Private Wealth Management Group, LLC Incresed Positions in Q3 2024

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
15
+ 3.25%
$62.69 - $73.01 $940 - $1.1K
476 $34.2M
CTSH
Cognizant Technology Solutions Corp

Technology
9
+ 2.0%
$66.89 - $77.87 $602 - $701
459 $35.4M
COP
Conocophillips

Energy
69
+ 25.27%
$102.3 - $116.61 $7.06K - $8.05K
342 $36M
GIS
General Mills Inc

Consumer Defensive
60
+ 200.0%
$62.5 - $75.15 $3.75K - $4.51K
90 $6.65M
RF
Regions Financial Corp

Financial Services
3
+ 0.21%
$19.51 - $23.42 $58.5 - $70.3
1.41K $32.9M
SPGI
S&P Global Inc.

Financial Services
1
+ 1.72%
$446.32 - $527.38 $446 - $527
59 $30.5M
CTAS
Cintas Corp

Industrials
176
+ 275.0%
$201.38 - $819.83 $35.4K - $144K
240 $49.4M
VT
Vanguard Total World Stk Index

ETFs
10
+ 2.14%
$107.72 - $119.96 $1.08K - $1.2K
477 $57.1M
PGR
Progressive Corp

Financial Services
2
+ 2.33%
$209.46 - $259.24 $419 - $518
88 $22.3M
EXR
Extra Space Storage Inc.

Real Estate
2
+ 1.21%
$151.92 - $183.06 $304 - $366
167 $30.1M
BILL
Bill.Com Holdings, Inc.

Technology
81
+ 385.71%
$43.97 - $56.02 $3.56K - $4.54K
102 $5.38M
CARR
Carrier Global Corp

Industrials
3
+ 1.3%
$61.9 - $80.88 $186 - $243
234 $18.8M
GLW
Corning Inc

Technology
3
+ 0.46%
$37.76 - $46.2 $113 - $139
657 $29.7M
ADSK
Autodesk, Inc.

Technology
1
+ 0.72%
$245.83 - $245.83 $246 - $246
140 $38.6M
GILD
Gilead Sciences, Inc.

Healthcare
7
+ 3.21%
$66.59 - $83.99 $466 - $588
225 $18.9M
ABR
Arbor Realty Trust Inc

Real Estate
246
+ 482.35%
$12.89 - $15.66 $3.17K - $3.85K
297 $4.62M
SKY
Skyline Champion Corp

Consumer Cyclical
34
+ 141.67%
$65.6 - $95.65 $2.23K - $3.25K
58 $5.5M
JCI
Johnson Controls International PLC

Industrials
3
+ 0.92%
$65.52 - $77.61 $197 - $233
330 $25.6M
STT
State Street Corp

Financial Services
2
+ 0.78%
$73.37 - $89.31 $147 - $179
257 $22.7M
Cooper Cos Inc
2
+ 1.3%
N/A
156 $17.2M
GPC
Genuine Parts CO

Consumer Cyclical
26
+ 92.86%
$131.04 - $147.11 $3.41K - $3.82K
54 $7.54M
HI
Hillenbrand, Inc.

Industrials
139
+ 817.65%
$26.35 - $45.14 $3.66K - $6.27K
156 $4.34M
TT
Trane Technologies PLC

Industrials
1
+ 1.85%
$314.21 - $388.71 $314 - $389
55 $21.4M
NOV
Nov Inc.

Energy
264
+ 120.0%
$15.85 - $20.82 $4.18K - $5.5K
484 $7.73M
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 8.93%
$455.08 - $517.19 $2.28K - $2.59K
61 $30.8M
EPAM
Epam Systems, Inc.

Technology
17
+ 283.33%
$185.58 - $185.58 $3.15K - $3.15K
23 $4.58M
BTU
Peabody Energy Corp

Energy
114
+ 139.02%
$20.56 - $26.53 $2.34K - $3.02K
196 $5.2M
CHRD
Oasis Petroleum Inc.

Energy
32
+ 152.38%
$128.01 - $176.98 $4.1K - $5.66K
53 $6.9M
CFG
Citizens Financial Group Inc

Financial Services
3
+ 0.47%
$35.24 - $43.24 $106 - $130
644 $26.5M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
15
+ 23.81%
$80.44 - $110.41 $1.21K - $1.66K
78 $8.61M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
13
+ 185.71%
$233.4 - $302.36 $3.03K - $3.93K
20 $5.43M
PRTA
Prothena Corp Public LTD CO

Healthcare
204
+ 784.62%
$16.73 - $24.79 $3.41K - $5.06K
230 $3.85M
SWKS
Skyworks Solutions, Inc.

Technology
36
+ 112.5%
$96.22 - $120.68 $3.46K - $4.34K
68 $6.72M
CC
Chemours CO

Basic Materials
162
+ 1472.73%
$16.79 - $24.99 $2.72K - $4.05K
173 $3.52M
WY
Weyerhaeuser CO

Real Estate
71
+ 46.41%
$27.05 - $33.84 $1.92K - $2.4K
224 $7.59M
IBP
Installed Building Products, Inc.

Consumer Cyclical
7
+ 19.44%
$198.8 - $270.35 $1.39K - $1.89K
43 $10.6M
PLD
Prologis, Inc.

Real Estate
4
+ 2.11%
$111.95 - $132.43 $448 - $530
194 $24.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 2.78%
$136.93 - $162.81 $411 - $488
111 $17.8M
AFRM
Affirm Holdings, Inc.

Technology
11
+ 4.55%
$24.12 - $44.98 $265 - $495
253 $10.3M
ZTS
Zoetis Inc.

Healthcare
2
+ 1.68%
$172.58 - $196.48 $345 - $393
121 $23.6M
CCI
Crown Castle International Corp

Real Estate
2
+ 1.52%
$95.29 - $120.24 $191 - $240
134 $15.9M
MTB
M&T Bank Corp

Financial Services
1
+ 0.95%
$146.49 - $179.85 $146 - $180
106 $18.9M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 0.85%
$150.01 - $182.29 $150 - $182
119 $21.6M
WBD
Warner Bros. Discovery, Inc.

Communication Services
181
+ 10.32%
$6.71 - $8.78 $1.21K - $1.59K
1.94K $16M
PCVX
Vaxcyte, Inc.

Healthcare
20
+ 125.0%
$70.52 - $117.12 $1.41K - $2.34K
36 $4.11M
CPRI
Capri Holdings LTD

Consumer Cyclical
9
+ 3.36%
$29.61 - $42.44 $266 - $382
277 $11.8M
UNP
Union Pacific Corp

Industrials
2
+ 1.69%
$221.78 - $256.09 $444 - $512
120 $29.6M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1
+ 0.81%
$85.44 - $110.36 $85.4 - $110
124 $13.7M
FIS
Fidelity National Information Services, Inc.

Technology
3
+ 0.98%
$72.8 - $85.04 $218 - $255
310 $26M
Activity Summary
Buys All Purchases 413 New Holdings 71 Increased Positions 342 Sells All Sells 221 Reductions 221 Sold out 0 Options Calls 0 Puts 0
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