Modus Advisors, LLC Incresed Positions in Q4 2024

Modus Advisors, LLC

  • $305 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
28.8K
+ 267.51%
$55.73 - $66.16 $1.6M - $1.91M
39.6K $2.39M
GOOG
Alphabet Inc.

Communication Services
13
+ 0.03%
$163.08 - $198.16 $2.12K - $2.58K
39.5K $7.52M
CRM
Salesforce, Inc.

Technology
59
+ 0.41%
$270.87 - $367.87 $16K - $21.7K
14.4K $4.82M
PLTR
Palantir Technologies Inc.

Technology
33
+ 0.15%
$36.46 - $82.38 $1.2K - $2.72K
22.7K $1.71M
JPM
Jpmorgan Chase & CO

Financial Services
194
+ 0.73%
$205.18 - $250.29 $39.8K - $48.6K
26.7K $6.39M
BX
Blackstone Inc.

Financial Services
71
+ 0.21%
$148.45 - $199.05 $10.5K - $14.1K
33.2K $5.72M
CRWD
Crowd Strike Holdings, Inc.

Technology
743
+ 14.79%
$275.15 - $388.2 $204K - $288K
5.77K $1.97M
SCHW
Schwab Charles Corp

Financial Services
993
+ 2.19%
$63.31 - $82.85 $62.9K - $82.3K
46.3K $3.42M
PANW
Palo Alto Networks Inc

Technology
18.7K
+ 100.49%
$181.96 - $405.9 $3.4M - $7.59M
37.3K $6.79M
OVV
Ovintiv Inc.

Energy
3.4K
+ 3.13%
$37.74 - $46.71 $128K - $159K
112K $4.53M
AVGO
Broadcom Inc.

Technology
251
+ 7.86%
$159.67 - $250.0 $40.1K - $62.8K
3.44K $798K
META
Meta Platforms, Inc.

Communication Services
314
+ 8.71%
$554.08 - $632.68 $174K - $199K
3.92K $2.31M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.47K
+ 10.31%
$53.94 - $58.15 $187K - $202K
37.2K $2.1M
LLY
Eli Lilly & CO

Healthcare
321
+ 67.01%
$727.2 - $932.06 $233K - $299K
800 $617K
COST
Costco Wholesale Corp

Consumer Defensive
131
+ 7.96%
$873.59 - $994.69 $114K - $130K
1.78K $1.63M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.98K
+ 13.75%
$80.13 - $83.77 $239K - $250K
24.7K $1.98M
GILD
Gilead Sciences, Inc.

Healthcare
487
+ 4.64%
$83.95 - $97.9 $40.9K - $47.7K
11K $1.01M
WMT
Walmart Inc.

Consumer Defensive
52
+ 0.45%
$79.1 - $95.7 $4.11K - $4.98K
11.5K $1.04M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.82K
+ 11.27%
$57.53 - $60.83 $162K - $171K
27.8K $1.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
144
+ 4.25%
$172.07 - $207.36 $24.8K - $29.9K
3.53K $697K
EPD
Enterprise Products Partners L.P.

Energy
1.1K
+ 5.65%
$28.66 - $34.43 $31.5K - $37.8K
20.6K $644K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
53.4K
+ 205.52%
$22.01 - $66.82 $1.18M - $3.57M
79.4K $1.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
674
+ 14.6%
$113.92 - $127.38 $76.8K - $85.9K
5.29K $609K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.08K
+ 3.41%
$174.22 - $187.62 $189K - $203K
32.9K $5.76M
CVX
Chevron Corp

Energy
637
+ 3.46%
$141.15 - $162.53 $89.9K - $104K
19K $2.76M
XLF
Financial Sector Spdr

ETFs
37
+ 0.3%
$44.89 - $51.34 $1.66K - $1.9K
12.5K $603K
SCHG
Schwab Strategic Tr Us Large C

ETFs
38.7K
+ 283.01%
$25.93 - $105.3 $1M - $4.07M
52.3K $1.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.2K
+ 2.79%
$56.06 - $61.35 $180K - $197K
118K $6.66M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.19K
+ 5.09%
$96.64 - $101.23 $211K - $221K
45.1K $4.37M
MMM
3 M CO

Industrials
244
+ 12.26%
$124.74 - $137.12 $30.4K - $33.5K
2.23K $288K
GGG
Graco Inc

Industrials
312
+ 9.86%
$81.45 - $92.29 $25.4K - $28.8K
3.48K $292K
VEA
Vanguard Ftse Developed Market

ETFs
1.44K
+ 11.04%
$47.57 - $52.44 $68.4K - $75.4K
14.5K $691K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16.4K
+ 200.55%
$27.54 - $83.04 $452K - $1.36M
24.6K $681K
Arm Holdings PLC Sponsored Ads
13.5K
+ 300.16%
N/A
17.9K $0
Cava Group Inc Com
353
+ 7.95%
N/A
4.79K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.45K
+ 99.51%
$25.33 - $51.16 $113K - $228K
8.92K $230K
Fidelity Ethereum Fund ETF
324
+ 2.94%
N/A
11.4K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
256
+ 3.33%
$71.75 - $75.11 $18.4K - $19.2K
7.95K $571K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.3K
+ 185.34%
$22.4 - $68.28 $232K - $706K
15.9K $369K
INDA
Ishares Msci India Index Fund

ETFs
157
+ 1.98%
$52.64 - $58.16 $8.26K - $9.13K
8.08K $425K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
502
+ 0.73%
$81.68 - $82.93 $41K - $41.6K
69.5K $5.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.9K
+ 199.36%
$26.93 - $84.95 $1.05M - $3.3M
58.4K $1.6M
PG
Procter & Gamble CO

Consumer Defensive
95
+ 0.61%
$161.05 - $179.7 $15.3K - $17.1K
15.6K $2.62M
DGRO
Ishares Core Dividend Growth E

ETFs
2.46K
+ 1.47%
$60.73 - $64.94 $149K - $160K
170K $10.4M
PLD
Prologis, Inc.

Real Estate
31
+ 0.81%
$101.4 - $126.96 $3.14K - $3.94K
3.87K $408K
SCHR
Schwab Intermediate Term Us Tr

ETFs
89.2K
+ 104.43%
$24.19 - $50.58 $2.16M - $4.51M
175K $4.24M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.11K
+ 73.08%
$18.41 - $40.87 $131K - $290K
16.8K $311K
MCD
Mcdonalds Corp

Consumer Cyclical
36
+ 0.38%
$288.47 - $316.54 $10.4K - $11.4K
9.4K $2.72M
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 0.34%
$385.02 - $431.37 $11.9K - $13.4K
9.24K $3.6M
Activity Summary
Buys All Purchases 270 New Holdings 215 Increased Positions 55 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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