Shepherd Kaplan Krochuk, LLC Purchases in Q4 2024

Shepherd Kaplan Krochuk, LLC

  • $116 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
45.7K
New
$87.1 - $98.49 $3.98M - $4.5M
45.7K $3.99M
SHV
Ishares Tr

ETFs
33.1K
+ 73.04%
$109.92 - $110.57 $3.64M - $3.66M
78.4K $8.64M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
140K
+ 110.27%
$10.71 - $11.38 $1.5M - $1.59M
267K $2.93M
VTI
Vanguard Total Stock Market Et

ETFs
3.92K
+ 51.02%
$280.04 - $302.45 $1.1M - $1.18M
11.6K $3.36M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.49K
+ 18.98%
$201.32 - $217.44 $702K - $758K
21.9K $4.53M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.4K
+ 22.22%
$57.53 - $60.83 $599K - $633K
57.3K $3.29M
NVDA
Nvidia Corp

Technology
2.43K
New
$117.0 - $148.88 $284K - $362K
2.43K $326K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.58K
+ 11.52%
$100.16 - $100.7 $259K - $260K
25K $2.51M
MA
Mastercard Inc

Financial Services
388
New
$491.3 - $536.15 $191K - $208K
388 $204K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
105K
+ 220.68%
$26.93 - $84.95 $2.82M - $8.9M
152K $4.16M
GLD
Spdr Gold Trust

ETFs
253
+ 25.5%
$236.59 - $257.5 $59.9K - $65.1K
1.25K $301K
NRGV
Energy Vault Holdings, Inc.

Utilities
13.5K
New
$0.88 - $2.47 $11.9K - $33.3K
13.5K $31K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.34%
$567.81 - $607.81 $1.14K - $1.22K
589 $345K
VO
Vanguard Mid Cap ETF

ETFs
22
+ 0.28%
$261.5 - $284.63 $5.75K - $6.26K
7.95K $2.1M
OSEA
Harbor ETF Tr Harbor Intl Comp
59
+ 0.51%
N/A
11.7K $0
IBM
International Business Machines Corp

Technology
5
+ 0.17%
$204.9 - $238.04 $1.02K - $1.19K
2.95K $648K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
161
+ 1.47%
$105.45 - $117.99 $17K - $19K
11.1K $1.18M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
7.55K
+ 8.81%
$24.04 - $26.75 $181K - $202K
93.2K $2.26M
ACWI
Ishares Msci Acwi ETF

ETFs
2
+ 0.01%
$117.05 - $123.03 $234 - $246
27.3K $3.21M
JPEM
Jp Morgan Diversified Return

ETFs
193
+ 1.07%
$51.88 - $57.84 $10K - $11.2K
18.2K $944K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.07K
+ 4.32%
$33.77 - $44.09 $36K - $47K
25.7K $872K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.36K
+ 0.8%
$28.6 - $29.27 $67.6K - $69.1K
296K $8.48M
SCHV
Schwab Strategic Tr Us Large C

ETFs
124K
+ 161.27%
$25.79 - $80.4 $3.21M - $10M
202K $5.26M
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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