Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Purchases in Q4 2024

Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

  • $654 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
41.6K
+ 89.29%
$46.94 - $51.62 $1.95M - $2.15M
88.2K $4.41M
XLY
Select Sector Spdr Consumer Di

ETFs
170
+ 0.31%
$194.8 - $239.43 $33.1K - $40.7K
55.2K $12.4M
FANG
Diamondback Energy, Inc.

Energy
6.53K
+ 195.22%
$153.06 - $199.5 $999K - $1.3M
9.88K $1.62M
VCTR
Victory Capital Holdings, Inc.

Financial Services
9.03K
+ 21.42%
$54.76 - $72.24 $494K - $652K
51.2K $3.35M
GOOGL
Alphabet Inc.

Communication Services
677
+ 2.27%
$161.86 - $196.66 $110K - $133K
30.5K $5.77M
XLC
Select Sector Spdr Tr Communic

ETFs
7.65K
+ 78.71%
$89.66 - $102.16 $685K - $781K
17.4K $1.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
870
+ 17.68%
$567.81 - $607.81 $494K - $529K
5.79K $3.39M
AMZN
Amazon Com Inc

Consumer Cyclical
220
+ 1.44%
$180.88 - $232.93 $39.8K - $51.2K
15.5K $3.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
329
+ 0.78%
$116.4 - $138.52 $38.3K - $45.6K
42.6K $5.4M
APH
Amphenol Corp

Technology
5.38K
New
$62.07 - $75.35 $334K - $405K
5.38K $373K
NVDA
Nvidia Corp

Technology
59
+ 0.25%
$117.0 - $148.88 $6.9K - $8.78K
23.3K $3.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.85K
+ 1.32%
$176.42 - $186.91 $326K - $346K
142K $25.2M
PANW
Palo Alto Networks Inc

Technology
6.83K
+ 99.82%
$181.96 - $405.9 $1.24M - $2.77M
13.7K $2.49M
SJNK
Spdr Bloomberg Short Term High

ETFs
11.4K
+ 3.92%
$25.09 - $25.69 $286K - $293K
302K $7.63M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.18K
+ 15.67%
$89.81 - $104.0 $285K - $330K
23.4K $2.11M
ALC
Alcon Inc

Healthcare
1K
+ 19.72%
$83.87 - $99.15 $83.9K - $99.2K
6.07K $515K
Arista Networks Inc
5.4K
New
N/A
5.4K $0
Blackrock Inc
2.19K
New
N/A
2.19K $0
NOC
Northrop Grumman Corp

Industrials
27
+ 6.31%
$466.52 - $543.88 $12.6K - $14.7K
455 $213K
SBUX
Starbucks Corp

Consumer Cyclical
180
+ 3.35%
$87.44 - $102.5 $15.7K - $18.5K
5.55K $505K
IAC
Iac/Inter Active Corp

Communication Services
1.57K
+ 19.24%
$41.75 - $55.1 $65.5K - $86.5K
9.73K $419K
UNH
Unitedhealth Group Inc

Healthcare
146
+ 10.66%
$485.52 - $625.25 $70.9K - $91.3K
1.52K $766K
PCH
Potlatchdeltic Corp

Real Estate
2K
+ 10.01%
$38.4 - $44.89 $76.8K - $89.8K
22K $862K
MSFT
Microsoft Corp

Technology
35
+ 0.47%
$406.35 - $454.46 $14.2K - $15.9K
7.45K $3.14M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
175
+ 1.11%
$47.63 - $52.63 $8.34K - $9.21K
16K $768K
DGRO
Ishares Core Dividend Growth E

ETFs
3.13K
+ 1.59%
$60.73 - $64.94 $190K - $203K
200K $12.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.25K
+ 2.53%
$51.33 - $53.74 $115K - $121K
91.1K $4.69M
XLI
Industrial Sector Spdr

ETFs
607
+ 1.27%
$131.76 - $143.99 $80K - $87.4K
48.5K $6.39M
QCOM
Qualcomm Inc

Technology
35
+ 0.55%
$150.4 - $178.04 $5.26K - $6.23K
6.4K $982K
ZTS
Zoetis Inc.

Healthcare
243
+ 5.46%
$162.24 - $194.42 $39.4K - $47.2K
4.7K $765K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
30
+ 0.02%
$51.54 - $52.55 $1.55K - $1.58K
129K $6.69M
IQV
Iqvia Holdings Inc.

Healthcare
142
+ 2.25%
$190.97 - $236.63 $27.1K - $33.6K
6.47K $1.27M
TMO
Thermo Fisher Scientific Inc.

Healthcare
42
+ 1.45%
$501.29 - $612.85 $21.1K - $25.7K
2.93K $1.52M
TGT
Target Corp

Consumer Defensive
188
+ 1.28%
$121.59 - $160.69 $22.9K - $30.2K
14.9K $2.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
234K
+ 199.76%
$26.93 - $84.95 $6.31M - $19.9M
352K $9.61M
XOM
Exxon Mobil Corp

Energy
657
+ 1.37%
$105.51 - $125.37 $69.3K - $82.4K
48.7K $5.24M
VEA
Vanguard Ftse Developed Market

ETFs
625
+ 0.68%
$47.57 - $52.44 $29.7K - $32.8K
92.8K $4.44M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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