Re Dickinson Investment Advisors, LLC New Holdings in Q4 2024

Re Dickinson Investment Advisors, LLC

  • $1.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Brookfield Infrastructure CO
15.7K
New
N/A
15.7K $6.27M
Morgan Stanley Direct Lendin
4.08K
New
N/A
4.08K $842K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.44K
New
$44.33 - $49.55 $63.6K - $71.1K
1.44K $645K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
933
New
$66.77 - $71.52 $62.3K - $66.7K
933 $643K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
442
New
$104.52 - $115.08 $46.2K - $50.9K
442 $466K
PR
Permian Resources Corporation

Energy
2.87K
New
$13.41 - $16.21 $38.5K - $46.5K
2.87K $413K
XLC
Select Sector Spdr Tr Communic

ETFs
266
New
$89.66 - $102.16 $23.8K - $27.2K
266 $258K
VIRT
Virtu Financial, Inc.

Financial Services
532
New
$30.43 - $37.95 $16.2K - $20.2K
532 $190K
ET
Energy Transfer LP

Energy
724
New
$16.05 - $19.86 $11.6K - $14.4K
724 $142K
UAMY
United States Antimony Corp

Basic Materials
7.7K
New
$0.52 - $2.09 $4K - $16.1K
7.7K $136K
CGGO
Capital Group Global Growth Eq

ETFs
117
New
$29.21 - $30.67 $3.42K - $3.59K
117 $34K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
82
New
$34.13 - $37.35 $2.8K - $3.06K
82 $28K
JHMM
John Hancock Multifactor Mid C

ETFs
41
New
$59.61 - $64.8 $2.44K - $2.66K
41 $24K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
45
New
$51.09 - $55.27 $2.3K - $2.49K
45 $23K
CGGR
Capital Group Growth ETF Shs C

ETFs
63
New
$34.49 - $39.24 $2.17K - $2.47K
63 $23K
CWEN
Clearway Energy, Inc.

Utilities
73
New
$25.71 - $30.74 $1.88K - $2.24K
73 $19K
ROP
Roper Technologies Inc

Industrials
3
New
$519.85 - $575.95 $1.56K - $1.73K
3 $16K
HPQ
Hp Inc

Technology
48
New
$32.46 - $39.3 $1.56K - $1.89K
48 $16K
PAYX
Paychex Inc

Industrials
10
New
$135.86 - $148.73 $1.36K - $1.49K
10 $14K
AJG
Arthur J. Gallagher & Co.

Financial Services
5
New
$278.49 - $315.16 $1.39K - $1.58K
5 $14K
HPE
Hewlett Packard Enterprise CO

Technology
44
New
$19.31 - $23.95 $850 - $1.05K
44 $9K
SDEF
Tidal ETF Tr Sound Enhanced Fi
49
New
N/A
49 $9K
GM
General Motors CO

Consumer Cyclical
15
New
$44.82 - $60.2 $672 - $903
15 $8K
AEP
American Electric Power CO Inc

Utilities
9
New
$90.91 - $102.21 $818 - $920
9 $8K
COP
Conocophillips

Energy
7
New
$95.12 - $114.72 $666 - $803
7 $7K
OKE
Oneok Inc

Energy
7
New
$92.28 - $117.05 $646 - $819
7 $7K
TECK
Teck Resources LTD

Basic Materials
14
New
$39.99 - $52.38 $560 - $733
14 $6K
KKR
Kkr & Co. Inc.

Financial Services
4
New
$129.87 - $162.87 $519 - $651
4 $6K
MAIN
Main Street Capital Corp

Financial Services
11
New
$49.95 - $58.58 $549 - $644
11 $6K
UTL
Unitil Corp

Utilities
7
New
$53.77 - $60.69 $376 - $425
7 $4K
AMSF
Amerisafe Inc

Financial Services
7
New
N/A
7 $4K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
20
New
$21.41 - $23.64 $428 - $473
20 $4K
AORT
Artivion, Inc.

Healthcare
13
New
$25.41 - $30.11 $330 - $391
13 $4K
SCHW
Schwab Charles Corp

Financial Services
6
New
$63.31 - $82.85 $380 - $497
6 $4K
DLTR
Dollar Tree, Inc.

Consumer Defensive
5
New
$61.21 - $76.19 $306 - $381
5 $4K
MVO
Mv Oil Trust

Energy
32
New
$7.52 - $10.27 $241 - $329
32 $3K
WMB
Williams Companies, Inc.

Energy
5
New
$46.37 - $59.74 $232 - $299
5 $3K
WPM
Wheaton Precious Metals Corp.

Basic Materials
5
New
$56.08 - $68.53 $280 - $343
5 $3K
GOLD
Barrick Gold Corp

Basic Materials
21
New
$15.23 - $21.19 $320 - $445
21 $3K
STLD
Steel Dynamics Inc

Basic Materials
3
New
N/A
3 $3K
DAN
Dana Inc

Consumer Cyclical
15
New
$7.67 - $13.0 $115 - $195
15 $2K
PAA
Plains All American Pipeline LP

Energy
9
New
$16.27 - $18.67 $146 - $168
9 $2K
NUE
Nucor Corp

Basic Materials
2
New
$115.78 - $167.74 $232 - $335
2 $2K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
10
New
$19.23 - $20.44 $192 - $204
10 $2K
Calumet Inc
9
New
N/A
9 $2K
VALE
Vale S.A.

Basic Materials
24
New
$8.74 - $11.78 $210 - $283
24 $2K
Gsk PLC
5
New
N/A
5 $2K
OXLC
Oxford Lane Capital Corp.

Financial Services
35
New
$5.05 - $5.45 $177 - $191
35 $2K
UTG
Reaves Utility Income Fund

Financial Services
5
New
$30.81 - $34.99 $154 - $175
5 $2K
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
Track This Portfolio

Track Re Dickinson Investment Advisors, LLC Portfolio

Follow Re Dickinson Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Re Dickinson Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Re Dickinson Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email