True North Advisors, LLC Purchases in Q4 2024

True North Advisors, LLC

  • $420 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
19.2K
+ 143.22%
$159.67 - $250.0 $3.07M - $4.8M
32.6K $7.56M
AMZN
Amazon Com Inc

Consumer Cyclical
19.1K
+ 138.24%
$180.88 - $232.93 $3.46M - $4.46M
33K $7.23M
V
Visa Inc.

Financial Services
12.7K
+ 261.35%
$273.87 - $320.91 $3.48M - $4.08M
17.6K $5.55M
CRM
Salesforce, Inc.

Technology
12.1K
+ 673.66%
$270.87 - $367.87 $3.29M - $4.47M
13.9K $4.66M
JPM
Jpmorgan Chase & CO

Financial Services
16.2K
+ 239.83%
$205.18 - $250.29 $3.33M - $4.06M
23K $5.51M
COST
Costco Wholesale Corp

Consumer Defensive
3.89K
+ 62.4%
$873.59 - $994.69 $3.4M - $3.87M
10.1K $9.27M
BAC
Bank Of America Corp

Financial Services
81.6K
+ 405.34%
$39.22 - $47.77 $3.2M - $3.9M
102K $4.47M
SYK
Stryker Corp

Healthcare
9.98K
New
$345.14 - $392.15 $3.45M - $3.92M
9.98K $3.59M
ABBV
Abb Vie Inc.

Healthcare
20.6K
+ 373.56%
$164.99 - $203.87 $3.39M - $4.19M
26.1K $4.63M
MSFT
Microsoft Corp

Technology
8.74K
+ 38.13%
$406.35 - $454.46 $3.55M - $3.97M
31.6K $13.3M
MS
Morgan Stanley

Financial Services
26.1K
+ 1025.79%
$104.42 - $134.99 $2.72M - $3.52M
28.6K $3.59M
SHW
Sherwin Williams CO

Basic Materials
9.67K
New
$338.75 - $399.71 $3.28M - $3.86M
9.67K $3.29M
AAPL
Apple Inc.

Technology
5.94K
+ 5.92%
$221.69 - $259.02 $1.32M - $1.54M
106K $26.6M
DHI
Horton D R Inc

Consumer Cyclical
23.1K
New
$137.24 - $194.56 $3.17M - $4.49M
23.1K $3.23M
PAYX
Paychex Inc

Industrials
23K
New
$135.86 - $148.73 $3.12M - $3.42M
23K $3.22M
HD
Home Depot, Inc.

Consumer Cyclical
8.19K
+ 375.47%
$385.02 - $431.37 $3.15M - $3.53M
10.4K $4.03M
KR
Kroger CO

Consumer Defensive
51.2K
New
$55.21 - $63.3 $2.83M - $3.24M
51.2K $3.13M
FAST
Fastenal CO

Industrials
42.9K
+ 129.29%
$69.99 - $84.35 $3M - $3.62M
76.1K $5.47M
ALL
Allstate Corp

Financial Services
16K
New
$181.25 - $208.2 $2.9M - $3.34M
16K $3.09M
TSCO
Tractor Supply CO

Consumer Cyclical
57.7K
New
$52.59 - $303.74 $3.03M - $17.5M
57.7K $3.06M
ZTS
Zoetis Inc.

Healthcare
18.7K
New
$162.24 - $194.42 $3.04M - $3.64M
18.7K $3.05M
VTI
Vanguard Total Stock Market Et

ETFs
10.4K
+ 341.56%
$280.04 - $302.45 $2.9M - $3.13M
13.4K $3.88M
NEE
Nextera Energy Inc

Utilities
42.1K
New
$69.77 - $85.43 $2.93M - $3.59M
42.1K $3.02M
COP
Conocophillips

Energy
24.2K
New
$95.12 - $114.72 $2.3M - $2.77M
24.2K $2.4M
ABT
Abbott Laboratories

Healthcare
21.1K
+ 265.7%
$111.93 - $119.39 $2.36M - $2.52M
29.1K $3.29M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
22.4K
New
$99.04 - $109.59 $2.22M - $2.46M
22.4K $2.23M
SBAC
Sba Communications Corp

Real Estate
9.32K
+ 1112.29%
$198.24 - $249.31 $1.85M - $2.32M
10.2K $2.07M
ELV
Elevance Health, Inc.

Healthcare
4.65K
New
$365.96 - $514.62 $1.7M - $2.4M
4.65K $1.72M
DFAT
Dimensional ETF Tr U S Target

ETFs
28.3K
New
$54.54 - $61.04 $1.54M - $1.72M
28.3K $1.57M
JEPI
J P Morgan Exchange Traded Fd

ETFs
25.4K
New
$57.53 - $60.83 $1.46M - $1.54M
25.4K $1.46M
XOM
Exxon Mobil Corp

Energy
12.5K
+ 32.37%
$105.51 - $125.37 $1.32M - $1.57M
51.1K $5.5M
NTAP
Net App, Inc.

Technology
6.27K
New
$115.31 - $131.11 $723K - $822K
6.27K $727K
CVX
Chevron Corp

Energy
4.66K
+ 62.18%
$141.15 - $162.53 $657K - $757K
12.1K $1.76M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.4K
New
$114.08 - $125.68 $616K - $679K
5.4K $618K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10K
New
$58.88 - $64.8 $590K - $650K
10K $590K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
15.5K
+ 89.87%
$39.3 - $41.34 $611K - $642K
32.8K $1.29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.98K
New
$176.42 - $186.91 $525K - $556K
2.98K $529K
TSLA
Tesla, Inc.

Consumer Cyclical
127
+ 3.8%
$213.65 - $479.86 $27.1K - $60.9K
3.47K $1.4M
NVDA
Nvidia Corp

Technology
1.58K
+ 7.05%
$117.0 - $148.88 $185K - $235K
24K $3.22M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.75K
New
$80.13 - $83.77 $461K - $482K
5.75K $461K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.9K
New
$38.37 - $42.82 $458K - $512K
11.9K $458K
VNQ
Vanguard Specialized Funds Van

ETFs
5.12K
New
$87.85 - $98.6 $450K - $505K
5.12K $455K
VBTX
Veritex Holdings, Inc.

Financial Services
16.3K
New
$24.85 - $31.26 $405K - $509K
16.3K $442K
ASML
Asml Holding Nv

Technology
666
+ 219.8%
$658.43 - $872.27 $439K - $581K
969 $671K
SUB
Ishares Short Term National Mu

ETFs
3.82K
New
$104.94 - $106.2 $400K - $405K
3.82K $402K
HCA
Hca Healthcare, Inc.

Healthcare
1.24K
New
$297.52 - $415.61 $370K - $517K
1.24K $373K
ROP
Roper Technologies Inc

Industrials
692
New
$519.85 - $575.95 $360K - $399K
692 $359K
HDV
Ishares Core High Dividend ETF

ETFs
3.16K
New
$110.82 - $121.28 $350K - $383K
3.16K $354K
VO
Vanguard Mid Cap ETF

ETFs
1.29K
+ 158.72%
$261.5 - $284.63 $338K - $368K
2.11K $556K
Activity Summary
Buys All Purchases 138 New Holdings 50 Increased Positions 88 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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