High Falls Advisors, Inc Incresed Positions in Q4 2024

High Falls Advisors, Inc

  • $419 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
26.3K
+ 38.27%
$49.79 - $51.14 $1.31M - $1.34M
94.9K $4.76M
AAPL
Apple Inc.

Technology
544
+ 0.98%
$221.69 - $259.02 $121K - $141K
56K $14M
EFG
Msci Eafe Growth ETF

ETFs
28.9K
+ 15.21%
$96.83 - $106.88 $2.8M - $3.09M
219K $21.2M
V
Visa Inc.

Financial Services
1.05K
+ 20.39%
$273.87 - $320.91 $287K - $337K
6.19K $1.96M
HON
Honeywell International Inc

Industrials
2K
+ 99.7%
$202.84 - $236.0 $406K - $472K
4.01K $905K
NVDA
Nvidia Corp

Technology
902
+ 4.39%
$117.0 - $148.88 $106K - $134K
21.5K $2.88M
JPM
Jpmorgan Chase & CO

Financial Services
356
+ 5.57%
$205.18 - $250.29 $73K - $89.1K
6.74K $1.62M
PAYX
Paychex Inc

Industrials
1.41K
+ 26.53%
$135.86 - $148.73 $192K - $210K
6.74K $945K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1K
+ 49.9%
$178.39 - $215.0 $178K - $215K
3K $579K
AVGO
Broadcom Inc.

Technology
80
+ 2.72%
$159.67 - $250.0 $12.8K - $20K
3.02K $699K
IEF
Ishares Barclays

ETFs
1.15K
+ 20.61%
$92.08 - $98.18 $106K - $113K
6.72K $621K
IWP
Ishares Russell Mid Cap Growth

ETFs
399
+ 21.33%
$116.4 - $138.52 $46.4K - $55.3K
2.27K $287K
IEMG
Ishares Inc

ETFs
1.08K
+ 1.24%
N/A
88.1K $4.72M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.05%
$79.1 - $95.7 $237 - $287
5.59K $504K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
4.03K
+ 15.83%
$26.65 - $29.34 $107K - $118K
29.5K $799K
VGT
Vanguard Information Technolog

ETFs
34
+ 5.21%
$571.78 - $647.97 $19.4K - $22K
687 $427K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.83K
+ 10.61%
$46.69 - $49.2 $85.4K - $90K
19.1K $891K
CGGR
Capital Group Growth ETF Shs C

ETFs
715
+ 10.22%
$34.49 - $39.24 $24.7K - $28.1K
7.71K $286K
AOA
Ishares Tr Core Aggressive All

ETFs
710
+ 7.07%
$76.61 - $79.88 $54.4K - $56.7K
10.8K $824K
GLD
Spdr Gold Trust

ETFs
139
+ 13.61%
$236.59 - $257.5 $32.9K - $35.8K
1.16K $280K
GOOG
Alphabet Inc.

Communication Services
5
+ 0.37%
$163.08 - $198.16 $815 - $991
1.37K $259K
XLF
Financial Sector Spdr

ETFs
18
+ 0.24%
$44.89 - $51.34 $808 - $924
7.63K $368K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
61
+ 3.8%
$278.19 - $315.36 $17K - $19.2K
1.67K $479K
CGUS
Capital Group Core Equity ETF
391
+ 3.08%
$33.96 - $36.24 $13.3K - $14.2K
13.1K $457K
ORCL
Oracle Corp

Technology
201
+ 5.33%
$165.41 - $192.43 $33.2K - $38.7K
3.97K $661K
MTB
M&T Bank Corp

Financial Services
9
+ 0.61%
$172.48 - $221.95 $1.55K - $2K
1.5K $281K
DE
Deere & CO

Industrials
2
+ 0.14%
$389.45 - $466.0 $779 - $932
1.45K $613K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.26%
$554.08 - $632.68 $554 - $633
387 $228K
OEF
Ishares S&P 100 ETF

ETFs
26
+ 0.35%
N/A
7.41K $1.97M
STEW
Boulder Growth & Income Fund

Financial Services
111
+ 0.88%
$15.33 - $16.73 $1.7K - $1.86K
12.7K $204K
HEZU
Ishares Currency Hedged Msci E

ETFs
281
+ 4.69%
$35.18 - $36.95 $9.89K - $10.4K
6.28K $224K
Arm Holdings PLC
500
+ 11.11%
N/A
5K $0
Blackrock ETF Trust Ii
4.79K
+ 2.61%
N/A
189K $0
PG
Procter & Gamble CO

Consumer Defensive
13
+ 0.86%
$161.05 - $179.7 $2.09K - $2.34K
1.53K $256K
RSP
Invesco S&P 500 Equal Weight E

ETFs
5
+ 0.28%
$174.22 - $187.62 $871 - $938
1.79K $312K
HDV
Ishares Core High Dividend ETF

ETFs
20
+ 0.99%
$110.82 - $121.28 $2.22K - $2.43K
2.04K $229K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10
+ 0.2%
$69.58 - $74.87 $696 - $749
5K $350K
CGDV
Capital Group Divid Value ETF

ETFs
27
+ 0.32%
$35.16 - $37.12 $949 - $1K
8.58K $302K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
11
+ 0.51%
$108.6 - $115.42 $1.19K - $1.27K
2.15K $235K
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.46K
+ 12.17%
$87.1 - $98.49 $737K - $834K
78K $6.81M
PEG
Public Service Enterprise Group Inc

Utilities
15
+ 0.43%
$81.87 - $94.51 $1.23K - $1.42K
3.52K $297K
AOR
Ishares Tr Core Growth Allocat

ETFs
290
+ 1.67%
$57.32 - $59.66 $16.6K - $17.3K
17.6K $1.01M
LLY
Eli Lilly & CO

Healthcare
5
+ 0.89%
$727.2 - $932.06 $3.64K - $4.66K
565 $436K
EMB
Ishares Tr

ETFs
518
+ 1.89%
$88.94 - $93.46 $46.1K - $48.4K
27.9K $2.49M
IEV
Ishares Tr Europe ETF

ETFs
75
+ 0.52%
$52.03 - $57.63 $3.9K - $4.32K
14.5K $753K
CAT
Caterpillar Inc

Industrials
63
+ 1.3%
$360.37 - $416.88 $22.7K - $26.3K
4.92K $1.78M
EFV
Msci Eafe Value ETF

ETFs
30.9K
+ 8.28%
$51.78 - $57.15 $1.6M - $1.77M
404K $21.2M
MBB
Ishares Tr

ETFs
4.35K
+ 2.57%
$91.26 - $95.82 $397K - $417K
174K $15.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.1K
+ 5.15%
$55.45 - $61.08 $562K - $619K
207K $11.5M
Activity Summary
Buys All Purchases 60 New Holdings 10 Increased Positions 50 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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