Sloy Dahl & Holst, LLC Incresed Positions in Q4 2024

Sloy Dahl & Holst, LLC

  • $728 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
96.3K
+ 389.57%
$36.46 - $82.38 $3.51M - $7.93M
121K $9.15M
COIN
Coinbase Global, Inc.

Technology
2.19K
+ 3.69%
$163.17 - $343.62 $357K - $751K
61.5K $15.3M
NVDA
Nvidia Corp

Technology
8.9K
+ 4.15%
$117.0 - $148.88 $1.04M - $1.32M
223K $30M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.41K
+ 202.65%
$57.53 - $60.83 $484K - $512K
12.6K $722K
UITB
Usaa ETF Tr Core Intermediate

ETFs
13.1K
+ 17.72%
$45.83 - $48.07 $602K - $631K
87.2K $4.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.34K
+ 92.89%
$71.75 - $75.11 $383K - $401K
11.1K $797K
XOM
Exxon Mobil Corp

Energy
3.47K
+ 78.14%
$105.51 - $125.37 $366K - $435K
7.91K $850K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.06K
+ 16.85%
$53.94 - $58.15 $273K - $294K
35K $1.98M
COST
Costco Wholesale Corp

Consumer Defensive
200
+ 17.23%
$873.59 - $994.69 $175K - $199K
1.36K $1.25M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.3K
+ 43.43%
$50.62 - $50.97 $218K - $219K
14.2K $720K
BNDX
Vanguard Total International B

ETFs
3.89K
+ 78.39%
$48.91 - $50.61 $190K - $197K
8.85K $433K
VV
Vanguard Large Cap ETF

ETFs
474
+ 15.0%
$260.27 - $280.65 $123K - $133K
3.63K $979K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.93K
+ 21.87%
$56.06 - $61.35 $164K - $180K
16.3K $922K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.49K
+ 46.29%
$43.84 - $48.76 $153K - $170K
11K $485K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.92K
+ 4.65%
$9.71 - $15.34 $18.6K - $29.5K
43.2K $574K
MSFT
Microsoft Corp

Technology
534
+ 3.87%
$406.35 - $454.46 $217K - $243K
14.3K $6.04M
QDEF
Flexshares Quality Div Defensi

ETFs
2.41K
+ 3.9%
$70.22 - $73.73 $169K - $177K
64.1K $4.5M
HD
Home Depot, Inc.

Consumer Cyclical
261
+ 24.37%
$385.02 - $431.37 $100K - $113K
1.33K $518K
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 0.77%
$205.18 - $250.29 $4.1K - $5.01K
2.62K $627K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.59K
+ 28.39%
$58.88 - $64.8 $93.8K - $103K
7.21K $424K
VO
Vanguard Mid Cap ETF

ETFs
223
+ 15.45%
$261.5 - $284.63 $58.3K - $63.5K
1.67K $440K
MARA
Marathon Digital Holdings, Inc.

Financial Services
2.09K
+ 6.34%
N/A
35.1K $791K
PG
Procter & Gamble CO

Consumer Defensive
310
+ 22.38%
$161.05 - $179.7 $49.9K - $55.7K
1.7K $284K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.44K
+ 5.0%
$24.72 - $26.9 $35.6K - $38.7K
30.2K $765K
VIG
Vanguard Dividend Appreciation

ETFs
180
+ 0.52%
N/A
34.6K $6.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
37
+ 6.08%
$481.22 - $538.17 $17.8K - $19.9K
646 $330K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
675
+ 2.64%
$50.37 - $50.6 $34K - $34.2K
26.3K $1.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 3.3%
$521.84 - $558.82 $11K - $11.7K
657 $353K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
832
+ 15.46%
$44.04 - $49.49 $36.6K - $41.2K
6.22K $273K
KMB
Kimberly Clark Corp

Consumer Defensive
200
+ 13.33%
$130.37 - $146.09 $26.1K - $29.2K
1.7K $222K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.84%
$570.51 - $610.59 $2.28K - $2.44K
482 $283K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.11%
$280.04 - $302.45 $280 - $302
876 $253K
ETF Opportunities Trust
31.5K
+ 146.68%
N/A
53K $0
Ishares Bitcoin Trust ETF
1.84K
+ 11.43%
N/A
17.9K $0
CVX
Chevron Corp

Energy
70
+ 1.54%
$141.15 - $162.53 $9.88K - $11.4K
4.6K $666K
PFE
Pfizer Inc

Healthcare
352
+ 2.84%
$24.8 - $30.19 $8.73K - $10.6K
12.7K $338K
IHDG
Wisdomtree Tr

ETFs
330
+ 1.7%
$43.38 - $46.0 $14.3K - $15.2K
19.8K $860K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
150
+ 0.85%
$64.34 - $70.57 $9.65K - $10.6K
17.7K $1.16M
JNJ
Johnson & Johnson

Healthcare
255
+ 4.4%
$143.34 - $165.86 $36.6K - $42.3K
6.05K $874K
UNP
Union Pacific Corp

Industrials
50
+ 0.83%
$223.15 - $249.32 $11.2K - $12.5K
6.05K $1.38M
Activity Summary
Buys All Purchases 56 New Holdings 15 Increased Positions 41 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sloy Dahl & Holst, LLC Portfolio

Follow Sloy Dahl & Holst, 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 Sloy Dahl & Holst, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sloy Dahl & Holst, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email