Sendero Wealth Management, LLC Incresed Positions 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
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
NVDA
Nvidia Corp

Technology
4.97K
+ 3.64%
$117.0 - $148.88 $581K - $740K
141K $19M
FTNT
Fortinet, Inc.

Technology
15K
+ 36.79%
$76.49 - $99.21 $1.15M - $1.49M
55.9K $5.28M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.62K
+ 168.91%
$183.23 - $199.79 $1.76M - $1.92M
15.3K $2.83M
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
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
IQV
Iqvia Holdings Inc.

Healthcare
9.15K
+ 25.38%
$190.97 - $236.63 $1.75M - $2.17M
45.2K $8.89M
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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
177
+ 17.82%
$442.29 - $483.08 $78.3K - $85.5K
1.17K $530K
TXN
Texas Instruments Inc

Technology
375
+ 5.04%
N/A
7.82K $1.52M
DCI
Donaldson CO Inc

Industrials
1.86K
+ 20.93%
$67.28 - $78.27 $125K - $146K
10.7K $723K
WMT
Walmart Inc.

Consumer Defensive
231
+ 5.16%
$79.1 - $95.7 $18.3K - $22.1K
4.7K $425K
LBRDK
Liberty Broadband Corp

Communication Services
2.23K
+ 4.31%
$74.72 - $101.4 $166K - $226K
53.9K $4.03M
AA
Alcoa Corp

Basic Materials
1.32K
+ 7.52%
$36.62 - $47.42 $48.3K - $62.6K
18.9K $712K
HSIC
Henry Schein Inc

Healthcare
898
+ 7.9%
$66.54 - $77.66 $59.8K - $69.7K
12.3K $848K
ORCL
Oracle Corp

Technology
149
+ 9.37%
$165.41 - $192.43 $24.6K - $28.7K
1.74K $289K
SNPS
Synopsys Inc

Technology
130
+ 4.85%
$485.36 - $588.0 $63.1K - $76.4K
2.81K $1.36M
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
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