Studio Investment Management LLC Purchases in Q4 2024

Studio Investment Management LLC

  • $455 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
168K
New
$46.75 - $47.8 $7.88M - $8.05M
168K $7.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
175K
+ 20.39%
$48.33 - $49.08 $8.47M - $8.6M
1.03M $50.1M
VGSH
Vanguard

ETFs
62.6K
+ 51.41%
$58.02 - $58.88 $3.63M - $3.69M
184K $10.7M
SCHR
Schwab Intermediate Term Us Tr

ETFs
29.1K
New
$24.19 - $50.58 $705K - $1.47M
29.1K $708K
DIS
Walt Disney CO

Communication Services
24
+ 0.09%
$92.39 - $117.6 $2.22K - $2.82K
26.1K $2.91M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.56K
+ 29.94%
$54.54 - $61.04 $358K - $400K
28.5K $1.59M
VV
Vanguard Large Cap ETF

ETFs
1.35K
New
$260.27 - $280.65 $351K - $379K
1.35K $364K
CGCP
Capital Group Core Plus Income

ETFs
22.3K
+ 14.28%
$22.13 - $23.17 $494K - $517K
179K $3.96M
VIG
Vanguard Dividend Appreciation

ETFs
1.83K
+ 1.3%
N/A
142K $25.9M
CLX
Clorox CO

Consumer Defensive
1.74K
+ 67.73%
$156.51 - $169.74 $272K - $295K
4.31K $699K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.77K
+ 1035.07%
$75.1 - $82.99 $208K - $230K
3.04K $230K
VTI
Vanguard Total Stock Market Et

ETFs
262
+ 1.62%
$280.04 - $302.45 $73.4K - $79.2K
16.5K $4.78M
BDX
Becton Dickinson & CO

Healthcare
1.06K
+ 18.95%
$220.02 - $243.75 $234K - $259K
6.68K $1.52M
HSY
Hershey CO

Consumer Defensive
1.1K
+ 52.77%
$168.67 - $193.65 $185K - $212K
3.17K $537K
CACI
Caci International Inc

Technology
306
+ 22.43%
N/A
1.67K $714K
VONE
Vanguard Russell 1000 ETF

ETFs
58
+ 0.37%
$257.18 - $277.76 $14.9K - $16.1K
15.7K $4.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
172
+ 18.96%
$521.84 - $558.82 $89.8K - $96.1K
1.08K $581K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.41K
New
$63.58 - $71.15 $89.8K - $100K
1.41K $91K
PAYX
Paychex Inc

Industrials
91
+ 0.98%
$135.86 - $148.73 $12.4K - $13.5K
9.36K $1.31M
AAP
Advance Auto Parts Inc

Consumer Cyclical
350
+ 6.72%
$35.69 - $47.44 $12.5K - $16.6K
5.56K $262K
OTTR
Otter Tail Corp

Utilities
680
New
$73.59 - $85.52 $50K - $58.2K
680 $50K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
696
+ 1.53%
$99.0 - $99.5 $68.9K - $69.3K
46.3K $4.59M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.28K
New
$30.18 - $33.87 $38.6K - $43.3K
1.28K $39K
COIN
Coinbase Global, Inc.

Technology
154
New
$163.17 - $343.62 $25.1K - $52.9K
154 $38K
GLDM
World Gold Trust

ETFs
700
New
$50.76 - $55.23 $35.5K - $38.7K
700 $36K
VB
Vanguard Small Cap ETF

ETFs
151
New
$233.76 - $261.58 $35.3K - $39.5K
151 $36K
CNC
Centene Corp

Healthcare
520
New
$56.71 - $73.94 $29.5K - $38.4K
520 $31K
DFIV
Dimensional ETF Tr

ETFs
1.74K
+ 13.58%
$34.86 - $37.97 $60.8K - $66.2K
14.6K $517K
FNDX
Schwab Fundamental U S Large C

ETFs
17K
+ 217.58%
$23.49 - $71.77 $400K - $1.22M
24.9K $588K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
56
+ 0.24%
$89.88 - $101.38 $5.03K - $5.68K
23K $2.14M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
591
+ 3.4%
$101.77 - $113.02 $60.1K - $66.8K
18K $1.9M
TBI
True Blue, Inc.

Industrials
1.72K
New
N/A
1.72K $21K
AVDV
American Centy ETF Tr Avantis

ETFs
325
New
$63.85 - $70.4 $20.8K - $22.9K
325 $21K
ABT
Abbott Laboratories

Healthcare
232
+ 3.31%
$111.93 - $119.39 $26K - $27.7K
7.25K $819K
TDY
Teledyne Technologies Inc

Technology
27
+ 10.07%
$436.59 - $489.24 $11.8K - $13.2K
295 $136K
SO
Southern CO

Utilities
211
New
$81.5 - $94.15 $17.2K - $19.9K
211 $17K
DFAI
Dimensional ETF Tr

ETFs
1.72K
+ 13.38%
$29.0 - $31.6 $50K - $54.5K
14.6K $426K
PEAK
Healthpeak Properties, Inc.

Real Estate
879
New
N/A
879 $16K
XLE
Energy Sector Spdr

ETFs
191
+ 43.61%
$83.32 - $97.27 $15.9K - $18.6K
629 $53K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
250
New
$55.73 - $66.16 $13.9K - $16.5K
250 $15K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
657
+ 35.88%
$33.77 - $44.09 $22.2K - $29K
2.49K $84K
DLTR
Dollar Tree, Inc.

Consumer Defensive
138
New
$61.21 - $76.19 $8.45K - $10.5K
138 $10K
ZUMZ
Zumiez Inc

Consumer Cyclical
623
+ 77.3%
$18.72 - $23.35 $11.7K - $14.5K
1.43K $27K
MLKN
Millerknoll, Inc.

Consumer Cyclical
495
+ 29.93%
$22.03 - $25.89 $10.9K - $12.8K
2.15K $48K
KMX
Carmax Inc

Consumer Cyclical
62
+ 13.9%
$71.11 - $87.2 $4.41K - $5.41K
508 $41K
HTGC
Hercules Capital, Inc.

Financial Services
313
New
$18.53 - $20.22 $5.8K - $6.33K
313 $6K
ARCC
Ares Capital Corp

Financial Services
300
New
$20.74 - $22.27 $6.22K - $6.68K
300 $6K
BA
Boeing CO

Industrials
25
+ 50.0%
$138.14 - $180.72 $3.45K - $4.52K
75 $13K
VST
Vistra Corp.

Utilities
50
New
$115.74 - $166.61 $5.79K - $8.33K
50 $6K
Activity Summary
Buys All Purchases 141 New Holdings 57 Increased Positions 84 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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