Ken Fisher New Holdings in Q4 2024

Fisher Asset Management, LLC

  • $247 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRCY
Mercury Systems Inc

Industrials
395K
New
$32.35 - $43.91 $12.8M - $17.4M
395K $16.6M
SWI
Solar Winds Corp

Technology
974K
New
$12.42 - $14.84 $12.1M - $14.5M
974K $13.9M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
265K
New
$42.07 - $57.72 $11.2M - $15.3M
265K $11.2M
ZWS
Zurn Water Solutions Corp

Industrials
293K
New
$35.79 - $40.92 $10.5M - $12M
293K $10.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
34.9K
New
$173.13 - $258.09 $6.04M - $9.01M
34.9K $8.05M
BSY
Bentley Systems Inc

Technology
144K
New
$46.59 - $51.09 $6.72M - $7.37M
144K $6.74M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
35.6K
New
$74.71 - $79.24 $2.66M - $2.82M
35.6K $2.73M
SPYG
Spdr Portfolio

ETFs
19.2K
New
$81.74 - $91.38 $1.57M - $1.75M
19.2K $1.69M
EXEL
Exelixis, Inc.

Healthcare
44.8K
New
$25.39 - $36.46 $1.14M - $1.63M
44.8K $1.49M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
57.8K
New
$20.6 - $20.71 $1.19M - $1.2M
57.8K $1.19M
MSTR
Microstrategy Inc

Technology
3.12K
New
$162.69 - $473.83 $508K - $1.48M
3.12K $904K
CVBF
Cvb Financial Corp

Financial Services
41.3K
New
$17.39 - $24.0 $718K - $991K
41.3K $883K
IVW
Ishares S&P 500 Growth ETF

ETFs
8.51K
New
$94.43 - $105.47 $804K - $898K
8.51K $864K
PFBC
Preferred Bank

Financial Services
9.76K
New
$78.18 - $96.73 $763K - $944K
9.76K $842K
FMBH
First Mid Bancshares, Inc.

Financial Services
21.9K
New
$36.82 - $43.25 $807K - $948K
21.9K $806K
IVE
Ishares S&P 500 Value ETF

ETFs
4.14K
New
$189.5 - $206.17 $784K - $853K
4.14K $789K
DELL
Dell Technologies Inc.

Technology
5.95K
New
$111.96 - $144.21 $666K - $857K
5.95K $685K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20K
New
$34.13 - $37.35 $684K - $749K
20K $684K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $680K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.32K
New
$91.94 - $100.02 $673K - $733K
7.32K $678K
A
Agilent Technologies, Inc.

Healthcare
4.95K
New
$125.69 - $146.56 $622K - $725K
4.95K $664K
DMLP
Dorchester Minerals, L.P.

Energy
19.5K
New
$30.69 - $34.41 $599K - $671K
19.5K $650K
PLTR
Palantir Technologies Inc.

Technology
8.56K
New
$36.46 - $82.38 $312K - $705K
8.56K $647K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
8.56K
New
$47.29 - $84.74 $405K - $725K
8.56K $637K
IRM
Iron Mountain Inc

Real Estate
5.59K
New
$101.62 - $128.14 $568K - $716K
5.59K $587K
SCHQ
Schwab Strategic Tr Long Term

ETFs
18.1K
New
$31.33 - $35.13 $566K - $635K
18.1K $567K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.6K
New
$44.33 - $49.55 $558K - $624K
12.6K $565K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
41.3K
New
$13.01 - $14.43 $538K - $596K
41.3K $547K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.93K
New
$66.77 - $71.52 $530K - $567K
7.93K $546K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.67K
New
$129.96 - $144.97 $477K - $532K
3.67K $510K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.9K
New
$27.54 - $83.04 $493K - $1.49M
17.9K $496K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.19K
New
$48.33 - $49.08 $444K - $451K
9.19K $444K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
15.3K
New
$27.45 - $55.56 $420K - $851K
15.3K $433K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.54K
New
$60.13 - $67.31 $393K - $440K
6.54K $397K
ZION
Zions Bancorporation, National Association

Financial Services
7.18K
New
$45.62 - $61.73 $327K - $443K
7.18K $389K
MET
Metlife Inc

Financial Services
4.73K
New
$78.15 - $88.25 $370K - $418K
4.73K $387K
DFS
Discover Financial Services

Financial Services
2.22K
New
$136.3 - $182.67 $303K - $406K
2.22K $384K
TPL
Texas Pacific Land Corp

Energy
343
New
$915.49 - $1730.0 $314K - $593K
343 $379K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.02K
New
$170.03 - $192.78 $343K - $388K
2.02K $372K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.2K
New
$87.25 - $95.52 $366K - $401K
4.2K $371K
CAH
Cardinal Health Inc

Healthcare
3.11K
New
$107.89 - $125.33 $335K - $389K
3.11K $367K
FSEC
Fidel Merrimack Str Tr

ETFs
8.41K
New
$42.41 - $44.47 $357K - $374K
8.41K $357K
PFFA
Etfis Ser Tr I

ETFs
15K
New
$21.82 - $23.21 $327K - $348K
15K $328K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.86K
New
$114.08 - $125.68 $326K - $360K
2.86K $327K
SRE
Sempra Energy

Utilities
3.71K
New
$80.81 - $94.77 $300K - $352K
3.71K $325K
SPMD
Spdr Portfolio

ETFs
5.85K
New
$54.13 - $59.56 $317K - $348K
5.85K $319K
FNDX
Schwab Fundamental U S Large C

ETFs
13K
New
$23.49 - $71.77 $306K - $935K
13K $308K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
6.31K
New
$47.77 - $51.75 $301K - $326K
6.31K $304K
MPLX
Mplx LP

Energy
5.98K
New
$43.77 - $51.66 $262K - $309K
5.98K $286K
Activity Summary
Buys All Purchases 618 New Holdings 109 Increased Positions 509 Sells All Sells 304 Reductions 304 Sold out 0 Options Calls 0 Puts 0
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