Toroso Investments, LLC Purchases in Q4 2024

Toroso Investments, LLC

  • $10.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
19.8K
+ 31.29%
$112.15 - $127.2 $2.22M - $2.52M
83.2K $10.1M
CCK
Crown Holdings Inc

Consumer Cyclical
34.7K
+ 157.74%
$81.89 - $97.79 $2.84M - $3.39M
56.7K $4.69M
EXEL
Exelixis, Inc.

Healthcare
68.3K
+ 187.81%
$25.39 - $36.46 $1.73M - $2.49M
105K $3.49M
PEP
Pepsico Inc

Consumer Defensive
25.5K
+ 33.74%
$151.29 - $176.1 $3.87M - $4.5M
101K $15.4M
SOFI
So Fi Technologies, Inc.

Financial Services
140K
+ 302.19%
$7.63 - $16.88 $1.06M - $2.35M
186K $2.86M
SCHW
Schwab Charles Corp

Financial Services
18.9K
+ 15.87%
$63.31 - $82.85 $1.2M - $1.57M
138K $10.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12.3K
+ 94.28%
$209.89 - $233.24 $2.58M - $2.86M
25.3K $5.37M
TWLO
Twilio Inc

Communication Services
15.1K
+ 85.27%
$63.73 - $114.96 $960K - $1.73M
32.7K $3.54M
RTX
Raytheon Technologies Corp

Industrials
21.9K
+ 69.09%
$114.45 - $127.21 $2.5M - $2.78M
53.6K $6.2M
ZS
Zscaler, Inc.

Technology
11.2K
+ 32.78%
$166.99 - $211.99 $1.87M - $2.37M
45.3K $8.17M
FIX
Comfort Systems Usa Inc

Industrials
4.99K
+ 95.83%
$370.68 - $504.12 $1.85M - $2.51M
10.2K $4.32M
HPE
Hewlett Packard Enterprise CO

Technology
91.1K
+ 25.35%
$19.31 - $23.95 $1.76M - $2.18M
450K $9.61M
BX
Blackstone Inc.

Financial Services
11.2K
+ 66.7%
$148.45 - $199.05 $1.66M - $2.23M
28K $4.83M
CME
Cme Group Inc.

Financial Services
5.98K
+ 8.11%
$221.17 - $246.02 $1.32M - $1.47M
79.7K $18.5M
UAL
United Airlines Holdings, Inc.

Industrials
16.8K
+ 148.11%
$55.62 - $102.44 $937K - $1.73M
28.2K $2.74M
UPS
United Parcel Service Inc

Industrials
19.2K
+ 56.13%
$122.65 - $138.35 $2.36M - $2.66M
53.5K $6.74M
AFRM
Affirm Holdings, Inc.

Technology
26.6K
+ 122.18%
$38.48 - $72.86 $1.02M - $1.94M
48.4K $2.95M
LII
Lennox International Inc

Industrials
3.28K
+ 91.49%
$589.36 - $678.43 $1.93M - $2.23M
6.87K $4.18M
MAPS
Wm Technology, Inc.

Technology
150K
+ 4.26%
$0.72 - $1.63 $108K - $244K
3.67M $5.06M
XLU
Utilities Sector Spdr

ETFs
30.7K
+ 47.46%
$74.89 - $82.93 $2.3M - $2.55M
95.4K $7.22M
YELP
Yelp Inc

Communication Services
50.8K
New
$33.38 - $40.61 $1.7M - $2.06M
50.8K $1.97M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
6.67K
+ 57.12%
$396.64 - $516.74 $2.65M - $3.45M
18.4K $7.39M
BDX
Becton Dickinson & CO

Healthcare
11.5K
+ 24.33%
$220.02 - $243.75 $2.54M - $2.82M
59K $13.4M
DASH
Door Dash, Inc.

Communication Services
9.13K
+ 74.07%
$141.93 - $180.48 $1.3M - $1.65M
21.4K $3.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.51K
+ 18.38%
$173.13 - $258.09 $608K - $906K
22.6K $5.21M
AVB
Avalonbay Communities Inc

Real Estate
10K
+ 13.1%
$216.28 - $237.81 $2.17M - $2.39M
86.7K $19.1M
CEG
Constellation Energy Corp

Utilities
12.3K
+ 44.32%
$224.28 - $285.52 $2.75M - $3.51M
40K $8.99M
SLB
Schlumberger Limited

Energy
54.6K
+ 60.43%
$36.83 - $45.59 $2.01M - $2.49M
145K $5.56M
GWRE
Guidewire Software, Inc.

Technology
10.7K
+ 306.71%
$168.58 - $207.12 $1.8M - $2.21M
14.1K $2.38M
ABBV
Abb Vie Inc.

Healthcare
22.4K
+ 19.73%
$164.99 - $203.87 $3.69M - $4.56M
136K $24.1M
INTC
Intel Corp

Technology
124K
+ 53.96%
$19.07 - $26.23 $2.36M - $3.24M
352K $7.07M
LDI
Loan Depot, Inc.

Financial Services
829K
New
$1.85 - $2.81 $1.53M - $2.33M
829K $1.69M
CCL
Carnival Corp

Consumer Cyclical
48.1K
+ 65.79%
$17.34 - $26.8 $835K - $1.29M
121K $3.02M
D
Dominion Energy, Inc

Utilities
33.5K
+ 87.32%
$52.63 - $60.92 $1.76M - $2.04M
71.8K $3.87M
EQT
Eqt Corp

Energy
23.1K
+ 37.92%
$35.62 - $46.89 $821K - $1.08M
83.9K $3.87M
INTU
Intuit Inc

Technology
2.43K
+ 16.96%
$602.01 - $706.25 $1.47M - $1.72M
16.8K $10.6M
PFE
Pfizer Inc

Healthcare
78.3K
+ 41.08%
$24.8 - $30.19 $1.94M - $2.36M
269K $7.13M
NXPI
Nxp Semiconductors N.V.

Technology
10.6K
+ 58.25%
$207.27 - $255.58 $2.19M - $2.7M
28.7K $5.96M
IDXX
Idexx Laboratories Inc

Healthcare
5.28K
+ 83.69%
$406.92 - $495.42 $2.15M - $2.62M
11.6K $4.79M
TMQ
Trilogy Metals Inc.

Basic Materials
783K
+ 73.48%
$0.48 - $1.33 $376K - $1.04M
1.85M $2.11M
FIZZ
National Beverage Corp

Consumer Defensive
36.7K
New
$42.5 - $50.03 $1.56M - $1.84M
36.7K $1.57M
ARCH
Arch Resources, Inc.

Energy
10.8K
New
$134.17 - $175.55 $1.45M - $1.9M
10.8K $1.53M
GD
General Dynamics Corp

Industrials
17.4K
+ 21.9%
$260.28 - $314.03 $4.53M - $5.47M
97K $25.6M
BKE
Buckle Inc

Consumer Cyclical
29.8K
New
$41.32 - $54.08 $1.23M - $1.61M
29.8K $1.51M
HAL
Halliburton CO

Energy
60K
+ 89.06%
$25.77 - $31.99 $1.55M - $1.92M
127K $3.46M
AJG
Arthur J. Gallagher & Co.

Financial Services
5.14K
+ 52.33%
$278.49 - $315.16 $1.43M - $1.62M
15K $4.25M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
51.6K
+ 181.39%
$19.44 - $28.35 $1M - $1.46M
80K $2.06M
BE
Bloom Energy Corp

Industrials
5.86K
+ 5.13%
$9.04 - $27.45 $53K - $161K
120K $2.67M
IEMG
Ishares Inc

ETFs
27.1K
+ 7.29%
N/A
398K $21.4M
Activity Summary
Buys All Purchases 1024 New Holdings 191 Increased Positions 833 Sells All Sells 721 Reductions 721 Sold out 0 Options Calls 48 Puts 38
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