Sol Capital Management CO Purchases in Q4 2024

Sol Capital Management CO

  • $898 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
1.81K
+ 34.38%
$90.42 - $94.5 $164K - $171K
7.09K $641K
QCOM
Qualcomm Inc

Technology
2.18K
+ 17.89%
$150.4 - $178.04 $327K - $387K
14.3K $2.2M
Brookfield Corporation
30
+ 0.1%
N/A
30.6K $1.76M
MGC
Vanguard Mega Cap ETF

ETFs
500
+ 15.52%
$204.21 - $220.18 $102K - $110K
3.72K $791K
IVE
Ishares S&P 500 Value ETF

ETFs
1.02K
+ 7.06%
$189.5 - $206.17 $192K - $209K
15.4K $2.94M
VB
Vanguard Small Cap ETF

ETFs
165
+ 1.27%
$233.76 - $261.58 $38.6K - $43.2K
13.2K $3.17M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
280
+ 0.85%
$121.89 - $135.52 $34.1K - $37.9K
33.3K $4.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
10
+ 0.07%
$94.43 - $105.47 $944 - $1.05K
13.4K $1.36M
RPV
Invesco Exchange Traded Fd Tr

ETFs
290
+ 0.75%
$87.41 - $97.21 $25.3K - $28.2K
38.9K $3.51M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.76K
+ 39.33%
$46.07 - $48.17 $81.1K - $84.8K
6.24K $287K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.1K
+ 10.04%
$56.06 - $61.35 $61.7K - $67.5K
12.1K $681K
DFAU
Dimensional ETF Tr

ETFs
700
+ 3.25%
$39.27 - $42.38 $27.5K - $29.7K
22.2K $900K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.3K
+ 300.0%
$25.93 - $105.3 $423K - $1.72M
21.8K $606K
SONY
Sony Group Corp

Technology
61K
+ 366.6%
$17.53 - $96.8 $1.07M - $5.9M
77.6K $1.64M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
300
+ 5.13%
$126.68 - $134.74 $38K - $40.4K
6.15K $785K
SRE
Sempra Energy

Utilities
205
+ 5.86%
$80.81 - $94.77 $16.6K - $19.4K
3.7K $325K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
300
+ 4.0%
$78.43 - $87.17 $23.5K - $26.2K
7.8K $626K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
925
+ 4.17%
$44.33 - $49.55 $41K - $45.8K
23.1K $1.04M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
460
+ 5.11%
$93.52 - $95.37 $43K - $43.9K
9.46K $886K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
9.5K
+ 100.0%
$27.45 - $55.56 $261K - $528K
19K $538K
VUSB
Vanguard Bd Index Fds
350
+ 2.02%
N/A
17.7K $876K
IWD
Ishares Russell 1000 Val ETF

ETFs
700
+ 2.75%
$183.23 - $199.79 $128K - $140K
26.1K $4.84M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18.8K
+ 201.3%
$27.54 - $83.04 $517K - $1.56M
28.1K $778K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5
+ 0.24%
$563.99 - $620.12 $2.82K - $3.1K
2.07K $1.18M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.99K
+ 100.0%
$25.33 - $51.16 $126K - $255K
9.98K $258K
PARA
Paramount Global

Communication Services
2.83K
+ 1.59%
$10.27 - $11.57 $29.1K - $32.7K
181K $1.89M
EFA
Ishares Tr Msci Eafe ETF

ETFs
600
+ 10.71%
$75.1 - $82.99 $45.1K - $49.8K
6.2K $469K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
25K
+ 55.56%
$0.31 - $0.68 $7.75K - $17K
70K $23K
VOD
Vodafone Group Public LTD CO

Communication Services
2K
+ 14.08%
$8.37 - $9.95 $16.7K - $19.9K
16.2K $138K
NEAR
Blackrock Short Maturity Bond

ETFs
15
+ 0.17%
$50.28 - $51.08 $754 - $766
8.81K $445K
FNDX
Schwab Fundamental U S Large C

ETFs
18.4K
+ 200.0%
$23.49 - $71.77 $432K - $1.32M
27.6K $654K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
23K
+ 118.45%
$18.41 - $40.87 $423K - $939K
42.4K $784K
JIG
J P Morgan Exchange Traded Fd

ETFs
570
+ 5.31%
$62.5 - $67.55 $35.6K - $38.5K
11.3K $705K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.1K
+ 7.27%
$42.41 - $47.31 $46.7K - $52K
16.2K $696K
SCHV
Schwab Strategic Tr Us Large C

ETFs
28.1K
+ 200.89%
$25.79 - $80.4 $725K - $2.26M
42.1K $1.1M
NKE
Nike, Inc.

Consumer Cyclical
295
+ 5.11%
$73.36 - $89.13 $21.6K - $26.3K
6.07K $459K
VHT
Vanguard Health Care ETF

ETFs
540
+ 7.78%
$250.81 - $283.3 $135K - $153K
7.48K $1.9M
DFIV
Dimensional ETF Tr

ETFs
615
+ 1.9%
$34.86 - $37.97 $21.4K - $23.4K
33K $1.17M
XLV
Select Sector Spdr Fund Health

ETFs
375
+ 4.48%
$136.28 - $154.74 $51.1K - $58K
8.74K $1.2M
EFG
Msci Eafe Growth ETF

ETFs
315
+ 2.42%
$96.83 - $106.88 $30.5K - $33.7K
13.3K $1.29M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.43K
+ 1.51%
$31.23 - $33.51 $44.7K - $47.9K
96.2K $3.03M
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.2K
+ 7.98%
$37.12 - $41.23 $304K - $338K
111K $4.12M
VOE
Vanguard Mid Cap Value Index F

ETFs
180
+ 0.56%
$160.89 - $176.18 $29K - $31.7K
32.2K $5.2M
EFV
Msci Eafe Value ETF

ETFs
1.4K
+ 2.38%
$51.78 - $57.15 $72.5K - $80K
60.2K $3.16M
CVS
Cvs Health Corp

Healthcare
8.65K
+ 12.16%
$43.78 - $67.46 $379K - $583K
79.8K $3.58M
Activity Summary
Buys All Purchases 96 New Holdings 6 Increased Positions 90 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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