Hoese & CO LLP Sells in Q4 2024

Hoese & CO LLP

  • $115 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.96K
- 41.24%
$567.81 - $607.81 $1.68M - $1.8M
4.21K $2.47M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.91K
- 14.45%
$521.84 - $558.82 $998K - $1.07M
11.3K $6.1M
XEL
Xcel Energy Inc

Utilities
-7.36K
- 89.8%
$62.16 - $72.92 $458K - $537K
836 $56K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.68K
- 1.09%
$45.07 - $47.1 $75.5K - $78.9K
152K $6.89M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-6.51K
- 28.2%
$37.12 - $41.23 $242K - $269K
16.6K $615K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.04K
- 2.98%
$570.51 - $610.59 $594K - $636K
33.9K $20M
HWKN
Hawkins Inc

Basic Materials
-1.45K
- 50.17%
$106.23 - $137.61 $154K - $200K
1.44K $176K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-701
- 1.59%
$88.59 - $94.57 $62.1K - $66.3K
43.5K $3.86M
MSFT
Microsoft Corp

Technology
-297
- 19.91%
$406.35 - $454.46 $121K - $135K
1.2K $503K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-436
- 0.94%
$176.42 - $186.91 $76.9K - $81.5K
46K $8.18M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.82K
- 67.85%
$40.82 - $45.39 $74.1K - $82.4K
860 $35K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.13K
- 36.51%
$61.68 - $67.87 $69.7K - $76.7K
1.97K $122K
NVDA
Nvidia Corp

Technology
-500
- 69.44%
$117.0 - $148.88 $58.5K - $74.4K
220 $29K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1
- 0.02%
$183.23 - $199.79 $183 - $200
5.22K $966K
PG
Procter & Gamble CO

Consumer Defensive
-100
- 8.81%
$161.05 - $179.7 $16.1K - $18K
1.04K $173K
HWM
Howmet Aerospace Inc.

Industrials
-201
- 59.64%
$99.72 - $120.09 $20K - $24.1K
136 $14K
PSX
Phillips 66

Energy
-100
- 24.88%
$110.35 - $138.93 $11K - $13.9K
302 $34K
VEA
Vanguard Ftse Developed Market

ETFs
-288
- 74.23%
$47.57 - $52.44 $13.7K - $15.1K
100 $4K
MDT
Medtronic PLC

Healthcare
-20
- 1.98%
$79.61 - $92.24 $1.59K - $1.84K
991 $79K
COP
Conocophillips

Energy
-69
- 13.8%
$95.12 - $114.72 $6.56K - $7.92K
431 $42K
SYY
Sysco Corp

Consumer Defensive
-34
- 1.43%
$73.63 - $81.77 $2.5K - $2.78K
2.35K $179K
EMR
Emerson Electric CO

Industrials
-240
- 13.71%
$108.13 - $134.33 $26K - $32.2K
1.51K $187K
USB
Us Bancorp \De\

Financial Services
-200
- 7.49%
$43.98 - $53.66 $8.8K - $10.7K
2.47K $118K
TTE
Total Energies Se

Energy
-59
- 37.11%
N/A
100 $6K
AA
Alcoa Corp

Basic Materials
-62
- 58.49%
$36.62 - $47.42 $2.27K - $2.94K
44 $1K
FIS
Fidelity National Information Services, Inc.

Technology
-29
- 13.88%
$80.14 - $90.95 $2.32K - $2.64K
180 $14K
VTI
Vanguard Total Stock Market Et

ETFs
-307
- 2.33%
$280.04 - $302.45 $86K - $92.9K
12.9K $3.73M
BAC
Bank Of America Corp

Financial Services
-200
- 4.26%
$39.22 - $47.77 $7.84K - $9.55K
4.5K $197K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-200
- 3.13%
$370.24 - $418.94 $74K - $83.8K
6.19K $2.49M
Activity Summary
Buys All Purchases 50 New Holdings 38 Increased Positions 12 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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