Sendero Wealth Management, LLC Purchases in Q4 2024

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
64K
+ 2695.24%
$118.22 - $136.54 $7.57M - $8.74M
66.4K $8.14M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
148K
New
$31.24 - $37.15 $4.63M - $5.5M
148K $4.76M
ABNB
Airbnb, Inc.

Consumer Cyclical
28.9K
New
$125.36 - $147.37 $3.62M - $4.25M
28.9K $3.79M
VTI
Vanguard Total Stock Market Et

ETFs
456
+ 0.09%
$280.04 - $302.45 $128K - $138K
531K $154M
GOOGL
Alphabet Inc.

Communication Services
2.94K
+ 2.4%
$161.86 - $196.66 $476K - $579K
125K $23.7M
AMZN
Amazon Com Inc

Consumer Cyclical
2.13K
+ 2.39%
$180.88 - $232.93 $384K - $495K
91.1K $20M
EFX
Equifax Inc

Industrials
12K
New
$245.03 - $293.5 $2.95M - $3.54M
12K $3.07M
NVDA
Nvidia Corp

Technology
4.97K
+ 3.64%
$117.0 - $148.88 $581K - $740K
141K $19M
VLO
Valero Energy Corp

Energy
18.2K
New
$118.59 - $144.02 $2.16M - $2.62M
18.2K $2.23M
FTNT
Fortinet, Inc.

Technology
15K
+ 36.79%
$76.49 - $99.21 $1.15M - $1.49M
55.9K $5.28M
DT
Dynatrace, Inc.

Technology
23.8K
+ 64.98%
$51.09 - $59.6 $1.22M - $1.42M
60.4K $3.28M
ABT
Abbott Laboratories

Healthcare
8.93K
+ 53.08%
$111.93 - $119.39 $1M - $1.07M
25.8K $2.91M
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.54K
+ 1.51%
$7.33 - $12.37 $40.6K - $68.5K
373K $3.96M
VV
Vanguard Large Cap ETF

ETFs
3.19K
New
$260.27 - $280.65 $829K - $894K
3.19K $858K
SBR
Sabine Royalty Trust

Energy
12.9K
New
$60.18 - $66.67 $778K - $862K
12.9K $837K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
213K
+ 239.8%
$26.93 - $84.95 $5.73M - $18.1M
301K $8.23M
LAD
Lithia Motors Inc

Consumer Cyclical
604
+ 4.63%
$303.15 - $394.27 $183K - $238K
13.6K $4.87M
META
Meta Platforms, Inc.

Communication Services
499
+ 2.42%
$554.08 - $632.68 $276K - $316K
21.1K $12.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
610
+ 2.38%
$521.84 - $558.82 $318K - $341K
26.2K $14.1M
HWM
Howmet Aerospace Inc.

Industrials
4.12K
+ 30.52%
$99.72 - $120.09 $411K - $495K
17.6K $1.93M
WDAY
Workday, Inc.

Technology
2K
+ 47.69%
$233.85 - $279.91 $468K - $561K
6.2K $1.6M
CDNS
Cadence Design Systems Inc

Technology
1.3K
+ 25.01%
$249.1 - $324.54 $323K - $421K
6.48K $1.95M
NBIX
Neurocrine Biosciences Inc

Healthcare
672
+ 3.31%
$111.62 - $139.44 $75K - $93.7K
20.9K $2.86M
WTW
Willis Towers Watson PLC

Financial Services
762
+ 4.54%
$287.99 - $332.53 $219K - $253K
17.5K $5.47M
MSFT
Microsoft Corp

Technology
2.09K
+ 5.02%
$406.35 - $454.46 $849K - $950K
43.7K $18.4M
DE
Deere & CO

Industrials
886
+ 4.51%
$389.45 - $466.0 $345K - $413K
20.5K $8.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.94K
+ 31.85%
$94.43 - $105.47 $372K - $415K
16.3K $1.65M
CMCSA
Comcast Corp

Communication Services
14K
+ 49.34%
$37.39 - $45.14 $522K - $630K
42.3K $1.59M
VEA
Vanguard Ftse Developed Market

ETFs
7.99K
New
$47.57 - $52.44 $380K - $419K
7.99K $382K
IQV
Iqvia Holdings Inc.

Healthcare
9.15K
+ 25.38%
$190.97 - $236.63 $1.75M - $2.17M
45.2K $8.89M
HAYW
Hayward Holdings, Inc.

Industrials
20.9K
New
$14.5 - $16.6 $303K - $346K
20.9K $319K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
630
+ 10.05%
$172.07 - $207.36 $108K - $131K
6.9K $1.36M
FCFS
First Cash Holdings, Inc.

Financial Services
2.78K
+ 76.97%
$100.54 - $114.86 $280K - $319K
6.39K $662K
MA
Mastercard Inc

Financial Services
172
+ 3.82%
$491.3 - $536.15 $84.5K - $92.2K
4.68K $2.46M
CNC
Centene Corp

Healthcare
18.8K
+ 30.07%
$56.71 - $73.94 $1.07M - $1.39M
81.3K $4.93M
IVE
Ishares S&P 500 Value ETF

ETFs
1.3K
+ 26.22%
$189.5 - $206.17 $247K - $269K
6.28K $1.2M
C
Citigroup Inc

Financial Services
3K
New
$61.31 - $72.5 $184K - $217K
3K $210K
ARMK
Aramark

Industrials
5.91K
+ 35.4%
$37.25 - $42.22 $220K - $250K
22.6K $843K
EPD
Enterprise Products Partners L.P.

Energy
5K
+ 54.38%
$28.66 - $34.43 $143K - $172K
14.2K $445K
ARW
Arrow Electronics Inc

Technology
2.44K
+ 47.78%
$112.44 - $137.23 $274K - $335K
7.55K $853K
DFS
Discover Financial Services

Financial Services
555
+ 24.28%
$136.3 - $182.67 $75.6K - $101K
2.84K $492K
AVGO
Broadcom Inc.

Technology
226
+ 12.49%
$159.67 - $250.0 $36.1K - $56.5K
2.04K $472K
IVV
Ishares Core S&P 500 ETF

ETFs
208
+ 57.14%
$570.51 - $610.59 $119K - $127K
572 $336K
RHI
Robert Half International Inc.

Industrials
1.32K
+ 13.87%
$65.55 - $76.8 $86.6K - $101K
10.8K $764K
VVV
Valvoline Inc

Energy
5.36K
+ 34.79%
$36.18 - $43.41 $194K - $233K
20.8K $751K
ADSK
Autodesk, Inc.

Technology
429
+ 3.57%
N/A
12.5K $3.06M
AXP
American Express CO

Financial Services
33
+ 0.95%
$267.35 - $305.57 $8.82K - $10.1K
3.5K $1.04M
UBER
Uber Technologies, Inc

Technology
12.2K
+ 28.37%
$59.93 - $86.34 $730K - $1.05M
55.1K $3.33M
AIG
American International Group, Inc.

Financial Services
1.41K
+ 4.09%
$70.0 - $79.22 $98.6K - $112K
35.9K $2.61M
Activity Summary
Buys All Purchases 77 New Holdings 12 Increased Positions 65 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sendero Wealth Management, LLC Portfolio

Follow Sendero Wealth Management, 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 Sendero Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sendero Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email