Telemus Capital, LLC Incresed Positions in Q4 2023

Telemus Capital, LLC

  • $1.2 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
6.69K
+ 3.8%
$32.93 - $37.28 $220K - $249K
183K $6.36M
BK
Bank Of New York Mellon Corp

Financial Services
5.13K
+ 32.95%
$41.18 - $52.22 $211K - $268K
20.7K $1.08M
TDG
Trans Digm Group Inc

Industrials
73
+ 3.79%
$812.25 - $1012.79 $59.3K - $73.9K
2K $2.02M
AVGO
Broadcom Inc.

Technology
65
+ 6.51%
$814.83 - $1147.0 $53K - $74.6K
1.06K $1.19M
SRLN
Ssga Active Trust

ETFs
8.11K
+ 124.94%
$41.29 - $41.98 $335K - $340K
14.6K $611K
PHM
Pultegroup Inc

Consumer Cyclical
84
+ 0.77%
$69.65 - $104.88 $5.85K - $8.81K
11K $1.13M
BAC
Bank Of America Corp

Financial Services
6.52K
+ 53.36%
$25.17 - $33.94 $164K - $221K
18.7K $631K
EFG
Msci Eafe Growth ETF

ETFs
2.16K
+ 27.5%
$82.53 - $96.98 $178K - $209K
10K $969K
PII
Polaris Inc.

Consumer Cyclical
3.58K
+ 66.71%
$82.47 - $102.64 $295K - $367K
8.93K $846K
AMAT
Applied Materials Inc

Technology
28
+ 0.24%
$130.11 - $164.28 $3.64K - $4.6K
11.6K $1.89M
APH
Amphenol Corp

Technology
17
+ 0.1%
$79.18 - $99.49 $1.35K - $1.69K
17.3K $1.71M
DHR
Danaher Corp

Healthcare
2.09K
+ 15.57%
$185.1 - $233.13 $386K - $486K
15.5K $3.58M
GILD
Gilead Sciences, Inc.

Healthcare
1.79K
+ 10.04%
$73.27 - $83.09 $131K - $149K
19.6K $1.59M
MPWR
Monolithic Power Systems Inc

Technology
147
+ 15.84%
$399.73 - $637.39 $58.8K - $93.7K
1.08K $678K
EOG
Eog Resources Inc

Energy
4.15K
+ 9.42%
$117.67 - $136.23 $488K - $565K
48.2K $5.83M
UBER
Uber Technologies, Inc

Technology
1.29K
+ 12.72%
$40.62 - $63.28 $52.5K - $81.8K
11.5K $705K
XLK
Technology Sector Spdr

ETFs
336
+ 5.58%
$160.19 - $193.07 $53.8K - $64.9K
6.35K $1.22M
SBUX
Starbucks Corp

Consumer Cyclical
1.57K
+ 12.05%
$89.48 - $107.21 $141K - $169K
14.6K $1.4M
VZ
Verizon Communications Inc

Communication Services
1.39K
+ 4.81%
$30.67 - $38.65 $42.7K - $53.8K
30.3K $1.14M
DLB
Dolby Laboratories, Inc.

Industrials
1.28K
+ 11.02%
$78.64 - $89.38 $101K - $115K
12.9K $1.11M
EFV
Msci Eafe Value ETF

ETFs
216
+ 0.39%
$46.57 - $52.25 $10.1K - $11.3K
55.4K $2.89M
VRSK
Verisk Analytics, Inc.

Industrials
731
+ 86.3%
$222.25 - $247.6 $162K - $181K
1.58K $376K
SNOW
Snowflake Inc.

Technology
308
+ 12.95%
$140.84 - $201.23 $43.4K - $62K
2.69K $534K
WTFC
Wintrust Financial Corp

Financial Services
795
+ 14.52%
$72.57 - $96.95 $57.7K - $77.1K
6.27K $581K
XSW
Spdr S&P Software & Services E

ETFs
687
+ 29.4%
$117.57 - $153.79 $80.8K - $106K
3.02K $454K
XOM
Exxon Mobil Corp

Energy
4.45K
+ 26.99%
$98.05 - $115.83 $437K - $516K
20.9K $2.09M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.46K
+ 46.8%
$38.13 - $48.02 $93.9K - $118K
7.72K $364K
XLB
Select Sector Spdr Fd Material

ETFs
1.42K
+ 41.84%
$74.46 - $86.21 $106K - $122K
4.81K $411K
LLY
Eli Lilly & CO

Healthcare
68
+ 3.02%
$525.19 - $619.13 $35.7K - $42.1K
2.32K $1.35M
SOXX
Ishares Semiconductor ETF

ETFs
92
+ 10.61%
$438.38 - $581.45 $40.3K - $53.5K
959 $552K
VTWO
Vanguard Russell 2000 ETF

ETFs
347
+ 3.09%
$65.62 - $82.7 $22.8K - $28.7K
11.6K $937K
CMCSA
Comcast Corp

Communication Services
3.2K
+ 17.74%
$39.15 - $44.7 $125K - $143K
21.2K $931K
OWL
Blue Owl Capital Inc.

Financial Services
3.34K
+ 7.97%
$12.21 - $15.17 $40.8K - $50.7K
45.3K $674K
ETN
Eaton Corp PLC

Industrials
42
+ 1.03%
$193.99 - $240.82 $8.15K - $10.1K
4.11K $990K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
8
+ 0.42%
$343.0 - $410.68 $2.74K - $3.29K
1.9K $772K
JCI
Johnson Controls International PLC

Industrials
1.43K
+ 24.6%
$48.1 - $57.7 $68.7K - $82.5K
7.24K $417K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.25K
+ 6.42%
$42.3 - $46.59 $52.7K - $58.1K
20.7K $958K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
24
+ 0.83%
$146.77 - $182.09 $3.52K - $4.37K
2.91K $529K
VONG
Vanguard Russell 1000 Growth E

ETFs
320
+ 4.62%
$66.09 - $78.32 $21.1K - $25.1K
7.24K $565K
TMUS
T Mobile Us, Inc.

Communication Services
30
+ 0.82%
$136.43 - $160.44 $4.09K - $4.81K
3.67K $588K
IIPR
Innovative Industrial Properties Inc

Real Estate
25
+ 0.83%
$69.99 - $103.8 $1.75K - $2.6K
3.03K $304K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
2.15K
+ 20.09%
$17.41 - $20.79 $37.4K - $44.7K
12.9K $265K
CL
Colgate Palmolive CO

Consumer Defensive
50
+ 0.66%
$68.87 - $79.71 $3.44K - $3.99K
7.58K $604K
AWK
American Water Works Company, Inc.

Utilities
272
+ 8.35%
$115.5 - $135.08 $31.4K - $36.7K
3.53K $465K
PLTR
Palantir Technologies Inc.

Technology
2.57K
+ 16.63%
$14.69 - $21.34 $37.8K - $54.9K
18K $309K
CAT
Caterpillar Inc

Industrials
39
+ 2.21%
$226.05 - $298.12 $8.82K - $11.6K
1.8K $532K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 0.13%
$775.18 - $881.7 $775 - $882
800 $702K
DTE
Dte Energy CO

Utilities
30
+ 0.81%
$94.2 - $113.32 $2.83K - $3.4K
3.74K $412K
VTV
Vanguard Value ETF

ETFs
37
+ 1.17%
$131.82 - $149.95 $4.88K - $5.55K
3.2K $478K
Activity Summary
Buys All Purchases 154 New Holdings 31 Increased Positions 123 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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