Sawtooth Solutions, LLC Incresed Positions in Q4 2023

Sawtooth Solutions, LLC

  • $3.64 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.3K
+ 8.54%
$146.77 - $182.09 $191K - $236K
16.5K $3M
USB
Us Bancorp \De\

Financial Services
7.81K
+ 21.38%
$30.64 - $45.33 $239K - $354K
44.4K $1.92M
AMT
American Tower Corp

Real Estate
1.63K
+ 23.65%
$157.68 - $217.16 $257K - $354K
8.53K $1.84M
LRCX
Lam Research Corp

Technology
407
+ 16.67%
$583.34 - $795.71 $237K - $324K
2.85K $2.23M
AXP
American Express CO

Financial Services
1.1K
+ 8.77%
$141.31 - $187.8 $156K - $207K
13.7K $2.56M
RTX
Raytheon Technologies Corp

Industrials
3.07K
+ 8.83%
$69.38 - $84.17 $213K - $259K
37.9K $3.19M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.59K
+ 1.4%
$85.36 - $93.18 $136K - $148K
115K $10.6M
NFG
National Fuel Gas CO

Energy
14.6K
+ 36.44%
$49.78 - $55.47 $727K - $810K
54.7K $2.74M
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.7K
+ 130.28%
$32.19 - $40.5 $473K - $595K
25.9K $1.04M
IEFA
Ishares Tr

ETFs
2.07K
+ 2.45%
$61.3 - $70.47 $127K - $146K
86.6K $6.09M
WFC
Wells Fargo & Company

Financial Services
1.55K
+ 2.31%
$38.67 - $50.51 $60.1K - $78.4K
68.8K $3.38M
NOC
Northrop Grumman Corp

Industrials
910
+ 12.39%
$420.07 - $490.76 $382K - $447K
8.25K $3.86M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.04K
+ 5.8%
$55.44 - $63.79 $224K - $258K
73.7K $4.69M
ACN
Accenture PLC

Technology
352
+ 3.13%
$290.04 - $354.45 $102K - $125K
11.6K $4.07M
XEL
Xcel Energy Inc

Utilities
9.22K
+ 135.26%
$55.03 - $63.33 $507K - $584K
16K $993K
GDDY
Go Daddy Inc.

Technology
812
+ 5.13%
$71.66 - $107.41 $58.2K - $87.2K
16.6K $1.77M
TRP
Tc Energy Corp

Energy
1.4K
+ 1.24%
$32.9 - $40.43 $46K - $56.6K
114K $4.46M
AKAM
Akamai Technologies Inc

Technology
2.05K
+ 7.17%
$101.85 - $120.18 $208K - $246K
30.6K $3.62M
UGI
Ugi Corp

Utilities
17.6K
+ 20.77%
$20.26 - $24.87 $356K - $437K
102K $2.51M
MMM
3 M CO

Industrials
2.21K
+ 10.67%
$85.6 - $109.69 $189K - $242K
22.9K $2.5M
ADM
Archer Daniels Midland CO

Consumer Defensive
8.08K
+ 69.23%
$69.47 - $76.42 $561K - $617K
19.7K $1.43M
CL
Colgate Palmolive CO

Consumer Defensive
4.82K
+ 26.58%
$68.87 - $79.71 $332K - $384K
23K $1.83M
DEO
Diageo PLC

Consumer Defensive
3.64K
+ 176.58%
$138.93 - $159.96 $506K - $582K
5.7K $830K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.94K
+ 3.03%
$44.46 - $53.46 $86.3K - $104K
66.1K $3.51M
VEA
Vanguard Ftse Developed Market

ETFs
6.83K
+ 15.59%
$41.58 - $47.99 $284K - $328K
50.6K $2.42M
ETN
Eaton Corp PLC

Industrials
945
+ 9.59%
$193.99 - $240.82 $183K - $228K
10.8K $2.6M
D
Dominion Energy, Inc

Utilities
9.72K
+ 56.92%
$39.53 - $49.47 $384K - $481K
26.8K $1.26M
NKE
Nike, Inc.

Consumer Cyclical
1.89K
+ 8.56%
$94.56 - $122.64 $179K - $232K
24K $2.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
124
+ 0.18%
$331.71 - $362.68 $41.1K - $45K
70.3K $25.1M
CVS
Cvs Health Corp

Healthcare
2.72K
+ 9.16%
$66.29 - $79.0 $180K - $215K
32.4K $2.56M
PSLV
Sprott Physical Silver Trust

Financial Services
43.5K
+ 16.29%
$7.14 - $8.6 $311K - $374K
310K $2.51M
HTRB
Hartford Fds Total Return Bd E

ETFs
6.88K
+ 5.67%
$31.25 - $34.37 $215K - $236K
128K $4.36M
A
Agilent Technologies, Inc.

Healthcare
2.59K
+ 68.49%
$101.17 - $139.82 $262K - $362K
6.36K $884K
CAT
Caterpillar Inc

Industrials
71
+ 0.37%
$226.05 - $298.12 $16K - $21.2K
19.5K $5.76M
PNC
Pnc Financial Services Group, Inc.

Financial Services
286
+ 2.22%
$109.71 - $155.63 $31.4K - $44.5K
13.1K $2.04M
C
Citigroup Inc

Financial Services
4.15K
+ 17.55%
$38.24 - $51.52 $159K - $214K
27.8K $1.43M
TTEK
Tetra Tech Inc

Industrials
710
+ 3.14%
$144.77 - $168.39 $103K - $120K
23.3K $3.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.3K
+ 8.4%
$51.51 - $55.33 $325K - $349K
81.3K $4.47M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.82K
+ 5.47%
$52.38 - $61.98 $147K - $174K
54.3K $3.36M
AZN
Astrazeneca PLC

Healthcare
7.04K
+ 11.67%
$61.89 - $69.28 $436K - $488K
67.4K $4.54M
IEMG
Ishares Inc

ETFs
3.54K
+ 4.1%
$45.74 - $50.64 $162K - $179K
90K $4.55M
DFS
Discover Financial Services

Financial Services
1.8K
+ 19.8%
$80.49 - $112.57 $145K - $202K
10.9K $1.22M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
38
+ 4.97%
$1781.48 - $2340.0 $67.7K - $88.9K
803 $1.84M
EQIX
Equinix Inc

Real Estate
217
+ 6.74%
$682.24 - $824.42 $148K - $179K
3.44K $2.77M
SONY
Sony Group Corp

Technology
3.61K
+ 63.08%
$80.04 - $94.69 $289K - $342K
9.34K $884K
WM
Waste Management Inc

Industrials
39
+ 0.27%
$151.21 - $179.1 $5.9K - $6.98K
14.3K $2.56M
MELI
Mercadolibre Inc

Consumer Cyclical
57
+ 5.85%
$1169.67 - $1652.01 $66.7K - $94.2K
1.03K $1.62M
LMT
Lockheed Martin Corp

Industrials
245
+ 4.18%
$397.35 - $458.04 $97.4K - $112K
6.11K $2.77M
URI
United Rentals, Inc.

Industrials
234
+ 12.79%
$399.02 - $580.47 $93.4K - $136K
2.06K $1.18M
Activity Summary
Buys All Purchases 601 New Holdings 130 Increased Positions 471 Sells All Sells 430 Reductions 430 Sold out 0 Options Calls 0 Puts 0
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