Strategic Blueprint, LLC Incresed Positions in Q4 2024

Strategic Blueprint, LLC

  • $1.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.65K
+ 7.56%
$34.13 - $37.35 $56.3K - $61.6K
23.4K $800K
DKNG
Draft Kings Inc.

Consumer Cyclical
5
+ 0.06%
$35.32 - $44.84 $177 - $224
9.05K $336K
VEA
Vanguard Ftse Developed Market

ETFs
1.55K
+ 7.99%
$47.57 - $52.44 $73.8K - $81.3K
21K $1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
42.5K
+ 106.43%
$22.63 - $47.53 $961K - $2.02M
82.4K $1.87M
CI
Cigna Corp

Healthcare
72
+ 9.82%
$265.59 - $358.58 $19.1K - $25.8K
805 $222K
CEG
Constellation Energy Corp

Utilities
297
+ 9.92%
$224.28 - $285.52 $66.6K - $84.8K
3.29K $740K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 0.26%
$209.89 - $233.24 $2.1K - $2.33K
3.93K $834K
AMAT
Applied Materials Inc

Technology
317
+ 13.71%
$161.44 - $213.89 $51.2K - $67.8K
2.63K $427K
IRM
Iron Mountain Inc

Real Estate
78
+ 2.1%
$101.62 - $128.14 $7.93K - $9.99K
3.8K $399K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
123
+ 0.96%
$96.64 - $101.23 $11.9K - $12.5K
13K $1.26M
MDT
Medtronic PLC

Healthcare
414
+ 5.06%
$79.61 - $92.24 $33K - $38.2K
8.59K $686K
VZ
Verizon Communications Inc

Communication Services
3K
+ 8.63%
$39.6 - $45.21 $119K - $136K
37.7K $1.51M
MCD
Mcdonalds Corp

Consumer Cyclical
44
+ 0.98%
$288.47 - $316.54 $12.7K - $13.9K
4.52K $1.31M
FVD
First Tr Value Line Divid Inde

ETFs
1.23K
+ 2.1%
$43.4 - $46.7 $53.5K - $57.6K
60.1K $2.62M
ED
Consolidated Edison Inc

Utilities
15
+ 0.4%
$88.87 - $107.38 $1.33K - $1.61K
3.8K $338K
FIW
First Trust Water ETF

ETFs
1.03K
+ 4.3%
$102.02 - $110.91 $105K - $114K
25K $2.55M
NEE
Nextera Energy Inc

Utilities
131
+ 1.96%
$69.77 - $85.43 $9.14K - $11.2K
6.82K $488K
TMO
Thermo Fisher Scientific Inc.

Healthcare
92
+ 7.21%
$501.29 - $612.85 $46.1K - $56.4K
1.37K $711K
MDLZ
Mondelez International, Inc.

Consumer Defensive
577
+ 7.12%
$59.25 - $72.99 $34.2K - $42.1K
8.68K $518K
DUK
Duke Energy Corp

Utilities
632
+ 3.14%
$105.76 - $120.76 $66.8K - $76.3K
20.7K $2.23M
PFE
Pfizer Inc

Healthcare
942
+ 2.04%
$24.8 - $30.19 $23.4K - $28.4K
47.2K $1.25M
EFG
Msci Eafe Growth ETF

ETFs
19K
+ 10.65%
$96.83 - $106.88 $1.84M - $2.03M
197K $19.1M
ZTS
Zoetis Inc.

Healthcare
22
+ 0.73%
$162.24 - $194.42 $3.57K - $4.28K
3.04K $494K
VNQ
Vanguard Specialized Funds Van

ETFs
168
+ 1.2%
$87.85 - $98.6 $14.8K - $16.6K
14.1K $1.26M
SO
Southern CO

Utilities
212
+ 1.36%
$81.5 - $94.15 $17.3K - $20K
15.8K $1.3M
EMB
Ishares Tr

ETFs
331
+ 1.1%
$88.94 - $93.46 $29.4K - $30.9K
30.3K $2.7M
AVES
American Centy ETF Tr Avantis

ETFs
2.9K
+ 7.06%
$46.2 - $53.09 $134K - $154K
44K $2.03M
KO
Coca Cola CO

Consumer Defensive
942
+ 4.11%
$61.74 - $71.71 $58.2K - $67.6K
23.9K $1.49M
PG
Procter & Gamble CO

Consumer Defensive
917
+ 1.59%
$161.05 - $179.7 $148K - $165K
58.7K $9.85M
ABBV
Abb Vie Inc.

Healthcare
179
+ 1.77%
$164.99 - $203.87 $29.5K - $36.5K
10.3K $1.83M
IEFA
Ishares Tr

ETFs
1.01K
+ 3.25%
$70.06 - $77.43 $70.4K - $77.8K
31.9K $2.24M
XLV
Select Sector Spdr Fund Health

ETFs
515
+ 3.49%
$136.28 - $154.74 $70.2K - $79.7K
15.3K $2.1M
AVEM
American Centy ETF Tr Avantis

ETFs
1.69K
+ 3.39%
$58.59 - $66.14 $98.8K - $112K
51.4K $3.02M
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 2.58%
$1666.0 - $2117.3 $28.3K - $36K
675 $1.15M
PEP
Pepsico Inc

Consumer Defensive
391
+ 2.6%
$151.29 - $176.1 $59.2K - $68.9K
15.4K $2.35M
SHW
Sherwin Williams CO

Basic Materials
61
+ 1.05%
$338.75 - $399.71 $20.7K - $24.4K
5.89K $2M
LMT
Lockheed Martin Corp

Industrials
44
+ 1.63%
$479.66 - $614.62 $21.1K - $27K
2.74K $1.33M
EFV
Msci Eafe Value ETF

ETFs
27.5K
+ 8.18%
$51.78 - $57.15 $1.42M - $1.57M
363K $19.1M
JNJ
Johnson & Johnson

Healthcare
16
+ 0.1%
$143.34 - $165.86 $2.29K - $2.65K
16.4K $2.37M
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.21%
$485.52 - $625.25 $3.88K - $5K
3.85K $1.95M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.95K
+ 35.28%
$25.74 - $53.78 $153K - $320K
22.8K $588K
AMGN
Amgen Inc

Healthcare
136
+ 2.25%
$258.78 - $328.31 $35.2K - $44.7K
6.19K $1.61M
AVRE
American Centy ETF Tr Avantis
5.36K
+ 4.81%
$41.03 - $46.91 $220K - $251K
117K $4.9M
AVDV
American Centy ETF Tr Avantis

ETFs
3.84K
+ 3.44%
$63.85 - $70.4 $245K - $270K
115K $7.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
21K
+ 7.65%
$55.45 - $61.08 $1.16M - $1.28M
296K $16.4M
SCHO
Schwab Short Term Us Treasury

ETFs
30K
+ 65.96%
$24.06 - $48.88 $721K - $1.46M
75.4K $1.81M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.72K
+ 3.3%
$37.12 - $41.23 $175K - $195K
148K $5.49M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
321K
+ 198.2%
$26.93 - $84.95 $8.65M - $27.3M
483K $13.2M
XOM
Exxon Mobil Corp

Energy
509
+ 0.61%
$105.51 - $125.37 $53.7K - $63.8K
83.6K $9M
Activity Summary
Buys All Purchases 372 New Holdings 70 Increased Positions 302 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 11 Puts 1
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