Rocky Mountain Advisers, LLC Purchases and Sells in Q4 2024

Rocky Mountain Advisers, LLC

$121 Million
Q4 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	256K + 203.29%	$22.01 - $66.82 $5.63M - $17.1M	381K $8.66M
FWRG	5.58K + 84.34%	$13.3 - $21.42 $74.1K - $119K	12.2K $226K
AAPL	1 + 0.01%	$221.69 - $259.02 $222 - $259	6.76K $1.69M
IPAR	475 + 791.67%	$118.08 - $139.92 $56.1K - $66.5K	535 $70K
STEW	796 + 0.42%	$15.33 - $16.73 $12.2K - $13.3K	192K $3.08M
PYPL	110 + 2.55%	$77.25 - $91.3 $8.5K - $10K	4.42K $377K

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GFL	2K New	$39.53 - $47.1 $79.1K - $94.2K	2K $89K
QUBT	4.15K New	$0.64 - $21.61 $2.66K - $89.7K	4.15K $72K
ET	2.33K New	$16.05 - $19.86 $37.3K - $46.2K	2.33K $45K
IBKR	160 New	$138.3 - $192.95 $22.1K - $30.9K	160 $28K
EXPE	150 New	$146.47 - $191.01 $22K - $28.7K	150 $27K
ALSN	240 New	$97.09 - $120.01 $23.3K - $28.8K	240 $25K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UTF	-568 - 0.14%	$23.17 - $26.26 $13.2K - $14.9K	408K $9.8M
MMM	-2K - 50.0%	$124.74 - $137.12 $249K - $274K	2K $258K
YUM	-2.03K - 78.38%	$130.36 - $139.54 $265K - $283K	560 $75K
SDY	-780 - 10.02%	$131.66 - $144.0 $103K - $112K	7.01K $925K
BRK-B	-170 - 1.73%	$442.29 - $483.08 $75.2K - $82.1K	9.66K $4.38M
VYM	-950 - 6.63%	$126.68 - $134.74 $120K - $128K	13.4K $1.71M

Activity Summary All Purchases 39 New Holdings 10 Increased Positions 29 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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