Harmony Asset Management LLC Purchases in Q4 2024

Harmony Asset Management LLC

  • $252 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FXO
First Tr Exchange Traded Fd Fi

ETFs
42K
New
$50.63 - $59.0 $2.12M - $2.48M
42K $2.27B
AMZN
Amazon Com Inc

Consumer Cyclical
1.83K
+ 3.54%
$180.88 - $232.93 $330K - $425K
53.4K $11.7B
OC
Owens Corning

Industrials
12K
+ 392.33%
$169.41 - $210.81 $2.04M - $2.53M
15.1K $2.57B
HEQT
Simplify Exchange Traded Fds H
49.8K
+ 64.73%
$28.73 - $30.22 $1.43M - $1.5M
127K $3.74B
IGV
Ishares Expanded Tech Software

ETFs
14.3K
New
$87.5 - $110.17 $1.25M - $1.57M
14.3K $1.43B
GNRC
Generac Holdings Inc.

Industrials
6.91K
+ 160.38%
$154.28 - $195.11 $1.07M - $1.35M
11.2K $1.74B
V
Visa Inc.

Financial Services
128
+ 0.65%
$273.87 - $320.91 $35.1K - $41.1K
19.7K $6.24B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.4K
+ 186.97%
$61.68 - $67.87 $765K - $842K
19K $1.19B
Simplify Exchange Traded Fun
14.5K
+ 89.71%
N/A
30.7K $1.52B
FHN
First Horizon Corp

Financial Services
13.4K
+ 16.59%
$14.91 - $21.42 $200K - $288K
94.5K $1.9B
UPS
United Parcel Service Inc

Industrials
4.27K
New
$122.65 - $138.35 $523K - $590K
4.27K $538M
UBER
Uber Technologies, Inc

Technology
9.88K
+ 141.17%
$59.93 - $86.34 $592K - $853K
16.9K $1.02B
OKE
Oneok Inc

Energy
399
+ 0.89%
$92.28 - $117.05 $36.8K - $46.7K
45.4K $4.56B
SNPS
Synopsys Inc

Technology
865
New
$485.36 - $588.0 $420K - $509K
865 $420M
BA
Boeing CO

Industrials
1.62K
+ 75.53%
$138.14 - $180.72 $223K - $292K
3.76K $665M
ASB
Associated Banc Corp

Financial Services
14K
New
$20.64 - $28.14 $289K - $394K
14K $335M
INTC
Intel Corp

Technology
16.2K
New
$19.07 - $26.23 $308K - $424K
16.2K $324M
PANW
Palo Alto Networks Inc

Technology
7.27K
+ 111.35%
$181.96 - $405.9 $1.32M - $2.95M
13.8K $2.51B
XLI
Industrial Sector Spdr

ETFs
2.11K
New
$131.76 - $143.99 $278K - $304K
2.11K $278M
VHT
Vanguard Health Care ETF

ETFs
1.08K
New
$250.81 - $283.3 $270K - $305K
1.08K $273M
CRWD
Crowd Strike Holdings, Inc.

Technology
357
+ 15.09%
$275.15 - $388.2 $98.2K - $139K
2.72K $932M
VEA
Vanguard Ftse Developed Market

ETFs
6.48K
+ 61.14%
$47.57 - $52.44 $308K - $340K
17.1K $816M
GS
Goldman Sachs Group Inc

Financial Services
136
+ 6.02%
$486.1 - $608.57 $66.1K - $82.8K
2.39K $1.37B
D
Dominion Energy, Inc

Utilities
4.38K
New
$52.63 - $60.92 $230K - $267K
4.38K $236M
NTRS
Northern Trust Corp

Financial Services
2.3K
New
$88.4 - $111.16 $203K - $256K
2.3K $236M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
9.3K
New
$23.42 - $24.25 $218K - $226K
9.3K $220M
WMT
Walmart Inc.

Consumer Defensive
2.43K
New
$79.1 - $95.7 $192K - $232K
2.43K $219M
LYTS
Lsi Industries Inc

Technology
11K
New
$15.88 - $20.86 $175K - $229K
11K $214M
PINK
Simplify Exchange Traded Fds S

ETFs
7.2K
New
$29.45 - $32.77 $212K - $236K
7.2K $213M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.94K
New
$71.75 - $75.11 $211K - $221K
2.94K $212M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
16.3K
+ 109.3%
$11.1 - $12.03 $181K - $196K
31.2K $352M
IVZ
Invesco Ltd.

Financial Services
10K
+ 16.29%
$16.78 - $18.63 $168K - $186K
71.4K $1.25B
LLY
Eli Lilly & CO

Healthcare
1.03K
+ 17.89%
$727.2 - $932.06 $751K - $963K
6.81K $5.25B
ANET
Arista Networks, Inc.

Technology
3.43K
+ 382.5%
$104.78 - $431.02 $360K - $1.48M
4.33K $478M
PAYX
Paychex Inc

Industrials
151
+ 0.9%
$135.86 - $148.73 $20.5K - $22.5K
16.9K $2.37B
CSCO
Cisco Systems, Inc.

Technology
406
+ 2.52%
$52.45 - $60.02 $21.3K - $24.4K
16.5K $977M
ORCL
Oracle Corp

Technology
1.16K
+ 5.65%
$165.41 - $192.43 $191K - $222K
21.6K $3.6B
BNDX
Vanguard Total International B

ETFs
2.24K
+ 47.18%
$48.91 - $50.61 $109K - $113K
6.98K $342M
VRT
Vertiv Holdings CO

Industrials
550
+ 21.19%
N/A
3.15K $357M
CRM
Salesforce, Inc.

Technology
6
+ 0.39%
$270.87 - $367.87 $1.63K - $2.21K
1.54K $513M
JXN
Jackson Financial Inc.

Financial Services
1.49K
+ 17.01%
$84.91 - $113.74 $127K - $170K
10.3K $894M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.3K
+ 22.54%
$80.13 - $83.77 $104K - $109K
7.06K $566M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
140
+ 11.39%
$563.99 - $620.12 $79K - $86.8K
1.37K $780M
C
Citigroup Inc

Financial Services
192
+ 2.4%
$61.31 - $72.5 $11.8K - $13.9K
8.19K $577M
PHYS
Sprott Physical Gold Trust

Financial Services
4.07K
+ 11.72%
$19.66 - $21.66 $80K - $88.1K
38.8K $781M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.7K
+ 23.73%
$44.33 - $49.55 $75.4K - $84.2K
8.87K $398M
WHR
Whirlpool Corp

Consumer Cyclical
200
+ 3.3%
$99.28 - $124.45 $19.9K - $24.9K
6.26K $717M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
72
+ 2.86%
$521.84 - $558.82 $37.6K - $40.2K
2.59K $1.4B
WDAY
Workday, Inc.

Technology
152
+ 11.12%
$233.85 - $279.91 $35.5K - $42.5K
1.52K $392M
Activity Summary
Buys All Purchases 70 New Holdings 15 Increased Positions 55 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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