Private Portfolio Partners LLC Reduced Holdings in Q4 2024

Private Portfolio Partners LLC

  • $538 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SQ
Block, Inc.

Technology
-1.38K
- 23.61%
$65.06 - $98.92 $89.6K - $136K
4.46K $378K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-230
- 6.03%
$76.21 - $82.24 $17.5K - $18.9K
3.58K $279K
DIS
Walt Disney CO

Communication Services
-534
- 15.99%
$92.39 - $117.6 $49.3K - $62.8K
2.81K $312K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-1.16K
- 10.61%
$41.58 - $49.65 $48.2K - $57.6K
9.77K $449K
XLF
Financial Sector Spdr

ETFs
-891
- 7.33%
$44.89 - $51.34 $40K - $45.7K
11.3K $544K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-53
- 1.95%
$86.65 - $94.9 $4.59K - $5.03K
2.67K $231K
IAU
Ishares Gold Trust

ETFs
-51
- 0.27%
$48.37 - $52.65 $2.47K - $2.69K
18.8K $931K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-231
- 4.15%
$61.52 - $66.5 $14.2K - $15.4K
5.33K $340K
IWR
Ishares Russell Mid Cap ETF

ETFs
-56
- 0.41%
$87.25 - $95.52 $4.89K - $5.35K
13.5K $1.19M
Linde PLC
-15
- 0.42%
N/A
3.56K $0
CSCO
Cisco Systems, Inc.

Technology
-657
- 9.78%
$52.45 - $60.02 $34.5K - $39.4K
6.06K $358K
EQIX
Equinix Inc

Real Estate
-54
- 5.78%
$865.69 - $985.0 $46.7K - $53.2K
881 $830K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-60
- 1.06%
$124.26 - $134.12 $7.46K - $8.05K
5.6K $719K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-250
- 2.6%
$31.7 - $36.82 $7.93K - $9.21K
9.38K $319K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-2
- 0.17%
$340.59 - $380.5 $681 - $761
1.16K $423K
FTC
First Tr Lge Cap Growth

ETFs
-105
- 1.2%
$130.13 - $149.09 $13.7K - $15.7K
8.68K $1.19M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-74
- 1.37%
$136.18 - $158.26 $10.1K - $11.7K
5.31K $788K
BAC
Bank Of America Corp

Financial Services
-320
- 2.35%
$39.22 - $47.77 $12.6K - $15.3K
13.3K $583K
VV
Vanguard Large Cap ETF

ETFs
-45
- 0.38%
$260.27 - $280.65 $11.7K - $12.6K
11.8K $3.18M
SKYY
First Trust Cloud Computing Et

ETFs
-75
- 1.59%
$99.98 - $130.46 $7.5K - $9.78K
4.65K $554K
V
Visa Inc.

Financial Services
-291
- 6.68%
$273.87 - $320.91 $79.7K - $93.4K
4.06K $1.28M
BMY
Bristol Myers Squibb CO

Healthcare
-129
- 0.57%
$51.92 - $59.94 $6.7K - $7.73K
22.4K $1.27M
BA
Boeing CO

Industrials
-658
- 7.28%
$138.14 - $180.72 $90.9K - $119K
8.38K $1.48M
GOOG
Alphabet Inc.

Communication Services
-9
- 0.19%
$163.08 - $198.16 $1.47K - $1.78K
4.74K $903K
KMI
Kinder Morgan, Inc.

Energy
-250
- 0.97%
$22.59 - $28.54 $5.65K - $7.14K
25.4K $696K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-27
- 0.2%
$521.84 - $558.82 $14.1K - $15.1K
13.3K $7.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.04%
$567.81 - $607.81 $2.84K - $3.04K
11.5K $6.75M
NFLX
Netflix Inc

Communication Services
-30
- 2.84%
$687.65 - $936.56 $20.6K - $28.1K
1.03K $916K
SHOP
Shopify Inc.

Technology
-100
- 1.25%
$78.14 - $119.49 $7.81K - $11.9K
7.9K $839K
PLTR
Palantir Technologies Inc.

Technology
-472
- 5.53%
$36.46 - $82.38 $17.2K - $38.9K
8.07K $610K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-27
- 0.1%
$370.24 - $418.94 $10K - $11.3K
27.7K $11.1M
Activity Summary
Buys All Purchases 186 New Holdings 10 Increased Positions 176 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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