Code Waechter LLC Reduced Holdings in Q4 2024

Code Waechter LLC

  • $114 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-134
- 31.75%
$727.2 - $932.06 $97.4K - $125K
288 $222K
HD
Home Depot, Inc.

Consumer Cyclical
-310
- 24.53%
$385.02 - $431.37 $119K - $134K
954 $371K
JNJ
Johnson & Johnson

Healthcare
-421
- 9.34%
$143.34 - $165.86 $60.3K - $69.8K
4.09K $590K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.09K
- 20.05%
$61.68 - $67.87 $129K - $142K
8.32K $518K
UNH
Unitedhealth Group Inc

Healthcare
-26
- 2.03%
$485.52 - $625.25 $12.6K - $16.3K
1.25K $633K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-784
- 30.6%
$113.92 - $127.38 $89.3K - $99.9K
1.78K $204K
MSFT
Microsoft Corp

Technology
-114
- 2.26%
$406.35 - $454.46 $46.3K - $51.8K
4.92K $2.08M
NEE
Nextera Energy Inc

Utilities
-414
- 8.72%
$69.77 - $85.43 $28.9K - $35.4K
4.33K $310K
AMCR
Amcor PLC

Consumer Cyclical
-4.83K
- 24.75%
$9.34 - $11.37 $45.1K - $54.9K
14.7K $138K
BEN
Franklin Resources Inc

Financial Services
-4.18K
- 9.01%
$19.35 - $22.76 $81K - $95.2K
42.3K $857K
WLY
John Wiley & Sons, Inc.

Communication Services
-551
- 7.22%
$43.58 - $53.13 $24K - $29.3K
7.08K $310K
WTRG
Essential Utilities, Inc.

Utilities
-879
- 8.01%
$36.18 - $40.55 $31.8K - $35.6K
10.1K $366K
NWFL
Norwood Financial Corp

Financial Services
-1.67K
- 5.66%
$25.18 - $32.49 $42.1K - $54.3K
27.9K $758K
MTB
M&T Bank Corp

Financial Services
-466
- 13.48%
$172.48 - $221.95 $80.4K - $103K
2.99K $562K
TROW
Price T Rowe Group Inc

Financial Services
-533
- 22.76%
$106.48 - $124.69 $56.8K - $66.5K
1.81K $204K
KO
Coca Cola CO

Consumer Defensive
-18
- 0.36%
$61.74 - $71.71 $1.11K - $1.29K
5K $311K
ABBV
Abb Vie Inc.

Healthcare
-8
- 0.34%
$164.99 - $203.87 $1.32K - $1.63K
2.32K $412K
GOOG
Alphabet Inc.

Communication Services
-653
- 18.85%
$163.08 - $198.16 $106K - $129K
2.81K $535K
CTBI
Community Trust Bancorp Inc

Financial Services
-1.28K
- 14.93%
$47.28 - $60.9 $60.4K - $77.8K
7.28K $385K
MA
Mastercard Inc

Financial Services
-113
- 12.49%
$491.3 - $536.15 $55.5K - $60.6K
792 $417K
MCD
Mcdonalds Corp

Consumer Cyclical
-48
- 4.87%
$288.47 - $316.54 $13.8K - $15.2K
937 $271K
FRT
Federal Realty Investment Trust

Real Estate
-96
- 2.07%
$109.55 - $117.53 $10.5K - $11.3K
4.55K $509K
SPY
Spdr S&P 500 ETF Trust

ETFs
-66
- 5.72%
$567.81 - $607.81 $37.5K - $40.1K
1.09K $637K
V
Visa Inc.

Financial Services
-175
- 20.49%
$273.87 - $320.91 $47.9K - $56.2K
679 $214K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 3.96%
$442.29 - $483.08 $11.5K - $12.6K
630 $285K
PM
Philip Morris International Inc.

Consumer Defensive
-84
- 3.31%
$118.38 - $133.06 $9.94K - $11.2K
2.45K $294K
ACN
Accenture PLC

Technology
-1
- 0.12%
$343.9 - $376.86 $344 - $377
863 $303K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.24%
$873.59 - $994.69 $874 - $995
416 $381K
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 1.17%
$570.51 - $610.59 $17.1K - $18.3K
2.52K $1.49M
BX
Blackstone Inc.

Financial Services
-175
- 7.49%
$148.45 - $199.05 $26K - $34.8K
2.16K $372K
WMB
Williams Companies, Inc.

Energy
-663
- 9.25%
$46.37 - $59.74 $30.7K - $39.6K
6.5K $351K
NVDA
Nvidia Corp

Technology
-335
- 5.45%
$117.0 - $148.88 $39.2K - $49.9K
5.81K $780K
JPM
Jpmorgan Chase & CO

Financial Services
-66
- 2.18%
$205.18 - $250.29 $13.5K - $16.5K
2.96K $709K
TSLA
Tesla, Inc.

Consumer Cyclical
-50
- 6.35%
$213.65 - $479.86 $10.7K - $24K
737 $297K
AMZN
Amazon Com Inc

Consumer Cyclical
-93
- 2.31%
$180.88 - $232.93 $16.8K - $21.7K
3.93K $861K
AVGO
Broadcom Inc.

Technology
-295
- 5.41%
$159.67 - $250.0 $47.1K - $73.8K
5.16K $1.2M
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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