Shepherd Kaplan Krochuk, LLC Reduced Holdings in Q4 2024

Shepherd Kaplan Krochuk, LLC

  • $116 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-16K
- 34.37%
$221.69 - $259.02 $3.55M - $4.14M
30.6K $7.65M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-55.1K
- 88.23%
$46.48 - $51.32 $2.56M - $2.83M
7.35K $353K
CPB
Campbell Soup CO

Consumer Defensive
-11.9K
- 8.15%
$41.42 - $48.71 $494K - $581K
134K $5.63M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-12.4K
- 15.36%
$88.59 - $94.57 $1.1M - $1.18M
68.5K $6.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.4K
- 26.3%
$442.29 - $483.08 $1.06M - $1.16M
6.73K $3.05M
CORP
Pimco Investment Grade Corp Bd

ETFs
-3.92K
- 10.4%
$95.1 - $99.41 $373K - $390K
33.8K $3.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.6K
- 11.67%
$113.92 - $127.38 $410K - $459K
27.3K $3.14M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.33K
- 4.71%
$87.85 - $98.6 $117K - $131K
26.9K $2.4M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-3.18K
- 4.21%
$44.03 - $46.65 $140K - $148K
72.2K $3.19M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-13.3K
- 8.09%
$11.42 - $12.5 $152K - $166K
151K $1.74M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-4.5K
- 4.83%
$55.86 - $60.21 $252K - $271K
88.7K $5.08M
IVV
Ishares Core S&P 500 ETF

ETFs
-150
- 9.48%
$570.51 - $610.59 $85.6K - $91.6K
1.43K $842K
Exchange Listed Fds Tr
-154
- 0.56%
N/A
27.2K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.6%
$521.84 - $558.82 $3.65K - $3.91K
1.16K $625K
IVW
Ishares S&P 500 Growth ETF

ETFs
-152
- 1.88%
$94.43 - $105.47 $14.4K - $16K
7.95K $807K
VUG
Vanguard Growth ETF

ETFs
-120
- 3.89%
$378.79 - $428.11 $45.5K - $51.4K
2.96K $1.22M
KMI
Kinder Morgan, Inc.

Energy
-5.95K
- 7.94%
$22.59 - $28.54 $134K - $170K
68.9K $1.89M
ET
Energy Transfer LP

Energy
-15.1K
- 5.97%
$16.05 - $19.86 $242K - $299K
238K $4.66M
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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