True North Advisors, LLC Sells in Q3 2024

True North Advisors, LLC

  • $378 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-964
- 22.39%
$191.76 - $263.26 $185K - $254K
3.34K $874K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-620
- 2.15%
$44.9 - $47.55 $27.8K - $29.5K
28.2K $1.33M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-229
- 1.62%
$92.63 - $105.69 $21.2K - $24.2K
13.9K $1.45M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-224
- 3.1%
$73.55 - $97.62 $16.5K - $21.9K
7K $671K
CRM
Salesforce, Inc.

Technology
-18
- 0.99%
$238.42 - $276.53 $4.29K - $4.98K
1.8K $493K
CL
Colgate Palmolive CO

Consumer Defensive
-222
- 3.09%
$95.54 - $108.77 $21.2K - $24.1K
6.96K $722K
LMT
Lockheed Martin Corp

Industrials
-67
- 11.04%
$460.3 - $584.56 $30.8K - $39.2K
540 $315K
V
Visa Inc.

Financial Services
-107
- 2.15%
$253.74 - $291.56 $27.2K - $31.2K
4.86K $1.34M
WPC
W. P. Carey Inc.

Real Estate
-80
- 1.35%
$54.63 - $63.96 $4.37K - $5.12K
5.86K $365K
PSA
Public Storage

Real Estate
-156
- 12.23%
$283.13 - $365.01 $44.2K - $56.9K
1.12K $407K
FNDC
Schwab Fundamental Intl Small

ETFs
-1.09K
- 4.29%
$33.85 - $38.5 $36.8K - $41.8K
24.2K $924K
RTX
Raytheon Technologies Corp

Industrials
-275
- 6.95%
$99.55 - $123.34 $27.4K - $33.9K
3.68K $446K
MMM
3 M CO

Industrials
-229
- 9.87%
$99.69 - $139.42 $22.8K - $31.9K
2.09K $285K
FNDA
Schwab Fundamental U S Small C

ETFs
-912
- 4.05%
$54.26 - $60.01 $49.5K - $54.7K
21.6K $1.29M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.55K
- 5.53%
$73.43 - $80.37 $114K - $125K
26.5K $2.13M
KO
Coca Cola CO

Consumer Defensive
-86
- 1.09%
$62.69 - $73.01 $5.39K - $6.28K
7.79K $559K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-30
- 0.78%
$256.4 - $289.78 $7.69K - $8.69K
3.8K $1.08M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-715
- 1.72%
$33.74 - $37.96 $24.1K - $27.1K
40.8K $1.53M
CVNA
Carvana Co.

Consumer Cyclical
-153
- 6.58%
$122.32 - $175.15 $18.7K - $26.8K
2.17K $378K
META
Meta Platforms, Inc.

Communication Services
-129
- 5.69%
$453.41 - $572.44 $58.5K - $73.8K
2.14K $1.22M
APO
Apollo Global Management, Inc.

Financial Services
-792
- 2.65%
$99.16 - $125.81 $78.5K - $99.6K
29.1K $3.64M
FNDF
Schwab Fundamental Intl Large

ETFs
-967
- 1.59%
$33.67 - $37.71 $32.6K - $36.5K
60K $2.24M
APD
Air Products & Chemicals, Inc.

Basic Materials
-155
- 3.58%
$247.34 - $300.11 $38.3K - $46.5K
4.18K $1.24M
JNJ
Johnson & Johnson

Healthcare
-61
- 0.69%
$145.48 - $167.38 $8.87K - $10.2K
8.79K $1.42M
DOW
Dow Inc.

Basic Materials
-395
- 0.41%
$50.15 - $55.41 $19.8K - $21.9K
96.9K $5.3M
ABBV
Abb Vie Inc.

Healthcare
-20
- 0.36%
$163.84 - $199.33 $3.28K - $3.99K
5.5K $1.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
-160
- 1.76%
$517.38 - $573.86 $82.8K - $91.8K
8.95K $5.13M
FNDX
Schwab Fundamental U S Large C

ETFs
-381
- 0.86%
$65.36 - $71.76 $24.9K - $27.3K
44.2K $3.17M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-160
- 0.03%
$8.59 - $9.07 $1.37K - $1.45K
511K $4.62M
SGOL
Abrdn Gold ETF Trust

ETFs
-767
- 0.83%
$22.26 - $25.51 $17.1K - $19.6K
91.4K $2.3M
BX
Blackstone Inc.

Financial Services
-1.8K
- 9.56%
$120.77 - $159.66 $218K - $288K
17.1K $2.61M
DD
Du Pont De Nemours, Inc.

Basic Materials
-131
- 0.32%
$77.22 - $89.49 $10.1K - $11.7K
40.9K $3.64M
CBRE
Cbre Group, Inc.

Real Estate
-865
- 6.28%
$85.97 - $124.48 $74.4K - $108K
12.9K $1.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-837
- 0.97%
$405.19 - $478.57 $339K - $401K
85.3K $39.3M
LII
Lennox International Inc

Industrials
-3.62K
- 1.92%
$523.72 - $620.83 $1.89M - $2.25M
185K $112M
Activity Summary
Buys All Purchases 63 New Holdings 16 Increased Positions 47 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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