Sargent Investment Group, LLC New Holdings in Q4 2024

Sargent Investment Group, LLC

  • $616 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EVR
Evercore Inc.

Financial Services
8.55K
New
$247.66 - $315.67 $2.12M - $2.7M
8.55K $2.37M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
231K
New
$1.38 - $4.81 $319K - $1.11M
231K $1.03M
MRVL
Marvell Technology, Inc.

Technology
8.6K
New
$70.31 - $124.78 $605K - $1.07M
8.6K $949K
VRT
Vertiv Holdings CO

Industrials
10.6K
New
N/A
10.6K $914K
IYF
Ishares Tr

ETFs
5.13K
New
$102.7 - $119.05 $527K - $611K
5.13K $567K
MO
Altria Group, Inc.

Consumer Defensive
10.7K
New
$49.06 - $57.74 $525K - $618K
10.7K $559K
SNOW
Snowflake Inc.

Technology
3.61K
New
$109.65 - $186.51 $396K - $673K
3.61K $557K
PSTG
Pure Storage, Inc.

Technology
8.77K
New
$48.19 - $66.6 $422K - $584K
8.77K $538K
T
At&T Inc.

Communication Services
23.4K
New
$21.22 - $23.88 $498K - $560K
23.4K $533K
UBER
Uber Technologies, Inc

Technology
8.38K
New
$59.93 - $86.34 $502K - $723K
8.38K $505K
GILD
Gilead Sciences, Inc.

Healthcare
5.05K
New
$83.95 - $97.9 $424K - $495K
5.05K $466K
EXC
Exelon Corp

Utilities
11.9K
New
$36.22 - $40.97 $429K - $485K
11.9K $446K
MDT
Medtronic PLC

Healthcare
5.54K
New
$79.61 - $92.24 $441K - $511K
5.54K $442K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.64K
New
$50.67 - $50.9 $438K - $440K
8.64K $437K
SYY
Sysco Corp

Consumer Defensive
5.68K
New
$73.63 - $81.77 $418K - $464K
5.68K $434K
TXN
Texas Instruments Inc

Technology
2.23K
New
N/A
2.23K $434K
LUCD
Lucid Diagnostics Inc.

Healthcare
542K
New
$0.76 - $1.08 $412K - $585K
542K $427K
SPG
Simon Property Group Inc

Real Estate
2.43K
New
$167.23 - $183.84 $406K - $447K
2.43K $418K
CAG
Conagra Brands Inc.

Consumer Defensive
14.6K
New
$26.48 - $32.72 $388K - $479K
14.6K $406K
EQIX
Equinix Inc

Real Estate
419
New
$865.69 - $985.0 $363K - $413K
419 $395K
DE
Deere & CO

Industrials
841
New
$389.45 - $466.0 $328K - $392K
841 $356K
SHOP
Shopify Inc.

Technology
3.13K
New
$78.14 - $119.49 $245K - $374K
3.13K $332K
AXON
Axon Enterprise, Inc.

Industrials
527
New
$399.22 - $689.78 $210K - $364K
527 $313K
SQ
Block, Inc.

Technology
3.65K
New
$65.06 - $98.92 $237K - $361K
3.65K $310K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.06K
New
$94.43 - $105.47 $289K - $323K
3.06K $310K
CMI
Cummins Inc

Industrials
829
New
$324.93 - $383.42 $269K - $318K
829 $288K
IVE
Ishares S&P 500 Value ETF

ETFs
1.5K
New
$189.5 - $206.17 $284K - $309K
1.5K $286K
APO
Apollo Global Management, Inc.

Financial Services
1.65K
New
$131.36 - $178.61 $216K - $294K
1.65K $272K
CDXC
Chroma Dex Corp.

Healthcare
50K
New
$3.25 - $7.72 $163K - $386K
50K $265K
WFC
Wells Fargo & Company

Financial Services
3.7K
New
$54.98 - $77.35 $204K - $287K
3.7K $260K
PODD
Insulet Corp

Healthcare
955
New
$227.79 - $275.7 $218K - $263K
955 $249K
BA
Boeing CO

Industrials
1.26K
New
$138.14 - $180.72 $174K - $227K
1.26K $222K
CL
Colgate Palmolive CO

Consumer Defensive
2.4K
New
$90.22 - $102.31 $217K - $246K
2.4K $218K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
2.02K
New
$77.15 - $104.91 $156K - $212K
2.02K $203K
NRDY
Nerdy Inc.

Technology
100K
New
$0.82 - $1.9 $82K - $190K
100K $162K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
11.1K
New
$12.36 - $13.34 $137K - $148K
11.1K $140K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
11.1K
New
$6.13 - $10.24 $67.9K - $113K
11.1K $70K
Activity Summary
Buys All Purchases 144 New Holdings 38 Increased Positions 106 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 1 Puts 0
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