55 I, LLC Incresed Positions in Q3 2022

55 I, LLC

  • $3.58 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
33.8K
+ 186.46%
$83.14 - $100.12 $2.81M - $3.38M
51.9K $4.53M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
54.7K
+ 186.84%
$57.44 - $68.01 $3.14M - $3.72M
84K $4.83M
LLY
Eli Lilly & CO

Healthcare
8.5K
+ 177.36%
$296.48 - $337.87 $2.52M - $2.87M
13.3K $4.3M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
37.1K
+ 128.14%
$75.91 - $92.66 $2.81M - $3.43M
66K $5.01M
ABBV
Abb Vie Inc.

Healthcare
21.2K
+ 205.78%
$134.21 - $153.93 $2.85M - $3.27M
31.6K $4.24M
VB
Vanguard Small Cap ETF

ETFs
16.7K
+ 42.58%
$170.45 - $206.62 $2.84M - $3.44M
55.8K $9.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.3K
+ 9.68%
$328.3 - $395.04 $6.32M - $7.61M
218K $71.7M
BAC
Bank Of America Corp

Financial Services
81K
+ 252.05%
$18.8 - $35.27 $1.52M - $2.86M
113K $3.42M
XLP
Consumer Staples Sector Spdr

ETFs
38.2K
+ 88.73%
N/A
81.3K $5.42M
IXUS
Ishares Tr

ETFs
58.9K
+ 51.55%
$50.92 - $60.43 $3M - $3.56M
173K $8.81M
WFC
Wells Fargo & Company

Financial Services
55.8K
+ 509.72%
$1.55 - $45.53 $86.5K - $2.54M
66.8K $2.69M
CVX
Chevron Corp

Energy
15.5K
+ 175.11%
$135.94 - $164.63 $2.11M - $2.55M
24.4K $3.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.15K
+ 351.16%
$26.92 - $327.14 $219K - $2.67M
10.5K $2.82M
IWM
Ishares Russell 2000 ETF

ETFs
13.1K
+ 141.63%
$164.17 - $201.07 $2.15M - $2.63M
22.3K $3.68M
TXN
Texas Instruments Inc

Technology
13.6K
+ 295.89%
$148.54 - $185.4 $2.02M - $2.52M
18.2K $2.82M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
304K
+ 16.11%
$20.99 - $24.2 $6.39M - $7.37M
2.19M $46.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.27K
+ 181.56%
$507.19 - $604.49 $2.17M - $2.58M
6.63K $3.36M
MRK
Merck & Co., Inc.

Healthcare
23.4K
+ 229.62%
$84.53 - $94.96 $1.98M - $2.22M
33.6K $2.9M
PG
Procter & Gamble CO

Consumer Defensive
17.8K
+ 112.32%
$126.25 - $149.93 $2.24M - $2.66M
33.6K $4.24M
NEE
Nextera Energy Inc

Utilities
24.7K
+ 221.86%
$54.18 - $90.81 $1.34M - $2.25M
35.9K $2.81M
LOW
Lowes Companies Inc

Consumer Cyclical
9.76K
+ 249.2%
$177.36 - $216.47 $1.73M - $2.11M
13.7K $2.57M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
70.3K
+ 47.46%
$40.75 - $47.96 $2.86M - $3.37M
218K $8.89M
XLI
Industrial Sector Spdr

ETFs
26.1K
+ 39.13%
$82.84 - $100.53 $2.16M - $2.62M
92.7K $7.68M
COP
Conocophillips

Energy
17K
+ 372.51%
$81.61 - $117.71 $1.39M - $2M
21.6K $2.21M
MA
Mastercard Inc

Financial Services
6.74K
+ 148.84%
$284.34 - $359.95 $1.92M - $2.43M
11.3K $3.2M
COST
Costco Wholesale Corp

Consumer Defensive
3.75K
+ 155.9%
$466.4 - $560.96 $1.75M - $2.1M
6.16K $2.91M
VV
Vanguard Large Cap ETF

ETFs
10.9K
+ 168.41%
$163.56 - $196.95 $1.78M - $2.15M
17.4K $2.84M
KO
Coca Cola CO

Consumer Defensive
32.9K
+ 190.98%
$56.02 - $65.22 $1.84M - $2.14M
50.1K $2.8M
XLU
Utilities Sector Spdr

ETFs
27.7K
+ 130.55%
$65.51 - $78.12 $1.81M - $2.16M
48.9K $3.2M
BMY
Bristol Myers Squibb CO

Healthcare
25.1K
+ 187.46%
$0.13 - $76.84 $3.27K - $1.93M
38.5K $2.74M
WMT
Walmart Inc.

Consumer Defensive
12.6K
+ 128.78%
$121.98 - $139.52 $1.53M - $1.75M
22.3K $2.89M
DIS
Walt Disney CO

Communication Services
18K
+ 197.03%
$91.84 - $124.96 $1.65M - $2.24M
27.1K $2.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
40.6K
+ 44.0%
$51.23 - $57.83 $2.08M - $2.35M
133K $6.81M
MCD
Mcdonalds Corp

Consumer Cyclical
7.37K
+ 183.48%
$230.74 - $266.82 $1.7M - $1.97M
11.4K $2.63M
PFE
Pfizer Inc

Healthcare
42K
+ 172.47%
$43.76 - $53.42 $1.84M - $2.25M
66.4K $2.91M
HD
Home Depot, Inc.

Consumer Cyclical
5.74K
+ 94.25%
$266.58 - $327.38 $1.53M - $1.88M
11.8K $3.27M
IWR
Ishares Russell Mid Cap ETF

ETFs
25.8K
+ 169.06%
$62.15 - $74.82 $1.6M - $1.93M
41K $2.55M
LIN
Linde PLC

Basic Materials
5.88K
+ 242.22%
$264.25 - $312.29 $1.55M - $1.84M
8.31K $2.24M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
42.2K
+ 141.56%
$39.97 - $47.36 $1.69M - $2M
72K $2.88M
V
Visa Inc.

Financial Services
9.84K
+ 85.85%
$177.28 - $217.14 $1.74M - $2.14M
21.3K $3.78M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
36.3K
+ 72.93%
$44.1 - $53.86 $1.6M - $1.96M
86.1K $3.86M
CVS
Cvs Health Corp

Healthcare
15.8K
+ 355.83%
$92.53 - $106.43 $1.46M - $1.68M
20.2K $1.93M
CSCO
Cisco Systems, Inc.

Technology
37.9K
+ 248.8%
$40.0 - $49.37 $1.52M - $1.87M
53.2K $2.13M
DVY
Ishares Tr

ETFs
17.2K
+ 48.25%
$107.22 - $127.71 $1.84M - $2.19M
52.8K $5.66M
MLPA
Global X Mlp ETF

ETFs
33.9K
+ 89.81%
$35.88 - $43.47 $1.22M - $1.47M
71.7K $2.83M
IWL
Ishares Tr Russell 200 ETF

ETFs
19.2K
+ 44.69%
$84.9 - $102.29 $1.63M - $1.96M
62.1K $5.28M
DFUS
Dimensional ETF Tr U S Equity

ETFs
41.9K
+ 38.65%
$38.82 - $46.57 $1.63M - $1.95M
150K $5.84M
MS
Morgan Stanley

Financial Services
17.4K
+ 312.99%
$21.84 - $90.15 $381K - $1.57M
23K $1.82M
XLK
Technology Sector Spdr

ETFs
22.5K
+ 14.65%
$118.78 - $151.56 $2.67M - $3.41M
176K $20.9M
Activity Summary
Buys All Purchases 493 New Holdings 193 Increased Positions 300 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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