Holland Advisory Services, Inc. Purchases in Q4 2024

Holland Advisory Services, Inc.

  • $76.5 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.66K
+ 3.26%
$61.68 - $67.87 $411K - $452K
211K $13.2M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
5.17K
+ 8.47%
$52.0 - $55.66 $269K - $288K
66.2K $3.54M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$221.69 - $259.02 $222 - $259
7.85K $1.96M
JPM
Jpmorgan Chase & CO

Financial Services
124
+ 3.45%
$205.18 - $250.29 $25.4K - $31K
3.72K $891K
FISV
Fiserv Inc

Technology
1.01K
New
N/A
1.01K $126K
VTI
Vanguard Total Stock Market Et

ETFs
240
+ 3.11%
$280.04 - $302.45 $67.2K - $72.6K
7.95K $2.3M
CCL
Carnival Corp

Consumer Cyclical
100
+ 0.75%
$17.34 - $26.8 $1.73K - $2.68K
13.5K $336K
IWP
Ishares Russell Mid Cap Growth

ETFs
8
+ 0.09%
$116.4 - $138.52 $931 - $1.11K
8.95K $1.13M
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.12%
$94.43 - $105.47 $472 - $527
4.07K $413K
OKE
Oneok Inc

Energy
20
+ 0.9%
$92.28 - $117.05 $1.85K - $2.34K
2.23K $224K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.3%
$278.19 - $315.36 $835 - $946
1K $288K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
9
+ 0.5%
$121.89 - $135.52 $1.1K - $1.22K
1.79K $224K
VBR
Vanguard Small Cap Value ETF

ETFs
8
+ 0.58%
$197.36 - $217.3 $1.58K - $1.74K
1.4K $276K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.15%
$113.92 - $127.38 $456 - $510
2.7K $310K
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.11%
$118.38 - $133.06 $1.07K - $1.2K
8.25K $993K
BRO
Brown & Brown, Inc.

Financial Services
8
+ 0.11%
$100.93 - $113.42 $807 - $907
7.36K $751K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.03%
$161.05 - $179.7 $161 - $180
3.73K $626K
CAT
Caterpillar Inc

Industrials
1
+ 0.12%
$360.37 - $416.88 $360 - $417
863 $313K
CMCSA
Comcast Corp

Communication Services
1
+ 0.01%
$37.39 - $45.14 $37.4 - $45.1
7.41K $278K
XOM
Exxon Mobil Corp

Energy
135
+ 2.36%
$105.51 - $125.37 $14.2K - $16.9K
5.84K $628K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$143.34 - $165.86 $143 - $166
2.34K $338K
AMGN
Amgen Inc

Healthcare
2
+ 0.15%
$258.78 - $328.31 $518 - $657
1.34K $349K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.85K
+ 1.54%
$56.06 - $61.35 $160K - $175K
188K $10.6M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.62K
+ 2.91%
$43.84 - $48.76 $203K - $225K
163K $7.18M
Activity Summary
Buys All Purchases 25 New Holdings 1 Increased Positions 24 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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