs
35.2K
New
$64.18 - $70.42 $2.26M - $2.48M
35.2K $2.27M
Ishares Tr
20.5K
New
N/A
20.5K $1M
DCI
Donaldson CO Inc

Industrials
14K
New
$67.28 - $78.27 $942K - $1.1M
14K $943K
IWM
Ishares Russell 2000 ETF

ETFs
3.18K
New
$216.13 - $242.4 $687K - $770K
3.18K $702K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.4K
New
$26.93 - $84.95 $684K - $2.16M
25.4K $694K
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.8K
New
$25.93 - $105.3 $616K - $2.5M
23.8K $662K
PANW
Palo Alto Networks Inc

Technology
3.1K
New
$181.96 - $405.9 $565K - $1.26M
3.1K $565K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
855
New
$521.84 - $558.82 $446K - $478K
855 $461K
IYW
Ishares Dj Us Tech ETF

ETFs
2.58K
New
$148.14 - $166.23 $382K - $429K
2.58K $411K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.52K
New
$58.88 - $64.8 $384K - $423K
6.52K $384K
PG
Procter & Gamble CO

Consumer Defensive
2.07K
New
$161.05 - $179.7 $333K - $372K
2.07K $347K
VTI
Vanguard Total Stock Market Et

ETFs
1.18K
New
$280.04 - $302.45 $331K - $357K
1.18K $342K
IEF
Ishares Barclays

ETFs
3.69K
New
$92.08 - $98.18 $339K - $362K
3.69K $341K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.9K
New
$104.59 - $118.05 $303K - $342K
2.9K $315K
IWF
Ishares Russell 1000 Gr ETF

ETFs
750
New
$370.24 - $418.94 $278K - $314K
750 $301K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.59K
New
$183.23 - $199.79 $291K - $317K
1.59K $294K
MCD
Mcdonalds Corp

Consumer Cyclical
955
New
$288.47 - $316.54 $275K - $302K
955 $277K
LLY
Eli Lilly & CO

Healthcare
340
New
$727.2 - $932.06 $247K - $317K
340 $262K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.92K
New
$88.59 - $94.57 $259K - $276K
2.92K $259K
GE
General Electric CO

Industrials
1.42K
New
$159.95 - $194.23 $227K - $276K
1.42K $237K
IVV
Ishares Core S&P 500 ETF

ETFs
375
New
$570.51 - $610.59 $214K - $229K
375 $221K
WMT
Walmart Inc.

Consumer Defensive
2.44K
New
$79.1 - $95.7 $193K - $233K
2.44K $220K
MUB
Ishares National Muni Bond ETF

ETFs
2K
New
$105.78 - $108.7 $212K - $217K
2K $213K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.25K
New
$90.66 - $99.46 $204K - $223K
2.25K $204K
Activity Summary
Buys All Purchases 58 New Holdings 34 Increased Positions 24 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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