Keudell Purchases in Q4 2024

Keudell

  • $372 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLBL
Franklin Templeton ETF Tr Libe

ETFs
840K
New
$24.13 - $24.45 $20.3M - $20.5M
840K $20.4M
AAPL
Apple Inc.

Technology
36
+ 0.05%
$221.69 - $259.02 $7.98K - $9.32K
70.4K $17.6M
AMZN
Amazon Com Inc

Consumer Cyclical
51
+ 0.17%
$180.88 - $232.93 $9.22K - $11.9K
30.9K $6.77M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
552K
+ 220.68%
$26.93 - $84.95 $14.9M - $46.9M
802K $21.9M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
7.26K
+ 3.8%
N/A
198K $12.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
106K
+ 319.9%
$25.93 - $105.3 $2.74M - $11.1M
139K $3.86M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.05K
+ 9.85%
$50.02 - $51.24 $453K - $464K
101K $5.06M
BMO
Bank Of Montreal

Financial Services
3.46K
New
$89.75 - $103.39 $311K - $358K
3.46K $335K
TSLA
Tesla, Inc.

Consumer Cyclical
820
New
$213.65 - $479.86 $175K - $393K
820 $331K
GOOGL
Alphabet Inc.

Communication Services
149
+ 1.2%
$161.86 - $196.66 $24.1K - $29.3K
12.6K $2.39M
AVDE
American Centy ETF Tr Avantis

ETFs
3.94K
New
$60.9 - $66.69 $240K - $262K
3.94K $241K
OXY
Occidental Petroleum Corp

Energy
4.82K
New
$45.36 - $55.91 $218K - $269K
4.82K $237K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.74K
New
$86.65 - $94.9 $237K - $260K
2.74K $237K
VNQ
Vanguard Specialized Funds Van

ETFs
2.65K
New
$87.85 - $98.6 $233K - $261K
2.65K $236K
DDOG
Datadog, Inc.

Technology
1.64K
New
$113.98 - $168.65 $187K - $277K
1.64K $234K
COF
Capital One Financial Corp

Financial Services
1.32K
New
$145.19 - $192.01 $191K - $253K
1.32K $234K
WPC
W. P. Carey Inc.

Real Estate
4.09K
New
$53.44 - $61.33 $219K - $251K
4.09K $222K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.11K
New
$172.07 - $207.36 $191K - $230K
1.11K $219K
PLTR
Palantir Technologies Inc.

Technology
53
+ 0.97%
$36.46 - $82.38 $1.93K - $4.37K
5.53K $418K
UPST
Upstart Holdings, Inc.

Financial Services
3.45K
New
$37.78 - $84.46 $130K - $291K
3.45K $212K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
20.4K
New
$9.99 - $10.92 $203K - $222K
20.4K $207K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.57K
New
$45.07 - $47.1 $206K - $215K
4.57K $206K
PAYX
Paychex Inc

Industrials
1.44K
New
$135.86 - $148.73 $195K - $214K
1.44K $201K
ADSK
Autodesk, Inc.

Technology
688
New
N/A
688 $169K
GOLD
Barrick Gold Corp

Basic Materials
10.1K
New
$15.23 - $21.19 $153K - $213K
10.1K $155K
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 0.2%
$481.22 - $538.17 $5.77K - $6.46K
5.94K $3.04M
CVX
Chevron Corp

Energy
1.21K
+ 7.79%
$141.15 - $162.53 $171K - $197K
16.7K $2.43M
BA
Boeing CO

Industrials
225
+ 5.94%
$138.14 - $180.72 $31.1K - $40.7K
4.01K $710K
PCT
Pure Cycle Technologies, Inc.

Industrials
11.5K
New
$8.81 - $14.3 $101K - $164K
11.5K $117K
CSCO
Cisco Systems, Inc.

Technology
154
+ 0.9%
$52.45 - $60.02 $8.08K - $9.24K
17.3K $1.02M
ARGX
Argenx Se

Healthcare
126
+ 33.07%
$520.52 - $638.33 $65.6K - $80.4K
507 $311K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.68K
+ 1.91%
$29.73 - $30.81 $49.8K - $51.6K
89.6K $2.73M
META
Meta Platforms, Inc.

Communication Services
43
+ 1.32%
$554.08 - $632.68 $23.8K - $27.2K
3.3K $1.95M
HON
Honeywell International Inc

Industrials
140
+ 8.0%
$202.84 - $236.0 $28.4K - $33K
1.89K $426K
RSP
Invesco S&P 500 Equal Weight E

ETFs
411
+ 20.75%
$174.22 - $187.62 $71.6K - $77.1K
2.39K $419K
VUG
Vanguard Growth ETF

ETFs
64
+ 4.54%
$378.79 - $428.11 $24.2K - $27.4K
1.47K $604K
TTE
Total Energies Se

Energy
889
+ 8.43%
N/A
11.4K $784K
SPY
Spdr S&P 500 ETF Trust

ETFs
82
+ 9.32%
$567.81 - $607.81 $46.6K - $49.8K
962 $563K
JNJ
Johnson & Johnson

Healthcare
1.49K
+ 16.22%
$143.34 - $165.86 $214K - $248K
10.7K $1.55M
EPD
Enterprise Products Partners L.P.

Energy
693
+ 5.02%
$28.66 - $34.43 $19.9K - $23.9K
14.5K $454K
C
Citigroup Inc

Financial Services
209
+ 4.91%
$61.31 - $72.5 $12.8K - $15.2K
4.46K $314K
BAC
Bank Of America Corp

Financial Services
223
+ 2.76%
$39.22 - $47.77 $8.75K - $10.7K
8.29K $364K
ENB
Enbridge Inc

Energy
168
+ 0.83%
$40.4 - $43.92 $6.79K - $7.38K
20.4K $865K
PEP
Pepsico Inc

Consumer Defensive
712
+ 18.33%
$151.29 - $176.1 $108K - $125K
4.6K $698K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2
+ 0.06%
$77.25 - $91.3 $155 - $183
3.43K $292K
DEO
Diageo PLC

Consumer Defensive
463
+ 17.45%
$118.0 - $139.88 $54.6K - $64.8K
3.12K $396K
TJX
Tjx Companies Inc

Consumer Cyclical
130
+ 7.11%
$112.15 - $127.2 $14.6K - $16.5K
1.96K $236K
PANW
Palo Alto Networks Inc

Technology
1.08K
+ 96.78%
$181.96 - $405.9 $197K - $440K
2.2K $400K
VIG
Vanguard Dividend Appreciation

ETFs
95
+ 1.09%
N/A
8.85K $1.61M
Activity Summary
Buys All Purchases 104 New Holdings 20 Increased Positions 84 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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