Annis Gardner Whiting Capital Advisors, LLC Incresed Positions in Q3 2024

Annis Gardner Whiting Capital Advisors, LLC

  • $355 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
26.7K
+ 39.59%
$255.18 - $283.2 $6.81M - $7.55M
94.1K $26.7B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
36.4K
+ 16.97%
$58.03 - $65.37 $2.11M - $2.38M
251K $16.2B
IWM
Ishares Russell 2000 ETF

ETFs
1.9K
+ 3.93%
$200.87 - $224.6 $381K - $426K
50.2K $11.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.4K
+ 48.82%
$41.9 - $48.26 $644K - $742K
46.9K $2.24B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.88K
+ 19.65%
$113.45 - $126.18 $327K - $363K
17.5K $2.21B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
551
+ 14.3%
$405.19 - $478.57 $223K - $264K
4.4K $2.03B
NOW
Service Now, Inc.

Technology
298
+ 23.78%
$730.87 - $937.36 $218K - $279K
1.55K $1.39B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.8K
+ 79.9%
$113.41 - $125.62 $317K - $351K
6.29K $791M
VEA
Vanguard Ftse Developed Market

ETFs
1.48K
+ 2.19%
$47.6 - $53.31 $70.2K - $78.6K
68.7K $3.63B
VO
Vanguard Mid Cap ETF

ETFs
886
+ 93.56%
$237.84 - $263.83 $211K - $234K
1.83K $484M
AEP
American Electric Power CO Inc

Utilities
1.6K
+ 45.6%
$87.11 - $104.95 $139K - $168K
5.11K $524M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.47K
+ 54.31%
$112.99 - $126.45 $166K - $186K
4.17K $525M
Canadian Pacific Kansas City
1.73K
+ 20.02%
N/A
10.3K $887M
DXCM
Dexcom Inc

Healthcare
3.22K
+ 846.05%
$64.0 - $116.06 $206K - $373K
3.6K $241M
SO
Southern CO

Utilities
1.78K
+ 67.17%
$77.0 - $90.52 $137K - $161K
4.43K $399M
RF
Regions Financial Corp

Financial Services
7.46K
+ 2421.75%
$19.51 - $23.42 $146K - $175K
7.77K $181M
CRWD
Crowd Strike Holdings, Inc.

Technology
698
+ 345.54%
$217.89 - $392.15 $152K - $274K
900 $252M
T Rowe Price ETF Inc
4.95K
+ 337.56%
N/A
6.42K $213M
JCI
Johnson Controls International PLC

Industrials
2.13K
+ 3377.78%
$65.52 - $77.61 $139K - $165K
2.19K $170M
IAC
Iac/Inter Active Corp

Communication Services
1.08K
+ 7.37%
$45.12 - $54.7 $48.7K - $59.1K
15.7K $847M
MSFT
Microsoft Corp

Technology
1.28K
+ 5.43%
$395.15 - $467.56 $507K - $600K
24.9K $10.7B
PFF
Ishares Trust Ishares Pfd And

ETFs
4K
+ 26.83%
$31.18 - $33.5 $125K - $134K
18.9K $628M
MDT
Medtronic PLC

Healthcare
344
+ 3.08%
$76.84 - $91.03 $26.4K - $31.3K
11.5K $1.04B
PAYC
Paycom Software, Inc.

Technology
76
+ 1.29%
$140.16 - $173.86 $10.7K - $13.2K
5.95K $992M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.25K
+ 353.69%
$101.72 - $112.94 $127K - $141K
1.6K $180M
DUK
Duke Energy Corp

Utilities
860
+ 38.14%
$99.35 - $117.71 $85.4K - $101K
3.12K $359M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.06K
+ 14.18%
$75.47 - $83.18 $79.6K - $87.8K
8.49K $706M
HBAN
Huntington Bancshares Inc

Financial Services
8.03K
+ 959.86%
$12.84 - $15.15 $103K - $122K
8.87K $131M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 0.81%
$475.2 - $527.7 $12.8K - $14.2K
3.37K $1.78B
IBM
International Business Machines Corp

Technology
88
+ 5.77%
$175.1 - $223.38 $15.4K - $19.7K
1.61K $357M
DE
Deere & CO

Industrials
8
+ 0.46%
$344.84 - $418.0 $2.76K - $3.34K
1.75K $732M
CRM
Salesforce, Inc.

Technology
177
+ 11.16%
$238.42 - $276.53 $42.2K - $48.9K
1.76K $483M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
710
+ 98.34%
$96.25 - $101.98 $68.3K - $72.4K
1.43K $145M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
77
+ 0.36%
$38.03 - $42.06 $2.93K - $3.24K
21.5K $900M
TFC
Truist Financial Corp

Financial Services
718
+ 6.86%
$38.22 - $44.94 $27.4K - $32.3K
11.2K $479M
Arm Holdings PLC
915
+ 29.09%
N/A
4.06K $581M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3.35K
+ 113.39%
$109.03 - $210.9 $365K - $705K
6.3K $686M
IEMG
Ishares Inc

ETFs
926
+ 58.24%
$53.64 - $53.64 $49.7K - $49.7K
2.52K $144M
Gsk PLC
1.36K
+ 1619.05%
N/A
1.44K $59.1M
KMX
Carmax Inc

Consumer Cyclical
366
+ 6.59%
$71.21 - $85.78 $26.1K - $31.4K
5.92K $458M
SCHA
Schwab Strategic Tr Us Small C

ETFs
284
+ 3.21%
$46.9 - $51.96 $13.3K - $14.8K
9.14K $471M
LUV
Southwest Airlines CO

Industrials
1.15K
+ 9.11%
$23.7 - $29.93 $27.3K - $34.4K
13.8K $408M
SQQQ
Proshares Tr Ultrapro Short Qq

ETFs
5.9K
+ 590000.0%
$7.17 - $10.83 $42.3K - $63.9K
5.9K $44.5M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
277
+ 2.58%
$32.04 - $37.11 $8.88K - $10.3K
11K $401M
AMT
American Tower Corp

Real Estate
31
+ 3.6%
$192.27 - $242.73 $5.96K - $7.52K
892 $207M
UPS
United Parcel Service Inc

Industrials
276
+ 13.45%
$123.32 - $147.38 $34K - $40.7K
2.33K $317M
WFC
Wells Fargo & Company

Financial Services
2.43K
+ 6.83%
$51.58 - $60.97 $125K - $148K
38.1K $2.15B
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.13%
$247.34 - $300.11 $247 - $300
772 $230M
WELL
Welltower Inc.

Real Estate
102
+ 13.62%
$104.0 - $129.74 $10.6K - $13.2K
851 $109M
Activity Summary
Buys All Purchases 136 New Holdings 28 Increased Positions 108 Sells All Sells 339 Reductions 339 Sold out 0 Options Calls 1 Puts 1
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