Inter Ocean Capital Group, LLC Purchases in Q1 2024

Inter Ocean Capital Group, LLC

  • $4.03 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.2K
+ 5.24%
$359.29 - $420.52 $5.11M - $5.98M
285K $120M
AMZN
Amazon Com Inc

Consumer Cyclical
9.84K
+ 1.35%
$144.57 - $180.38 $1.42M - $1.78M
739K $133M
XOM
Exxon Mobil Corp

Energy
69K
+ 12.17%
$96.8 - $116.24 $6.68M - $8.02M
636K $73.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21.6K
+ 15.4%
$429.43 - $481.35 $9.28M - $10.4M
162K $77.8M
WMT
Walmart Inc.

Consumer Defensive
1.16M
+ 211.01%
$58.61 - $175.86 $68M - $204M
1.71M $103M
GOOG
Alphabet Inc.

Communication Services
41.7K
+ 5.62%
$132.56 - $154.84 $5.52M - $6.45M
782K $119M
DIS
Walt Disney CO

Communication Services
25.1K
+ 7.07%
$89.29 - $122.36 $2.24M - $3.07M
380K $46.4M
IEFA
Ishares Tr

ETFs
164K
+ 38.81%
$68.14 - $74.43 $11.2M - $12.2M
586K $43.5M
XLK
Technology Sector Spdr

ETFs
6.63K
+ 0.85%
$184.12 - $211.02 $1.22M - $1.4M
787K $164M
ASML
Asml Holding Nv

Technology
4.9K
+ 13.32%
$700.29 - $1047.39 $3.43M - $5.14M
41.7K $40.5M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
505K
+ 50.36%
$22.62 - $22.94 $11.4M - $11.6M
1.51M $34.2M
CVX
Chevron Corp

Energy
58.2K
+ 27.48%
$141.82 - $157.74 $8.26M - $9.18M
270K $42.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
41.2K
+ 12.1%
$153.84 - $169.37 $6.34M - $6.98M
382K $64.7M
PG
Procter & Gamble CO

Consumer Defensive
28.1K
+ 7.11%
$147.42 - $162.61 $4.15M - $4.57M
423K $68.7M
CVS
Cvs Health Corp

Healthcare
113K
+ 46.23%
$71.99 - $81.42 $8.17M - $9.24M
359K $28.6M
GIS
General Mills Inc

Consumer Defensive
112K
+ 55.41%
$62.34 - $69.97 $6.99M - $7.84M
314K $22M
MA
Mastercard Inc

Financial Services
1.75K
+ 1.21%
$418.77 - $488.64 $735K - $857K
146K $70.4M
BAC
Bank Of America Corp

Financial Services
88.7K
+ 7.02%
$31.73 - $37.92 $2.82M - $3.36M
1.35M $51.3M
PJAN
Innovator U.S. Equity Power Bu

ETFs
217K
+ 1218.66%
$36.88 - $39.11 $7.99M - $8.47M
234K $9.16M
PEP
Pepsico Inc

Consumer Defensive
32.3K
+ 9.48%
$162.04 - $175.01 $5.23M - $5.65M
373K $65.2M
SYLD
Cambria Shareholder Yld ETF

ETFs
88.9K
+ 63.33%
$65.45 - $73.27 $5.82M - $6.51M
229K $16.8M
SO
Southern CO

Utilities
78K
+ 9.56%
$66.25 - $72.24 $5.16M - $5.63M
893K $64.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
58.6K
+ 97.44%
$114.97 - $117.54 $6.74M - $6.89M
119K $13.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
81.7K
+ 23.91%
$76.87 - $77.64 $6.28M - $6.34M
423K $32.7M
CSCO
Cisco Systems, Inc.

Technology
102K
+ 14.23%
$48.06 - $52.33 $4.91M - $5.34M
819K $40.9M
FDX
Fedex Corp

Industrials
3.13K
+ 3.13%
$236.39 - $289.74 $740K - $907K
103K $29.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
56K
New
$79.39 - $81.28 $4.44M - $4.55M
56K $4.51M
JNJ
Johnson & Johnson

Healthcare
23.9K
+ 8.78%
$155.22 - $162.74 $3.71M - $3.89M
296K $46.8M
DUK
Duke Energy Corp

Utilities
41.4K
+ 75.17%
$90.65 - $99.39 $3.75M - $4.11M
96.4K $9.32M
K
Kellogg CO

Consumer Defensive
56.1K
+ 11.45%
$52.94 - $57.76 $2.97M - $3.24M
546K $31.3M
ACN
Accenture PLC

Technology
11K
+ 138.27%
$333.82 - $386.91 $3.66M - $4.25M
18.9K $6.55M
IWM
Ishares Russell 2000 ETF

ETFs
9.93K
+ 6.37%
$189.48 - $210.3 $1.88M - $2.09M
166K $34.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.6K
+ 15.89%
$257.46 - $288.1 $1.7M - $1.9M
48.1K $13.9M
KMI
Kinder Morgan, Inc.

Energy
113K
+ 8.83%
$16.57 - $18.34 $1.87M - $2.07M
1.39M $25.5M
GS
Goldman Sachs Group Inc

Financial Services
1.99K
+ 3.29%
$376.91 - $417.69 $750K - $831K
62.4K $26.1M
XLE
Energy Sector Spdr

ETFs
11K
+ 7.65%
$79.91 - $94.41 $877K - $1.04M
154K $14.6M
HON
Honeywell International Inc

Industrials
16.3K
+ 7.84%
$193.01 - $209.0 $3.15M - $3.41M
224K $46M
SYY
Sysco Corp

Consumer Defensive
12.5K
+ 7.36%
$74.42 - $82.36 $930K - $1.03M
182K $14.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
28.2K
+ 14.22%
$52.7 - $57.65 $1.49M - $1.63M
227K $13.1M
IEMG
Ishares Inc

ETFs
30.4K
+ 8.34%
$47.6 - $51.96 $1.45M - $1.58M
395K $20.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
29.2K
+ 49.61%
$49.02 - $54.29 $1.43M - $1.59M
88K $4.78M
HSY
Hershey CO

Consumer Defensive
8.56K
+ 52.18%
$184.0 - $202.31 $1.57M - $1.73M
25K $4.85M
ODFL
Old Dominion Freight Line, Inc.

Industrials
12.4K
+ 223.66%
$214.01 - $446.23 $2.65M - $5.54M
18K $3.94M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
26.6K
New
$34.88 - $65.58 $929K - $1.75M
26.6K $1.68M
XLC
Select Sector Spdr Tr Communic

ETFs
1.72K
+ 1.01%
$71.74 - $81.82 $123K - $141K
172K $14.1M
V
Visa Inc.

Financial Services
4.39K
+ 27.73%
$257.98 - $290.37 $1.13M - $1.27M
20.2K $5.64M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.6K
+ 7.32%
$54.75 - $57.86 $852K - $901K
228K $13.2M
LLY
Eli Lilly & CO

Healthcare
233
+ 3.54%
$592.2 - $792.28 $138K - $185K
6.82K $5.3M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
33K
+ 11.43%
$31.68 - $34.21 $1.04M - $1.13M
322K $11M
Activity Summary
Buys All Purchases 227 New Holdings 40 Increased Positions 187 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 0 Puts 7
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