Stiles Financial Services Inc Reduced Holdings in Q4 2024

Stiles Financial Services Inc

  • $271 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-8.33K
- 70.98%
$485.52 - $625.25 $4.04M - $5.21M
3.41K $1.72M
JNJ
Johnson & Johnson

Healthcare
-11.2K
- 81.82%
$143.34 - $165.86 $1.6M - $1.86M
2.49K $359K
NVO
Novo Nordisk A S

Healthcare
-1.48K
- 3.29%
$85.0 - $120.04 $126K - $178K
43.5K $3.74M
LMT
Lockheed Martin Corp

Industrials
-721
- 14.81%
$479.66 - $614.62 $346K - $443K
4.15K $2.02M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.39K
- 10.94%
$91.29 - $91.8 $675K - $678K
60.2K $5.5M
ENPH
Enphase Energy, Inc.

Technology
-615
- 5.42%
$59.52 - $111.18 $36.6K - $68.4K
10.7K $737K
NKE
Nike, Inc.

Consumer Cyclical
-5.06K
- 42.51%
$73.36 - $89.13 $371K - $451K
6.85K $518K
LLY
Eli Lilly & CO

Healthcare
-210
- 7.13%
$727.2 - $932.06 $153K - $196K
2.74K $2.11M
NEE
Nextera Energy Inc

Utilities
-205
- 0.57%
$69.77 - $85.43 $14.3K - $17.5K
35.6K $2.55M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.2K
- 52.54%
$213.65 - $479.86 $684K - $1.54M
2.89K $1.17M
KO
Coca Cola CO

Consumer Defensive
-1.37K
- 5.33%
$61.74 - $71.71 $84.6K - $98.2K
24.3K $1.51M
GIS
General Mills Inc

Consumer Defensive
-1.61K
- 8.64%
$62.78 - $74.62 $101K - $120K
17K $1.08M
ABBV
Abb Vie Inc.

Healthcare
-1.05K
- 20.02%
$164.99 - $203.87 $172K - $213K
4.18K $742K
KLAC
Kla Corp

Technology
-5
- 0.26%
$614.46 - $829.55 $3.07K - $4.15K
1.93K $1.22M
RTX
Raytheon Technologies Corp

Industrials
-867
- 3.29%
$114.45 - $127.21 $99.2K - $110K
25.5K $2.95M
MU
Micron Technology Inc

Technology
-571
- 7.1%
$84.16 - $113.41 $48.1K - $64.8K
7.47K $628K
ALB
Albemarle Corp

Basic Materials
-1.05K
- 9.63%
$86.08 - $111.3 $90.6K - $117K
9.88K $850K
STX
Seagate Technology Holdings PLC

Technology
-478
- 12.42%
$86.31 - $112.64 $41.3K - $53.8K
3.37K $290K
SBUX
Starbucks Corp

Consumer Cyclical
-1.03K
- 17.53%
$87.44 - $102.5 $89.6K - $105K
4.82K $439K
CMCSA
Comcast Corp

Communication Services
-416
- 1.83%
$37.39 - $45.14 $15.6K - $18.8K
22.3K $836K
ACN
Accenture PLC

Technology
-214
- 2.5%
$343.9 - $376.86 $73.6K - $80.6K
8.35K $2.94M
NRG
Nrg Energy, Inc.

Utilities
-812
- 15.46%
$85.3 - $101.61 $69.3K - $82.5K
4.44K $400K
ZTS
Zoetis Inc.

Healthcare
-57
- 2.76%
$162.24 - $194.42 $9.25K - $11.1K
2.01K $327K
V
Visa Inc.

Financial Services
-1.96K
- 14.4%
$273.87 - $320.91 $536K - $628K
11.6K $3.68M
NOC
Northrop Grumman Corp

Industrials
-4
- 0.42%
$466.52 - $543.88 $1.87K - $2.18K
949 $445K
MKC
Mccormick & CO Inc

Consumer Defensive
-418
- 11.77%
$73.97 - $84.09 $30.9K - $35.1K
3.13K $238K
MDT
Medtronic PLC

Healthcare
-152
- 3.91%
$79.61 - $92.24 $12.1K - $14K
3.74K $298K
MA
Mastercard Inc

Financial Services
-252
- 9.95%
$491.3 - $536.15 $124K - $135K
2.28K $1.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-73
- 5.53%
$244.52 - $284.07 $17.8K - $20.7K
1.25K $307K
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.51K
- 19.89%
N/A
10.1K $191K
HRL
Hormel Foods Corp

Consumer Defensive
-1.13K
- 6.9%
$29.21 - $33.55 $33K - $37.9K
15.2K $477K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-212
- 7.22%
$481.22 - $538.17 $102K - $114K
2.72K $1.39M
DVY
Ishares Tr

ETFs
-191
- 6.07%
$129.55 - $143.41 $24.7K - $27.4K
2.96K $388K
ADI
Analog Devices Inc

Technology
-28
- 1.99%
$206.35 - $236.48 $5.78K - $6.62K
1.38K $292K
WAT
Waters Corp

Healthcare
-105
- 12.1%
$323.11 - $392.01 $33.9K - $41.2K
763 $283K
DE
Deere & CO

Industrials
-87
- 5.22%
$389.45 - $466.0 $33.9K - $40.5K
1.58K $669K
GLW
Corning Inc

Technology
-1.72K
- 6.99%
$44.11 - $49.76 $75.8K - $85.5K
22.9K $1.09M
SYK
Stryker Corp

Healthcare
-60
- 4.39%
$345.14 - $392.15 $20.7K - $23.5K
1.31K $470K
D
Dominion Energy, Inc

Utilities
-60
- 1.55%
$52.63 - $60.92 $3.16K - $3.66K
3.82K $205K
JKHY
Henry Jack & Associates Inc

Technology
-75
- 2.14%
$171.12 - $186.18 $12.8K - $14K
3.43K $600K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-179
- 3.61%
$51.09 - $55.27 $9.15K - $9.89K
4.77K $244K
SYY
Sysco Corp

Consumer Defensive
-115
- 2.99%
$73.63 - $81.77 $8.47K - $9.4K
3.74K $285K
FDS
Factset Research Systems Inc

Financial Services
-279
- 4.8%
$449.69 - $495.72 $125K - $138K
5.54K $2.66M
ADSK
Autodesk, Inc.

Technology
-30
- 1.91%
N/A
1.54K $377K
USB
Us Bancorp \De\

Financial Services
-1.47K
- 4.77%
$43.98 - $53.66 $64.5K - $78.7K
29.2K $1.4M
Linde PLC
-25
- 3.82%
N/A
630 $0
Arcadium Lithium PLC
-3.01K
- 7.65%
N/A
36.3K $0
AZO
Autozone Inc

Consumer Cyclical
-2
- 1.11%
$2981.19 - $3370.27 $5.96K - $6.74K
178 $569K
TRV
Travelers Companies, Inc.

Financial Services
-53
- 2.0%
$225.97 - $266.66 $12K - $14.1K
2.6K $626K
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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