Lion Street Advisors, LLC Purchases in Q4 2024

Lion Street Advisors, LLC

  • $307 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
290K
+ 38.26%
$62.78 - $74.62 $18.2M - $21.7M
1.05M $66.9M
COST
Costco Wholesale Corp

Consumer Defensive
1.89K
+ 30.52%
$873.59 - $994.69 $1.65M - $1.88M
8.1K $7.42M
PULS
Pgim ETF Tr

ETFs
35.3K
+ 43.78%
$49.51 - $49.79 $1.75M - $1.76M
116K $5.74M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.2K
+ 24.72%
$521.84 - $558.82 $1.15M - $1.23M
11.1K $5.97M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
162K
+ 261.42%
$26.93 - $84.95 $4.35M - $13.7M
223K $6.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.93K
New
$100.22 - $100.73 $794K - $798K
7.93K $795K
FTNT
Fortinet, Inc.

Technology
4.16K
+ 29.14%
$76.49 - $99.21 $318K - $413K
18.4K $1.74M
SPYG
Spdr Portfolio

ETFs
6.63K
+ 263.3%
$81.74 - $91.38 $542K - $606K
9.15K $804K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
23K
New
$23.29 - $23.93 $536K - $550K
23K $539K
DRI
Darden Restaurants Inc

Consumer Cyclical
69
+ 0.34%
$155.96 - $188.66 $10.8K - $13K
20.1K $3.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.25K
+ 24.24%
$176.42 - $186.91 $397K - $421K
11.5K $2.05M
VO
Vanguard Mid Cap ETF

ETFs
1.43K
+ 11.42%
$261.5 - $284.63 $375K - $408K
14K $3.7M
UNP
Union Pacific Corp

Industrials
1.94K
+ 46.75%
$223.15 - $249.32 $434K - $485K
6.1K $1.39M
AMAT
Applied Materials Inc

Technology
2.05K
New
$161.44 - $213.89 $330K - $437K
2.05K $332K
VV
Vanguard Large Cap ETF

ETFs
600
+ 2.51%
$260.27 - $280.65 $156K - $168K
24.5K $6.62M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.33K
New
$216.72 - $244.71 $288K - $325K
1.33K $312K
CBRE
Cbre Group, Inc.

Real Estate
2.34K
New
$119.22 - $140.71 $279K - $330K
2.34K $307K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.85K
New
$77.02 - $78.58 $297K - $303K
3.85K $297K
JPM
Jpmorgan Chase & CO

Financial Services
444
+ 7.07%
$205.18 - $250.29 $91.1K - $111K
6.73K $1.61M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.68K
New
$77.86 - $79.27 $287K - $292K
3.68K $287K
IVV
Ishares Core S&P 500 ETF

ETFs
358
+ 5.63%
$570.51 - $610.59 $204K - $219K
6.72K $3.95M
WHR
Whirlpool Corp

Consumer Cyclical
2.07K
+ 31.48%
$99.28 - $124.45 $206K - $258K
8.65K $989K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.18K
+ 130.95%
$119.61 - $136.3 $261K - $297K
3.84K $474K
UFCS
United Fire Group Inc

Financial Services
9.35K
New
$19.26 - $31.55 $180K - $295K
9.35K $266K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
28K
New
$8.24 - $11.07 $231K - $310K
28K $261K
TSN
Tyson Foods, Inc.

Consumer Defensive
4.78K
+ 53.5%
$57.14 - $64.54 $273K - $308K
13.7K $786K
CDNS
Cadence Design Systems Inc

Technology
831
New
$249.1 - $324.54 $207K - $270K
831 $249K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
5.4K
New
$32.66 - $47.94 $176K - $259K
5.4K $248K
AVGO
Broadcom Inc.

Technology
21
+ 0.51%
$159.67 - $250.0 $3.35K - $5.25K
4.11K $952K
HYG
Ishares Tr

ETFs
2.92K
New
$78.09 - $80.04 $228K - $234K
2.92K $229K
PRU
Prudential Financial Inc

Financial Services
2.01K
+ 40.75%
$114.59 - $129.52 $230K - $260K
6.94K $822K
ABBV
Abb Vie Inc.

Healthcare
1.91K
+ 32.57%
$164.99 - $203.87 $316K - $390K
7.79K $1.38M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.97K
New
$55.45 - $61.08 $220K - $242K
3.97K $220K
LNG
Cheniere Energy, Inc.

Energy
1.02K
New
$181.07 - $225.92 $185K - $231K
1.02K $219K
XLK
Technology Sector Spdr

ETFs
637
+ 6.27%
$220.26 - $241.44 $140K - $154K
10.8K $2.51M
GS
Goldman Sachs Group Inc

Financial Services
374
New
$486.1 - $608.57 $182K - $228K
374 $214K
XOM
Exxon Mobil Corp

Energy
4.32K
+ 16.3%
$105.51 - $125.37 $456K - $542K
30.8K $3.32M
CRM
Salesforce, Inc.

Technology
624
New
$270.87 - $367.87 $169K - $230K
624 $208K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.29K
New
$32.65 - $33.68 $205K - $212K
6.29K $206K
CSCO
Cisco Systems, Inc.

Technology
1.42K
+ 7.33%
$52.45 - $60.02 $74.4K - $85.2K
20.8K $1.23M
IBM
International Business Machines Corp

Technology
900
+ 15.72%
$204.9 - $238.04 $184K - $214K
6.62K $1.46M
GLW
Corning Inc

Technology
2.87K
+ 12.68%
$44.11 - $49.76 $127K - $143K
25.5K $1.21M
PM
Philip Morris International Inc.

Consumer Defensive
1.54K
+ 59.58%
$118.38 - $133.06 $183K - $205K
4.13K $497K
EPAM
Epam Systems, Inc.

Technology
956
New
N/A
956 $177K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.45K
+ 29.94%
$94.43 - $105.47 $137K - $153K
6.29K $638K
ETN
Eaton Corp PLC

Industrials
520
+ 22.55%
$326.96 - $377.52 $170K - $196K
2.83K $937K
VGT
Vanguard Information Technolog

ETFs
177
+ 12.08%
$571.78 - $647.97 $101K - $115K
1.64K $1.02M
MBB
Ishares Tr

ETFs
2.45K
+ 15.57%
$91.26 - $95.82 $223K - $235K
18.2K $1.67M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
727
+ 36.77%
$201.32 - $217.44 $146K - $158K
2.7K $559K
Activity Summary
Buys All Purchases 142 New Holdings 21 Increased Positions 121 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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