Annis Gardner Whiting Capital Advisors, LLC Incresed Positions in Q4 2024

Annis Gardner Whiting Capital Advisors, LLC

  • $357 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEAK
Healthpeak Properties, Inc.

Real Estate
49
+ 24.38%
N/A
250 $5.07M
Capital Group International
31
+ 16.67%
N/A
217 $5.22M
TSN
Tyson Foods, Inc.

Consumer Defensive
9
+ 11.69%
$57.14 - $64.54 $514 - $581
86 $4.94M
IEF
Ishares Barclays

ETFs
35
+ 6.86%
$92.08 - $98.18 $3.22K - $3.44K
545 $50.4M
UDR
Udr, Inc.

Real Estate
38
+ 5.56%
$41.3 - $46.33 $1.57K - $1.76K
721 $31.3M
NOC
Northrop Grumman Corp

Industrials
7
+ 12.28%
$466.52 - $543.88 $3.27K - $3.81K
64 $30M
EIX
Edison International

Utilities
18
+ 7.32%
$77.93 - $88.36 $1.4K - $1.59K
264 $21.1M
ACGL
Arch Capital Group Ltd.

Financial Services
4
+ 7.69%
$88.71 - $114.86 $355 - $459
56 $5.17M
KMB
Kimberly Clark Corp

Consumer Defensive
108
+ 8.11%
$130.37 - $146.09 $14.1K - $15.8K
1.44K $190M
EOG
Eog Resources Inc

Energy
9
+ 0.13%
$118.22 - $136.54 $1.06K - $1.23K
6.72K $824M
MIDD
Middleby Corp

Industrials
3
+ 0.53%
$129.7 - $146.97 $389 - $441
564 $76.4M
VLO
Valero Energy Corp

Energy
8
+ 3.51%
$118.59 - $144.02 $949 - $1.15K
236 $28.9M
TER
Teradyne, Inc

Technology
1
+ 0.37%
$102.58 - $133.62 $103 - $134
273 $34.4M
AMCR
Amcor PLC

Consumer Cyclical
22
+ 1.6%
$9.34 - $11.37 $205 - $250
1.4K $13.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
10
+ 1.3%
$285.5 - $335.62 $2.86K - $3.36K
782 $227M
PEG
Public Service Enterprise Group Inc

Utilities
8
+ 0.99%
$81.87 - $94.51 $655 - $756
818 $69.1M
TDG
Trans Digm Group Inc

Industrials
1
+ 3.33%
$1239.0 - $1442.53 $1.24K - $1.44K
31 $39.3M
ECL
Ecolab Inc.

Basic Materials
11
+ 3.55%
$234.32 - $261.43 $2.58K - $2.88K
321 $75.4M
AVY
Avery Dennison Corp

Industrials
3
+ 1.72%
$186.26 - $220.48 $559 - $661
177 $33.1M
PANW
Palo Alto Networks Inc

Technology
1.6K
+ 86.27%
$181.96 - $405.9 $290K - $648K
3.45K $627M
LOW
Lowes Companies Inc

Consumer Cyclical
39
+ 4.9%
$244.52 - $284.07 $9.54K - $11.1K
835 $206M
URI
United Rentals, Inc.

Industrials
1
+ 1.0%
$704.44 - $880.32 $704 - $880
101 $71.1M
BBY
Best Buy CO Inc

Consumer Cyclical
14
+ 1.83%
$85.2 - $101.35 $1.19K - $1.42K
780 $67M
HD
Home Depot, Inc.

Consumer Cyclical
73
+ 2.87%
$385.02 - $431.37 $28.1K - $31.5K
2.61K $1.02B
VZ
Verizon Communications Inc

Communication Services
804
+ 8.63%
$39.6 - $45.21 $31.8K - $36.3K
10.1K $405M
CAT
Caterpillar Inc

Industrials
17
+ 2.33%
$360.37 - $416.88 $6.13K - $7.09K
746 $271M
LMT
Lockheed Martin Corp

Industrials
77
+ 13.65%
$479.66 - $614.62 $36.9K - $47.3K
641 $312M
SWK
Stanley Black & Decker, Inc.

Industrials
360
+ 22.15%
$79.07 - $109.36 $28.5K - $39.4K
1.99K $159M
SBUX
Starbucks Corp

Consumer Cyclical
47
+ 1.16%
$87.44 - $102.5 $4.11K - $4.82K
4.09K $373M
IONS
Ionis Pharmaceuticals Inc

Healthcare
800
+ 8.05%
$33.73 - $40.36 $27K - $32.3K
10.7K $375M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.14K
+ 89.11%
$25.33 - $51.16 $206K - $417K
17.3K $447M
PLD
Prologis, Inc.

Real Estate
113
+ 6.43%
$101.4 - $126.96 $11.5K - $14.3K
1.87K $198M
Linde PLC
33
+ 4.33%
N/A
795 $333M
CL
Colgate Palmolive CO

Consumer Defensive
44
+ 1.41%
$90.22 - $102.31 $3.97K - $4.5K
3.16K $288M
LLY
Eli Lilly & CO

Healthcare
83
+ 9.19%
$727.2 - $932.06 $60.4K - $77.4K
986 $761M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.6K
+ 183.28%
$27.54 - $83.04 $429K - $1.29M
24.1K $667M
MGM
Mgm Resorts International

Consumer Cyclical
2.1K
+ 8.28%
$33.44 - $41.99 $70.4K - $88.3K
27.5K $953M
AMT
American Tower Corp

Real Estate
3
+ 0.34%
$179.4 - $232.01 $538 - $696
895 $166M
ABBV
Abb Vie Inc.

Healthcare
240
+ 5.57%
$164.99 - $203.87 $39.6K - $48.9K
4.55K $808M
Arm Holdings PLC
205
+ 5.05%
N/A
4.27K $526M
KO
Coca Cola CO

Consumer Defensive
259
+ 3.44%
$61.74 - $71.71 $16K - $18.6K
7.78K $485M
PEP
Pepsico Inc

Consumer Defensive
142
+ 2.89%
$151.29 - $176.1 $21.5K - $25K
5.06K $775M
ACWI
Ishares Msci Acwi ETF

ETFs
714
+ 0.9%
$117.05 - $123.03 $83.6K - $87.8K
79.9K $9.38B
MRNA
Moderna, Inc.

Healthcare
725
+ 15.37%
$36.85 - $63.93 $26.7K - $46.3K
5.44K $226M
Canadian Pacific Kansas City
400
+ 3.87%
N/A
10.7K $779M
FCX
Freeport Mcmoran Inc

Basic Materials
259
+ 2.41%
$38.08 - $50.82 $9.86K - $13.2K
11K $419M
IAC
Iac/Inter Active Corp

Communication Services
1K
+ 6.36%
$41.75 - $55.1 $41.8K - $55.1K
16.7K $722M
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 0.03%
$148.29 - $166.93 $593 - $668
13.4K $2B
JNJ
Johnson & Johnson

Healthcare
576
+ 4.06%
$143.34 - $165.86 $82.6K - $95.5K
14.8K $2.13B
Activity Summary
Buys All Purchases 296 New Holdings 90 Increased Positions 206 Sells All Sells 187 Reductions 185 Sold out 2 Options Calls 0 Puts 0
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