Ruedi Wealth Management, Inc. Sells in Q3 2024

Ruedi Wealth Management, Inc.

  • $291 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-42
- 11.11%
$62.69 - $73.01 $2.63K - $3.07K
336 $24.2M
KHC
Kraft Heinz CO

Consumer Defensive
-11
- 6.47%
$31.86 - $36.13 $350 - $397
159 $5.57M
MUB
Ishares National Muni Bond ETF

ETFs
-4
- 1.52%
$106.13 - $108.7 $425 - $435
259 $28.1M
RF
Regions Financial Corp

Financial Services
-20
- 8.13%
$19.51 - $23.42 $390 - $468
226 $5.27M
APD
Air Products & Chemicals, Inc.

Basic Materials
-8
- 11.59%
$247.34 - $300.11 $1.98K - $2.4K
61 $18.2M
CMS
Cms Energy Corp

Utilities
-1
- 2.27%
$58.7 - $70.62 $58.7 - $70.6
43 $3.04M
EXC
Exelon Corp

Utilities
-6
- 4.51%
$34.24 - $40.55 $205 - $243
127 $5.15M
IQV
Iqvia Holdings Inc.

Healthcare
-2
- 4.26%
$206.81 - $251.55 $414 - $503
45 $10.7M
CMCSA
Comcast Corp

Communication Services
-7
- 1.72%
$37.33 - $41.78 $261 - $292
400 $16.7M
RTX
Raytheon Technologies Corp

Industrials
-19
- 12.26%
$99.55 - $123.34 $1.89K - $2.34K
136 $16.5M
UNH
Unitedhealth Group Inc

Healthcare
-11
- 11.22%
$488.01 - $604.18 $5.37K - $6.65K
87 $51.2M
IR
Ingersoll Rand Inc.

Industrials
-5
- 2.45%
$86.9 - $100.4 $435 - $502
199 $19.5M
YUM
Yum Brands Inc

Consumer Cyclical
-2
- 1.05%
$125.95 - $139.96 $252 - $280
188 $26.3M
TAP
Molson Coors Beverage CO

Consumer Defensive
-1
- 0.5%
$49.94 - $57.52 $49.9 - $57.5
201 $11.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-43
- 7.68%
$64.35 - $75.71 $2.77K - $3.26K
517 $38.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-33
- 10.28%
$405.19 - $478.57 $13.4K - $15.8K
288 $133M
CSCO
Cisco Systems, Inc.

Technology
-130
- 8.2%
$44.74 - $53.22 $5.82K - $6.92K
1.46K $77.4M
CEG
Constellation Energy Corp

Utilities
-2
- 4.35%
$167.08 - $262.86 $334 - $526
44 $11.4M
MO
Altria Group, Inc.

Consumer Defensive
-22
- 3.27%
$45.95 - $54.71 $1.01K - $1.2K
650 $33.2M
AXP
American Express CO

Financial Services
-4
- 4.26%
$225.92 - $271.17 $904 - $1.08K
90 $24.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2
- 1.34%
$259.22 - $299.75 $518 - $600
147 $41.4M
Ge Healthcare Technologies I
-11
- 4.66%
N/A
225 $21.1M
ABBV
Abb Vie Inc.

Healthcare
-51
- 10.32%
$163.84 - $199.33 $8.36K - $10.2K
443 $87.5M
HWM
Howmet Aerospace Inc.

Industrials
-9
- 5.36%
$77.3 - $100.22 $696 - $902
159 $15.9M
SHW
Sherwin Williams CO

Basic Materials
-4
- 7.55%
$294.65 - $384.0 $1.18K - $1.54K
49 $18.8M
HSY
Hershey CO

Consumer Defensive
-1
- 0.25%
$182.45 - $203.25 $182 - $203
400 $76.7M
LEN
Lennar Corp

Consumer Cyclical
-5
- 4.55%
$142.5 - $192.45 $713 - $962
105 $19.7M
NSC
Norfolk Southern Corp

Industrials
-16
- 7.41%
$213.75 - $259.69 $3.42K - $4.16K
200 $49.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-133
- 1.88%
$76.38 - $78.87 $10.2K - $10.5K
6.96K $548M
PEP
Pepsico Inc

Consumer Defensive
-10
- 0.9%
$161.9 - $179.3 $1.62K - $1.79K
1.1K $187M
VTV
Vanguard Value ETF

ETFs
-1
- 0.31%
$159.75 - $174.57 $160 - $175
320 $55.8M
JPM
Jpmorgan Chase & CO

Financial Services
-54
- 2.59%
$194.9 - $224.8 $10.5K - $12.1K
2.03K $428M
MCD
Mcdonalds Corp

Consumer Cyclical
-21
- 7.07%
$245.82 - $304.51 $5.16K - $6.39K
276 $84M
Ge Vernova Inc
-4
- 2.99%
N/A
130 $33.1M
TT
Trane Technologies PLC

Industrials
-5
- 2.16%
$314.21 - $388.71 $1.57K - $1.94K
226 $87.9M
GE
General Electric CO

Industrials
-17
- 3.15%
$156.66 - $189.66 $2.66K - $3.22K
523 $98.6M
UNP
Union Pacific Corp

Industrials
-9
- 1.21%
$221.78 - $256.09 $2K - $2.3K
735 $181M
SO
Southern CO

Utilities
-34
- 2.49%
$77.0 - $90.52 $2.62K - $3.08K
1.33K $120M
DFAE
Dimensional ETF Tr

ETFs
-340
- 2.04%
$24.46 - $27.82 $8.32K - $9.46K
16.4K $448M
DUK
Duke Energy Corp

Utilities
-8
- 0.66%
$99.35 - $117.71 $795 - $942
1.21K $139M
WMT
Walmart Inc.

Consumer Defensive
-16
- 1.09%
$66.91 - $81.4 $1.07K - $1.3K
1.46K $117M
CAT
Caterpillar Inc

Industrials
-11
- 2.78%
$316.8 - $391.12 $3.48K - $4.3K
384 $150M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-88
- 1.53%
$41.9 - $48.26 $3.69K - $4.25K
5.67K $271M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.08K
- 11.3%
$82.97 - $98.97 $89.7K - $107K
8.49K $827M
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.46%
$333.64 - $405.2 $3.67K - $4.46K
2.36K $956M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-12.4K
- 6.71%
$21.91 - $26.03 $272K - $323K
173K $4.43B
AAPL
Apple Inc.

Technology
-436
- 2.15%
$207.23 - $234.82 $90.4K - $102K
19.8K $4.62B
DFAX
Dimensional ETF Tr
-10.5K
- 2.24%
$24.29 - $27.25 $255K - $286K
458K $12.4B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-66.6K
- 3.0%
$31.05 - $34.29 $2.07M - $2.28M
2.15M $73.9B
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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