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
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.09%
$570.51 - $610.59 $571 - $611
1.17K $687K
CVX
Chevron Corp

Energy
155
+ 3.57%
$141.15 - $162.53 $21.9K - $25.2K
4.5K $651K
TXN
Texas Instruments Inc

Technology
55
+ 0.32%
N/A
17.4K $3.39M
ALE
Allete Inc

Utilities
34
+ 1.07%
$63.98 - $65.24 $2.18K - $2.22K
3.21K $208K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
82
+ 6.38%
$209.89 - $233.24 $17.2K - $19.1K
1.37K $290K
Lam Research Corp
47.6K
New
N/A
47.6K $0
SMOT
Vaneck ETF Tr Morningstar Smid
6.3K
+ 47.09%
N/A
19.7K $0
Super Micro Computer Inc
11.4K
New
N/A
11.4K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13
+ 0.5%
$113.92 - $127.38 $1.48K - $1.66K
2.63K $302K
PPL
Ppl Corp

Utilities
50
+ 0.78%
$31.47 - $35.0 $1.57K - $1.75K
6.44K $208K
SAN
Banco Santander, S.A.

Financial Services
67
+ 0.47%
$4.49 - $5.05 $301 - $338
14.2K $64K
CMS
Cms Energy Corp

Utilities
25
+ 0.76%
$65.76 - $71.94 $1.64K - $1.8K
3.3K $219K
WELL
Welltower Inc.

Real Estate
18
+ 0.24%
$123.11 - $139.3 $2.22K - $2.51K
7.61K $958K
DCI
Donaldson CO Inc

Industrials
10
+ 0.28%
$67.28 - $78.27 $673 - $783
3.56K $239K
AFL
Aflac Inc

Financial Services
7
+ 0.23%
$100.37 - $115.27 $703 - $807
3.11K $322K
MFA
Mfa Financial, Inc.

Real Estate
50
+ 0.49%
$10.19 - $12.72 $510 - $636
10.2K $104K
AEP
American Electric Power CO Inc

Utilities
27
+ 0.96%
$90.91 - $102.21 $2.45K - $2.76K
2.83K $261K
CAT
Caterpillar Inc

Industrials
144
+ 5.26%
$360.37 - $416.88 $51.9K - $60K
2.88K $1.04M
COP
Conocophillips

Energy
15
+ 0.28%
$95.12 - $114.72 $1.43K - $1.72K
5.38K $533K
HSY
Hershey CO

Consumer Defensive
12
+ 0.75%
$168.67 - $193.65 $2.02K - $2.32K
1.61K $273K
ED
Consolidated Edison Inc

Utilities
22
+ 0.89%
$88.87 - $107.38 $1.96K - $2.36K
2.49K $221K
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 0.23%
$208.94 - $264.22 $627 - $793
1.29K $270K
WM
Waste Management Inc

Industrials
7
+ 0.1%
$201.79 - $228.46 $1.41K - $1.6K
6.78K $1.37M
NUE
Nucor Corp

Basic Materials
721
+ 19.73%
$115.78 - $167.74 $83.5K - $121K
4.38K $510K
PLD
Prologis, Inc.

Real Estate
2
+ 0.09%
$101.4 - $126.96 $203 - $254
2.23K $236K
O
Realty Income Corp

Real Estate
18
+ 0.38%
$51.76 - $64.71 $932 - $1.16K
4.73K $252K
PSX
Phillips 66

Energy
15
+ 0.53%
$110.35 - $138.93 $1.66K - $2.08K
2.85K $325K
HD
Home Depot, Inc.

Consumer Cyclical
220
+ 2.52%
$385.02 - $431.37 $84.7K - $94.9K
8.95K $3.48M
DUK
Duke Energy Corp

Utilities
990
+ 4.58%
$105.76 - $120.76 $105K - $120K
22.6K $2.43M
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.21%
$288.47 - $316.54 $2.6K - $2.85K
4.3K $1.25M
SNPS
Synopsys Inc

Technology
13
+ 0.35%
$485.36 - $588.0 $6.31K - $7.64K
3.75K $1.82M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33
+ 0.22%
$442.29 - $483.08 $14.6K - $15.9K
15K $6.8M
MKTX
Marketaxess Holdings Inc

Financial Services
431
+ 6.85%
$225.3 - $293.66 $97.1K - $127K
6.72K $1.52M
PG
Procter & Gamble CO

Consumer Defensive
116
+ 0.52%
$161.05 - $179.7 $18.7K - $20.8K
22.6K $3.8M
PEP
Pepsico Inc

Consumer Defensive
479
+ 4.31%
$151.29 - $176.1 $72.5K - $84.4K
11.6K $1.76M
ADBE
Adobe Inc.

Technology
380
+ 8.77%
$437.39 - $552.96 $166K - $210K
4.72K $2.1M
BAX
Baxter International Inc

Healthcare
826
+ 3.94%
$28.63 - $37.84 $23.6K - $31.3K
21.8K $635K
SHW
Sherwin Williams CO

Basic Materials
122
+ 2.24%
$338.75 - $399.71 $41.3K - $48.8K
5.57K $1.89M
DVN
Devon Energy Corp

Energy
4.05K
+ 7.96%
$30.52 - $42.96 $124K - $174K
55K $1.8M
QCOM
Qualcomm Inc

Technology
1.49K
+ 5.8%
$150.4 - $178.04 $224K - $266K
27.2K $4.18M
LEN
Lennar Corp

Consumer Cyclical
827
+ 11.78%
$136.2 - $188.96 $113K - $156K
7.85K $1.07M
TGT
Target Corp

Consumer Defensive
1.68K
+ 7.0%
$121.59 - $160.69 $204K - $270K
25.7K $3.47M
OMC
Omnicom Group Inc.

Communication Services
821
+ 2.85%
$85.82 - $105.47 $70.5K - $86.6K
29.6K $2.55M
PSA
Public Storage

Real Estate
531
+ 5.76%
$289.33 - $360.21 $154K - $191K
9.75K $2.92M
AMT
American Tower Corp

Real Estate
38
+ 0.34%
$179.4 - $232.01 $6.82K - $8.82K
11.2K $2.06M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
464
+ 13.52%
$701.85 - $1046.91 $326K - $486K
3.9K $2.78M
AMD
Advanced Micro Devices Inc

Technology
257
+ 1.06%
$118.88 - $172.8 $30.6K - $44.4K
24.5K $2.96M
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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