Northeast Investment Management Incresed Positions in Q4 2024

Northeast Investment Management

  • $2.19 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27K
+ 35.14%
$521.84 - $558.82 $14.1M - $15.1M
104K $55.9M
NOW
Service Now, Inc.

Technology
4.03K
+ 21.25%
$867.18 - $1148.42 $3.49M - $4.63M
23K $24.4M
NFLX
Netflix Inc

Communication Services
4.09K
+ 72.99%
$687.65 - $936.56 $2.82M - $3.83M
9.7K $8.65M
TJX
Tjx Companies Inc

Consumer Cyclical
35.7K
+ 42.73%
$112.15 - $127.2 $4.01M - $4.55M
119K $14.4M
WMT
Walmart Inc.

Consumer Defensive
9.22K
+ 2.66%
$79.1 - $95.7 $730K - $883K
356K $32.1M
ISRG
Intuitive Surgical Inc

Healthcare
2.69K
+ 3.1%
$471.27 - $550.62 $1.27M - $1.48M
89.2K $46.5M
META
Meta Platforms, Inc.

Communication Services
3.58K
+ 3.56%
$554.08 - $632.68 $1.98M - $2.27M
104K $61.5M
VB
Vanguard Small Cap ETF

ETFs
14.6K
+ 16.54%
$233.76 - $261.58 $3.41M - $3.81M
103K $24.7M
GS
Goldman Sachs Group Inc

Financial Services
776
+ 1.97%
$486.1 - $608.57 $377K - $472K
40.1K $23M
PANW
Palo Alto Networks Inc

Technology
35.2K
+ 160.3%
$181.96 - $405.9 $6.41M - $14.3M
57.2K $10.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.58K
+ 4.92%
$316.94 - $357.88 $501K - $565K
33.7K $11.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.53K
+ 27.43%
$567.81 - $607.81 $869K - $930K
7.11K $4.17M
VIG
Vanguard Dividend Appreciation

ETFs
4.39K
+ 3.45%
N/A
132K $24M
VTV
Vanguard Value ETF

ETFs
3.25K
+ 22.18%
$168.32 - $181.87 $547K - $591K
17.9K $3.03M
VO
Vanguard Mid Cap ETF

ETFs
1.65K
+ 2.53%
$261.5 - $284.63 $432K - $470K
67.1K $17.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.5K
+ 33.93%
$172.07 - $207.36 $257K - $310K
5.9K $1.17M
IVV
Ishares Core S&P 500 ETF

ETFs
512
+ 6.75%
$570.51 - $610.59 $292K - $313K
8.1K $4.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 1.87%
$481.22 - $538.17 $31.3K - $35K
3.54K $1.81M
OKE
Oneok Inc

Energy
308
+ 8.31%
$92.28 - $117.05 $28.4K - $36.1K
4.01K $402K
T
At&T Inc.

Communication Services
451
+ 0.89%
$21.22 - $23.88 $9.57K - $10.8K
51.2K $1.17M
EOG
Eog Resources Inc

Energy
395
+ 16.67%
$118.22 - $136.54 $46.7K - $53.9K
2.77K $338K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
475
+ 9.36%
$61.68 - $67.87 $29.3K - $32.2K
5.55K $345K
WM
Waste Management Inc

Industrials
3.77K
+ 2.92%
$201.79 - $228.46 $761K - $861K
133K $26.8M
GE
General Electric CO

Industrials
59
+ 2.23%
$159.95 - $194.23 $9.44K - $11.5K
2.71K $451K
VZ
Verizon Communications Inc

Communication Services
655
+ 2.63%
$39.6 - $45.21 $25.9K - $29.6K
25.5K $1.02M
ABBV
Abb Vie Inc.

Healthcare
147
+ 1.23%
$164.99 - $203.87 $24.3K - $30K
12.1K $2.15M
CAT
Caterpillar Inc

Industrials
896
+ 4.65%
$360.37 - $416.88 $323K - $374K
20.2K $7.31M
CL
Colgate Palmolive CO

Consumer Defensive
1.19K
+ 2.25%
$90.22 - $102.31 $107K - $122K
53.9K $4.9M
MRK
Merck & Co., Inc.

Healthcare
714
+ 1.12%
$96.31 - $114.76 $68.8K - $81.9K
64.6K $6.42M
URI
United Rentals, Inc.

Industrials
2.12K
+ 7.96%
$704.44 - $880.32 $1.49M - $1.86M
28.7K $20.2M
MSFT
Microsoft Corp

Technology
760
+ 0.29%
$406.35 - $454.46 $309K - $345K
261K $110M
LLY
Eli Lilly & CO

Healthcare
2.23K
+ 4.34%
$727.2 - $932.06 $1.62M - $2.07M
53.5K $41.3M
Activity Summary
Buys All Purchases 44 New Holdings 11 Increased Positions 33 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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