Stamos Capital Partners, L.P. Incresed Positions in Q4 2024

Stamos Capital Partners, L.P.

  • $407 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
52.8K
+ 89.16%
$69.77 - $85.43 $3.68M - $4.51M
112K $8.03M
CNI
Canadian National Railway CO

Industrials
29.2K
+ 275.99%
$100.62 - $117.12 $2.94M - $3.42M
39.8K $4.04M
PFE
Pfizer Inc

Healthcare
127K
+ 37.67%
$24.8 - $30.19 $3.14M - $3.83M
463K $12.3M
CME
Cme Group Inc.

Financial Services
6.69K
+ 63.65%
$221.17 - $246.02 $1.48M - $1.65M
17.2K $3.99M
SHEL
Shell PLC

Energy
34.7K
+ 20.71%
$60.63 - $70.23 $2.11M - $2.44M
202K $12.7M
MRK
Merck & Co., Inc.

Healthcare
29.5K
+ 31.32%
$96.31 - $114.76 $2.84M - $3.39M
124K $12.3M
V
Visa Inc.

Financial Services
3.9K
+ 54.02%
$273.87 - $320.91 $1.07M - $1.25M
11.1K $3.51M
MSFT
Microsoft Corp

Technology
3.79K
+ 47.55%
$406.35 - $454.46 $1.54M - $1.72M
11.8K $4.96M
PAVE
Global X Fds Us Infrastructure

ETFs
31.2K
+ 256.66%
$40.41 - $45.95 $1.26M - $1.43M
43.4K $1.75M
NVO
Novo Nordisk A S

Healthcare
15.2K
+ 730.77%
$85.0 - $120.04 $1.29M - $1.82M
17.3K $1.49M
MLPX
Global X Mlp & Energy Infrastr

ETFs
15.9K
+ 90.29%
$54.89 - $64.32 $873K - $1.02M
33.5K $2.03M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
21.4K
+ 105.37%
$46.48 - $51.32 $994K - $1.1M
41.7K $2.01M
SPG
Simon Property Group Inc

Real Estate
5.82K
+ 97.65%
$167.23 - $183.84 $973K - $1.07M
11.8K $2.03M
ASML
Asml Holding Nv

Technology
2.38K
+ 49.58%
$658.43 - $872.27 $1.57M - $2.08M
7.18K $4.98M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
13.2K
+ 51.96%
$89.81 - $104.0 $1.19M - $1.38M
38.7K $3.48M
AMD
Advanced Micro Devices Inc

Technology
15.4K
+ 72.64%
$118.88 - $172.8 $1.83M - $2.66M
36.5K $4.41M
DHI
Horton D R Inc

Consumer Cyclical
6.94K
+ 181.68%
$137.24 - $194.56 $952K - $1.35M
10.8K $1.5M
LEN
Lennar Corp

Consumer Cyclical
7.13K
+ 182.82%
$136.2 - $188.96 $971K - $1.35M
11K $1.5M
USRT
Ishares Core U.S. Reit ETF

ETFs
14.9K
+ 73.89%
$55.97 - $62.75 $835K - $936K
35.1K $2.01M
IYR
Ishares Tr

ETFs
9.31K
+ 76.06%
$90.74 - $102.87 $845K - $958K
21.6K $2.01M
JNJ
Johnson & Johnson

Healthcare
10.6K
+ 23.56%
$143.34 - $165.86 $1.52M - $1.75M
55.5K $8.02M
TOL
Toll Brothers, Inc.

Consumer Cyclical
7K
+ 140.0%
$123.8 - $167.8 $867K - $1.17M
12K $1.51M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
14.1K
+ 51.2%
$82.28 - $117.52 $1.16M - $1.66M
41.7K $3.54M
GIS
General Mills Inc

Consumer Defensive
14K
+ 42.05%
$62.78 - $74.62 $878K - $1.04M
47.2K $3.01M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
20.4K
+ 85.34%
$33.77 - $44.09 $688K - $898K
44.2K $1.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
17K
+ 51.04%
$59.25 - $72.99 $1M - $1.24M
50.2K $3M
KO
Coca Cola CO

Consumer Defensive
13.6K
+ 39.16%
$61.74 - $71.71 $842K - $978K
48.5K $3.02M
MCO
Moodys Corp

Financial Services
1.08K
+ 207.69%
$454.04 - $500.88 $490K - $541K
1.6K $757K
UBER
Uber Technologies, Inc

Technology
13.3K
+ 67.09%
$59.93 - $86.34 $795K - $1.15M
33.1K $1.99M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.47K
+ 222.44%
$148.29 - $166.93 $515K - $579K
5.03K $749K
SPGI
S&P Global Inc.

Financial Services
1.01K
+ 202.0%
$480.36 - $529.17 $485K - $534K
1.51K $752K
LLY
Eli Lilly & CO

Healthcare
800
+ 70.18%
$727.2 - $932.06 $582K - $746K
1.94K $1.5M
ETN
Eaton Corp PLC

Industrials
1.47K
+ 179.27%
$326.96 - $377.52 $481K - $555K
2.29K $759K
AMGN
Amgen Inc

Healthcare
2.76K
+ 69.52%
$258.78 - $328.31 $714K - $906K
6.73K $1.75M
XLU
Utilities Sector Spdr

ETFs
6.95K
+ 54.0%
$74.89 - $82.93 $520K - $576K
19.8K $1.5M
UBS
Ubs Group Ag

Financial Services
15.6K
+ 37.3%
$29.78 - $33.08 $465K - $517K
57.5K $1.74M
HDB
Hdfc Bank LTD

Financial Services
6.44K
+ 30.73%
$59.45 - $68.01 $383K - $438K
27.4K $1.75M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
8.52K
+ 92.01%
$56.27 - $69.89 $479K - $595K
17.8K $1.01M
PICK
Ishares Inc Msci Global Select

ETFs
14.6K
+ 105.33%
$34.86 - $43.59 $510K - $637K
28.5K $997K
XLE
Energy Sector Spdr

ETFs
4.91K
+ 38.3%
$83.32 - $97.27 $409K - $478K
17.7K $1.52M
NUE
Nucor Corp

Basic Materials
3.82K
+ 144.7%
$115.78 - $167.74 $442K - $641K
6.46K $753K
UNP
Union Pacific Corp

Industrials
2.21K
+ 22.44%
$223.15 - $249.32 $493K - $551K
12.1K $2.75M
COP
Conocophillips

Energy
3.7K
+ 40.26%
$95.12 - $114.72 $352K - $424K
12.9K $1.28M
EOG
Eog Resources Inc

Energy
2.54K
+ 32.48%
$118.22 - $136.54 $300K - $347K
10.4K $1.27M
BX
Blackstone Inc.

Financial Services
830
+ 10.44%
$148.45 - $199.05 $123K - $165K
8.78K $1.51M
AEP
American Electric Power CO Inc

Utilities
5.31K
+ 27.71%
$90.91 - $102.21 $483K - $543K
24.5K $2.26M
OXY
Occidental Petroleum Corp

Energy
6.65K
+ 35.2%
$45.36 - $55.91 $302K - $372K
25.5K $1.26M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5.11K
+ 50.34%
$97.29 - $122.68 $497K - $627K
15.3K $1.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
550
+ 24.77%
$442.29 - $483.08 $243K - $266K
2.77K $1.26M
Activity Summary
Buys All Purchases 87 New Holdings 7 Increased Positions 80 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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