Hm Payson & CO Incresed Positions in Q4 2024

Hm Payson & CO

  • $5.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
1K
+ 37.74%
$29.25 - $33.27 $29.3K - $33.3K
3.65K $117K
WHR
Whirlpool Corp

Consumer Cyclical
100
+ 2.92%
$99.28 - $124.45 $9.93K - $12.4K
3.52K $403K
AI
C3.Ai, Inc.

Technology
893
+ 152.91%
$22.6 - $42.94 $20.2K - $38.3K
1.48K $50K
T
At&T Inc.

Communication Services
882
+ 4.42%
$21.22 - $23.88 $18.7K - $21.1K
20.8K $474K
NVS
Novartis Ag

Healthcare
899
+ 28.42%
$96.78 - $117.18 $87K - $105K
4.06K $395K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
440
+ 360.66%
$60.13 - $67.31 $26.5K - $29.6K
562 $34K
TXN
Texas Instruments Inc

Technology
123
+ 0.15%
N/A
83.2K $16.2M
IWM
Ishares Russell 2000 ETF

ETFs
105
+ 1.32%
$216.13 - $242.4 $22.7K - $25.5K
8.07K $1.78M
DFAE
Dimensional ETF Tr

ETFs
1.34K
+ 21.54%
$25.36 - $28.15 $34K - $37.8K
7.57K $192K
XEL
Xcel Energy Inc

Utilities
256
+ 14.34%
$62.16 - $72.92 $15.9K - $18.7K
2.04K $137K
VONV
Vanguard Russell 1000 Value Et

ETFs
249
+ 45.36%
$80.87 - $87.69 $20.1K - $21.8K
798 $64K
FDN
First Tr Fd Dow Jones

ETFs
29
+ 7.8%
$210.5 - $257.24 $6.1K - $7.46K
401 $97K
QUAL
Ishares Msci Usa Quality Facto

ETFs
107
+ 9.17%
$176.42 - $186.91 $18.9K - $20K
1.27K $226K
XLP
Consumer Staples Sector Spdr

ETFs
195
+ 11.99%
N/A
1.82K $138K
BXP
Boston Properties Inc

Real Estate
192
+ 2400.0%
$73.33 - $89.72 $14.1K - $17.2K
200 $14K
EWC
Ishares Msci Canada ETF

ETFs
370
+ 100.0%
$39.64 - $43.28 $14.7K - $16K
740 $29K
IRMD
Iradimed Corp

Healthcare
18
+ 0.7%
$48.3 - $57.35 $869 - $1.03K
2.6K $143K
JCI
Johnson Controls International PLC

Industrials
90
+ 2.1%
$74.23 - $86.6 $6.68K - $7.79K
4.38K $345K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3
+ 1.33%
$338.38 - $446.21 $1.02K - $1.34K
229 $99K
SHEL
Shell PLC

Energy
368
+ 10.85%
$60.63 - $70.23 $22.3K - $25.8K
3.76K $235K
CELH
Celsius Holdings, Inc.

Consumer Defensive
550
+ 122.22%
$25.66 - $34.91 $14.1K - $19.2K
1K $26K
SPH
Suburban Propane Partners LP

Utilities
1.2K
+ 10.91%
$17.0 - $19.85 $20.4K - $23.8K
12.2K $209K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
116
+ 17.19%
$62.09 - $82.32 $7.2K - $9.55K
791 $52K
ZM
Zoom Video Communications, Inc.

Technology
4
+ 0.59%
$67.21 - $89.03 $269 - $356
685 $55K
TREX
Trex CO Inc

Industrials
100
+ 25.0%
$62.94 - $79.88 $6.29K - $7.99K
500 $34K
ICLN
Ishares

ETFs
1.3K
+ 59.09%
$11.35 - $14.51 $14.8K - $18.9K
3.5K $39K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
50
+ 14.29%
$45.39 - $62.98 $2.27K - $3.15K
400 $22K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
273
+ 1.3%
$20.6 - $20.71 $5.62K - $5.65K
21.2K $437K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
290
+ 2.99%
$19.38 - $19.58 $5.62K - $5.68K
10K $194K
EBAY
Ebay Inc

Consumer Cyclical
201
+ 7.57%
$57.51 - $67.17 $11.6K - $13.5K
2.86K $176K
NDAQ
Nasdaq, Inc.

Financial Services
43
+ 179.17%
$70.87 - $83.05 $3.05K - $3.57K
67 $5K
ESS
Essex Property Trust, Inc.

Real Estate
14
+ 7.78%
N/A
194 $52K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.88K
+ 199.95%
$22.01 - $66.82 $85.4K - $259K
5.82K $132K
RE
Everest Re Group LTD

Financial Services
5
+ 71.43%
N/A
12 $4K
VZ
Verizon Communications Inc

Communication Services
2.47K
+ 12.48%
$39.6 - $45.21 $97.7K - $111K
22.2K $889K
SCHG
Schwab Strategic Tr Us Large C

ETFs
708
+ 300.0%
$25.93 - $105.3 $18.4K - $74.6K
944 $26K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.75K
+ 200.0%
$22.4 - $68.28 $39.2K - $120K
2.63K $60K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
100
+ 6.94%
$8.01 - $11.0 $801 - $1.1K
1.54K $13K
EOG
Eog Resources Inc

Energy
11
+ 3.35%
$118.22 - $136.54 $1.3K - $1.5K
339 $41K
CRVL
Corvel Corp

Financial Services
374
+ 200.0%
$111.26 - $370.61 $41.6K - $139K
561 $62K
SNPS
Synopsys Inc

Technology
4
+ 12.5%
$485.36 - $588.0 $1.94K - $2.35K
36 $17K
VDC
Vanguard Consumer Staples ETF

ETFs
55
+ 3.73%
$210.96 - $223.62 $11.6K - $12.3K
1.53K $323K
Arm Holdings PLC
3
+ 4.92%
N/A
64 $0
ALLY
Ally Financial Inc.

Financial Services
10
+ 9.9%
$34.12 - $39.98 $341 - $400
111 $3K
BATT
Amplify Lithium & Battery Tech

ETFs
15
+ 12.0%
$8.8 - $10.14 $132 - $152
140 $1K
Te Connectivity PLC
51
+ 1.54%
N/A
3.37K $0
X
United States Steel Corp

Basic Materials
5
+ 1.13%
$30.14 - $42.31 $151 - $212
449 $15K
CMS
Cms Energy Corp

Utilities
1
+ 0.74%
$65.76 - $71.94 $65.8 - $71.9
136 $9K
Ge Vernova Inc
415
+ 7.32%
N/A
6.09K $0
Activity Summary
Buys All Purchases 267 New Holdings 63 Increased Positions 204 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 0 Puts 0
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