One Ascent Financial Services LLC Incresed Positions in Q4 2024

One Ascent Financial Services LLC

  • $1.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19.3K
+ 152.94%
$442.29 - $483.08 $8.55M - $9.34M
32K $14.5M
AAPL
Apple Inc.

Technology
30.6K
+ 86.95%
$221.69 - $259.02 $6.78M - $7.93M
65.8K $16.5M
NVDA
Nvidia Corp

Technology
43.2K
+ 63.83%
$117.0 - $148.88 $5.06M - $6.44M
111K $14.9M
MSFT
Microsoft Corp

Technology
9.46K
+ 59.95%
$406.35 - $454.46 $3.84M - $4.3M
25.2K $10.6M
AMZN
Amazon Com Inc

Consumer Cyclical
10.4K
+ 59.56%
$180.88 - $232.93 $1.89M - $2.43M
27.9K $6.13M
LLY
Eli Lilly & CO

Healthcare
3.08K
+ 179.6%
$727.2 - $932.06 $2.24M - $2.87M
4.8K $3.7M
COST
Costco Wholesale Corp

Consumer Defensive
2.14K
+ 164.79%
$873.59 - $994.69 $1.87M - $2.13M
3.44K $3.15M
TSLA
Tesla, Inc.

Consumer Cyclical
2.86K
+ 53.72%
$213.65 - $479.86 $611K - $1.37M
8.18K $3.3M
WMT
Walmart Inc.

Consumer Defensive
12.1K
+ 72.45%
$79.1 - $95.7 $957K - $1.16M
28.8K $2.61M
GOOGL
Alphabet Inc.

Communication Services
4.58K
+ 31.56%
$161.86 - $196.66 $741K - $900K
19.1K $3.61M
PG
Procter & Gamble CO

Consumer Defensive
6.79K
+ 35.55%
$161.05 - $179.7 $1.09M - $1.22M
25.9K $4.34M
JPM
Jpmorgan Chase & CO

Financial Services
2.16K
+ 12.72%
$205.18 - $250.29 $444K - $542K
19.2K $4.6M
CL
Colgate Palmolive CO

Consumer Defensive
11K
+ 284.87%
$90.22 - $102.31 $990K - $1.12M
14.8K $1.35M
HD
Home Depot, Inc.

Consumer Cyclical
2.51K
+ 71.63%
$385.02 - $431.37 $966K - $1.08M
6.01K $2.34M
DIS
Walt Disney CO

Communication Services
6.2K
+ 102.89%
$92.39 - $117.6 $573K - $729K
12.2K $1.36M
WFC
Wells Fargo & Company

Financial Services
6.38K
+ 31.86%
$54.98 - $77.35 $351K - $493K
26.4K $1.85M
GOOG
Alphabet Inc.

Communication Services
2.95K
+ 52.29%
$163.08 - $198.16 $481K - $585K
8.6K $1.64M
CSCO
Cisco Systems, Inc.

Technology
10.9K
+ 283.08%
$52.45 - $60.02 $573K - $656K
14.8K $875K
CRM
Salesforce, Inc.

Technology
1.61K
+ 110.62%
$270.87 - $367.87 $437K - $594K
3.07K $1.03M
BA
Boeing CO

Industrials
3.09K
+ 166.97%
$138.14 - $180.72 $427K - $559K
4.95K $876K
APP
App Lovin Corp

Technology
230
+ 8.85%
$130.67 - $401.5 $30.1K - $92.3K
2.83K $916K
UNH
Unitedhealth Group Inc

Healthcare
1.57K
+ 48.7%
$485.52 - $625.25 $763K - $983K
4.8K $2.43M
AMGN
Amgen Inc

Healthcare
2.1K
+ 278.35%
$258.78 - $328.31 $542K - $688K
2.85K $743K
MA
Mastercard Inc

Financial Services
754
+ 36.43%
$491.3 - $536.15 $370K - $404K
2.82K $1.49M
OKE
Oneok Inc

Energy
4.04K
+ 116.44%
$92.28 - $117.05 $373K - $473K
7.52K $755K
META
Meta Platforms, Inc.

Communication Services
673
+ 39.29%
$554.08 - $632.68 $373K - $426K
2.39K $1.4M
TMUS
T Mobile Us, Inc.

Communication Services
1.53K
+ 34.78%
$206.1 - $246.94 $315K - $378K
5.93K $1.31M
NFLX
Netflix Inc

Communication Services
337
+ 76.77%
$687.65 - $936.56 $232K - $316K
776 $691K
AXP
American Express CO

Financial Services
1.11K
+ 75.66%
$267.35 - $305.57 $297K - $339K
2.58K $765K
FRME
First Merchants Corp

Financial Services
249
+ 0.2%
$35.52 - $44.97 $8.84K - $11.2K
123K $4.92M
NSC
Norfolk Southern Corp

Industrials
1.49K
+ 156.08%
$230.6 - $277.0 $343K - $412K
2.44K $573K
NOW
Service Now, Inc.

Technology
263
+ 115.35%
$867.18 - $1148.42 $228K - $302K
491 $521K
AVGO
Broadcom Inc.

Technology
617
+ 23.52%
$159.67 - $250.0 $98.5K - $154K
3.24K $751K
Ge Vernova Inc
602
+ 55.28%
N/A
1.69K $556K
QCOM
Qualcomm Inc

Technology
2K
+ 80.6%
$150.4 - $178.04 $300K - $356K
4.48K $688K
MCK
Mckesson Corp

Healthcare
367
+ 53.42%
$482.27 - $628.5 $177K - $231K
1.05K $601K
BAC
Bank Of America Corp

Financial Services
3.33K
+ 13.05%
$39.22 - $47.77 $130K - $159K
28.8K $1.27M
ABT
Abbott Laboratories

Healthcare
2.27K
+ 49.75%
$111.93 - $119.39 $254K - $271K
6.82K $772K
MRK
Merck & Co., Inc.

Healthcare
3.89K
+ 39.45%
$96.31 - $114.76 $375K - $447K
13.8K $1.38M
BX
Blackstone Inc.

Financial Services
1.24K
+ 68.34%
$148.45 - $199.05 $184K - $247K
3.05K $526K
PFE
Pfizer Inc

Healthcare
11.4K
+ 44.8%
$24.8 - $30.19 $284K - $346K
37K $982K
G
Genpact LTD

Technology
4.53K
+ 52.88%
$38.17 - $46.82 $173K - $212K
13.1K $562K
AMD
Advanced Micro Devices Inc

Technology
2.73K
+ 112.81%
$118.88 - $172.8 $325K - $472K
5.15K $622K
CVX
Chevron Corp

Energy
1.58K
+ 39.79%
$141.15 - $162.53 $223K - $257K
5.55K $804K
JNJ
Johnson & Johnson

Healthcare
2.66K
+ 27.92%
$143.34 - $165.86 $381K - $441K
12.2K $1.76M
GM
General Motors CO

Consumer Cyclical
2.56K
+ 27.41%
$44.82 - $60.2 $115K - $154K
11.9K $634K
AMP
Ameriprise Financial Inc

Financial Services
314
+ 71.85%
$473.15 - $574.01 $149K - $180K
751 $400K
BMY
Bristol Myers Squibb CO

Healthcare
2.66K
+ 30.01%
$51.92 - $59.94 $138K - $159K
11.5K $651K
LMT
Lockheed Martin Corp

Industrials
511
+ 84.46%
$479.66 - $614.62 $245K - $314K
1.12K $542K
Activity Summary
Buys All Purchases 435 New Holdings 296 Increased Positions 139 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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