Aufman Associates Inc Purchases in Q3 2024

Aufman Associates Inc

  • $155 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KHC
Kraft Heinz CO

Consumer Defensive
39.7K
New
$31.86 - $36.13 $1.27M - $1.44M
39.7K $1.39M
MTX
Minerals Technologies Inc

Basic Materials
13.1K
+ 36.96%
$69.64 - $88.9 $911K - $1.16M
48.5K $3.74M
IVV
Ishares Core S&P 500 ETF

ETFs
728
+ 10.21%
$520.18 - $576.82 $379K - $420K
7.86K $4.53M
VUG
Vanguard Growth ETF

ETFs
1.58K
+ 278.84%
$341.08 - $391.94 $539K - $620K
2.15K $824K
AVGO
Broadcom Inc.

Technology
2.92K
New
$136.27 - $1745.86 $397K - $5.09M
2.92K $503K
MRK
Merck & Co., Inc.

Healthcare
4.07K
New
$111.15 - $128.97 $452K - $525K
4.07K $461K
PEP
Pepsico Inc

Consumer Defensive
2.15K
New
$161.9 - $179.3 $349K - $386K
2.15K $366K
MCD
Mcdonalds Corp

Consumer Cyclical
1.13K
New
$245.82 - $304.51 $278K - $344K
1.13K $344K
MSFT
Microsoft Corp

Technology
795
+ 33.43%
$395.15 - $467.56 $314K - $372K
3.17K $1.37M
VZ
Verizon Communications Inc

Communication Services
6.69K
New
$38.89 - $45.0 $260K - $301K
6.69K $300K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.51K
New
$147.95 - $191.05 $223K - $288K
1.51K $262K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.86K
New
$84.81 - $93.54 $242K - $267K
2.86K $262K
XOM
Exxon Mobil Corp

Energy
1.97K
+ 26.99%
$109.72 - $119.0 $216K - $234K
9.26K $1.09M
JPM
Jpmorgan Chase & CO

Financial Services
1.14K
New
$194.9 - $224.8 $222K - $256K
1.14K $240K
ABBV
Abb Vie Inc.

Healthcare
870
+ 35.35%
$163.84 - $199.33 $143K - $173K
3.33K $657K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.86K
New
$111.9 - $124.28 $209K - $232K
1.86K $230K
NEE
Nextera Energy Inc

Utilities
2.71K
New
$69.9 - $84.97 $190K - $230K
2.71K $229K
AMD
Advanced Micro Devices Inc

Technology
1.37K
New
$128.67 - $183.96 $177K - $253K
1.37K $225K
PG
Procter & Gamble CO

Consumer Defensive
1.23K
New
$160.76 - $177.82 $198K - $219K
1.23K $213K
CSCO
Cisco Systems, Inc.

Technology
4.02K
New
$44.74 - $53.22 $180K - $214K
4.02K $213K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.15K
New
$156.14 - $187.2 $179K - $214K
1.15K $211K
DUK
Duke Energy Corp

Utilities
1.83K
New
$99.35 - $117.71 $182K - $215K
1.83K $210K
PFE
Pfizer Inc

Healthcare
6.94K
New
$27.7 - $31.39 $192K - $218K
6.94K $200K
PAYX
Paychex Inc

Industrials
1.2K
+ 51.06%
$116.17 - $135.19 $139K - $162K
3.55K $476K
JNJ
Johnson & Johnson

Healthcare
880
+ 30.92%
$145.48 - $167.38 $128K - $147K
3.73K $603K
ALTO
Alto Ingredients, Inc.

Basic Materials
73.8K
+ 38.23%
$1.35 - $1.77 $99.6K - $131K
267K $429K
CVX
Chevron Corp

Energy
1.05K
+ 60.24%
$137.88 - $161.97 $145K - $171K
2.8K $412K
VO
Vanguard Mid Cap ETF

ETFs
21
+ 0.74%
$237.84 - $263.83 $4.99K - $5.54K
2.85K $750K
UNH
Unitedhealth Group Inc

Healthcare
30
+ 4.75%
$488.01 - $604.18 $14.6K - $18.1K
662 $387K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
55
+ 0.4%
$58.03 - $65.37 $3.19K - $3.6K
14K $904K
KO
Coca Cola CO

Consumer Defensive
389
+ 9.97%
$62.69 - $73.01 $24.4K - $28.4K
4.29K $308K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.23%
$105.53 - $118.34 $950 - $1.07K
3.89K $454K
USXF
Ishares Esg Advanced Msci Usa

Technology
1
+ 0.01%
$43.59 - $49.35 $43.6 - $49.4
13.6K $666K
AMZN
Amazon Com Inc

Consumer Cyclical
170
+ 12.0%
$161.02 - $200.0 $27.4K - $34K
1.59K $295K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
81
+ 1.15%
$39.37 - $41.68 $3.19K - $3.38K
7.15K $296K
MRNA
Moderna, Inc.

Healthcare
2.26K
+ 34.75%
$63.64 - $125.14 $144K - $283K
8.77K $585K
Activity Summary
Buys All Purchases 37 New Holdings 18 Increased Positions 19 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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