Tag Stone Capital, Inc. Purchases in Q4 2024

Tag Stone Capital, Inc.

  • $199 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
33.1K
+ 238.34%
$50.35 - $50.69 $1.67M - $1.68M
47K $2.37M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22.2K
+ 17.48%
$77.86 - $79.27 $1.73M - $1.76M
149K $11.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.91K
+ 198.69%
$100.24 - $101.35 $793K - $802K
11.9K $1.2M
SPYG
Spdr Portfolio

ETFs
1.83K
+ 1.65%
$81.74 - $91.38 $150K - $167K
113K $9.91M
GOOGL
Alphabet Inc.

Communication Services
212
+ 1.05%
$161.86 - $196.66 $34.3K - $41.7K
20.4K $3.86M
NVDA
Nvidia Corp

Technology
2.23K
+ 14.76%
$117.0 - $148.88 $261K - $332K
17.4K $2.33M
IWP
Ishares Russell Mid Cap Growth

ETFs
524
+ 1.26%
$116.4 - $138.52 $61K - $72.6K
42.2K $5.35M
AAPL
Apple Inc.

Technology
1.45K
+ 39.95%
$221.69 - $259.02 $320K - $374K
5.06K $1.27M
AXP
American Express CO

Financial Services
108
+ 1.15%
$267.35 - $305.57 $28.9K - $33K
9.46K $2.81M
TFC
Truist Financial Corp

Financial Services
5.73K
New
$41.51 - $48.1 $238K - $275K
5.73K $248K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.94K
+ 49.55%
$46.75 - $47.8 $231K - $236K
14.9K $699K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.12%
$873.59 - $994.69 $6.12K - $6.96K
5.91K $5.41M
VTV
Vanguard Value ETF

ETFs
1.44K
+ 11.26%
$168.32 - $181.87 $243K - $262K
14.3K $2.41M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.25K
+ 2.46%
$54.54 - $61.04 $123K - $137K
93.8K $5.22M
JPM
Jpmorgan Chase & CO

Financial Services
123
+ 4.64%
$205.18 - $250.29 $25.2K - $30.8K
2.77K $664K
V
Visa Inc.

Financial Services
15
+ 0.62%
$273.87 - $320.91 $4.11K - $4.81K
2.44K $771K
BAC
Bank Of America Corp

Financial Services
227
+ 1.16%
$39.22 - $47.77 $8.9K - $10.8K
19.8K $870K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.39K
+ 7.94%
$89.9 - $100.66 $125K - $140K
18.8K $1.7M
ESAB
Esab Corp

Industrials
4
+ 0.08%
$102.05 - $135.08 $408 - $540
5.25K $631K
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.93K
+ 21.61%
$22.72 - $25.76 $135K - $153K
33.4K $776K
SCHW
Schwab Charles Corp

Financial Services
146
+ 2.19%
$63.31 - $82.85 $9.24K - $12.1K
6.8K $503K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.11%
$370.24 - $418.94 $1.11K - $1.26K
2.66K $1.07M
TJX
Tjx Companies Inc

Consumer Cyclical
57
+ 0.3%
$112.15 - $127.2 $6.39K - $7.25K
19.2K $2.32M
KKR
Kkr & Co. Inc.

Financial Services
5
+ 0.13%
$129.87 - $162.87 $649 - $814
3.78K $558K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
245
+ 0.56%
$84.34 - $95.14 $20.7K - $23.3K
44.4K $3.87M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.23K
+ 20.41%
$25.61 - $28.0 $57.2K - $62.5K
13.2K $340K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
37
+ 0.6%
$76.53 - $94.19 $2.83K - $3.49K
6.16K $525K
MSFT
Microsoft Corp

Technology
71
+ 5.45%
$406.35 - $454.46 $28.9K - $32.3K
1.37K $579K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.09%
$554.08 - $632.68 $554 - $633
1.06K $624K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
42
+ 0.51%
$121.89 - $135.52 $5.12K - $5.69K
8.2K $1.02M
LRGF
Ishares Tr

ETFs
30
+ 0.34%
$58.25 - $63.26 $1.75K - $1.9K
8.8K $531K
IEMG
Ishares Inc

ETFs
276
+ 1.4%
N/A
20.1K $1.08M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
54
+ 0.58%
$78.43 - $87.17 $4.24K - $4.71K
9.38K $751K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5
+ 0.14%
$72.18 - $81.41 $361 - $407
3.66K $276K
IJS
Ishares S&P Smallcap 600 Value

ETFs
31
+ 0.49%
$104.59 - $118.05 $3.24K - $3.66K
6.35K $689K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.14%
$119.61 - $136.3 $359 - $409
2.1K $258K
VIG
Vanguard Dividend Appreciation

ETFs
43
+ 0.86%
N/A
5.07K $923K
IBM
International Business Machines Corp

Technology
30
+ 2.61%
$204.9 - $238.04 $6.15K - $7.14K
1.18K $259K
IWM
Ishares Russell 2000 ETF

ETFs
7
+ 0.24%
$216.13 - $242.4 $1.51K - $1.7K
2.89K $639K
VTWO
Vanguard Russell 2000 ETF

ETFs
30
+ 0.37%
$87.42 - $98.06 $2.62K - $2.94K
8.12K $725K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
151
+ 2.33%
$36.54 - $37.53 $5.52K - $5.67K
6.64K $244K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
67
+ 1.4%
$51.54 - $52.55 $3.45K - $3.52K
4.85K $250K
SUB
Ishares Short Term National Mu

ETFs
23
+ 0.39%
$104.94 - $106.2 $2.41K - $2.44K
5.89K $620K
JEPI
J P Morgan Exchange Traded Fd

ETFs
123
+ 1.99%
$57.53 - $60.83 $7.08K - $7.48K
6.31K $363K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
763
+ 1.55%
$40.38 - $44.35 $30.8K - $33.8K
49.9K $2.04M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
45
+ 1.29%
$74.5 - $78.37 $3.35K - $3.53K
3.54K $264K
CB
Chubb LTD

Financial Services
5
+ 0.51%
$271.57 - $301.89 $1.36K - $1.51K
980 $270K
VOE
Vanguard Mid Cap Value Index F

ETFs
850
+ 3.2%
$160.89 - $176.18 $137K - $150K
27.4K $4.43M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
13
+ 0.25%
$134.53 - $150.65 $1.75K - $1.96K
5.32K $719K
Activity Summary
Buys All Purchases 67 New Holdings 2 Increased Positions 65 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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