Hirtle Callaghan & CO LLC Purchases in Q4 2024

Hirtle Callaghan & CO LLC

  • $2.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
35.9K
+ 3.43%
$567.81 - $607.81 $20.4M - $21.8M
1.08M $635M
RSP
Invesco S&P 500 Equal Weight E

ETFs
26.1K
+ 328.38%
$174.22 - $187.62 $4.55M - $4.9M
34.1K $5.98M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
56.3K
New
$52.07 - $58.13 $2.93M - $3.27M
56.3K $2.93M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
26.1K
New
$88.59 - $94.57 $2.32M - $2.47M
26.1K $2.32M
CEFA
Global X Fds
60.5K
New
$30.05 - $32.57 $1.82M - $1.97M
60.5K $1.82M
RDVY
First Trust Rising Dividend Ac

ETFs
30K
New
$58.65 - $64.37 $1.76M - $1.93M
30K $1.77M
CNYA
Ishares Tr Msci China A ETF (D

ETFs
55.5K
New
$27.9 - $37.9 $1.55M - $2.1M
55.5K $1.55M
AAPL
Apple Inc.

Technology
939
+ 1.29%
$221.69 - $259.02 $208K - $243K
73.9K $18.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.5K
New
$87.1 - $98.49 $1M - $1.13M
11.5K $1M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
63.3K
New
$14.45 - $15.15 $914K - $958K
63.3K $958K
AIQ
Global X Funds Global X Artifi

ETFs
10.5K
New
$36.57 - $40.57 $383K - $425K
10.5K $405K
ABT
Abbott Laboratories

Healthcare
2.55K
New
$111.93 - $119.39 $286K - $305K
2.55K $288K
AFL
Aflac Inc

Financial Services
2.67K
New
$100.37 - $115.27 $268K - $308K
2.67K $276K
MCD
Mcdonalds Corp

Consumer Cyclical
855
New
$288.47 - $316.54 $247K - $271K
855 $247K
LOW
Lowes Companies Inc

Consumer Cyclical
985
New
$244.52 - $284.07 $241K - $280K
985 $243K
JPM
Jpmorgan Chase & CO

Financial Services
982
New
$205.18 - $250.29 $201K - $246K
982 $235K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2K
New
$113.79 - $124.5 $228K - $249K
2K $229K
GWW
W.W. Grainger, Inc.

Industrials
212
New
$1023.06 - $1220.93 $217K - $259K
212 $223K
AVGO
Broadcom Inc.

Technology
879
New
$159.67 - $250.0 $140K - $220K
879 $203K
NKE
Nike, Inc.

Consumer Cyclical
2.65K
New
$73.36 - $89.13 $194K - $236K
2.65K $200K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.1K
+ 40.73%
$87.25 - $95.52 $183K - $200K
7.24K $639K
CATH
Global X Fds Global X S&P 500

ETFs
281
+ 0.35%
$68.5 - $73.81 $19.2K - $20.7K
80.4K $5.69M
COST
Costco Wholesale Corp

Consumer Defensive
92
+ 13.63%
$873.59 - $994.69 $80.4K - $91.5K
767 $702K
V
Visa Inc.

Financial Services
29
+ 1.28%
$273.87 - $320.91 $7.94K - $9.31K
2.29K $724K
ACN
Accenture PLC

Technology
255
+ 16.87%
$343.9 - $376.86 $87.7K - $96.1K
1.77K $621K
MSFT
Microsoft Corp

Technology
864
+ 2.5%
$406.35 - $454.46 $351K - $393K
35.4K $14.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
800
+ 1.39%
$61.68 - $67.87 $49.3K - $54.3K
58.5K $3.64M
PSX
Phillips 66

Energy
568
+ 35.06%
$110.35 - $138.93 $62.7K - $78.9K
2.19K $249K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
335
+ 10.97%
$113.92 - $127.38 $38.2K - $42.7K
3.39K $390K
HYG
Ishares Tr

ETFs
550
+ 4.47%
$78.09 - $80.04 $42.9K - $44K
12.8K $1.01M
ORCL
Oracle Corp

Technology
199
+ 6.86%
$165.41 - $192.43 $32.9K - $38.3K
3.1K $516K
HD
Home Depot, Inc.

Consumer Cyclical
90
+ 7.59%
$385.02 - $431.37 $34.7K - $38.8K
1.28K $496K
IWM
Ishares Russell 2000 ETF

ETFs
53
+ 0.49%
$216.13 - $242.4 $11.5K - $12.8K
10.8K $2.39M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.6K
+ 200.0%
$22.01 - $66.82 $320K - $973K
21.8K $495K
Robo Global Artificial Intelligence ETF
7.93K
New
N/A
7.93K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
8.14K
New
N/A
8.14K $0
XOM
Exxon Mobil Corp

Energy
213
+ 7.2%
$105.51 - $125.37 $22.5K - $26.7K
3.17K $341K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.32%
$442.29 - $483.08 $2.21K - $2.42K
1.59K $719K
XLRE
Select Sector Spdr Tr Real Est

ETFs
241
+ 1.75%
$40.06 - $45.21 $9.65K - $10.9K
14K $570K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.36K
+ 2.57%
$106.33 - $110.69 $145K - $151K
54.4K $5.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
864
+ 1.83%
$57.78 - $60.4 $49.9K - $52.2K
48.1K $2.79M
MUB
Ishares National Muni Bond ETF

ETFs
329
+ 0.65%
$105.78 - $108.7 $34.8K - $35.8K
50.9K $5.43M
VGLT
Vanguard Long Term Treasury Et

ETFs
901
+ 4.02%
$55.1 - $61.74 $49.6K - $55.6K
23.3K $1.29M
PM
Philip Morris International Inc.

Consumer Defensive
20
+ 0.02%
$118.38 - $133.06 $2.37K - $2.66K
100K $12.1M
KO
Coca Cola CO

Consumer Defensive
367
+ 2.73%
$61.74 - $71.71 $22.7K - $26.3K
13.8K $861K
SCHP
Schwab Strategic Us Tips ETF

ETFs
306K
+ 80.72%
$25.74 - $53.78 $7.87M - $16.5M
685K $17.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.7K
+ 1.58%
$44.04 - $49.49 $734K - $825K
1.07M $47.1M
Activity Summary
Buys All Purchases 48 New Holdings 20 Increased Positions 28 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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