Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Reduced Holdings in Q3 2024

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

  • $653 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-6
- 0.02%
$149.54 - $192.66 $897 - $1.16K
29.4K $4.91M
XLP
Consumer Staples Sector Spdr

ETFs
-3.2K
- 9.29%
$76.04 - $76.04 $243K - $243K
31.3K $2.38M
LHX
L3 Harris Technologies, Inc.

Industrials
-910
- 17.6%
$221.96 - $243.27 $202K - $221K
4.26K $1.01M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-2.43K
- 12.4%
$82.04 - $89.49 $199K - $217K
17.1K $1.52M
SFNC
Simmons First National Corp

Financial Services
-10.9K
- 22.0%
$17.05 - $22.07 $185K - $240K
38.5K $829K
EMR
Emerson Electric CO

Industrials
-87
- 0.4%
$98.19 - $118.87 $8.54K - $10.3K
21.9K $2.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-450
- 4.23%
$76.94 - $79.54 $34.6K - $35.8K
10.2K $810K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-180
- 9.33%
$113.45 - $126.18 $20.4K - $22.7K
1.75K $220K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-45
- 0.93%
$104.47 - $116.17 $4.7K - $5.23K
4.8K $518K
MGV
Vanguard Mega Cap Value

ETFs
-3.38K
- 7.43%
$118.0 - $128.28 $398K - $433K
42K $5.39M
XPO
Xpo Logistics, Inc.

Industrials
-12
- 0.06%
$101.15 - $125.11 $1.21K - $1.5K
20.4K $2.19M
GXO
Gxo Logistics, Inc.

Industrials
-15
- 0.06%
$46.45 - $55.98 $697 - $840
26.1K $1.36M
XLU
Utilities Sector Spdr

ETFs
-1.1K
- 9.6%
$67.67 - $80.78 $74.4K - $88.9K
10.4K $837K
CSCO
Cisco Systems, Inc.

Technology
-550
- 3.63%
$44.74 - $53.22 $24.6K - $29.3K
14.6K $776K
ABT
Abbott Laboratories

Healthcare
-46
- 0.28%
$100.07 - $118.13 $4.6K - $5.43K
16.7K $1.9M
SYK
Stryker Corp

Healthcare
-7
- 0.08%
$315.94 - $371.96 $2.21K - $2.6K
8.26K $2.98M
PAYX
Paychex Inc

Industrials
-882
- 4.55%
$116.17 - $135.19 $102K - $119K
18.5K $2.49M
JCI
Johnson Controls International PLC

Industrials
-143
- 0.56%
$65.52 - $77.61 $9.37K - $11.1K
25.2K $1.96M
JNJ
Johnson & Johnson

Healthcare
-98
- 0.5%
$145.48 - $167.38 $14.3K - $16.4K
19.3K $3.13M
PM
Philip Morris International Inc.

Consumer Defensive
-165
- 0.87%
$101.25 - $127.45 $16.7K - $21K
18.9K $2.29M
WMT
Walmart Inc.

Consumer Defensive
-142
- 0.45%
$66.91 - $81.4 $9.5K - $11.6K
31.5K $2.54M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.67K
- 1.4%
$77.02 - $85.06 $129K - $142K
117K $9.92M
Activity Summary
Buys All Purchases 98 New Holdings 11 Increased Positions 87 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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