Re Dickinson Investment Advisors, LLC Incresed Positions in Q4 2024

Re Dickinson Investment Advisors, LLC

  • $1.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CODI
Compass Diversified Holdings

Industrials
203
+ 12.42%
$20.56 - $24.27 $4.17K - $4.93K
1.84K $424K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.15K
+ 200.88%
$22.01 - $66.82 $25.2K - $76.5K
1.72K $389K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.58%
$54.98 - $77.35 $165 - $232
523 $367K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 12.82%
$385.02 - $431.37 $3.85K - $4.31K
88 $341K
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 8.57%
$288.47 - $316.54 $2.6K - $2.85K
114 $331K
JCI
Johnson Controls International PLC

Industrials
8
+ 1.99%
$74.23 - $86.6 $594 - $693
411 $326K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.97%
$151.29 - $176.1 $303 - $352
209 $317K
SBUX
Starbucks Corp

Consumer Cyclical
12
+ 3.93%
$87.44 - $102.5 $1.05K - $1.23K
317 $289K
BMY
Bristol Myers Squibb CO

Healthcare
102
+ 29.14%
$51.92 - $59.94 $5.3K - $6.11K
452 $256K
DFS
Discover Financial Services

Financial Services
1
+ 0.68%
$136.3 - $182.67 $136 - $183
149 $257K
DIS
Walt Disney CO

Communication Services
19
+ 12.18%
$92.39 - $117.6 $1.76K - $2.23K
175 $195K
MS
Morgan Stanley

Financial Services
1
+ 0.73%
$104.42 - $134.99 $104 - $135
138 $173K
Ishares Bitcoin Trust ETF
25
+ 9.51%
N/A
288 $153K
PFE
Pfizer Inc

Healthcare
2
+ 0.32%
$24.8 - $30.19 $49.6 - $60.4
625 $166K
CEG
Constellation Energy Corp

Utilities
10
+ 16.13%
$224.28 - $285.52 $2.24K - $2.86K
72 $161K
CMCSA
Comcast Corp

Communication Services
7
+ 1.93%
$37.39 - $45.14 $262 - $316
370 $139K
HOG
Harley Davidson, Inc.

Consumer Cyclical
122
+ 61.0%
$29.69 - $38.02 $3.62K - $4.64K
322 $97K
USB
Us Bancorp \De\

Financial Services
12
+ 6.7%
$43.98 - $53.66 $528 - $644
191 $91K
CSCO
Cisco Systems, Inc.

Technology
7
+ 6.25%
$52.45 - $60.02 $367 - $420
119 $70K
KMI
Kinder Morgan, Inc.

Energy
11
+ 8.27%
$22.59 - $28.54 $248 - $314
144 $39K
QCOM
Qualcomm Inc

Technology
5
+ 25.0%
$150.4 - $178.04 $752 - $890
25 $39K
F
Ford Motor CO

Consumer Cyclical
9
+ 8.49%
$9.69 - $11.4 $87.2 - $103
115 $12K
GEL
Genesis Energy LP

Energy
2
+ 1.72%
$9.92 - $13.67 $19.8 - $27.3
118 $12K
Activity Summary
Buys All Purchases 165 New Holdings 91 Increased Positions 74 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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