Little House Capital LLC Closed Holding Positions

Little House Capital LLC

  • $346 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q1 2021 Filed on May 17, 2021
103,584
$18.75 - $20.71 $1.94M - $2.15M
NGG
National Grid PLC

Utilities
Q1 2021 Filed on May 17, 2021
16,670
$55.89 - $60.82 $932K - $1.01M
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on May 17, 2021
1,359
$192.84 - $265.16 $262K - $360K
AKAM
Akamai Technologies Inc

Technology
Q1 2021 Filed on May 17, 2021
1,919
$93.41 - $120.44 $179K - $231K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2020 Filed on Nov 13, 2020
1,887
$63.93 - $72.86 $121K - $137K
Stein Mart Inc
Q2 2020 Filed on Aug 14, 2020
10,000
N/A
ZTS
Zoetis Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
5,020
$111.92 - $142.53 $562K - $716K
Royal Dutch Shell
Q2 2020 Filed on Aug 14, 2020
29,377
N/A
CERS
Cerus Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
15,000
$4.5 - $7.02 $67.5K - $105K
NVS
Novartis Ag

Healthcare
Q2 2020 Filed on Aug 14, 2020
8,333
$80.93 - $91.1 $674K - $759K
Peoples United Finl
Q2 2020 Filed on Aug 14, 2020
10,000
N/A
SUB
Ishares Short Term National Mu

ETFs
Q2 2020 Filed on Aug 14, 2020
1,951
$105.27 - $107.99 $205K - $211K
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
11,172
$16.97 - $63.05 $190K - $704K
BX
Blackstone Inc.

Financial Services
Q1 2020 Filed on May 15, 2020
5,200
$36.04 - $64.41 $187K - $335K
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on May 15, 2020
33,251
$25.25 - $53.75 $840K - $1.79M
TFC
Truist Financial Corp

Financial Services
Q1 2020 Filed on May 15, 2020
9,119
$25.69 - $56.67 $234K - $517K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2020 Filed on May 15, 2020
35,897
$51.4 - $54.6 $1.85M - $1.96M
CGC
Canopy Growth Corp

Healthcare
Q1 2020 Filed on May 15, 2020
110
$9.73 - $24.9 $1.07K - $2.74K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2020 Filed on May 15, 2020
6,170
$108.51 - $170.49 $670K - $1.05M
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2020 Filed on May 15, 2020
11,032
$68.69 - $121.9 $758K - $1.34M
TTE
Total Energies Se

Energy
Q1 2020 Filed on May 15, 2020
10,448
$24.76 - $56.51 $259K - $590K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q1 2020 Filed on May 15, 2020
98,438
$9.58 - $15.8 $943K - $1.56M
AMT
American Tower Corp

Real Estate
Q1 2020 Filed on May 15, 2020
2,927
$179.09 - $256.9 $524K - $752K
IXN
Ishares Global Information Tec

ETFs
Q1 2020 Filed on May 15, 2020
1,105
$26.71 - $38.65 $29.5K - $42.7K
CCI
Crown Castle International Corp

Real Estate
Q1 2020 Filed on May 15, 2020
7,550
$116.98 - $168.06 $883K - $1.27M
GPC
Genuine Parts CO

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
6,179
$50.29 - $105.81 $311K - $654K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on May 15, 2020
10,977
$10.01 - $15.25 $110K - $167K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2020 Filed on May 15, 2020
5,734
$30.51 - $42.26 $175K - $242K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2019 Filed on Feb 12, 2020
4,103
$48.87 - $49.12 $201K - $202K
VGT
Vanguard Information Technolog

ETFs
Q4 2019 Filed on Feb 12, 2020
1,806
$209.61 - $245.73 $379K - $444K
Bb&T Corporation
Q4 2019 Filed on Feb 12, 2020
8,514
N/A
VHT
Vanguard Health Care ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
1,505
$163.53 - $193.07 $246K - $291K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2019 Filed on Feb 12, 2020
5,988
$39.79 - $44.7 $238K - $268K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q4 2019 Filed on Feb 12, 2020
12,140
$53.49 - $55.72 $649K - $676K
VIG
Vanguard Dividend Appreciation

ETFs
Q4 2019 Filed on Feb 12, 2020
4,954
N/A
Wits Basin Precious
Q3 2019 Filed on Nov 05, 2019
30,000
N/A
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
14,098
$105.89 - $111.71 $1.49M - $1.57M
Lazard Intl Strategic Equity Port Inst Cl
Q3 2019 Filed on Nov 05, 2019
10,454
N/A
Cohen & Steers Instl
Q3 2019 Filed on Nov 05, 2019
115
N/A
BIIB
Biogen Inc.

Healthcare
Q3 2019 Filed on Nov 05, 2019
59
$217.44 - $243.88 $12.8K - $14.4K
OMC
Omnicom Group Inc.

Communication Services
Q2 2019 Filed on Aug 14, 2019
878
$73.51 - $83.8 $64.5K - $73.6K
PRU
Prudential Financial Inc

Financial Services
Q2 2019 Filed on Aug 14, 2019
169
$92.38 - $105.71 $15.6K - $17.9K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
100
$114.14 - $126.06 $11.4K - $12.6K
IOO
Ishares Tr Global 100 ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
1,002
N/A
IXJ
Ishares Global Healthcare ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
2,808
$57.44 - $62.09 $161K - $174K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
215
$112.34 - $115.84 $24.2K - $24.9K
OEF
Ishares S&P 100 ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
799
$121.22 - $131.06 $96.9K - $105K
EWC
Ishares Msci Canada ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
150
N/A
IP
International Paper CO

Consumer Cyclical
Q2 2019 Filed on Aug 14, 2019
1,211
$39.27 - $45.23 $47.6K - $54.8K
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