Arthur M. Cohen & Associates, LLC Incresed Positions in Q3 2024

Arthur M. Cohen & Associates, LLC

  • $548 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
2.06K
+ 6.39%
$209.46 - $259.24 $432K - $534K
34.3K $8.71M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.55K
+ 6.12%
$178.94 - $207.0 $1.35M - $1.56M
131K $26.3M
COST
Costco Wholesale Corp

Consumer Defensive
772
+ 4.91%
$801.83 - $917.05 $619K - $708K
16.5K $14.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.3K
+ 2.6%
$117.9 - $128.2 $271K - $294K
90.6K $11.6M
META
Meta Platforms, Inc.

Communication Services
420
+ 4.34%
$453.41 - $572.44 $190K - $240K
10.1K $5.78M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.25K
+ 23.74%
$259.22 - $299.75 $582K - $674K
11.7K $3.3M
ETN
Eaton Corp PLC

Industrials
1.96K
+ 55.86%
$272.52 - $333.02 $534K - $652K
5.46K $1.81M
NVDA
Nvidia Corp

Technology
11.8K
+ 3.3%
$98.91 - $134.91 $1.17M - $1.6M
371K $45M
ISRG
Intuitive Surgical Inc

Healthcare
446
+ 4.76%
$416.14 - $494.01 $186K - $220K
9.82K $4.82M
EQIX
Equinix Inc

Real Estate
441
+ 22.53%
$749.0 - $890.01 $330K - $392K
2.4K $2.13M
NFLX
Netflix Inc

Communication Services
186
+ 1.49%
$598.55 - $722.26 $111K - $134K
12.6K $8.97M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
503
+ 5.47%
$475.2 - $527.7 $239K - $265K
9.7K $5.12M
PANW
Palo Alto Networks Inc

Technology
1.15K
+ 23.54%
$294.18 - $368.01 $339K - $425K
6.06K $2.07M
V
Visa Inc.

Financial Services
1.11K
+ 13.96%
$253.74 - $291.56 $280K - $322K
9.02K $2.48M
MA
Mastercard Inc

Financial Services
239
+ 5.14%
$429.6 - $500.99 $103K - $120K
4.89K $2.41M
UNH
Unitedhealth Group Inc

Healthcare
120
+ 4.6%
$488.01 - $604.18 $58.6K - $72.5K
2.73K $1.6M
CRM
Salesforce, Inc.

Technology
192
+ 1.56%
$238.42 - $276.53 $45.8K - $53.1K
12.5K $3.42M
ORCL
Oracle Corp

Technology
195
+ 2.69%
$125.9 - $170.35 $24.6K - $33.2K
7.45K $1.27M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.99K
+ 18.67%
$92.63 - $105.69 $185K - $211K
12.7K $1.32M
FIW
First Trust Water ETF

ETFs
34
+ 0.15%
$98.0 - $109.33 $3.33K - $3.72K
23.3K $2.55M
FNF
Fidelity National Financial, Inc.

Financial Services
1.6K
+ 21.08%
$48.08 - $62.04 $76.9K - $99.3K
9.19K $570K
BX
Blackstone Inc.

Financial Services
675
+ 22.73%
$120.77 - $159.66 $81.5K - $108K
3.65K $558K
NOW
Service Now, Inc.

Technology
15
+ 1.04%
$730.87 - $937.36 $11K - $14.1K
1.46K $1.3M
JNJ
Johnson & Johnson

Healthcare
34
+ 0.33%
$145.48 - $167.38 $4.95K - $5.69K
10.2K $1.66M
DVY
Ishares Tr

ETFs
755
+ 18.12%
$119.99 - $135.74 $90.6K - $102K
4.92K $664K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
807
+ 9.72%
$147.95 - $191.05 $119K - $154K
9.11K $1.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
83
+ 0.81%
$434.77 - $502.96 $36.1K - $41.7K
10.3K $5.02M
AMP
Ameriprise Financial Inc

Financial Services
140
+ 14.51%
$391.53 - $469.81 $54.8K - $65.8K
1.11K $519K
WM
Waste Management Inc

Industrials
485
+ 20.86%
$196.96 - $223.45 $95.5K - $108K
2.81K $583K
KNSL
Kinsale Capital Group, Inc.

Financial Services
70
+ 10.69%
$370.41 - $491.09 $25.9K - $34.4K
725 $337K
MRVL
Marvell Technology, Inc.

Technology
40
+ 0.12%
$56.15 - $76.24 $2.25K - $3.05K
34.5K $2.49M
IVV
Ishares Core S&P 500 ETF

ETFs
7
+ 0.32%
$520.18 - $576.82 $3.64K - $4.04K
2.23K $1.28M
AVGO
Broadcom Inc.

Technology
3.72K
+ 924.88%
$136.27 - $1745.86 $507K - $6.49M
4.12K $710K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.11%
$523.84 - $572.02 $1.05K - $1.14K
1.82K $1.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
11
+ 0.22%
$79.92 - $88.19 $879 - $970
5K $440K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.09%
$291.88 - $341.94 $292 - $342
1.12K $382K
VTI
Vanguard Total Stock Market Et

ETFs
11
+ 0.69%
$255.18 - $283.2 $2.81K - $3.12K
1.61K $456K
WRB
Berkley W R Corp

Financial Services
1.68K
+ 50.0%
$51.54 - $79.62 $86.3K - $133K
5.03K $285K
VUG
Vanguard Growth ETF

ETFs
10
+ 0.83%
$341.08 - $391.94 $3.41K - $3.92K
1.22K $467K
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.23%
$266.03 - $266.03 $532 - $532
873 $232K
F&G Annuities & Life Inc
725
+ 2.13%
N/A
34.8K $0
Chipotle Mex Grill
2.04K
+ 3.56%
N/A
59.3K $0
MRK
Merck & Co., Inc.

Healthcare
120
+ 3.61%
$111.15 - $128.97 $13.3K - $15.5K
3.45K $391K
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 1.19%
$161.02 - $200.0 $259K - $322K
137K $25.5M
MSFT
Microsoft Corp

Technology
248
+ 0.4%
$395.15 - $467.56 $98K - $116K
62.1K $26.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.08K
+ 6.95%
$217.89 - $392.15 $235K - $424K
16.6K $4.66M
GOOG
Alphabet Inc.

Communication Services
2.04K
+ 1.53%
$149.54 - $192.66 $305K - $393K
136K $22.7M
Activity Summary
Buys All Purchases 54 New Holdings 6 Increased Positions 48 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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