Absher Wealth Management, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $752 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: M&T Bank Corp with a value of $42.8M, Microsoft Corp with a value of $37.7M, Starbucks Corp with a value of $35.5M, Deere & CO with a value of $34.9M, and Pepsico Inc with a value of $34.8M.

Examining the 13F form we can see an increase of $63M in the current position value, from $689M to 752M.

Below you can find more details about Absher Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $752 Million
Industrials: $156 Million
Financial Services: $147 Million
Consumer Cyclical: $133 Million
Technology: $95.3 Million
Consumer Defensive: $93.8 Million
Healthcare: $77.3 Million
Communication Services: $27.3 Million
Energy: $21.4 Million
Other: $689,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $752 Million
  • Prior Value $689 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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