Stonebrook Private Inc. Incresed Positions in Q4 2024

Stonebrook Private Inc.

  • $382 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
47
+ 5.35%
$521.84 - $558.82 $24.5K - $26.3K
926 $499M
ISRG
Intuitive Surgical Inc

Healthcare
35
+ 7.66%
$471.27 - $550.62 $16.5K - $19.3K
492 $257M
PM
Philip Morris International Inc.

Consumer Defensive
236
+ 8.65%
$118.38 - $133.06 $27.9K - $31.4K
2.96K $357M
SPGI
S&P Global Inc.

Financial Services
117
+ 5.99%
$480.36 - $529.17 $56.2K - $61.9K
2.07K $1.03B
VTI
Vanguard Total Stock Market Et

ETFs
56
+ 7.72%
$280.04 - $302.45 $15.7K - $16.9K
781 $226M
FISI
Financial Institutions Inc

Financial Services
102
+ 1.19%
$23.84 - $28.92 $2.43K - $2.95K
8.67K $237M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.24%
$571.78 - $647.97 $572 - $648
422 $262M
IBM
International Business Machines Corp

Technology
72
+ 5.05%
$204.9 - $238.04 $14.8K - $17.1K
1.5K $329M
FDX
Fedex Corp

Industrials
28
+ 3.77%
$260.5 - $305.15 $7.29K - $8.54K
771 $217M
ACN
Accenture PLC

Technology
33
+ 3.08%
$343.9 - $376.86 $11.3K - $12.4K
1.1K $388M
RTX
Raytheon Technologies Corp

Industrials
148
+ 7.82%
$114.45 - $127.21 $16.9K - $18.8K
2.04K $236M
AVUS
American Centy ETF Tr Avantis

ETFs
1
+ 0.04%
$94.36 - $102.06 $94.4 - $102
2.57K $249M
PGR
Progressive Corp

Financial Services
80
+ 7.49%
$239.6 - $268.88 $19.2K - $21.5K
1.15K $275M
SYK
Stryker Corp

Healthcare
6
+ 0.39%
$345.14 - $392.15 $2.07K - $2.35K
1.54K $554M
CVX
Chevron Corp

Energy
45
+ 1.39%
$141.15 - $162.53 $6.35K - $7.31K
3.28K $475M
ABT
Abbott Laboratories

Healthcare
17
+ 0.45%
$111.93 - $119.39 $1.9K - $2.03K
3.83K $433M
FIS
Fidelity National Information Services, Inc.

Technology
832
+ 3.55%
$80.14 - $90.95 $66.7K - $75.7K
24.3K $1.96B
COP
Conocophillips

Energy
98
+ 3.52%
$95.12 - $114.72 $9.32K - $11.2K
2.89K $286M
CAT
Caterpillar Inc

Industrials
51
+ 5.08%
$360.37 - $416.88 $18.4K - $21.3K
1.05K $382M
XOM
Exxon Mobil Corp

Energy
489
+ 7.47%
$105.51 - $125.37 $51.6K - $61.3K
7.04K $757M
UPS
United Parcel Service Inc

Industrials
117
+ 4.67%
$122.65 - $138.35 $14.4K - $16.2K
2.62K $331M
Linde PLC
27
+ 5.4%
N/A
527 $221M
GE
General Electric CO

Industrials
68
+ 4.38%
$159.95 - $194.23 $10.9K - $13.2K
1.62K $270M
ABBV
Abb Vie Inc.

Healthcare
200
+ 6.51%
$164.99 - $203.87 $33K - $40.8K
3.27K $581M
LOW
Lowes Companies Inc

Consumer Cyclical
38
+ 2.59%
$244.52 - $284.07 $9.29K - $10.8K
1.5K $371M
ECL
Ecolab Inc.

Basic Materials
8
+ 0.58%
$234.32 - $261.43 $1.87K - $2.09K
1.4K $327M
DTE
Dte Energy CO

Utilities
9
+ 0.23%
$117.04 - $129.77 $1.05K - $1.17K
3.85K $465M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
202
+ 3.37%
$53.86 - $60.27 $10.9K - $12.2K
6.19K $334M
SBUX
Starbucks Corp

Consumer Cyclical
65
+ 0.95%
$87.44 - $102.5 $5.68K - $6.66K
6.9K $630M
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
8
+ 0.02%
$10.27 - $11.25 $82.2 - $90
49.7K $514M
MDLZ
Mondelez International, Inc.

Consumer Defensive
201
+ 5.36%
$59.25 - $72.99 $11.9K - $14.7K
3.95K $236M
CGXU
Capital Group Intl Focus Equit

ETFs
138
+ 0.66%
$24.67 - $26.94 $3.4K - $3.72K
20.9K $516M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.8K
+ 193.96%
$26.93 - $84.95 $560K - $1.77M
31.5K $861M
TT
Trane Technologies PLC

Industrials
132
+ 2.47%
$369.35 - $419.14 $48.8K - $55.3K
5.48K $2.02B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
692
+ 0.55%
$40.26 - $42.88 $27.9K - $29.7K
126K $5.09B
APD
Air Products & Chemicals, Inc.

Basic Materials
24
+ 0.26%
$285.5 - $335.62 $6.85K - $8.05K
9.29K $2.69B
KO
Coca Cola CO

Consumer Defensive
519
+ 4.37%
$61.74 - $71.71 $32K - $37.2K
12.4K $771M
QUAL
Ishares Msci Usa Quality Facto

ETFs
303
+ 0.26%
$176.42 - $186.91 $53.5K - $56.6K
119K $21.2B
NEE
Nextera Energy Inc

Utilities
1.58K
+ 9.68%
$69.77 - $85.43 $110K - $135K
17.9K $1.28B
UNH
Unitedhealth Group Inc

Healthcare
618
+ 11.33%
$485.52 - $625.25 $300K - $386K
6.07K $3.07B
IEFA
Ishares Tr

ETFs
103
+ 0.62%
$70.06 - $77.43 $7.22K - $7.98K
16.6K $1.17B
ITW
Illinois Tool Works Inc

Industrials
16
+ 0.09%
$253.56 - $278.5 $4.06K - $4.46K
18.6K $4.71B
VZ
Verizon Communications Inc

Communication Services
1.53K
+ 3.39%
$39.6 - $45.21 $60.6K - $69.2K
46.7K $1.87B
LLY
Eli Lilly & CO

Healthcare
56
+ 1.99%
$727.2 - $932.06 $40.7K - $52.2K
2.86K $2.21B
MSFT
Microsoft Corp

Technology
49
+ 0.12%
$406.35 - $454.46 $19.9K - $22.3K
39.8K $16.8B
EFG
Msci Eafe Growth ETF

ETFs
12.1K
+ 8.39%
$96.83 - $106.88 $1.17M - $1.29M
156K $15.1B
Activity Summary
Buys All Purchases 118 New Holdings 21 Increased Positions 97 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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