Studio Investment Management LLC Incresed Positions in Q4 2024

Studio Investment Management LLC

  • $455 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
WFC
Wells Fargo & Company

Financial Services
83
+ 0.53%
$54.98 - $77.35 $4.56K - $6.42K
15.8K $1.11M
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
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
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
BILS
Spdr Bloomberg 3 12 Month T Bi

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

ETFs
1.72K
+ 13.38%
$29.0 - $31.6 $50K - $54.5K
14.6K $426K
XLE
Energy Sector Spdr

ETFs
191
+ 43.61%
$83.32 - $97.27 $15.9K - $18.6K
629 $53K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
657
+ 35.88%
$33.77 - $44.09 $22.2K - $29K
2.49K $84K
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
BA
Boeing CO

Industrials
25
+ 50.0%
$138.14 - $180.72 $3.45K - $4.52K
75 $13K
DG
Dollar General Corp

Consumer Defensive
139
+ 16.35%
$73.27 - $84.47 $10.2K - $11.7K
989 $74K
SJM
J M Smucker CO

Consumer Defensive
44
+ 14.1%
$106.92 - $121.75 $4.7K - $5.36K
356 $39K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.56K
+ 211.88%
$26.93 - $84.95 $177K - $558K
9.66K $263K
IYY
Ishares Tr

ETFs
1
+ 0.55%
$138.14 - $149.13 $138 - $149
183 $26K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
728
+ 200.0%
$22.01 - $66.82 $16K - $48.6K
1.09K $24K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.25K
+ 200.0%
$27.54 - $83.04 $34.3K - $103K
1.87K $51K
T Rowe Price Cptl Aprctn Eqt ETF
715
+ 2.3%
N/A
31.7K $0
Te Connectivity LTD
399
+ 15.83%
N/A
2.92K $0
Dfa Us Large Cap Value ETF
21.8K
+ 21.85%
N/A
122K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
972
+ 99.9%
$25.33 - $51.16 $24.6K - $49.7K
1.95K $50K
Jacobs Solutions Inc
10
+ 0.76%
N/A
1.32K $0
Ge Healthcare Technologies Ord
3
+ 5.08%
N/A
62 $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
9.16K
+ 34.3%
N/A
35.9K $0
Ge Vernova LLC
2
+ 5.13%
N/A
41 $0
HAS
Hasbro, Inc.

Consumer Cyclical
90
+ 31.8%
$55.71 - $72.94 $5.01K - $6.56K
373 $20K
OSEA
Harbor ETF Tr Harbor Intl Comp
829
+ 6.13%
N/A
14.4K $0
Gmo U S Quality ETF
1.14K
+ 3.63%
N/A
32.6K $0
JBHT
Hunt J B Transport Services Inc

Industrials
8
+ 0.75%
$164.22 - $197.19 $1.31K - $1.58K
1.08K $183K
PTLO
Portillo'S Inc.

Consumer Cyclical
26
+ 10.4%
$8.66 - $13.88 $225 - $361
276 $2K
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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