Wiley Bros. Aintree Capital, LLC Purchases in Q4 2024

Wiley Bros. Aintree Capital, LLC

  • $8.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
536K
+ 58.45%
$221.69 - $259.02 $119M - $139M
1.45M $364M
MSFT
Microsoft Corp

Technology
252K
+ 57.35%
$406.35 - $454.46 $103M - $115M
693K $292M
IVV
Ishares Core S&P 500 ETF

ETFs
115K
+ 42.41%
$570.51 - $610.59 $65.5M - $70.1M
386K $227M
AVGO
Broadcom Inc.

Technology
203K
+ 73.15%
$159.67 - $250.0 $32.5M - $50.9M
481K $112M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
977K
+ 40.49%
$61.68 - $67.87 $60.3M - $66.3M
3.39M $211M
JPM
Jpmorgan Chase & CO

Financial Services
200K
+ 62.92%
$205.18 - $250.29 $41.1M - $50.1M
519K $124M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
590K
+ 58.39%
$96.64 - $101.23 $57M - $59.7M
1.6M $155M
AMZN
Amazon Com Inc

Consumer Cyclical
180K
+ 52.1%
$180.88 - $232.93 $32.5M - $41.9M
525K $115M
NVDA
Nvidia Corp

Technology
292K
+ 41.38%
$117.0 - $148.88 $34.2M - $43.5M
998K $134M
IEFA
Ishares Tr

ETFs
690K
+ 56.22%
$70.06 - $77.43 $48.4M - $53.5M
1.92M $135M
DFAI
Dimensional ETF Tr

ETFs
1.46M
+ 54.8%
$29.0 - $31.6 $42.4M - $46.2M
4.13M $120M
VUG
Vanguard Growth ETF

ETFs
77.7K
+ 101.39%
$378.79 - $428.11 $29.4M - $33.3M
154K $63.4M
WMT
Walmart Inc.

Consumer Defensive
316K
+ 75.04%
$79.1 - $95.7 $25M - $30.2M
737K $66.6M
GOOGL
Alphabet Inc.

Communication Services
123K
+ 66.25%
$161.86 - $196.66 $19.9M - $24.2M
308K $58.3M
VTV
Vanguard Value ETF

ETFs
162K
+ 133.52%
$168.32 - $181.87 $27.3M - $29.5M
284K $48.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
59.8K
+ 130.0%
$442.29 - $483.08 $26.4M - $28.9M
106K $47.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
199K
+ 102.62%
$124.26 - $134.12 $24.8M - $26.7M
394K $50.6M
COST
Costco Wholesale Corp

Consumer Defensive
26.4K
+ 77.46%
$873.59 - $994.69 $23.1M - $26.3M
60.5K $55.4M
ADP
Automatic Data Processing Inc

Industrials
74.6K
+ 74.37%
$280.08 - $307.97 $20.9M - $23M
175K $51.2M
CVX
Chevron Corp

Energy
165K
+ 87.65%
$141.15 - $162.53 $23.3M - $26.8M
353K $51.1M
META
Meta Platforms, Inc.

Communication Services
37.9K
+ 63.3%
$554.08 - $632.68 $21M - $24M
97.8K $57.7M
HD
Home Depot, Inc.

Consumer Cyclical
62.1K
+ 92.05%
$385.02 - $431.37 $23.9M - $26.8M
130K $50.4M
VIG
Vanguard Dividend Appreciation

ETFs
125K
+ 71.72%
N/A
300K $54.7M
MCD
Mcdonalds Corp

Consumer Cyclical
82.5K
+ 81.11%
$288.47 - $316.54 $23.8M - $26.1M
184K $53.4M
ACN
Accenture PLC

Technology
63.8K
+ 78.08%
$343.9 - $376.86 $21.9M - $24.1M
146K $51.2M
PG
Procter & Gamble CO

Consumer Defensive
137K
+ 71.93%
$161.05 - $179.7 $22M - $24.6M
327K $54.9M
CSCO
Cisco Systems, Inc.

Technology
319K
+ 70.72%
$52.45 - $60.02 $16.7M - $19.1M
770K $45.6M
JNJ
Johnson & Johnson

Healthcare
173K
+ 68.43%
$143.34 - $165.86 $24.8M - $28.6M
425K $61.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
35.2K
+ 58.62%
$521.84 - $558.82 $18.4M - $19.7M
95.2K $51.3M
GOOG
Alphabet Inc.

Communication Services
86.9K
+ 78.75%
$163.08 - $198.16 $14.2M - $17.2M
197K $37.6M
IEMG
Ishares Inc

ETFs
345K
+ 171.27%
N/A
546K $29.3M
UNH
Unitedhealth Group Inc

Healthcare
46.7K
+ 71.99%
$485.52 - $625.25 $22.7M - $29.2M
111K $56.4M
AMGN
Amgen Inc

Healthcare
91.8K
+ 103.24%
$258.78 - $328.31 $23.8M - $30.1M
181K $47.1M
PEP
Pepsico Inc

Consumer Defensive
137K
+ 88.21%
$151.29 - $176.1 $20.7M - $24M
291K $44.3M
V
Visa Inc.

Financial Services
45.7K
+ 65.46%
$273.87 - $320.91 $12.5M - $14.7M
116K $36.5M
LLY
Eli Lilly & CO

Healthcare
27.8K
+ 70.59%
$727.2 - $932.06 $20.2M - $25.9M
67.1K $51.8M
LOW
Lowes Companies Inc

Consumer Cyclical
81.5K
+ 60.73%
$244.52 - $284.07 $19.9M - $23.2M
216K $53.2M
ABT
Abbott Laboratories

Healthcare
150K
+ 66.38%
$111.93 - $119.39 $16.8M - $17.9M
377K $42.6M
XLK
Technology Sector Spdr

ETFs
68.4K
+ 113.72%
$220.26 - $241.44 $15.1M - $16.5M
129K $29.9M
VO
Vanguard Mid Cap ETF

ETFs
59.8K
+ 53.33%
$261.5 - $284.63 $15.6M - $17M
172K $45.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
205K
+ 87.56%
$80.13 - $83.77 $16.4M - $17.1M
438K $35.2M
PLTR
Palantir Technologies Inc.

Technology
189K
+ 745.3%
$36.46 - $82.38 $6.91M - $15.6M
215K $16.3M
PAYX
Paychex Inc

Industrials
101K
+ 69.81%
$135.86 - $148.73 $13.7M - $15M
245K $34.3M
MRK
Merck & Co., Inc.

Healthcare
183K
+ 77.04%
$96.31 - $114.76 $17.7M - $21M
421K $41.9M
ADI
Analog Devices Inc

Technology
80.2K
+ 64.79%
$206.35 - $236.48 $16.5M - $19M
204K $43.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
125K
+ 109.1%
$111.85 - $120.71 $14M - $15.1M
240K $27.7M
CGXU
Capital Group Intl Focus Equit

ETFs
619K
+ 204.68%
$24.67 - $26.94 $15.3M - $16.7M
921K $22.7M
ETN
Eaton Corp PLC

Industrials
42.4K
+ 291.93%
$326.96 - $377.52 $13.9M - $16M
56.9K $18.9M
AFL
Aflac Inc

Financial Services
157K
+ 60.09%
$100.37 - $115.27 $15.7M - $18.1M
418K $43.2M
Activity Summary
Buys All Purchases 1444 New Holdings 304 Increased Positions 1140 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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