Stiles Financial Services Inc Purchases in Q4 2024

Stiles Financial Services Inc

  • $271 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
30.4K
New
$108.0 - $116.52 $3.28M - $3.54M
30.4K $3.4M
CEG
Constellation Energy Corp

Utilities
4.56K
New
$224.28 - $285.52 $1.02M - $1.3M
4.56K $1.02M
MPWR
Monolithic Power Systems Inc

Technology
1.23K
New
$560.06 - $942.58 $689K - $1.16M
1.23K $728K
ARCC
Ares Capital Corp

Financial Services
22.9K
+ 91.23%
$20.74 - $22.27 $475K - $510K
48K $1.05M
DLR
Digital Realty Trust, Inc.

Real Estate
1.73K
+ 14.93%
$156.46 - $195.69 $271K - $339K
13.3K $2.36M
GOOG
Alphabet Inc.

Communication Services
76
+ 0.4%
$163.08 - $198.16 $12.4K - $15.1K
19K $3.62M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
377
+ 14.2%
$260.53 - $404.79 $98.2K - $153K
3.03K $1.16M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
31.7K
New
$12.1 - $13.76 $383K - $436K
31.7K $383K
NFLX
Netflix Inc

Communication Services
275
+ 46.37%
$687.65 - $936.56 $189K - $258K
868 $773K
ASML
Asml Holding Nv

Technology
1.26K
+ 33.8%
$658.43 - $872.27 $830K - $1.1M
4.99K $3.46M
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 0.48%
$873.59 - $994.69 $34.9K - $39.8K
8.4K $7.69M
GNRC
Generac Holdings Inc.

Industrials
2.13K
+ 17.32%
$154.28 - $195.11 $329K - $416K
14.4K $2.24M
CME
Cme Group Inc.

Financial Services
334
+ 2.34%
$221.17 - $246.02 $73.9K - $82.2K
14.6K $3.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.67K
+ 85.48%
$35.45 - $40.33 $236K - $269K
14.5K $518K
CCI
Crown Castle International Corp

Real Estate
2.54K
New
$89.78 - $119.11 $228K - $303K
2.54K $230K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.1K
New
$172.07 - $207.36 $189K - $228K
1.1K $217K
NTRS
Northern Trust Corp

Financial Services
453
+ 3.46%
$88.4 - $111.16 $40K - $50.4K
13.5K $1.39M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
474
New
$338.38 - $446.21 $160K - $212K
474 $206K
TJX
Tjx Companies Inc

Consumer Cyclical
690
+ 2.57%
$112.15 - $127.2 $77.4K - $87.8K
27.6K $3.33M
VLO
Valero Energy Corp

Energy
2.66K
+ 20.72%
$118.59 - $144.02 $316K - $384K
15.5K $1.9M
BMY
Bristol Myers Squibb CO

Healthcare
501
+ 2.02%
$51.92 - $59.94 $26K - $30K
25.2K $1.43M
CMI
Cummins Inc

Industrials
25
+ 0.47%
$324.93 - $383.42 $8.12K - $9.59K
5.31K $1.85M
STLD
Steel Dynamics Inc

Basic Materials
1.45K
+ 7.32%
N/A
21.2K $2.08M
SNA
Snap On Inc

Industrials
15
+ 0.57%
$285.44 - $371.35 $4.28K - $5.57K
2.66K $901K
XEL
Xcel Energy Inc

Utilities
335
+ 0.66%
$62.16 - $72.92 $20.8K - $24.4K
51.1K $3.45M
FAST
Fastenal CO

Industrials
1.41K
+ 2.74%
$69.99 - $84.35 $98.9K - $119K
53K $3.81M
EQIX
Equinix Inc

Real Estate
102
+ 18.89%
$865.69 - $985.0 $88.3K - $100K
642 $605K
CB
Chubb LTD

Financial Services
541
+ 20.62%
$271.57 - $301.89 $147K - $163K
3.17K $874K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3K
+ 57.91%
$72.97 - $96.75 $219K - $290K
8.18K $607K
UNP
Union Pacific Corp

Industrials
666
+ 29.61%
$223.15 - $249.32 $149K - $166K
2.92K $664K
URI
United Rentals, Inc.

Industrials
214
+ 52.2%
$704.44 - $880.32 $151K - $188K
624 $439K
UPS
United Parcel Service Inc

Industrials
1.66K
+ 16.11%
$122.65 - $138.35 $204K - $230K
12K $1.51M
ETR
Entergy Corp

Utilities
3.59K
+ 100.87%
$73.19 - $156.4 $263K - $561K
7.14K $541K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.17%
$280.08 - $307.97 $1.68K - $1.85K
3.62K $1.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
560
+ 5.96%
$55.73 - $66.16 $31.2K - $37K
9.95K $599K
GGG
Graco Inc

Industrials
1.29K
+ 7.49%
$81.45 - $92.29 $105K - $119K
18.5K $1.56M
SONY
Sony Group Corp

Technology
63.2K
+ 371.08%
$17.53 - $96.8 $1.11M - $6.12M
80.2K $1.7M
ABT
Abbott Laboratories

Healthcare
623
+ 2.47%
$111.93 - $119.39 $69.7K - $74.4K
25.9K $2.93M
EMR
Emerson Electric CO

Industrials
60
+ 2.14%
$108.13 - $134.33 $6.49K - $8.06K
2.86K $354K
AMAT
Applied Materials Inc

Technology
1.4K
+ 29.55%
$161.44 - $213.89 $226K - $299K
6.13K $997K
ROK
Rockwell Automation, Inc

Industrials
7
+ 0.31%
$264.65 - $302.92 $1.85K - $2.12K
2.25K $643K
XOM
Exxon Mobil Corp

Energy
1.65K
+ 11.3%
$105.51 - $125.37 $174K - $206K
16.2K $1.74M
ICE
Intercontinental Exchange, Inc.

Financial Services
465
+ 13.63%
$148.29 - $166.93 $69K - $77.6K
3.88K $577K
SO
Southern CO

Utilities
1.37K
+ 12.1%
$81.5 - $94.15 $112K - $129K
12.7K $1.05M
MSFT
Microsoft Corp

Technology
374
+ 2.41%
$406.35 - $454.46 $152K - $170K
15.9K $6.69M
AXP
American Express CO

Financial Services
1
+ 0.12%
$267.35 - $305.57 $267 - $306
807 $239K
EPD
Enterprise Products Partners L.P.

Energy
80
+ 1.14%
$28.66 - $34.43 $2.29K - $2.75K
7.13K $223K
NI
Nisource Inc.

Utilities
48
+ 0.72%
$33.74 - $38.25 $1.62K - $1.84K
6.7K $246K
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.77%
$280.04 - $302.45 $3.64K - $3.93K
1.69K $490K
Activity Summary
Buys All Purchases 98 New Holdings 9 Increased Positions 89 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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