Tlwm Purchases in Q4 2024

Tlwm

  • $503 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
79.9K
New
$220.26 - $241.44 $17.6M - $19.3M
79.9K $18.6M
KBE
Spdr S&P Bank ETF

ETFs
322K
New
$51.33 - $62.76 $16.5M - $20.2M
322K $17.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.57K
+ 0.91%
$567.81 - $607.81 $891K - $954K
173K $102M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
133K
+ 12.9%
$20.6 - $20.71 $2.74M - $2.76M
1.16M $24M
IWV
Ishares Russell 3000 ETF

ETFs
1.62K
+ 0.55%
$323.08 - $349.08 $524K - $567K
294K $98.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
116K
+ 8.26%
$19.38 - $19.58 $2.25M - $2.28M
1.52M $29.6M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
116K
+ 11.62%
$19.42 - $19.76 $2.25M - $2.29M
1.11M $21.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
105K
+ 8.59%
$20.08 - $20.61 $2.1M - $2.16M
1.32M $26.6M
BSCU
Invesco Exc Self Ind Tr

ETFs
137K
+ 9.3%
$16.32 - $16.99 $2.23M - $2.32M
1.61M $26.3M
TSLA
Tesla, Inc.

Consumer Cyclical
86
+ 1.05%
$213.65 - $479.86 $18.4K - $41.3K
8.31K $3.35M
EVR
Evercore Inc.

Financial Services
3.57K
New
$247.66 - $315.67 $885K - $1.13M
3.57K $990K
CRM
Salesforce, Inc.

Technology
272
+ 4.24%
$270.87 - $367.87 $73.7K - $100K
6.69K $2.24M
AMZN
Amazon Com Inc

Consumer Cyclical
292
+ 2.41%
$180.88 - $232.93 $52.8K - $68K
12.4K $2.72M
MRVL
Marvell Technology, Inc.

Technology
507
+ 6.0%
$70.31 - $124.78 $35.6K - $63.3K
8.96K $989K
MS
Morgan Stanley

Financial Services
584
+ 4.48%
$104.42 - $134.99 $61K - $78.8K
13.6K $1.71M
GOOGL
Alphabet Inc.

Communication Services
297
+ 2.59%
$161.86 - $196.66 $48.1K - $58.4K
11.8K $2.23M
JPM
Jpmorgan Chase & CO

Financial Services
368
+ 4.65%
$205.18 - $250.29 $75.5K - $92.1K
8.29K $1.99M
AAPL
Apple Inc.

Technology
310
+ 2.45%
$221.69 - $259.02 $68.7K - $80.3K
13K $3.25M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
12K
+ 107.53%
$22.83 - $23.36 $273K - $280K
23.1K $529K
SPMD
Spdr Portfolio

ETFs
4.71K
+ 1.35%
$54.13 - $59.56 $255K - $280K
354K $19.3M
V
Visa Inc.

Financial Services
146
+ 2.83%
$273.87 - $320.91 $40K - $46.9K
5.31K $1.68M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.68K
+ 20.61%
$91.29 - $91.8 $245K - $246K
15.7K $1.44M
BAC
Bank Of America Corp

Financial Services
1.32K
+ 3.78%
$39.22 - $47.77 $51.6K - $62.8K
36.1K $1.59M
SCHW
Schwab Charles Corp

Financial Services
695
+ 4.41%
$63.31 - $82.85 $44K - $57.6K
16.5K $1.22M
NVDA
Nvidia Corp

Technology
301
+ 2.97%
$117.0 - $148.88 $35.2K - $44.8K
10.4K $1.4M
CRS
Carpenter Technology Corp

Industrials
445
+ 4.66%
$149.5 - $196.14 $66.5K - $87.3K
9.99K $1.69M
HON
Honeywell International Inc

Industrials
163
+ 2.92%
$202.84 - $236.0 $33.1K - $38.5K
5.75K $1.3M
BSX
Boston Scientific Corp

Healthcare
531
+ 3.92%
$83.62 - $91.5 $44.4K - $48.6K
14.1K $1.26M
META
Meta Platforms, Inc.

Communication Services
78
+ 1.92%
$554.08 - $632.68 $43.2K - $49.3K
4.14K $2.44M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.31K
+ 22.95%
$17.93 - $18.8 $95.1K - $99.7K
28.4K $517K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
240
+ 9.74%
$442.29 - $483.08 $106K - $116K
2.7K $1.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
120
+ 6.62%
$521.84 - $558.82 $62.6K - $67.1K
1.93K $1.04M
ZS
Zscaler, Inc.

Technology
206
+ 4.71%
$166.99 - $211.99 $34.4K - $43.7K
4.58K $826K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.11K
+ 8.92%
N/A
37.9K $900K
RSG
Republic Services, Inc.

Industrials
332
+ 4.65%
$198.0 - $218.75 $65.7K - $72.6K
7.47K $1.5M
MSFT
Microsoft Corp

Technology
266
+ 4.73%
$406.35 - $454.46 $108K - $121K
5.89K $2.48M
GOOG
Alphabet Inc.

Communication Services
20
+ 1.3%
$163.08 - $198.16 $3.26K - $3.96K
1.56K $296K
CVX
Chevron Corp

Energy
379
+ 4.2%
$141.15 - $162.53 $53.5K - $61.6K
9.4K $1.36M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
54
+ 0.38%
$66.77 - $71.52 $3.61K - $3.86K
14.3K $985K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
56
+ 0.41%
$69.3 - $74.3 $3.88K - $4.16K
13.6K $971K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.5K
+ 201.61%
$22.01 - $66.82 $407K - $1.24M
27.7K $627K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
459
+ 2.17%
$24.45 - $24.62 $11.2K - $11.3K
21.6K $528K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
534
+ 2.45%
$23.48 - $23.73 $12.5K - $12.7K
22.3K $526K
NICE
Nice Ltd.

Technology
134
+ 3.96%
$164.71 - $199.17 $22.1K - $26.7K
3.51K $596K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
436
+ 2.0%
$23.55 - $23.9 $10.3K - $10.4K
22.3K $525K
BSMU
Invesco Exchange Self Ind Tr

ETFs
759
+ 3.27%
$21.63 - $22.25 $16.4K - $16.9K
24K $520K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
636
+ 0.25%
$25.0 - $25.11 $15.9K - $16K
258K $6.45M
Invesco Exch Trd Slf Idx Fd
58K
+ 296.87%
N/A
77.5K $0
Invesco Exch Trd Slf Idx Fd
43.4K
New
N/A
43.4K $0
Activity Summary
Buys All Purchases 65 New Holdings 5 Increased Positions 60 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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