Andesa Financial Management Inc. Purchases in Q1 2023

Andesa Financial Management Inc.

  • $338 Million
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
56.9K
+ 94.9%
$125.02 - $164.9 $7.11M - $9.38M
117K $19.3M
MSFT
Microsoft Corp

Technology
24.4K
+ 80.44%
$222.31 - $288.3 $5.42M - $7.03M
54.7K $15.8M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
210K
+ 104.83%
$34.17 - $36.58 $7.17M - $7.67M
410K $14.5M
ETN
Eaton Corp PLC

Industrials
30.2K
+ 93.76%
$151.86 - $177.55 $4.59M - $5.36M
62.4K $10.7M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
68.9K
+ 121.81%
$64.55 - $69.63 $4.45M - $4.8M
125K $8.7M
IVV
Ishares Core S&P 500 ETF

ETFs
11K
+ 119.75%
$381.13 - $418.66 $4.19M - $4.6M
20.2K $8.29M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
125K
+ 125.06%
$30.36 - $33.55 $3.8M - $4.19M
225K $7.43M
JPM
Jpmorgan Chase & CO

Financial Services
31.2K
+ 99.75%
$124.91 - $143.8 $3.89M - $4.48M
62.4K $8.13M
AVGO
Broadcom Inc.

Technology
4.89K
+ 74.55%
$553.48 - $643.71 $2.7M - $3.15M
11.4K $7.34M
ALTY
Global X Funds Global X Altern

ETFs
318K
+ 217.81%
$10.95 - $12.0 $3.49M - $3.82M
465K $5.27M
HD
Home Depot, Inc.

Consumer Cyclical
12.3K
+ 83.31%
$280.82 - $339.79 $3.45M - $4.18M
27.1K $7.99M
CME
Cme Group Inc.

Financial Services
14.3K
+ 93.97%
$168.95 - $191.52 $2.42M - $2.74M
29.6K $5.66M
MPC
Marathon Petroleum Corp

Energy
19.6K
+ 93.92%
$110.62 - $135.35 $2.16M - $2.65M
40.4K $5.44M
JPSE
J P Morgan Diversified Return

ETFs
72.6K
+ 116.42%
$37.92 - $43.54 $2.75M - $3.16M
135K $5.38M
UNP
Union Pacific Corp

Industrials
14.6K
+ 87.27%
$185.72 - $214.7 $2.71M - $3.14M
31.3K $6.31M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
128K
+ 292.26%
$21.89 - $22.67 $2.79M - $2.89M
171K $3.79M
MCHP
Microchip Technology Inc

Technology
28.5K
+ 97.58%
$69.1 - $86.52 $1.97M - $2.46M
57.6K $4.83M
MRK
Merck & Co., Inc.

Healthcare
27.1K
+ 75.44%
$102.94 - $114.86 $2.79M - $3.11M
63K $6.7M
HYD
Vaneck High Yield Muni ETF

ETFs
51.2K
+ 94.25%
$50.65 - $52.87 $2.59M - $2.71M
105K $5.46M
CSCO
Cisco Systems, Inc.

Technology
45.9K
+ 84.53%
$46.46 - $52.28 $2.13M - $2.4M
100K $5.23M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
21.7K
+ 95.59%
$109.24 - $117.82 $2.37M - $2.55M
44.3K $5.14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
47.5K
+ 126.03%
$52.13 - $55.7 $2.48M - $2.65M
85.2K $4.65M
NKE
Nike, Inc.

Consumer Cyclical
20K
+ 97.02%
$116.86 - $129.5 $2.34M - $2.59M
40.7K $4.99M
DUSA
Davis Fundamental ETF Tr

ETFs
83.2K
+ 119.7%
$27.18 - $31.22 $2.26M - $2.6M
153K $4.34M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
30.1K
+ 120.07%
$65.24 - $76.13 $1.96M - $2.29M
55.2K $4.07M
MSI
Motorola Solutions, Inc.

Technology
7.68K
+ 88.52%
$252.24 - $286.13 $1.94M - $2.2M
16.4K $4.68M
INNO
Harbor ETF Tr Harbor Disruptiv

ETFs
166K
+ 113.67%
$10.64 - $12.99 $1.77M - $2.16M
312K $3.94M
JHMM
John Hancock Multifactor Mid C

ETFs
47.6K
+ 117.27%
$45.23 - $51.69 $2.15M - $2.46M
88.2K $4.22M
VFVA
Vanguard Wellington Fd U S Val

ETFs
24.3K
+ 119.87%
$92.21 - $110.28 $2.24M - $2.68M
44.6K $4.32M
DRI
Darden Restaurants Inc

Consumer Cyclical
13.3K
+ 100.79%
$139.95 - $155.16 $1.86M - $2.06M
26.5K $4.11M
FTGC
First Trust Global Tactical CO

ETFs
102K
+ 70.39%
$22.79 - $24.69 $2.33M - $2.52M
247K $5.81M
CB
Chubb LTD

Financial Services
13.2K
+ 99.73%
$186.01 - $231.11 $2.46M - $3.06M
26.5K $5.14M
AJG
Arthur J. Gallagher & Co.

Financial Services
10.7K
+ 99.56%
$177.09 - $197.47 $1.9M - $2.12M
21.5K $4.11M
VZ
Verizon Communications Inc

Communication Services
53.8K
+ 119.69%
$36.54 - $42.19 $1.96M - $2.27M
98.7K $3.84M
APD
Air Products & Chemicals, Inc.

Basic Materials
7.92K
+ 67.26%
$266.94 - $320.51 $2.11M - $2.54M
19.7K $5.65M
MDT
Medtronic PLC

Healthcare
23.2K
+ 127.31%
$76.72 - $87.58 $1.78M - $2.03M
41.4K $3.34M
CMCSA
Comcast Corp

Communication Services
46.7K
+ 102.11%
$35.28 - $41.11 $1.65M - $1.92M
92.5K $3.51M
DVN
Devon Energy Corp

Energy
49K
+ 89.49%
$45.12 - $65.76 $2.21M - $3.22M
104K $5.25M
BBY
Best Buy CO Inc

Consumer Cyclical
24.2K
+ 103.25%
$73.32 - $91.42 $1.78M - $2.22M
47.7K $3.73M
DBND
Doubleline ETF Tr Opportunisti

ETFs
38.7K
+ 157.12%
$45.38 - $47.23 $1.76M - $1.83M
63.4K $2.96M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
50.9K
+ 109.76%
$31.8 - $34.17 $1.62M - $1.74M
97.3K $3.27M
LLY
Eli Lilly & CO

Healthcare
5.38K
+ 93.01%
$310.63 - $364.82 $1.67M - $1.96M
11.2K $3.83M
JNJ
Johnson & Johnson

Healthcare
13.4K
+ 78.97%
$151.05 - $180.26 $2.03M - $2.42M
30.4K $4.71M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
15K
+ 142.05%
$107.11 - $119.52 $1.6M - $1.79M
25.5K $2.87M
ADP
Automatic Data Processing Inc

Industrials
7.59K
+ 79.88%
$213.22 - $245.36 $1.62M - $1.86M
17.1K $3.81M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
28.9K
+ 90.46%
$39.88 - $43.24 $1.15M - $1.25M
60.9K $2.57M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
12.5K
+ 202.77%
$93.6 - $95.22 $1.17M - $1.19M
18.6K $1.77M
MUST
Columbia ETF Tr I Multi Sector

ETFs
55.1K
+ 173.76%
$20.15 - $20.83 $1.11M - $1.15M
86.9K $1.79M
FAST
Fastenal CO

Industrials
17.5K
+ 100.0%
$46.3 - $55.29 $808K - $965K
34.9K $1.88M
Activity Summary
Buys All Purchases 120 New Holdings 18 Increased Positions 102 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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