Ascent Wealth Partners, LLC Purchases in Q4 2024

Ascent Wealth Partners, LLC

  • $736 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
630
+ 2.55%
$78.15 - $88.25 $49.2K - $55.6K
25.4K $2.08M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
881
+ 9.91%
$49.79 - $51.14 $43.9K - $45.1K
9.77K $489K
NBTB
Nbt Bancorp Inc

Financial Services
19
+ 0.39%
$42.64 - $52.33 $810 - $994
4.95K $236K
TXN
Texas Instruments Inc

Technology
91
+ 1.07%
N/A
8.57K $1.67M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2
+ 0.03%
$55.73 - $66.16 $111 - $132
6.36K $383K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
25
+ 0.04%
$563.99 - $620.12 $14.1K - $15.5K
59.5K $33.9M
IBM
International Business Machines Corp

Technology
65
+ 0.91%
$204.9 - $238.04 $13.3K - $15.5K
7.21K $1.58M
VIG
Vanguard Dividend Appreciation

ETFs
25
+ 0.62%
N/A
4.03K $733K
Te Connectivity PLC
85
+ 1.0%
N/A
8.61K $0
PNOV
Innovator U.S. Equity Power Bu
17.7K
New
N/A
17.7K $0
PDEC
Innovator U.S. Equity Power Bu
20.8K
New
N/A
20.8K $0
Arm Holdings PLC
512
+ 2.59%
N/A
20.2K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.27K
+ 7.82%
$44.04 - $49.49 $56K - $63K
17.5K $772K
NKE
Nike, Inc.

Consumer Cyclical
415
+ 10.32%
$73.36 - $89.13 $30.4K - $37K
4.44K $335K
LNT
Alliant Energy Corp

Utilities
326
+ 1.28%
$56.24 - $63.63 $18.3K - $20.7K
25.8K $1.52M
GE
General Electric CO

Industrials
128
+ 6.5%
$159.95 - $194.23 $20.5K - $24.9K
2.1K $349K
PRU
Prudential Financial Inc

Financial Services
78
+ 0.61%
$114.59 - $129.52 $8.94K - $10.1K
13K $1.54M
XOM
Exxon Mobil Corp

Energy
249
+ 3.03%
$105.51 - $125.37 $26.3K - $31.2K
8.46K $909K
XLE
Energy Sector Spdr

ETFs
19
+ 0.07%
$83.32 - $97.27 $1.58K - $1.85K
26K $2.22M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.02%
$230.6 - $277.0 $231 - $277
4.05K $951K
D
Dominion Energy, Inc

Utilities
525
+ 2.48%
$52.63 - $60.92 $27.6K - $32K
21.7K $1.17M
VTR
Ventas, Inc.

Real Estate
508
+ 2.84%
$57.73 - $66.48 $29.3K - $33.8K
18.4K $1.08M
KMB
Kimberly Clark Corp

Consumer Defensive
90
+ 0.97%
$130.37 - $146.09 $11.7K - $13.1K
9.32K $1.22M
MRK
Merck & Co., Inc.

Healthcare
1.39K
+ 8.4%
$96.31 - $114.76 $134K - $159K
17.9K $1.78M
LOW
Lowes Companies Inc

Consumer Cyclical
34
+ 0.63%
$244.52 - $284.07 $8.31K - $9.66K
5.42K $1.34M
CPB
Campbell Soup CO

Consumer Defensive
306
+ 1.54%
$41.42 - $48.71 $12.7K - $14.9K
20.2K $844K
PFE
Pfizer Inc

Healthcare
734
+ 0.98%
$24.8 - $30.19 $18.2K - $22.2K
75.6K $2.01M
SO
Southern CO

Utilities
304
+ 1.22%
$81.5 - $94.15 $24.8K - $28.6K
25.2K $2.07M
VZ
Verizon Communications Inc

Communication Services
401
+ 1.03%
$39.6 - $45.21 $15.9K - $18.1K
39.4K $1.58M
NOC
Northrop Grumman Corp

Industrials
35
+ 0.73%
$466.52 - $543.88 $16.3K - $19K
4.82K $2.26M
NVS
Novartis Ag

Healthcare
169
+ 1.05%
$96.78 - $117.18 $16.4K - $19.8K
16.2K $1.58M
NEE
Nextera Energy Inc

Utilities
49
+ 0.18%
$69.77 - $85.43 $3.42K - $4.19K
26.7K $1.92M
RTX
Raytheon Technologies Corp

Industrials
69
+ 0.11%
$114.45 - $127.21 $7.9K - $8.78K
64.4K $7.45M
LLY
Eli Lilly & CO

Healthcare
119
+ 3.06%
$727.2 - $932.06 $86.5K - $111K
4.01K $3.09M
UNP
Union Pacific Corp

Industrials
171
+ 0.77%
$223.15 - $249.32 $38.2K - $42.6K
22.4K $5.12M
ROP
Roper Technologies Inc

Industrials
75
+ 0.54%
$519.85 - $575.95 $39K - $43.2K
14.1K $7.31M
AMGN
Amgen Inc

Healthcare
64
+ 0.71%
$258.78 - $328.31 $16.6K - $21K
9.02K $2.35M
KLAC
Kla Corp

Technology
4
+ 0.09%
$614.46 - $829.55 $2.46K - $3.32K
4.47K $2.82M
QCOM
Qualcomm Inc

Technology
710
+ 1.27%
$150.4 - $178.04 $107K - $126K
56.6K $8.69M
ABBV
Abb Vie Inc.

Healthcare
581
+ 0.98%
$164.99 - $203.87 $95.9K - $118K
59.8K $10.6M
UNH
Unitedhealth Group Inc

Healthcare
142
+ 0.73%
$485.52 - $625.25 $68.9K - $88.8K
19.5K $9.86M
AMAT
Applied Materials Inc

Technology
385
+ 0.9%
$161.44 - $213.89 $62.2K - $82.3K
43.2K $7.02M
Activity Summary
Buys All Purchases 93 New Holdings 18 Increased Positions 75 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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