Your Advocates Ltd., LLP Purchases in Q4 2024

Your Advocates Ltd., LLP

  • $189 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.43K
+ 3.47%
$63.58 - $71.15 $599K - $671K
281K $18.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
13.5K
+ 6.72%
$90.42 - $94.5 $1.22M - $1.27M
214K $19.3M
VTI
Vanguard Total Stock Market Et

ETFs
875
New
$280.04 - $302.45 $245K - $265K
875 $253K
OXY
Occidental Petroleum Corp

Energy
4.86K
+ 4860.0%
$45.36 - $55.91 $220K - $272K
4.96K $245K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.64K
+ 2.67%
$77.02 - $78.58 $358K - $365K
178K $13.8M
AAPL
Apple Inc.

Technology
9
+ 0.16%
$221.69 - $259.02 $2K - $2.33K
5.77K $1.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
105
+ 5.51%
$567.81 - $607.81 $59.6K - $63.8K
2.01K $1.18M
AVDE
American Centy ETF Tr Avantis

ETFs
1.03K
New
$60.9 - $66.69 $62.6K - $68.6K
1.03K $63K
COP
Conocophillips

Energy
1.07K
+ 14.77%
$95.12 - $114.72 $102K - $123K
8.31K $824K
FNDA
Schwab Fundamental U S Small C

ETFs
95.4K
+ 102.53%
$29.26 - $59.11 $2.79M - $5.64M
188K $5.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53
New
$521.84 - $558.82 $27.7K - $29.6K
53 $28K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
353
+ 9.71%
$96.64 - $101.23 $34.1K - $35.7K
3.99K $386K
AMZN
Amazon Com Inc

Consumer Cyclical
9
+ 2.1%
$180.88 - $232.93 $1.63K - $2.1K
438 $96K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
270
+ 200.0%
$45.26 - $61.17 $12.2K - $16.5K
405 $23K
RKLB
Rocket Lab Usa, Inc.

Industrials
50
+ 5.88%
$9.23 - $28.44 $462 - $1.42K
900 $22K
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 27.4%
$385.02 - $431.37 $15.4K - $17.3K
186 $72K
EOG
Eog Resources Inc

Energy
100
New
$118.22 - $136.54 $11.8K - $13.7K
100 $12K
WMT
Walmart Inc.

Consumer Defensive
110
New
$79.1 - $95.7 $8.7K - $10.5K
110 $9K
MGY
Magnolia Oil & Gas Corp

Energy
400
+ 133.33%
$22.89 - $28.79 $9.16K - $11.5K
700 $16K
IWM
Ishares Russell 2000 ETF

ETFs
33
+ 71.74%
$216.13 - $242.4 $7.13K - $8K
79 $17K
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 12.35%
$570.51 - $610.59 $5.71K - $6.11K
91 $53K
BMY
Bristol Myers Squibb CO

Healthcare
100
New
$51.92 - $59.94 $5.19K - $5.99K
100 $5K
VT
Vanguard Total World Stk Index

ETFs
46
+ 16.37%
$117.09 - $123.07 $5.39K - $5.66K
327 $38K
T
At&T Inc.

Communication Services
133
New
$21.22 - $23.88 $2.82K - $3.18K
133 $3K
COIN
Coinbase Global, Inc.

Technology
11
New
$163.17 - $343.62 $1.79K - $3.78K
11 $2K
SPTS
Spdr Portfolio Short Term Trea

ETFs
88
New
$28.88 - $29.33 $2.54K - $2.58K
88 $2K
ANET
Arista Networks, Inc.

Technology
30
+ 300.0%
$104.78 - $431.02 $3.14K - $12.9K
40 $4K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2
+ 0.19%
$100.38 - $107.86 $201 - $216
1.05K $107K
XLF
Financial Sector Spdr

ETFs
1
+ 0.69%
$44.89 - $51.34 $44.9 - $51.3
145 $7K
ZION
Zions Bancorporation, National Association

Financial Services
0
New
$45.62 - $61.73 $0 - $0
0 $0
Google Inc Class A
40
+ 50.0%
N/A
120 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
32
New
$7.33 - $12.37 $235 - $396
32 $0
Tempus Ai Inc
600
+ 600.0%
N/A
700 $0
General Electric Company
24
+ 6.86%
N/A
374 $0
Ge Health Care Technologies Inc Common Stock
8
+ 19.51%
N/A
49 $0
IBN
Icici Bank LTD

Financial Services
23
New
$28.69 - $31.9 $660 - $734
23 $0
ASTS
Ast Space Mobile, Inc.

Communication Services
6
+ 5.88%
$21.1 - $28.49 $127 - $171
108 $2K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
2
+ 66.67%
N/A
5 $0
American Beacon Ahl Trend ETF
7.14K
+ 296.14%
N/A
9.55K $0
LOW
Lowes Companies Inc

Consumer Cyclical
0
New
$244.52 - $284.07 $0 - $0
0 $0
MMYT
Make My Trip LTD

Consumer Cyclical
3
New
N/A
3 $0
Ge Vernova Inc
6
+ 6.9%
N/A
93 $0
AMAT
Applied Materials Inc

Technology
1
+ 20.0%
$161.44 - $213.89 $161 - $214
6 $0
TSCO
Tractor Supply CO

Consumer Cyclical
160
+ 400.0%
$52.59 - $303.74 $8.41K - $48.6K
200 $10K
XLE
Energy Sector Spdr

ETFs
3
+ 0.84%
$83.32 - $97.27 $250 - $292
359 $30K
MSFT
Microsoft Corp

Technology
1
+ 0.22%
$406.35 - $454.46 $406 - $454
454 $191K
KO
Coca Cola CO

Consumer Defensive
4
+ 0.67%
$61.74 - $71.71 $247 - $287
602 $37K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.45%
$75.65 - $83.47 $227 - $250
673 $51K
SCHR
Schwab Intermediate Term Us Tr

ETFs
401K
+ 108.01%
$24.19 - $50.58 $9.69M - $20.3M
772K $18.7M
Activity Summary
Buys All Purchases 56 New Holdings 14 Increased Positions 42 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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