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CIK: 0001132699
Total reported value
$1.6B
$1.6B
273 檔
26.8%
At the close of Q4 2024, Vestor Capital, LLC disclosed equity holdings valued at approximately $1.6B, spread across 273 reported holdings.
In Q4 2024, Vestor Capital, LLC displayed an active expansion posture, initiating 16 new positions and adding to 16 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, ) accounted for 26.8% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.07% | -6.07% | -21.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.26% | -2.80% | -23.91% | |
| 3 | ✓ | Stock-Other | 6.02% | — | -21.71% | ||
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.02% | -3.24% | +9.89% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 5.39% | -2.80% | -23.51% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 5.14% | — | +9.68% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.28% | -2.56% | -23.43% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.78% | -2.77% | -42.68% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.77% | -3.40% | +0.01% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | -1.37% | +0.37% | |
| 11 | FISV | Fiserv Inc | Stock-Other | 2.03% | — | +24.72% | |
| 12 | C | Citigroup Inc | Stock-Financials | 1.88% | -2.41% | — | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.66% | +4.78% | +45.42% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | -0.72% | -44.77% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.43% | -0.43% | -3.58% | |
| 16 | ✓ | Stock-Other | 1.39% | — | -0.68% | ||
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.30% | -1.01% | +20.44% | |
| 18 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.26% | -1.50% | -8.69% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.19% | — | +63.43% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 1.15% | -2.44% | -0.63% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 1.09% | -0.01% | EXIT | |
| 22 | ✓ | Stock-Other | 1.08% | — | +1.17% | ||
| 23 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.06% | — | -0.01% | |
| 24 | ALAB | Astera Labs Inc | Stock-Tech | 1.03% | — | — | |
| 25 | SNOW | Snowflake Inc | Stock-Tech | 1.02% | +0.03% | — | |
| 26 | ANETEUR | Arista Networks Inc | Stock-Other | 0.99% | -0.02% | +15763.82% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.56% | -0.67% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.91% | +0.18% | — | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.84% | -0.76% | -0.61% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | -0.02% | +0.46% | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.80% | +0.04% | +22640.69% | |
| 32 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.77% | -0.27% | EXIT | |
| 33 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.76% | -1.47% | -46.58% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.88% | -0.15% | |
| 35 | CWK | Cushman & Wakefield Limited | Stock-Other | 0.67% | — | +0.20% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -1.05% | +53.68% | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.64% | -0.36% | -0.86% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.54% | EXIT | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.21% | +0.23% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.04% | -3.58% | |
| 41 | VPU | Vanguard Utilities ETF | ETF-Other | 0.59% | -0.11% | -1.13% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | -0.47% | -2.02% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | -3.71% | -1.12% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | — | -1.76% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | -1.13% | EXIT | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.50% | +1.74% | -52.49% | |
| 47 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.49% | — | — | |
| 48 | COP | Conocophillips | Stock-Energy | 0.49% | -0.01% | -66.61% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.48% | -1.36% | -6.70% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.40% | -51.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | +1.9% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +1.2% | +9.89% | Add |
| 3 | ALAB | Astera Labs Inc | +1% | NEW | New buy |
| 4 | SNOW | Snowflake Inc | +1% | NEW | New buy |
| 5 | ANETEUR | Arista Networks Inc | +1% | +15763.82% | Add |
| 6 | WFC | Wells Fargo & Co | +0.9% | NEW | New buy |
| 7 | PWR | Quanta Services Inc | +0.8% | +22640.69% | Add |
| 8 | RDDT | Reddit Inc-cl A | +0.6% | -0.01% | Trim |
| 9 | XLF | Ss Financial Select Sector | +0.6% | +9.68% | Add |
| 10 | TSLA | Tesla Inc | +0.6% | +20.44% | Add |
| 11 | SPGI | S&p Global Inc | +0.6% | +124.30% | Add |
| 12 | FISV | Fiserv Inc | +0.6% | +24.72% | Add |
| 13 | FOUR | Shift4 Payments Inc-class A | +0.5% | NEW | New buy |
| 14 | ORCL | Oracle CORP | +0.5% | +45.42% | Add |
| 15 | SYK | Stryker CORP | +0.4% | +1344.40% | Add |
| 16 | NET | Cloudflare Inc - Class A | +0.4% | NEW | New buy |
| 17 | HUBS | Hubspot Inc | +0.4% | NEW | New buy |
| 18 | DDOG | Datadog Inc - Class A | +0.4% | NEW | New buy |
| 19 | TTD | Trade Desk Inc/the -class A | +0.4% | NEW | New buy |
| 20 | MLM | Martin Marietta Materials | +0.3% | NEW | New buy |
| 21 | MCK | Mckesson CORP | +0.3% | +968.18% | Add |
| 22 | HWM | Howmet Aerospace Inc | +0.3% | NEW | New buy |
| 23 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | NEW | New buy |
| 24 | ABBV | Abbvie Inc | +0.3% | +182.05% | Add |
| 25 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | — | Add |
| 26 | RBRK | Rubrik Inc-a | +0.3% | NEW | New buy |
| 27 | JPM | Jpmorgan Chase & Co | +0.3% | +0.01% | Add |
| 28 | WMT | Walmart Inc | +0.3% | +53.68% | Add |
| 29 | ABNB | Airbnb Inc-class A | +0.3% | NEW | New buy |
| 30 | CEG | Constellation Energy | +0.3% | +2767.85% | Add |
| 31 | TMUS | T-mobile US Inc | +0.2% | +3403.24% | Add |
| 32 | S | Sentinelone Inc -class A | +0.2% | NEW | New buy |
| 33 | AFRM | Affirm Holdings Inc | +0.2% | NEW | New buy |
| 34 | JIRE | Jpmorgan Int Res Enh Eqty | -0.4% | -8.69% | Trim |
| 35 | HD | Home Depot Inc | -0.6% | -52.51% | Trim |
| 36 | WM | Waste Management Inc | -0.6% | -52.49% | Trim |
| 37 | CAH | Cardinal Health Inc | -0.6% | -46.58% | Trim |
| 38 | BDX | Becton Dickinson And Co | -0.6% | -67.91% | Trim |
| 39 | PEP | Pepsico Inc | -0.7% | -51.97% | Trim |
| 40 | AZNN | Astrazeneca Plc-spons Adr | -0.7% | EXIT | Sold out |
| 41 | XOM | Exxon Mobil CORP | -0.8% | -92.25% | Trim |
| 42 | META | Meta Platforms Inc-class A | -1% | -23.43% | Trim |
| 43 | UBER | Uber Technologies Inc | -1.1% | -98.15% | Trim |
| 44 | COP | Conocophillips | -1.1% | -66.61% | Trim |
| 45 | NVDA | Nvidia CORP | -1.2% | — | Trim |
| 46 | FTI | TechnipFMC plc | -1.2% | -99.18% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -1.6% | -42.68% | Trim |
| 48 | LLY | Eli Lilly & Co | -1.7% | -44.77% | Trim |
| 49 | AAPL | Apple Inc | -1.7% | -21.01% | Trim |
| 50 | MSFT | Microsoft CORP | -2.4% | -23.91% | Trim |
According to official SEC Form 13F filings, Vestor Capital, LLC reported a total U.S. public equity portfolio value of $1.6B across 273 disclosed positions in Q4 2024.
During Q4 2024, Vestor Capital, LLC's top holdings by market value included AAPL (8.1%)、MSFT (6.3%)、 (6.0%). The largest single position, AAPL, represented 8.1% of total portfolio value.
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Top New Position Initiated
C
市值: $24.6M
Top Position Liquidated / Trimmed
AZNN
前期市值: $9.0M
In Q4 2024, Vestor Capital, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 16 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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