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
DIS
Walt Disney CO

Communication Services
139
+ 4.39%
$92.39 - $117.6 $12.8K - $16.3K
3.3K $367K
RTX
Raytheon Technologies Corp

Industrials
681
+ 18.49%
$114.45 - $127.21 $77.9K - $86.6K
4.37K $505K
TMUS
T Mobile Us, Inc.

Communication Services
155
+ 14.42%
$206.1 - $246.94 $31.9K - $38.3K
1.23K $271K
ORCL
Oracle Corp

Technology
402
+ 7.15%
$165.41 - $192.43 $66.5K - $77.4K
6.03K $1M
AON
Aon PLC

Financial Services
91
+ 14.22%
$344.14 - $393.31 $31.3K - $35.8K
731 $262K
ITOT
Ishares Core S&P Total U.S. St

ETFs
187
+ 3.35%
$124.26 - $134.12 $23.2K - $25.1K
5.77K $742K
PGR
Progressive Corp

Financial Services
194
+ 23.66%
$239.6 - $268.88 $46.5K - $52.2K
1.01K $242K
APD
Air Products & Chemicals, Inc.

Basic Materials
221
+ 5.29%
$285.5 - $335.62 $63.1K - $74.2K
4.4K $1.28M
MMM
3 M CO

Industrials
367
+ 17.56%
$124.74 - $137.12 $45.8K - $50.3K
2.46K $317K
FSLR
First Solar, Inc.

Technology
497
+ 58.47%
$175.88 - $240.66 $87.4K - $120K
1.35K $237K
MRK
Merck & Co., Inc.

Healthcare
1.69K
+ 15.7%
$96.31 - $114.76 $162K - $193K
12.4K $1.24M
INTU
Intuit Inc

Technology
17
+ 4.34%
$602.01 - $706.25 $10.2K - $12K
409 $257K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
17
+ 0.82%
$417.69 - $450.94 $7.1K - $7.67K
2.1K $891K
YUM
Yum Brands Inc

Consumer Cyclical
163
+ 7.46%
$130.36 - $139.54 $21.2K - $22.7K
2.35K $315K
FISV
Fiserv Inc

Technology
75
+ 0.99%
N/A
7.63K $955K
SGOL
Abrdn Gold ETF Trust

ETFs
575
+ 0.63%
$24.46 - $26.62 $14.1K - $15.3K
91.9K $2.3M
Bioharvest Sciences Inc
41.3K
New
N/A
41.3K $0
Dimensional ETF Trust
35.7K
New
N/A
35.7K $0
SPMD
Spdr Portfolio

ETFs
7
+ 0.18%
$54.13 - $59.56 $379 - $417
4K $218K
FSCO
Fs Cr Opportunities Corp Com
3.15K
+ 11.11%
N/A
31.5K $0
LMT
Lockheed Martin Corp

Industrials
107
+ 19.81%
$479.66 - $614.62 $51.3K - $65.8K
647 $314K
AMAT
Applied Materials Inc

Technology
208
+ 18.59%
$161.44 - $213.89 $33.6K - $44.5K
1.33K $215K
QCOM
Qualcomm Inc

Technology
438
+ 9.13%
$150.4 - $178.04 $65.9K - $78K
5.24K $804K
CPT
Camden Property Trust

Real Estate
6
+ 0.22%
$112.52 - $127.03 $675 - $762
2.71K $314K
KO
Coca Cola CO

Consumer Defensive
781
+ 10.02%
$61.74 - $71.71 $48.2K - $56K
8.57K $533K
TMO
Thermo Fisher Scientific Inc.

Healthcare
55
+ 9.67%
$501.29 - $612.85 $27.6K - $33.7K
624 $324K
PEP
Pepsico Inc

Consumer Defensive
379
+ 8.06%
$151.29 - $176.1 $57.3K - $66.7K
5.08K $772K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
558
+ 2.38%
$17.41 - $19.29 $9.71K - $10.8K
24K $417K
PLD
Prologis, Inc.

Real Estate
122
+ 5.49%
$101.4 - $126.96 $12.4K - $15.5K
2.35K $247K
TGT
Target Corp

Consumer Defensive
149
+ 5.03%
$121.59 - $160.69 $18.1K - $23.9K
3.11K $420K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.71%
$1666.0 - $2117.3 $3.33K - $4.23K
285 $484K
PFE
Pfizer Inc

Healthcare
666
+ 1.28%
$24.8 - $30.19 $16.5K - $20.1K
52.6K $1.4M
JNJ
Johnson & Johnson

Healthcare
253
+ 2.88%
$143.34 - $165.86 $36.3K - $42K
9.05K $1.31M
NVO
Novo Nordisk A S

Healthcare
100
+ 1.97%
$85.0 - $120.04 $8.5K - $12K
5.18K $445K
LLY
Eli Lilly & CO

Healthcare
258
+ 8.0%
$727.2 - $932.06 $188K - $240K
3.48K $2.69M
DD
Du Pont De Nemours, Inc.

Basic Materials
425
+ 1.04%
$75.95 - $88.05 $32.3K - $37.4K
41.3K $3.15M
DOW
Dow Inc.

Basic Materials
47
+ 0.05%
$39.1 - $55.34 $1.84K - $2.6K
97K $3.89M
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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