Studio Investment Management LLC Incresed Positions in Q3 2024

Studio Investment Management LLC

  • $462 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
88.2K
+ 11.45%
$48.06 - $49.39 $4.24M - $4.36M
859K $42.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
247
+ 0.8%
$405.19 - $478.57 $100K - $118K
31.2K $14.4M
DFIC
Dimensional ETF Tr Dimensional

ETFs
25.7K
+ 4.58%
$25.36 - $28.37 $652K - $730K
587K $16.5M
DHI
Horton D R Inc

Consumer Cyclical
114
+ 0.48%
$135.21 - $197.06 $15.4K - $22.5K
23.9K $4.56M
FNDF
Schwab Fundamental Intl Large

ETFs
5.87K
+ 1.53%
$33.67 - $37.71 $197K - $221K
390K $14.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
19.3K
+ 9.96%
$25.21 - $28.46 $485K - $548K
213K $5.99M
GIS
General Mills Inc

Consumer Defensive
916
+ 1.45%
$62.5 - $75.15 $57.3K - $68.8K
63.9K $4.72M
UNH
Unitedhealth Group Inc

Healthcare
106
+ 1.32%
$488.01 - $604.18 $51.7K - $64K
8.15K $4.77M
CGCP
Capital Group Core Plus Income

ETFs
23.8K
+ 17.94%
$22.12 - $23.31 $526K - $554K
156K $3.61M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5.95K
+ 52.13%
$104.47 - $116.17 $622K - $692K
17.4K $1.88M
JNJ
Johnson & Johnson

Healthcare
428
+ 1.47%
$145.48 - $167.38 $62.3K - $71.6K
29.6K $4.79M
LNT
Alliant Energy Corp

Utilities
651
+ 1.47%
$50.74 - $60.74 $33K - $39.5K
45.1K $2.73M
ITW
Illinois Tool Works Inc

Industrials
459
+ 3.39%
$233.14 - $263.97 $107K - $121K
14K $3.67M
VIG
Vanguard Dividend Appreciation

ETFs
2.61K
+ 1.89%
$182.15 - $182.15 $475K - $475K
140K $25.6M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.09K
+ 9.87%
$98.97 - $99.59 $405K - $408K
45.6K $4.54M
CNQ
Canadian Natural Resources LTD

Energy
12.9K
+ 160.07%
$31.97 - $37.41 $413K - $483K
21K $697K
NOC
Northrop Grumman Corp

Industrials
13
+ 0.3%
$423.73 - $533.14 $5.51K - $6.93K
4.37K $2.31M
PG
Procter & Gamble CO

Consumer Defensive
137
+ 0.33%
$160.76 - $177.82 $22K - $24.4K
42.1K $7.29M
SBUX
Starbucks Corp

Consumer Cyclical
1.37K
+ 13.6%
$72.51 - $98.6 $99.1K - $135K
11.4K $1.11M
LOW
Lowes Companies Inc

Consumer Cyclical
265
+ 6.47%
$213.3 - $270.78 $56.5K - $71.8K
4.36K $1.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.67K
+ 45.45%
$105.53 - $118.34 $176K - $198K
5.34K $624K
SCHO
Schwab Short Term Us Treasury

ETFs
3K
+ 3.3%
$47.93 - $49.06 $144K - $147K
94K $4.6M
DUK
Duke Energy Corp

Utilities
80
+ 0.59%
$99.35 - $117.71 $7.95K - $9.42K
13.6K $1.57M
DFIV
Dimensional ETF Tr

ETFs
4.96K
+ 62.82%
$34.66 - $38.38 $172K - $190K
12.8K $489K
CBRE
Cbre Group, Inc.

Real Estate
52
+ 0.94%
$85.97 - $124.48 $4.47K - $6.47K
5.6K $696K
MDT
Medtronic PLC

Healthcare
1.09K
+ 11.71%
$76.84 - $91.03 $83.4K - $98.8K
10.4K $931K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.8K
+ 8.94%
$51.0 - $57.07 $91.7K - $103K
21.9K $1.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.71K
+ 7.52%
$41.9 - $48.26 $71.6K - $82.5K
24.5K $1.17M
DFAI
Dimensional ETF Tr

ETFs
4.9K
+ 61.41%
$28.69 - $32.06 $141K - $157K
12.9K $409K
GQRE
Flexshares Tr Global Quality R

ETFs
162
+ 0.83%
$54.18 - $62.97 $8.78K - $10.2K
19.6K $1.22M
PDN
Invesco Fd Tr

ETFs
2.02K
+ 6.49%
$31.75 - $35.44 $64K - $71.4K
33.1K $1.16M
PAYX
Paychex Inc

Industrials
60
+ 0.65%
$116.17 - $135.19 $6.97K - $8.11K
9.26K $1.24M
PEP
Pepsico Inc

Consumer Defensive
264
+ 1.64%
$161.9 - $179.3 $42.7K - $47.3K
16.4K $2.78M
HON
Honeywell International Inc

Industrials
1.24K
+ 5.92%
$196.73 - $220.21 $244K - $273K
22.2K $4.58M
ZBRA
Zebra Technologies Corp

Technology
22
+ 1.43%
$306.21 - $371.02 $6.74K - $8.16K
1.56K $579K
AVGO
Broadcom Inc.

Technology
21.1K
+ 854.22%
$136.27 - $1745.86 $2.88M - $36.9M
23.6K $4.07M
MMM
3 M CO

Industrials
115
+ 4.61%
$99.69 - $139.42 $11.5K - $16K
2.61K $356K
BRO
Brown & Brown, Inc.

Financial Services
96
+ 1.5%
$89.11 - $105.82 $8.55K - $10.2K
6.51K $674K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.52K
+ 687.78%
$57.32 - $62.65 $87.1K - $95.2K
1.74K $108K
ACN
Accenture PLC

Technology
45
+ 3.13%
$295.44 - $355.81 $13.3K - $16K
1.48K $524K
ABT
Abbott Laboratories

Healthcare
172
+ 2.51%
$100.07 - $118.13 $17.2K - $20.3K
7.02K $799K
BK
Bank Of New York Mellon Corp

Financial Services
134
+ 2.06%
$59.54 - $72.17 $7.98K - $9.67K
6.64K $476K
LMT
Lockheed Martin Corp

Industrials
7
+ 1.0%
$460.3 - $584.56 $3.22K - $4.09K
707 $413K
MIDD
Middleby Corp

Industrials
175
+ 5.21%
$119.13 - $144.82 $20.8K - $25.3K
3.53K $491K
HSY
Hershey CO

Consumer Defensive
314
+ 17.81%
$182.45 - $203.25 $57.3K - $63.8K
2.08K $398K
NTRS
Northern Trust Corp

Financial Services
269
+ 3.66%
$82.48 - $92.62 $22.2K - $24.9K
7.63K $686K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.07K
+ 54.77%
$26.06 - $29.18 $54K - $60.4K
5.85K $170K
BDX
Becton Dickinson & CO

Healthcare
119
+ 2.17%
$221.47 - $242.41 $26.4K - $28.8K
5.61K $1.35M
TMO
Thermo Fisher Scientific Inc.

Healthcare
26
+ 3.39%
$531.86 - $624.21 $13.8K - $16.2K
794 $491K
Activity Summary
Buys All Purchases 150 New Holdings 29 Increased Positions 121 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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