Trail Ridge Investment Advisors, LLC Purchases in Q4 2024

Trail Ridge Investment Advisors, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
453
+ 0.8%
$221.69 - $259.02 $100K - $117K
57.4K $14.4M
GOOG
Alphabet Inc.

Communication Services
330
+ 1.06%
$163.08 - $198.16 $53.8K - $65.4K
31.4K $5.98M
AMZN
Amazon Com Inc

Consumer Cyclical
167
+ 0.76%
$180.88 - $232.93 $30.2K - $38.9K
22K $4.83M
IVV
Ishares Core S&P 500 ETF

ETFs
709
+ 3.09%
$570.51 - $610.59 $404K - $433K
23.7K $13.9M
NVDA
Nvidia Corp

Technology
536
+ 1.25%
$117.0 - $148.88 $62.7K - $79.8K
43.5K $5.85M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
16.6K
+ 3.69%
N/A
468K $14.7M
AVGO
Broadcom Inc.

Technology
307
+ 5.24%
$159.67 - $250.0 $49K - $76.8K
6.17K $1.43M
JPM
Jpmorgan Chase & CO

Financial Services
103
+ 1.07%
$205.18 - $250.29 $21.1K - $25.8K
9.76K $2.34M
VTI
Vanguard Total Stock Market Et

ETFs
504
+ 4.1%
$280.04 - $302.45 $141K - $152K
12.8K $3.71M
MA
Mastercard Inc

Financial Services
14
+ 0.25%
$491.3 - $536.15 $6.88K - $7.51K
5.69K $3M
LRN
Stride, Inc.

Consumer Defensive
648
+ 14.68%
$64.04 - $110.79 $41.5K - $71.8K
5.06K $526K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.04K
+ 11.01%
$174.22 - $187.62 $181K - $195K
10.5K $1.84M
PSTG
Pure Storage, Inc.

Technology
152
+ 1.28%
$48.19 - $66.6 $7.32K - $10.1K
12K $737K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
115
+ 1.45%
$71.77 - $92.11 $8.25K - $10.6K
8.03K $729K
GOOGL
Alphabet Inc.

Communication Services
64
+ 1.36%
$161.86 - $196.66 $10.4K - $12.6K
4.77K $902K
HON
Honeywell International Inc

Industrials
29
+ 0.54%
$202.84 - $236.0 $5.88K - $6.84K
5.41K $1.22M
V
Visa Inc.

Financial Services
23
+ 1.01%
$273.87 - $320.91 $6.3K - $7.38K
2.3K $726K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.37K
+ 3.85%
$90.66 - $99.46 $125K - $137K
37.1K $3.37M
GVI
Ishares Tr

ETFs
1.56K
+ 4.98%
$103.89 - $107.05 $162K - $167K
32.8K $3.42M
NFLX
Netflix Inc

Communication Services
22
+ 8.09%
$687.65 - $936.56 $15.1K - $20.6K
294 $262K
VNLA
Janus Henderson Short Duration

ETFs
1.85K
+ 1.09%
$48.82 - $49.11 $90.4K - $91K
172K $8.44M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
245
+ 0.24%
$29.73 - $30.81 $7.28K - $7.55K
103K $3.12M
WMT
Walmart Inc.

Consumer Defensive
215
+ 4.99%
$79.1 - $95.7 $17K - $20.6K
4.53K $409K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.87K
+ 2.33%
$49.58 - $50.28 $92.8K - $94.1K
82.3K $4.09M
BAC
Bank Of America Corp

Financial Services
126
+ 2.01%
$39.22 - $47.77 $4.94K - $6.02K
6.4K $281K
IVW
Ishares S&P 500 Growth ETF

ETFs
87
+ 2.33%
$94.43 - $105.47 $8.22K - $9.18K
3.82K $388K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
136
+ 2.19%
$66.77 - $71.52 $9.08K - $9.73K
6.35K $437K
IWR
Ishares Russell Mid Cap ETF

ETFs
165
+ 4.49%
$87.25 - $95.52 $14.4K - $15.8K
3.84K $339K
HCSG
Healthcare Services Group Inc

Healthcare
180
+ 0.82%
$9.71 - $12.9 $1.75K - $2.32K
22.2K $257K
ETN
Eaton Corp PLC

Industrials
15
+ 0.13%
$326.96 - $377.52 $4.9K - $5.66K
11.2K $3.71M
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
2.28K
+ 3.29%
N/A
71.5K $274K
ACN
Accenture PLC

Technology
23
+ 3.1%
$343.9 - $376.86 $7.91K - $8.67K
766 $269K
ALLY
Ally Financial Inc.

Financial Services
18
+ 0.12%
$34.12 - $39.98 $614 - $720
15.3K $549K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
646
+ 3.17%
$134.53 - $150.65 $86.9K - $97.3K
21K $2.84M
CACI
Caci International Inc

Technology
2
+ 0.1%
N/A
1.96K $836K
POST
Post Holdings, Inc.

Consumer Defensive
75
+ 1.13%
$106.14 - $120.72 $7.96K - $9.05K
6.7K $766K
Blackrock Inc
2.19K
New
N/A
2.19K $0
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.15K
+ 1.0%
$23.14 - $26.91 $26.7K - $31K
117K $2.79M
SPSB
Spdr Portfolio Short Term Corp

ETFs
145
+ 0.6%
$29.77 - $30.19 $4.32K - $4.38K
24.2K $722K
VTV
Vanguard Value ETF

ETFs
57
+ 1.2%
$168.32 - $181.87 $9.59K - $10.4K
4.8K $811K
GGG
Graco Inc

Industrials
19
+ 0.35%
$81.45 - $92.29 $1.55K - $1.75K
5.44K $458K
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 1.33%
$288.47 - $316.54 $5.48K - $6.01K
1.45K $420K
FSS
Federal Signal Corp

Industrials
25
+ 0.12%
$81.56 - $99.7 $2.04K - $2.49K
20.1K $1.86M
QCOM
Qualcomm Inc

Technology
16
+ 1.05%
$150.4 - $178.04 $2.41K - $2.85K
1.53K $235K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
169
+ 1.63%
$48.17 - $53.38 $8.14K - $9.02K
10.5K $513K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
8
+ 0.08%
$26.79 - $30.35 $214 - $243
9.46K $256K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
272
+ 1.17%
$70.31 - $77.39 $19.1K - $21.1K
23.4K $1.65M
IVE
Ishares S&P 500 Value ETF

ETFs
516
+ 2.59%
$189.5 - $206.17 $97.8K - $106K
20.4K $3.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.2%
$442.29 - $483.08 $4.42K - $4.83K
5.09K $2.31M
Activity Summary
Buys All Purchases 65 New Holdings 1 Increased Positions 64 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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